- Ukwengezwa komthamo omusha we-solar PV e-US ngo-2022 bekungama-20.2 GW DC, ngokuncipha konyaka ngo-16%.
- Kwakungenxa yophenyo lukahulumeni lwentela olumelene nokweqa kanye nokuthunyelwa kwemojula okubambezeleke ku-CBP ngenxa ye-UFLPA.
- Ngonyaka ukufakwa kwesikali sezinsiza zehle ngo-31%, i-solar yehle ngo-6%, i-solar yomphakathi yehle ngo-16%, kodwa ingxenye yokuhlala yehle ngo-40%
- Umthamo welanga wase-US ofakiwe kulindeleke ukuthi ukhule izikhathi ezinhlanu, usuka ku-141 GW DC ekupheleni kuka-2022 uya ngaphezu kuka-700 GW DC ngo-2033.
- Umthamo wokukhiqiza wemojula yelanga osebenzayo kuze kube u-2022 ube ngu-9 GW kuhlanganisa no-1.8 GW owafika ku-inthanethi ngonyaka odlule.
Izintela zikahulumeni wase-US ezimelene nokweqa kanye nokuboshwa kwemojula yiCustoms and Border Protection (CBP) ngaphansi kwe-Uyghur Forced Labor Prevention Act (UFLPA) yezwe kuholele ekutheni izwe lifake umthamo we-PV ongaphansi ngo-16% ngo-2022 kanye no-20.2 GW DC engena ku-inthanethi, kodwa I-US Solar Market Insight 2022 Unyaka Wokubuyekezwa ilindele 'ukubuyiselwa okuqinile ekukhuleni' kule makethe ngo-2023.
Ukufakwa kwesikali sezinsiza kwehle ngo-31% ngonyaka kwaya ku-11.8 GW DC ngo-2022, okuhlanganisa no-4.3 GW DC ku-Q4/2022. Eyakamuva ibimele ukukhula okulandelanayo okungama-67%. Ukwehla minyaka yonke kubangelwe ikakhulukazi izinselelo zokuthengwa kwempahla kanye nokuphazamiseka kwezohwebo, ngokombiko weSolar Energy Industries Association (SEIA) kanye neWood Mackenzie.
Noma kunjalo, amandla angaphezu kuka-4.5 GW DC anikwe inkontileka ngesikhathi se-Q4 ukuze athathe Iphayiphi lephrojekthi yosizo lilonke lifinyelele ku-90.3 GW DC, ukukhula ngo-12% ngonyaka. Kusenokungaqiniseki kwesikhashana ikakhulukazi maqondana nabahlinzeki bemojula yesigaba 2 njengoba ngokombiko, i-CBP ibuyekeza ama-oda amancane nabakhiqizi abancane, kuyilapho izinkampani ze-tier I ziqiniseka ngokuthola ukuthunyelwa kwamamojula azo ku-H1/2023.
Ngesilinganiso sokusetshenziswa, isibikezelo sabahlaziyi I-139 GW DC izokwengezwa phakathi kuka-2023 no-2027, kanye no-429 GW DC kule minyaka eyishumi ezayo ngaphansi kwekesi eliyisisekelo..
Ingxenye yokuhlala ye-solar PV ibhalise ukukhula okuqinile kwe-YoY ngama-40% ngonyaka odlule ukubika izengezo ezingama-5.9 GW DC ngezinhlelo ezisondele ku-700,000 ezifakiwe, okuhlanganisa i-1.68 GW ku-Q4. Ngo-2023, ababhali bemibiko babikezela ukukhula konyaka okungu-7% kwalesi sigaba ngesidingo esinamandla esivela e-California, ngaphambi kokuthi i-NEM 3.0 enciphise kakhulu isinxephezelo se-metering samakhasimende amasha kuqala ukusebenza ngo-April 14, 2023.
I-solar yezentengiselwano, ehlanganisa amaphrojekthi asatshalaliswa kuzo zonke izimboni, izimboni, ezolimo, izikole, uhulumeni noma okungenzi inzuzo, yehle ngo-6% YoY yaya ku-1.4 GW DC ngo-2022, okuhlanganisa no-354 MW DC ku-Q4., futhi ngenxa yemikhawulo ye-supply chain. Ukufakwa nokho kungenzeka kunyuke ngo-19% YoY ngo-2023 njengoba amaphrojekthi abambezelekile eza ku-inthanethi kanye nokujaha ngaphambi kokuthi i-NEM 3.0 iza ku-inthanethi.
Ngokungeziwe kwe-284 MW DC ku-Q4, ukufakwa komphakathi we-PV yelanga ngo-2022 kwakuyisamba esingu-1.01 GW DC. sehle ngo-16% YOY. Ngo-2027, ababhali bombiko balindele ukuthi imakethe ikhule ngesilinganiso esingu-11% phakathi kuka-2023 no-2027.
Ngo-2027, u-33% wamandla elanga okuhlala amasha kanye nama-20% omthamo welanga elisha lezentengiselwano kanye nomphakathi uzohlanganiswa nesitoreji.
Umhlaziyi Omkhulu eWood Mackenzie kanye noMbhali Oholayo walo mbiko, uMichelle Davis uthe, “Yize u-2022 bekuwunyaka onzima embonini yelanga, silindele ukuthi ezinye zezinkinga ze-supply chain zibe lula, ziqhubekisele ukukhula kuka-2023 ku-41%. "
Isamba semikhumbi yelanga lase-US efakiwe kulindeleke ukuthi sikhule ngokuphindwe kahlanu kunanamuhla, sisuka ku-141 GW DC ekupheleni kuka-2022 siye ngaphezu kuka-700 GW DC ngo-2033.
Isibikezelo kuze kube ngu-2027 sinikezwa abahlaziyi ngaphansi kwe-bull case kanye nebhere ukuze kubonakale kunoma yimiphi imithelela ehlobene i-supply chain dynamics, ukufaneleka kwekhredithi yentela, ukutholakala kwabasebenzi, kanye nezinga lentengo yokudayisa. Ngaphansi kwesimo sezinkunzi, abahlaziyi balindele umthamo ongaphezulu ngo-10% kuze kube ngu-2027, kanti esimweni sebhere inani elifanayo lokubi libonwa kusengaphambili ngo-11% ngaphansi.
"Beka enye indlela, kuye ngokuthi yiziphi izinto ezicatshangwayo eziba ngokoqobo, cishe i-20 GW DC yengozi ebheke phezulu noma ephansi embonini yelanga lase-US eminyakeni emihlanu ezayo,” ufunda lo mbiko.
Nakuba umthelela woMthetho Wokuncishiswa Kokwehla Kwamandla Emali (i-IRA) uhlelelwe ukuba ubambe iqhaza kulezi zibikezelo zezigaba ezihlukahlukene, kungase futhi kuthathe umthamo wezwe wokukhiqiza ilanga libe ku-25 GW ekupheleni kuka-2023 uma zonke izimemezelo ziba yiqiniso. Ngo-2022, amandla okukhiqiza amamojula amasha angaphezu kuka-1.8 GW afika ku-inthanethi athatha ukunqwabelana kwafinyelela ku-9 GW., njengoba kusho abahlaziyi.
Umbiko ophelele ungathengwa kwaWood Mackenzie's iwebhusayithi.
Umthombo ovela Izindaba ze-Taiyang
Ulwazi olubekwe ngenhla luhlinzekwa yi-Taiyang News ngaphandle kwe-Chovm.com. I-Chovm.com ayenzi izethulo namawaranti mayelana nekhwalithi nokuthembeka komdayisi nemikhiqizo.
