- Ingxelo ye-SEMA Coalition kwishishini lemveliso yasekhaya yase-US yalatha kwizikhewu ezisongela ukukhula kwayo
- Ukugqithiswa kweemodyuli zelanga ezingabizi kakhulu, ngakumbi ezisuka e-China, zisoyikisa amalinge emveliso yalapha ekhaya
- Nokuba i-IRA idlala, ishishini lifuna inkxaso eyongezelelweyo ukuseka ikhonkco lokubonelela
- Ukunyanzeliswa ngamandla kwe-UFLPA kubalulekile ukugcina umgangatho wokudlala wabavelisi basekhaya
UMthetho wokuNcitshiswa kokunyuka kwamaxabiso ezinto (i-IRA) awanelanga ukuseka isixokelelwano esizinzileyo, esikhuselekileyo nesomeleleyo sokwenziwa kwePV yelanga yase-US eqhubeka ngokuthembela kakhulu ekuthengisweni kwempahla ngaphandle kwemingeni engaphezulu.
Ushishino ludinga iinzame ezingaphezulu 'kurhulumente wonke', ngokwengxelo entsha evela kwiGuidehouse Insights, egunyaziswe yiSolar Energy Manufacturing for America (SEMA) Coalition.
IINGXAKI
"Emva kokudlula kwe-IRA, kunye nezibonelelo zayo zokulinganisa ibala lokudlala kubavelisi baseMelika, iibhiliyoni zeedola zotyalo-mali olucetyiweyo zabhengezwa kulo lonke utyalo-mali lwelanga lase-US. Ngoku, njengoko befumana inkxaso-mali phesheya - abavelisi e-China nakwi-mpuma ye-Asia basebenzisa ulawulo lwabo lwentengiso engaphandle kunye namaqhinga okurhweba athandabuzekayo ukujongela phantsi olo tyalo-mali, inkqubela-phambili imisiwe njengoko abavelisi base-US belindele inkxaso eyongezelelekileyo ukuze bafezekise ukuzimela kwekhonkco lokubonelela, "ifundeka ingxelo.
Ukugqithiswa kweemodyuli kwimarike yase-US yinkxalabo enkulu, ngokutsho kwabahlalutyi kuba oku kuthoba amaxabiso emodyuli. Oku kuthetha ukuba abavelisi base-US abanakukhuphisana neenkampani ezifumana inkxaso-mali eninzi ezivela e-China ezikwavelisa kuqoqosho olukwizinga eliphezulu.
Urhoxiso lukarhulumente wase-US olungxamisekileyo kumaxabiso okhuseleko kwiimveliso zelanga ezivela e-China kunye nokungena kunxweme lwase-US ngokudlula amazwe ama-4 akuMzantsi-mpuma we-Asiya kukwanyuse unikezelo lweemodyuli zelanga ezingabizi kakhulu ngaphakathi eMelika.
Kude kube nguJuni ka-2024, xa ukumiswa kokupheliswa kuya kuphakanyiswa, amanqanaba aphezulu okungenisa elizweni aya kuthi ehle, kodwa kude kube yi-91.6 GW inikezelwe kwimarike, idlula kakhulu imfuno eqikelelweyo ye-38.7 GW ngo-2024. i-US
I-Auxin Solar kunye neNgcaciso yaMandla acocekileyo baye bacela umngeni ekumisweni, apho i-ROTH MKM ikholelwa ukuba ingakhokelela kumaxabiso okubuyisela kwakhona kwiimodyuli zelanga ezixabisa i-10 yeebhiliyoni zeedola esele zingenisiwe, zingasetyenziswanga okanye zifakelwe.bona iiNkampani zeSolar umngeni kwi-US Govt Tariff Moratorium).
I-Guidehouse ixoxa ukuba ngokungabikho kwempendulo yomgaqo-nkqubo wase-US ekungeneni okukhoyo ngoku kokungeniswa kwamanye amazwe kuwo omabini amacandelo kunye neemveliso ezigqityiweyo, izibhengezo zasefektri zakutsha nje azinakwenzeka.
I-IRA izise ukuzithemba kunye nesithembiso senkuthazo yezemali kwishishini le-PV lasekhaya elikhokelela kwizibhengezo ezininzi zeeseli ezintsha kunye neeyunithi zokwenziwa kwemodyuli. Ababhali bakholelwa ukuba nokuba isiqingatha sesi sikhundla sibhengeziwe sifika kwi-Intanethi, ilizwe linokuvelisa ngokwaneleyo ukuhlangabezana phantse ne-100% yemfuno yalo entsha yelanga ngo-2027.
