- Ucwaningo olwenziwe ngu-Stiftung KlimaWirtschaft, olwenziwe yi-Deloitte, luhlola impendulo yenqubomgomo yezimboni ye-EU ku-IRA.
- Incoma isenzo esisheshayo nesisebenzayo engxenyeni ye-EU ngezinqubomgomo zayo ze-GDIP kanye ne-NZIA, ukufunda ekululameni kwe-IRA.
- Isakhiwo senqubomgomo samanje sibonakala siyinkimbinkimbi kakhulu; idinga ukwenziwa lula kanye nokusheshisa izinqubo zokugunyazwa
- I-EU kufanele izenzele eyayo indlela esikhundleni sokungenela umjaho woxhaso namanye amabhulogi ezomnotho
Ukuze kuhlangatshezwane nenselelo kanye nethuba elethulwa yi-Inflation Reduction Act (i-IRA) ku-European Union (EU), le nhlangano kufanele iphendule ngenqubomgomo yezimboni esebenzayo, ehlakaniphile nephumelelayo esheshisa imboni yamandla avuselelekayo esikhundleni sokungenela 'umjaho woxhaso namanye amabhulokhi ezomnotho', ngokocwaningo lwe-Deloitte. Lo mbiko ujutshwe yi-CEO yaseJalimane i-Alliance for Climate and Economy noma i-Stiftung KlimaWirtschaft.
“Kusabalulekile ukuthi I-EU ayingeni emncintiswaneni woxhaso namanye amabhulogi ezomnotho kodwa ithola eyayo indlela yenqubomgomo yezimboni ehlakaniphile nesebenzayo,” kusho uStiftung KlimaWirtschaft. Ucwaningo lunesihloko esithi I-IRA kanye nomjaho we-net-zero—Indlela inqubomgomo yezimboni ye-EU okufanele iphendule ngayo.
Ngokubona ukuthi i-IRA isibe kanjani ithuluzi elibaluleke kakhulu e-US lokuthuthukisa isimo sayo sokukhiqiza amandla avuselelekayo, ucwaningo lukhetha ubulula njengesinye sezici zayo ezichazayo. Ukwakhela phezu kwamakhredithi entela asekela i-opex noma i-capex yezinkampani, i uxhaso lusobala futhi kulula ukuluqonda ngaphansi kwe-IRA. Izinkampani ngokwazo zingabala amacala ebhizinisi ukuze kutshalwe imali emikhiqizweni esekelwa yi-IRA.
Ngakolunye uhlangothi, ukusekelwa kwenqubomgomo ye-EU yenqubomgomo yezimboni eziluhlaza kuyinkimbinkimbi kakhulu esimweni sayo samanje okubophezelekile ukubambezela isinyathelo esiphuthumayo esidingekayo.
Echaza ukuthi 'isitha esiphelele siyisitha sokuhle', uMqondisi Ophethe we-Stiftung KlimaWirtschaft, uSabine Nallinger ucele i-EU ukuthi yethule iziphakamiso zayo ezishibhile—i-EU Green Deal Industrial Plan (GDIP) kanye neNet-Zero Industry Act (NZIA)— 'indlela esheshayo nenesibindi ngaphandle kokulibala'.
I-NZIA ye-EU iyingxenye ye-GDIP lapho le bloc ihlose ukukhiqiza okuhlosiwe okungu-40% kwe-PV yesidingo sangaphakathi ngo-2030 okuhumushela cishe ku-50 GW uma i-125 GW isetshenziswa ngokwezilinganiso ze-SolarPower Europe.
Ngokwejubane lamanje lokufakwa, umbiko ukholelwa ukuthi amandla e-REPowerEU okuhloswe ngawo amandla elanga ka-2030 azogejwa ngu-258 GW afinyelele ku-334 GW, futhi amandla omoya azogejwa ngu-231 GW kuya ku-279 GW..
