- Abaphathi be-solar abayi-13 babhalele iKhomishini yaseYurophu befuna isinyathelo esiqinile nesinesibindi sokusheshisa ukukhiqizwa kwe-solar PV ngaphakathi kwe-EU.
- Banikeza isibonelo se-US ne-IRA yayo kanye ne-India nge-PLI Scheme ehlinzeka ngokuqiniseka kwezezimali kwesikhashana kanye nokucaca i-EU engayikulingisa.
- Incwadi idinga i-EU ukuthi iphindaphinde impumelelo ye-EU Chips Act kubuchwepheshe be-solar PV
- Ngenkathi i-EC njengamanje idala i-PV Industrial Alliance ukuze isekele ukukhiqizwa kwendawo, iJalimane icela iPlatform for Transformational Technologies.
I-Chief Executive Officers (CEO) yababambe iqhaza bemboni yelanga yaseYurophu naseMelika abayi-13 babhale incwadi evulekile eya kuMongameli Wekhomishini YaseYurophu (EC) ukuze athathe izinyathelo ezivela e-US nase-India ukuze athathe isinyathelo 'esiqinile' 'neso'nesibindi' sokusheshisa ukuthuthukiswa kwesizinda sezimboni ze-solar PV yaseYurophu.
The Incwadi iqondiswe kuMongameli we-EC u-Ursula von der Leyen, futhi ikhophi kuPhini Likamongameli Omkhulu we-EC u-Dombrovskis (Uhwebo), u-Timmermanns (Isimo Sezulu), uVestager (Umncintiswano) kanye noKhomishana uBreton (Ukukhula) kanye no-Sefcovic (I-Inter-institutional Relations and Foresight) isayinwe abaphathi abaphezulu be-Greenus Power, i-Golds, i-Golds, i-Greenus First, i-Golds I-Solar, i-IBC Solar, i-Iberdrola, i-Meyer Burger, i-Norwegian Crystals, i-SMA, i-SolarPower Power (SPE), i-Solarwatt ne-Wacker Chemie AG.
Ekhomba eMthethweni Wokwehliswa Kokwehla Kwamanani Amandla WaseMelika (i-IRA) ophasiswa yi-US enikeza kokubili ukwesekwa kwezindleko zekhephithali nezindleko zokusebenza, kanye nohlelo lwe-India's Production Linked Incentive (PLI), ama-CEO aphikisa ngokuthi lezi zinyathelo zisebenza kubatshalizimali kuyilapho zinikeza incazelo. Lawa mazwe azama ukulandela ezithendeni zeShayina eseyakhe umbuso wokukhiqiza we-solar PV osekelwa isu lemboni eliphelele likahulumeni waseShayina, okuhlanganisa ukuxhasa ngezimali kanye noxhaso lukahulumeni lwabakhiqizi basekhaya ngasohlangothini lokuhlinzeka, kanye nohlaka lwenqubomgomo mayelana nesidingo esidale kokubili umkhiqizi welanga nemakethe enkulu kunazo zonke emhlabeni.
Okudingwa yiYurophu njengamanje 'yizimpawu zesikhashana' zokuheha 'utshalomali olusheshayo nolukhulu ezindaweni ezintsha zokukhiqiza ngezinga elingakaze libonwe,' ngokusho kwencwadi.
Ngaphandle kwenqubomgomo, ezinye izithiyo imboni yokukhiqiza i-solar PV ebhekene nazo eYurophu zihlobene nokukhuphuka kwamanani entengo kagesi okusongela amandla asele e-EU okukhiqiza amandla elanga ngenkathi futhi kubhuntshisa imizamo yokuwubuyisela ezwenikazi. Ekuhlaziyeni kwakamuva, i-Rystad Energy ixwayise ngokuthi i-35 GW yokukhiqiza i-PV yase-Europe ingase imiswe uma amanani kagesi eqhubeka nokukhuphuka.
"Ukusekelwa okulangazelelayo nokusheshiswayo kwezezimali kokukhiqizwa kwe-PV enkulu kuyadingeka ngokushesha, okuhambisana nokuncintisana kwe-OpEx yalo lonke uchungechunge lokuhlinzeka, ikakhulukazi ukukhiqizwa okunamandla kwe-polysilicon nama-ingots/wafers," ifundeka kanjalo incwadi. Iqhathanisa izinxephezelo ze-IRA zefekthri engu-3 GW namazinga atholwe e-Europe nge-Innovation Fund, kanti ukusekelwa kwezezimali e-US kungaphezu kokuphindwe ka-10 futhi kunikezwa iminyaka engu-10.