Nangona esi sisiqalo esithembisayo, abahlalutyi balatha kwizikhewu xa kufikwa kwimveliso yasekhaya yamacandelo angasentla. Abahlalutyi baphikisa ngelithi, "La manyathelo okuvelisa ngawona ngxowankulu inkulu kodwa phakathi kweyona inkuthazo incinci ngamalungiselelo e-IRA."
Umzekelo, i-US inomthamo owaneleyo wepolysilicon ukwenza malunga ne-20 GW yeemveliso ze-silicon zekristali / ngonyaka. Nangona kunjalo, isafuna inyathelo elibalulekileyo lokuvelisa inyathelo elilandelayo lokucokisa kunye namanyathelo okwenziwa kwecandelo kwimveliso yeeseli zelanga.
Kananjalo ayinaso isakhono sokwenza ii-ingots, iiwafers kunye neeseli, ngaloo ndlela iqinisekisa ukuxhomekeka kubaboneleli behlabathi.
Ngokutsho kophando, oku kuqhubela phambili kokuthembela kwizinto zangaphandle kuya kushiya ishishini lase-US lisengozini kwixabiso kunye nokubonelela ngokuguquguqukayo, kunye nayo nayiphi na imiba ye-geopolitical, ukuba ungaphuthelwa isoyikiso esiya kubangela ukufezekiswa kweethagethi zemozulu zase-US.
I-China, kwelinye icala, ilawula i-97% yeendawo zokwenziwa kwe-PV zehlabathi, ngaphezulu kwe-99% yesakhono sokujikeleza sehlabathi, ivelisa ngaphezulu kwe-90% ye-polysilicon yomgangatho welanga, kwaye iinkampani zaseTshayina zilawula i-80% ukuya kwi-95% yothutho lwehlabathi kulo lonke ikhonkco lobonelelo ngelanga.
"Abenzi beSolar eMelika basebenza kakuhle ngaphantsi kwamandla abo apheleleyo ngenxa yokuba urhulumente uququzelela ukuthembela ngokugqithiseleyo kwiChina kwaye akakwazi ukubonelela ngenqanaba lokudlala lokuncedisa utyalo-mali lwamafutha kunye nokutsha," kusho uMlawuli oyiNtloko we-SEMA Coalition uMike Carr.
IINGCEBISO ZOMGAQO-NKQUBO
Ababhali banikezela ngezi ngcebiso ziphambili zokunceda i-US elunxwemeni imveliso yayo yelanga ukuze ixhamle ngemveliso ecocekileyo, imigangatho ephezulu yabasebenzi kunye nokudala imisebenzi evumelayo yodidi oluphakathi:
- Umxholo Wasekhaya: Abenzi bomgaqo-nkqubo kufuneka babeke imigangatho eyomeleleyo yokufumana iikhredithi zerhafu zebhonasi ekusebenziseni umxholo wasekhaya kunye nokuthengwa kwe-federal ukwenzela ukukhuthaza utyalo-mali kwixabiso eliphezulu, iindawo ezinzulu ze-capital chain chain ezifana ne-wafer kunye nemveliso ye-polysilicon.
- Ukunyanzeliswa ngamandla kweMithetho yoRhwebo yase-US: Unyanzeliso olomeleleyo lwemithetho yorhwebo echasene nokulahlwa nokunyanzeliswa ngokungqongqo kwe-UFLPA kubalulekile ukugcina umgangatho wokudlala wabavelisi basekhaya abathobela imigangatho ephezulu yabasebenzi kunye nokusingqongileyo.
- Ukuthenga: Ngaphandle kokumisela imigaqo-nkqubo yeebhonasi ezinxulumene nokuveliswa kwelanga lasekhaya, urhulumente wase-US unokukhokela ngomzekelo kwaye afune ukuba bonke abavelisi bamandla elanga anezivumelwano zokuthenga amandla ukuba basebenzise iipaneli zelanga ezinemigangatho ephezulu kumacandelo enziwe e-US.
Balumkisa ukuba ukusebenza kwezi ngcebiso kuya kutyhala imarike ekuthengeni iimodyuli ezibiza kakhulu zase-US. Nangona kunjalo, ixabiso lenkqubo lilonke liyakunyuka 'ngobulali kuphela' ngokuxhomekeke kwisicelo.
"Ukunciphisa iindleko ezinokwenzeka kwezinye iindawo zokuthunyelwa kwelanga (oko kukuthi, ukuvumela, ukufakwa / ukugqithisa, kunye nokusebenza kwe-balance-of-system) kunokwenzeka ukuba kube nefuthe elikhulu ekukhuleni kweemarike," bakhetha.
Ingxelo epheleleyo, enesihloko Indawo ye-Inflection: Imeko ye-US PV Solar Manufacturing & Yintoni elandelayo, iyafumaneka kwi-SEMA Coalition's website Ukukhuphela mahala.
Umthombo ovela Iindaba zaseTaiyang
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