Uhlalutyo lwemveliso ye-PV lutyhila ukuba amaxabiso emodyuli awakwazi “ukugcinakala” ehla kakhulu ngo-2024 ngaphandle kokuba abavelisi bathengise ngaphantsi kweendleko. Abahlalutyi base-UK base-Exawatt bahambisa uphuhliso kwiveki ephelileyo, kwindlela ebonwa ngabathathi-nxaxheba beemarike zase-Australia.
Ngomjikelo we-PV wehlabathi jikelele wonikezelo olupheleleyo kunye nokuhla kwexabiso okungaphezulu kwe-40% ekunyakaziseni imarike ngo-2023, kubonakala ngathi ukuncipha okubalulekileyo akufuneki kulindelwe ukuqhubeka kulo nyaka. Ingcebiso yokwenziwa kweSolar i-Exawatt inike ingxelo yokuba ngelixa amanqanaba e-inventri ehlala ephezulu, ukucutha iindleko okongezelelekileyo kunokumela abavelisi abathengisa ngaphantsi kweendleko.
I-Exawatt ibonise enye yexabiso layo kunye nohlalutyo lweendleko kwi-webinar kwiveki ephelileyo. Ngethuba lomcimbi, intloko ye-PV ye-Exawatt, u-Alex Barrows, uthe kukho indawo encinci yokunciphisa iindleko ezivela kubavelisi beemodyuli zelanga kwixesha elisondeleyo.
“Ixabiso lethu elisisiseko lisivumela ukuba sijonge apho 'amaxabiso azinzileyo' anokuya khona. Kwixesha elikufutshane kubonakala ngathi amaxabiso akhoyo azinzile. Ukubonelelwa ngokugqithisileyo okunokwenzeka kungawathoba amaxabiso nangakumbi, kodwa ukuhla kweendleko 'okuzinzileyo' kwixesha eliphakathi kubonakala kunzima kakhulu,” utshilo uBarrows.
Umhlalutyi we-Exawatt uqaphele ukuba ngezinto eziphathekayo kunye nezinto ezisetyenziswayo ezibandakanya malunga ne-80% yeendleko zemodyuli ye-PV, kukho indawo encinci yokunciphisa iindleko kwixesha elifutshane. Ngoko ke, amaxabiso kuya kufuneka azinzise ukuba abavelisi bazakuphepha ukuthengisa ngelahleko.
I-Barrows yaqaphela ukuba amaxabiso e-polysilicon, eyona nto iphambili ekrwada kwimveliso yemodyuli ye-silicon yekristale, isondele kakhulu kwiindleko zokuvelisa ngoku. Wathi ngamaxabiso e-USD7.5kg ye-polysilicon esetyenziselwa i-p-type ingot kunye nokuveliswa kwe-wafer kunye ne-USD9 ye-poly esetyenziselwa uhlobo lwe-n - kunye neendleko zokuvelisa i-avareji ye-USD6.5 / kg, kukho i-headroom encinci yokuncipha ngakumbi.
“Lincinci indawo yokunciphisa iindleko ezongezelelekileyo kodwa hayi kakhulu,” utshilo uBarrows.
URami Fedda, umseki-mdibaniselwano womthengisi weSolar Juice, uqaphele ukuba amaxabiso epolysilicon ajike ikona - emva kwexesha lokuhla okukhulu. UFedda uthe amaxabiso epoly anyukile “okokuqala kwiinyanga ezininzi. Olu luqhele ukuba luphawu lokuqala lokuba amaxabiso ephaneli asingise phi.”
I-Fedda yenza umnxeba kwi-Solar Juice yohlaziyo lweendaba zokuqala zevidiyo zonyaka, ezithunyelwe namhlanje, apho waqikelela ukuba amaxabiso emodyuli aya kuzinza kwikota yesibini ka-2024. Wongezelela ukuba ukuvalwa kwemveliso yonyaka e-China kwi-Lunar New Year yeeveki ezimbini, kunokwandiswa ukuya kwiiveki ezintathu ukuya kwezine, kunikwe amandla okuthengisa ngokugqithisileyo.
Ngelixa abathengi beemodyuli kakuhle kakhulu banokuzamkela iimodyuli ezinexabiso eliphantsi, u-Exawatt's Barrows ulumkise ukuba abavelisi abacinezelekileyo banokuncama umgangatho kwiinzame zokunciphisa iindleko.
“Ukuba ungumthengi wemodyuli, enye yezinto eziphambili ekufuneka uziqwalasele kukuba ababoneleli beemodyuli bazakuba semngciphekweni wokuphuma emarikeni kulo nyaka. Kwaye baya kuba phantsi koxinzelelo oluninzi lokunciphisa iindleko ngokunciphisa umgangatho wezinto abazisebenzisayo - ii-backsheets, i-encapsulants, iibhokisi ze-junction.
“Ixabiso eliphantsi [linokuthetha] ukhetho olunomgangatho ophantsi,” walumkisa uBarrows.
Iqela le-Exawatt libambe i-webinar kwiveki ephelileyo ukukhuthaza umrhumi walo weTekhnoloji yeSola kunye neNkonzo yeNdleko, ukuba ihambisa kunye nababoneleli bokuqinisekisa umgangatho we-PVEL. I-Exawatt yafunyanwa ngumnikezeli wezobuntlola kwishishini le-CRU ngo-Epreli ka-2023.
Lo mxholo ukhuselwe yi-copyright kwaye awunakuphinda usetyenziswe. Ukuba ufuna ukusebenzisana nathi kwaye ungathanda ukuphinda usebenzise omnye umxholo wethu, nceda uqhagamshelane: editors@pv-magazine.com.
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