Ama-CEO acela uMongameli we-EC ukuthi aphinde enze okufanayo Umthetho we-EU Chips impumelelo yobuchwepheshe 'okubalulekile' be-solar PV kanye nokukhuthaza ukukhiqizwa kwe-solar PV ku-National Resilience and Recovery Plans. Njengoba lesi senzo sisebenza, i-EU ilindele ukuhlanganisa ngaphezu kwezigidigidi ezingama-€43 zokutshalwa kwezimali komphakathi nezizimele ekukhiqizweni kwama-chips ukuze kubhekwane nokushoda kwama-semiconductor futhi kukhuphule umthamo wokukhiqiza wesifunda ufike ku-20% wemakethe yomhlaba ngo-2030.
"Ngamazwi asobala, ukwakha uchungechunge lwenani eliqinile lokukhiqiza amandla elanga kanye nokuncipha kokuncika ekuthengeni kwamanye amazwe kuzoqinisa kakhulu ukuthunyelwa kwekhomishini kanye nezifiso zokuphepha kwamandla," kwengeza.
Icaphuna isimo samanani esiqhubekayo esinenselelo ngokukhuphuka kwezindleko nezintela zokungeniswa kwamanye amazwe ezintweni ezingavuthiwe kwenze kwaba nzima ukuthi inkampani ikwazi ukuncintisana emakethe yaseYurophu, muva nje iMaxeon Solar Technologies iqinisekise ukuthi I-TaiyangNews ukuthi bekufanele ivale imodyuli yayo yesiFulentshi. Kodwa-ke, ithe izohlola ukuthi kungenzeka yini ukuphinda kusungulwe amakhono okukhiqiza e-Europe ngokulindela ukuvela kohlaka lwenqubomgomo lwamaketanga okunikezwa kwamandla elanga.
Njengengxenye ye-REPowerEU, i-European Commission okwamanje isebenzela ukusungula i-EU Solar PV Industrial Alliance, okufanele ifane ne-EU Battery Alliance, futhi okufanele ibe ithuluzi elibalulekile lokusungula kabusha ukukhiqizwa kwamandla elanga. Lapho kwethulwa i-PV Industrial Alliance, uKhomishana we-EU uBreton uthe, “Ukuze kuhlangatshezwane nezinjongo zaseYurophu zamandla avuselelekayo - futhi sigweme ukuncika esikhundleni sokuncika kumafutha ensalela aseRussia ngokuncika okusha - sethula umfelandawonye wezimboni wamandla elanga. Ngokusekelwa umfelandawonye, i-EU ingafinyelela ku-30 GW wonyaka wokukhiqiza amandla elanga ngo-2025 kulo lonke uchungechunge lwenani le-PV. Umfelandawonye uzogqugquzela imboni esungulayo futhi edala ukubaluleka kwe-Europe, okuholela ekudaleni amathuba emisebenzi lapha. Imboni yelanga yase-Europe isidale amathuba emisebenzi angaphezu kuka-357,000. Sinethuba lokuphinda kabili lezi zibalo ekupheleni kweshumi leminyaka.”
Njengoba i-EU PV Industrial Alliance iqala ukwakheka, ekupheleni kukaSepthemba uMnyango Wezomnotho Nesimo Sezulu WaseJalimane (BMWK) uphakamise ukuthi kwakhiwe i-Platform for Transformational Technologies 'enenjongo kanye nesici esiyingqayizivele sohlelo lokuthuthukisa nokukhuthaza amandla okukhiqiza embonini ye-EU ngobuchwepheshe obubalulekile obuyi-5 obubalulekile - amandla kagesi, ama-electrovoltaics amakhulu, ama-electrovoltaics omoya, ama-photovoltaics amakhulu encane.' Isizathu: “Amandla okukhiqiza ezimbonini e-EU azokhuliswa ukuze akwazi ukuhlangabezana nesidingo esikhulayo sobuchwepheshe boshintsho ngamandla avela emkhiqizweni wasekhaya waseYurophu.”
Nakuba kubukeka sengathi abenzi bezinqubomgomo ze-EU bayahamba, umbuzo uthi bashesha kangakanani futhi basebenza ngempumelelo kangakanani ukuze bafane nezisusa ezikhangayo zase-India noma zase-US. Ukusabela kokuqala kweKhomishini YaseYurophu ku-IRA yase-US akubonakali kuthembisa kakhulu. Kunokuba ifunde esu elikhulu le-US Cleantech industrialization, i-EU ngokusobala izama ukuhlola ukuthi 'uMthetho Wokuncishiswa Kokwehla Kwamanani Amanani Wase-US wephula yini imithetho ye-WTO', ngokusho kwe-Bloomberg.
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