I-US DOE ukukhulula iRFQ yeplanti yelanga kumhlaba weNNSA; I-TBA ibhalisela ii-RECs kumzi-mveliso welanga we-Clearway Energy wama-252 MW; I-SolAmerica iza kuthenga iimodyuli zeSolar yokuqala ezingama-205 MW DC; Iifayile zeSunworks zeSahluko sesi-7 sokutshona.
Ilanga kwisiza samandla enyukliya: ISebe lezaMandla lase-US (i-DOE) liceba ukukhupha isicelo sokufaneleka (RFQ) ukuchonga abaphuhlisi abanokwakha iprojekthi yorhwebo yombane welanga kumhlaba olawulwa luLawulo lweSizwe loKhuseleko lweNyukliya (NNSA). Eli phulo liyinxalenye ye-DOE yokuCoca kuMbane oCocekileyo ojolise ekubuyiseleni iinxalenye zemihlaba yayo ebikade isetyenziswa ngaphambili kwinkqubo yezixhobo zenyukliya kweli lizwe, ukuze kwenziwe umbane ococekileyo. I-NNSA ichonge malunga neehektare ezingama-2,000 zomhlaba odityanisiweyo eNye County, eNevada ukuqeshisa ngeprojekthi ecetywayo.
Ekuphenduleni isicelo solwazi (RFI) esibhengezwe ngoDisemba 2023, i-DOE yathi ifumana iimpendulo ezi-6 ezivela kubaphuhlisi abanomdla. Umjikelo weRFQ ucwangciselwe ukukhutshwa ngoMatshi wama-2024.
Ii-RECs zeSolar ze-TBA: Umboneleli weenkqubo zangaphakathi zeemoto kwihlabathi jikelele iToyota Boshoku yaseMelika (TBA) ityikitye ukuthengwa kwayo okokuqala kwamandla ahlaziyekayo ngokomlinganiselo. Ivumile ukuthatha inxalenye yekhredithi yamandla ahlaziyekayo (REC) kwifama yesola iminyaka eli-1. Ezi ziza kuvela kwiFama yeSolar yaseTexas yaseTexas Solar Nova 12 e-Kent County, e-US esinesigaba soku-1 esinomthamo wama-1 MW safika kwi-intanethi ngoDisemba ka-252.
I-TBA iya kukhupha ii-RECs kwiplanti yelanga, ukususela ngo-2026. Iya kunceda i-TBA ikhuphe i-100% yokusetyenziswa kombane ngonyaka kwi-US kunye neendawo zaseCanada ezinamandla avuselelekayo. Icandelwana laseMelika leToyota Boshoku Corporation yaseJapan, iTBA ithe ikhontrakthi kunye nezibophelelo zayo njenge-offiser yaqinisekisa ukuba iprojekthi iyahlangabezana neenjongo zayo zokuxhasa ngemali ukuzisa yonke le ngxaki kwi-intanethi. Ii-RECs eziveliswe kwifama yelanga ziya kufakwa kuluhlu kunye neZiko leZisombululo zeZibonelelo (CRS) ukwenzela ukuba ezi zikwazi ukuhlangabezana nazo zonke iimfuno eziyimfuneko zokuqinisekiswa kweGreen-e Renewable Energy Standard for US and Canada.
Isivumelwano semodyuli yelanga ye-205 MW DC: I-installer ye-solar systems i-SolAmerica Energy, i-LLC iya kuthenga i-205 MW DC iimodyuli zelanga ukusuka kwi-First Solar kwisivumelwano esibhengezwe kwiveki ephelileyo. Ukuhanjiswa kuya kubandakanya iSeries 6 kunye ne-7 yeemodyuli zelanga ezicekethekileyo zeSolar yokuQala. Le yokugqibela, ivaliwe kwisivumelwano ngaphambi kokukhululwa kwe-Q3 / 2023 yayo, iya kuhambisa iimodyuli kwi-2024 kunye ne-2025. I-SolAmerica iya kuhambisa iipaneli kwiiprojekthi zayo zelanga zoluntu kunye nezixhobo ze-3 zorhwebo kunye nezoshishino (i-C & I) kunye neepotfoliyo zeeprojekthi eziza kubonelela ngeenkonzo zikamasipala kunye nokubambisana kombane eMbindi-ntshona.
Sunworks iifayile zokubhanga: Isifakeli senkqubo yelanga sase-US sezolimo, i-C&I, kunye namanye amaqumrhu oluntu i-Sunworks ifake isicelo sokubhanga phantsi kweSahluko sesi-7 seKhowudi yase-US kwiNkundla yokuBhankisha yase-US yeSithili sase-Delaware. NgokweSecurities and Exchange (SEC) u kufaka, inkampani kunye ne-3 yamacandelo ayo ayekile ukusebenza ngoFebruwari 5, 2024, emva kokuqwalasela zonke iindlela zobuchule. Umphathi wayo uMark Trout uye warhoxa kwangoko kunye nebhodi yabalawuli benkampani. Umphathiswa otyunjwe yinkundla uya kuthatha ulawulo kwii-asethi kunye namatyala akhe. Ii-asethi ziya kupheliswa.
Inkampani iye yafumana ukwehla kwe-29.5% ye-YoY kwingeniso yayo ye-Q3/2023. Indawo yokuhlala yelanga ibhalise ukuhla kwe-44.5% yeYoY kunye ne-25.2% ngokulandelelana. Ngakolunye uhlangothi, icandelo lamandla elanga yorhwebo lihambisa i-105.9% yokwanda kwengeniso. Abalawuli emva koko babebonise ukuhla kwemfuno yokuhlala yelanga emva kokunyuka kwamazinga enzala kunye namanqanaba aphantsi omsebenzi eCalifornia kulandela inguqu ye-NEM 3.0. NgoNovemba ka-2023, iye yathoba inani labo kwaye yaphuma kwiimarike ezininzi ezingasebenzi kakuhle.
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