Umkhiqizo wonyaka wokukhiqiza we-solar PV uzodinga ukukhuphuka ngokuphindwe ka-6 ukusuka kumazinga amanje njengoba iqhudelana emakethe ephethwe abakhiqizi baseShayina. Ngokusho kwabahlaziyi, ukukhiqizwa kwe-PV ngaphakathi kwe-EU kudinga ukwanda ngo-21.5 GW kusuka ku-4.5 GW manje kusukela ngo-2030 amandla okukhiqiza angempela azofinyelela ku-26 GW, kodwa isidingo sizoba se-65 GW.
Ukubhekana nalezi zimo ezisafufusa, ababhali be-Deloitte batusa i-EU ukuthi ihambe ngokushesha ngokusheshisa izinqubo zokugunyaza kanye nokwenza lula imithethonqubo ukuze kukhuliswe okuvuselelekayo kanye nokukhiqizwa kwakho ngaphakathi kwe-bloc.
I-GDIP ehlose ukufeza lolu chungechunge lwenani oluluhlaza ezimbonini 'iyinkimbinkimbi kakhulu' ngesimo sayo samanje ngenxa yokuthi 'yehluleka ukunikeza isiqondiso esidingekayo nokwenza lula okudingekayo empendulweni ye-EU ku-IRA'.
Ucwaningo luncoma izindlela ezilandelayo i-GDIP engathuthukiswa ngazo:
- Gxila kumathuluzi ezinga le-EU ngokunikeza indima enkulu ku-Innovation Fund. Futhi, Amaphrojekthi Abalulekile Entshisekelo Evamile YaseYurophu (IPCEI) angashintshwa ukuze kube lula ukuwasebenzisa.
- Izibonelelo ezihlakaniphile njengezindali nezinkontileka zomehluko (CfD) zizokhethwa kunezinzuzo ezingaguquki njengezikweletu zentela kodwa eziklanywe 'ngendlela engenasisekelo'.
- Thola ukuthi kukuphi lapho kudingeka khona ukwesekwa kwezimali futhi lapho izithiyo zingasuswa ngokwenza umthethonqubo ube lula noma ezinye izinyathelo.
- Amathuluzi akhona kufanele enziwe abe lula futhi abe lula, esikhundleni sokuphakamisa amasha okuzothatha isikhathi futhi enze uhlelo lube nzima ukulisebenzisa.
- Yehlisa izindleko zamandla, kusetshenziswa umphumela wokwehliswa kwentengo wamandla avuselelekayo 'okuyinto embi eyinhloko' ye-bloc uma kuqhathaniswa ne-US kanye nokunikeza isiqiniseko mayelana nomklamo omusha wemakethe kagesi.
Abahlaziyi baphikisa ngokuthi a Inqubomgomo yezimboni yaseYurophu akufanele isekele izimboni ezizohlala zincike phakade enzuzweni.
“Ukwesekwa kwezezimali kuyafaneleka uma kungokwesikhashana futhi kusekela amaketango yenani aqala ukusebenza kahle uma sekufinyelelwe esikalini esithile noma uma kubalwa uxhaso olunikezwa kwamanye amazwe olungaheha amaketanga amanani atholakala ngaphandle kwe-EU,” kufundeka ucwaningo.
Lo mbiko uphuma ngemuva nje kokuthi i-European Commission maphakathi noMashi yethule i-Critical Raw Materials Regulation kanye neNet Zero Industry Act (NZIA) ithi lokhu kuzodala 'izimo ezinhle kakhulu' emikhakheni ebaluleke kakhulu ekufezeni inhloso ye-bloc engu-zero ka-2050, okubandakanya i-solar PV. Yize isiphakamiso se-NZIA sihlanganisa nezinto ezivikelayo zokukhiqiza amandla elanga eYurophu, inhlangano yezimboni ze-PV i-SolarPower Europe (SPE) ayijabulile neze ithi imboni idinga imoto yokuxhasa ngemali ukuze ikhuthaze ukukhiqizwa kwe-solar yasendaweni ukumboza i-opex ne-capex.
Ucwaningo oluphelele lwe-Deloitte luyatholakala ukuze ludawunilode ku-Stiftung KlimaWirtschaft's iwebhusayithi.
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