- I-DERA ibona ukuqhubeka kokulawula kwe-China kwimveliso ye-silicon kunye ne-polysilicon njengomqobo kwiinzame zaseYurophu zokuvuselela amandla e-PV kwishishini.
- Uxinzelelo oluphezulu lwe-silicon kunye nokuveliswa kwe-polysilicon e-China kuya kuqhubeka nokugcina amaxabiso eeseli zelanga kunye neemodyuli eziphantsi, i-vis-à-vis eveliswa ngaphakathi eYurophu.
- Ukukwazi kweTshayina ukubonelela ngeemali ezinkulu zombane kwimveliso yala macandelo anamandla amakhulu ekugqibeleni igalelo kwixabiso lemveliso egqityiweyo.
Ukuxinwa kwangoku kwe-silicon yehlabathi kunye namandla okuvelisa i-polysilicon e-China kunye nokuqhubeka kwelizwe utyalo-mali ekwandiseni amandla alo kuya kwenza kube nzima kwiYurophu ukuvuselela ishishini elizimeleyo lelanga, ilumkisa i-Arhente ye-Raw Materials Agency (DERA) yaseJamani.
Ngokutsho kophononongo lwayo olutsha olunesihloko esithi Ingxaki: Amandla ehlabathi sele egqithise kakhulu imfuno ye-silicon - kwaye i-trend iyanda, i-DERA ikholelwa ukuba ekupheleni kwe-2027 amandla okuvelisa i-silicon aya kukhula nge-66% ngakumbi kumanqanaba angoku. Nangona kunjalo, imfuno yayo yehlabathi ibonwa njengenyuka kuphela ngama-37%.
Yongeza ukuba imeko inzima ngakumbi kwi-polysilicon apho ukwandiswa kwamandla kwe-437% - i-93% e-China yodwa - ihlaziywa ngokunyuka kwemfuno ye-107%. I-China ikwanakho ukubonelela ngezixa ezikhulu zombane kwimveliso yayo ngexabiso eliphantsi xa kuthelekiswa neYurophu.
Ezi zinto, zilumkisa i-DERA, ziya kuqhubeka nokugcina amaxabiso eeseli zelanga eziveliswe eChina kunye neemodyuli eziphantsi, eziya kuthi ziqhubeke zichaphazela ngokuthe ngqo iinzame zaseYurophu zokuvuselela imboni ye-PV yokuvelisa.
Ngokuthelekisa, yiNorway kuphela yaseYurophu enokuvelisa i-silicon kunye namaxabiso ombane woshishino we-2-3 cents / kWh njengoko ezinye iindawo zinamaxabiso aphezulu, amabango e-DERA.
I-silicon ehlanjululwe kakhulu, ebizwa ngokuba yi-polysilicon, ene-purities ukuya kwi-99.9999999999% yenza isiqalo se-solar PV yokuvelisa ixabiso lekhonkco, kwaye isetyenziselwa ukuvelisa i-ingots ye-silicon, ukunqunyulwa kwi-wafers kwaye isetyenziswe kwiiseli zelanga kwaye ekugqibeleni iimodyuli.
I-China ngoku ivelisa malunga ne-97% yazo zonke ii-ingot bars kunye ne-wafers, i-78% yeeseli zelanga kunye ne-82% yeemodyuli kwihlabathi jikelele. Izabelo zayo zentengiso yehlabathi jikelele kwizinto ezifunekayo zepolysilicon kunye nesilicon ziyi-83% kunye ne-75%, ngokulandelanayo, ngokutsho kophononongo lwe-DERA olusebenza phantsi kwe-Federal Institute for Geosciences and Natural Resources (BGR).
Kutshanje, uWood Mackenzie uphinde wathi iChina inokuthi ilawule ngaphezulu kwe-80% yesabelo sehlabathi sokwenziwa kwemodyuli ye-PV yelanga kude kube ngu-2026, kwaye iya kuqhubeka nokwandisa itekhnoloji kunye neendleko kunye nehlabathi liphela.
Ngelixa amazwe kwihlabathi liphela esenza iinzame zokuseka inkqubo yokuvelisa i-polysilicon yasekhaya njengaseIndiya naseOstreliya, i-US yenze iinzame zokuyekisa i-polysilicon yaseTshayina ngokupheleleyo ngoMthetho wayo we-Uyghur Forced Labor Prevention Act (UFLPA) ovala ukungeniswa kwamanye amazwe kuyo nayiphi na imveliso yelanga ngoqhagamshelo lwe-Xinjiang elizweni. I-Xinjiang ngowona mmandla waseTshayina wokuvelisa isilicon.
Nangona kunjalo, uMbhali-Co-Umbhali wesifundo se-DERA u-Evelyn Schnauder ubonisa ukuba ukugxekwa kunye neempendulo ezinxulumene nezopolitiko kunye nezoqoqosho kugxininise kwishishini le-PV ekusebenziseni i-silicon eveliswe kwi-Xinjiang yaseChina, kodwa ihoywa ngokupheleleyo kwi-silicon efanayo esetyenziswa kwamanye amashishini kwihlabathi jikelele.
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