- Imakethi yase-US yayineyona nto ingcono 1st ikota ene-6.1 GW DC PV efakwe kwi-Q1/2023 ene-atility scale solar yongeza i-3.8 GW DC
- Indawo yokuhlala yongeze i-1.6 GW DC, solar yorhwebo 391 MW DC kunye nesolar yoluntu 212 MW DC umthamo
- Kude kube sekupheleni kwe-Q1/2023, i-20 GW yeseli entsha kunye ne-52 GW yeendawo ezintsha zokwenziwa kwemodyuli sele ibhengezwe ukusukela oko kwabhengezwa i-IRA.
- Ishishini lifuna ukucaciswa ngakumbi nangokukhawulezayo kwiinkuthazo ze-IRA ukuvula amandla amatsha okuthengisa
I-US ifake i-6.1 GW DC umthamo omtsha we-PV kwi-Q1 / 2023, i-47% yokutsiba ngonyaka, ngokutsho kweSolar Energy Industries Association (SEIA) kunye ne-Wood Mackenzie ebonisa ukuba yi-1.st kwikota kwimbali yoshishino, kwaye ngenxa yengqiniseko yomgaqo-nkqubo obonelelwe nguMthetho wokuNcitshiswa kwexabiso lokunyuka kwamaxabiso (i-IRA) iqikelele ukuba iza kuphinda-phinda kathathu ngobukhulu ngo-2028.
Ababhali bengxelo babalela ukukhula kwerekhodi kwikota yokunika ingxelo okuza kuqhutywa kakhulu yimicelimngeni yobonelelo ngokubonelela ngokulula kunye nokulibaziseka kweeprojekthi eziya phambili.
Nangona i-6.1 GW DC ibe yehle nge-19% kwikota edlulileyo, i US Solar Market Insight Q2 2023 Ingxelo evela kwi-duo ithi umthamo ukhokelwe kukulibaziseka kweeprojekthi eziluncedo eziza kwi-Intanethi. I icandelo lesikali esiluncedo nalo libe nelona lingcono 1st kwikota engapheliyo nge-3.8 GW DC ukuza kwi-intanethi, emva kokunyuka kwe-66% YoY, kodwa phantsi kwe-23% QoQ.
Icandelo leendawo zokuhlala linyuke nge-30% ngonyaka kodwa lehla nge-3% ngokulandelelana kunye ne-1.6 GW DC.. Ngaphandle kwamaxesha onyaka aqhelekileyo, eli candelo liye lachatshazelwa zizantyalantyala zemvula eCalifornia kunye nezandyondyo zezoqoqosho. Ngo-2023, ingxelo iqikelela ukukhula kwe-8% kweli candelo ngenxa yokusilela nangona kuya kubakho ukuncipha kwe-38% eCalifornia ngo-2024, okukhokelela kwi-4% ye-contraction yemarike yelizwe.
Icandelo lorhwebo lwelanga liziswe kwi-intanethi ye-391 MW DC, ikhula nge-27% ngonyaka, icutheka nge-19% ngokulandelelanayo nto leyo ebonisa ukuba iyachacha kwimiqobo yokubonelela. Ingxelo iqikelela ukukhula konyaka kwe-12% kweli candelo ngo-2023 kunye ne-13% ngo-2024, ngaphambi kokuba uguquko olujikeleze umgaqo-nkqubo we-NEM 3.0 waseCalifornia luhlise ufakelo ngo-2025 nango-2026.
Icandelo lePV yelanga yoluntu lifakelelwe i-212 MW DC, yehla i-13% YoY kunye ne-45% QoQ. Ukuhla kwesizwe kukhokelwe yi-32% yehla eNew York. Nangona kunjalo, ababhali beengxelo bahlala benethemba lokuba eli candelo liqhuba kakuhle kwaye baqikelele ngaphezulu kwe-1 GW entsha yokongezwa komthamo ngo-2023.
Manufacturing
Ukusukela oko kwabhengezwa i-IRA, ngokwengxelo, i-20 GW yeseli entsha kunye ne-52 GW yezixhobo zokwenziwa kwemodyuli entsha ziye zabhengezwa kude kube sekupheleni kwe-Q1. Ibala ubuncinci i-16 GW yeemodyuli zokwenziwa kweempahla eziza kwakhiwa ukusuka ekupheleni kwe-Q1.
Imakethi yase-US isebenza ngaphantsi kwe-9 GW yasekhaya yokwenziwa kwemodyuli yelanga ngoku, apho ababhali bengxelo balindele ukunyukela ngaphezulu kwe-60 GW ngo-2026 kunye ne-20 GW yeseli engekhoyo ngoku kweli lizwe.
UWood Mackenzie ukholelwa ukuba ingcaciso engaphezulu iyafuneka kwiinkuthazo kwi-IRA ukuqinisekisa ukuba iprojekthi inokufaneleka okufanayo xa kusetyenziswa amacandelo aveliswe ekhaya. Nangona kunjalo, ixoxa ukuba ukuze iprojekthi ifanelekele ezi zinto zikhuthazayo iya kuba ngumngeni ngaphandle kweemodyuli ezisebenzisa iiseli ezenziwe ekhaya.
Iqhubeka icacisa, "Nokuba kukho iiseli zelanga zasekhaya, kuya kufuneka kubekho umthamo owaneleyo wokuvelisa wasekhaya wezinye izinto ezininzi (iglasi, iifreyimu, iibhokisi zokuhlangana, i-encapsulants, amacandelo e-inverters, njl.njl.) ukuze abaphuhlisi bahlangabezane neemfuno."
yaqikelelwa
Ekupheleni kuka-2022, i-aggregate yase-US efakwe kwi-PV yelanga yayiyi-142 GW DC. Ukukhuthazwa yi-IRA, phakathi kwe-2023 kunye ne-2028 abahlalutyi babikezela ukuba imarike yongeza i-236 GW DC, ithatha inani elipheleleyo kwi-378 GW.
Umongameli we-SEIA kunye ne-CEO u-Abigail Ross Hopper uthi i-US solar kunye nemboni yogcino ilindele ulwalathiso olungakumbi kunye nokucaca kwi-IRA.
Wongeza, "Isikhokelo esingexesha, esicacileyo, kunye nesisebenzayo esivela kulawulo siya kuba nefuthe elikhulu kwimpumelelo yethu kwixesha elikufuphi nakwixesha elide. Esi sikhokelo sinamandla, kwaye ukuba senziwe ngokuchanekileyo, sinokuvula amathuba amatsha okuthengisa kwilizwe liphela. ”
Ingxelo epheleleyo inokuthengwa kwaWood Mackenzie's website.
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