- Imakethe yase-US yayine-1 yayo ehamba phambilist ikota eno-6.1 GW DC PV efakwe ku-Q1/2023 ngesikali selanga esisetshenziswayo sengeza u-3.8 GW DC
- Ingxenye yokuhlala yengeze i-1.6 GW DC, i-solar yezentengiselwano engu-391 MW DC kanye nomthamo welanga womphakathi wama-212 MW DC
- Kuze kube sekupheleni kwe-Q1/2023, ama-GW angama-20 eseli entsha kanye nama-GW angama-52 ezindawo zokukhiqiza amamojula amasha amenyezelwe kusukela kumenyezelwe i-IRA.
- Imboni ifuna ukucaciseleka okwengeziwe nangokushesha ngezisusa ze-IRA zokuvula amathuba emakethe amasha
I-US ifake umthamo omusha we-PV ongu-6.1 GW DC ku-Q1/2023, okuwukugxuma konyaka okungu-47%, ngokusho kweSolar Energy Industries Association (SEIA) kanye noWood Mackenzie abathi yiyo ehamba phambili 1st ingxenye yekota yomlando wale mboni, futhi sibonga isiqiniseko senqubomgomo esihlinzekwe Umthetho Wokuncishiswa Kwamandla Emali (i-IRA) ibikezela ukuthi izocishe iphindwe kathathu ngosayizi ngo-2028.
Ababhali bemibiko bathi ukukhula kwamarekhodi kwikota yokubika okuzoqhutshwa kakhulu yizinselelo ze-supply chain ukunciphisa nokubambezeleka kwamaphrojekthi aqhubekela phambili.
Yize i-6.1 GW DC yehle ngo-19% kunekota edlule, i I-US Solar Market Insight Q2 2023 Umbiko ovela kulaba ababili uthi umthamo ubuholwa ukulibaziseka kwemiklamo yezinsiza ezifika ku-inthanethi. I ingxenye yesikali sosizo nayo ibe nokuhamba phambili kwayo okungu-1st ikota njalo nge-3.8 GW DC iza ku-inthanethi, ikhuphuke ngo-66% YoY, kodwa yehle ngo-23% QoQ.
Ingxenye yezindawo zokuhlala inyuke ngo-30% ngonyaka kodwa yehla ngo-3% ngokulandelana ngo-1.6 GW DC. Ngaphandle kwezikhathi zonyaka ezijwayelekile, le ngxenye ithintwa iziphepho ezinamandla e-California kanye neziphepho ezinkulu zezomnotho. Ngo-2023, umbiko ubikezela ukukhula okungama-8% kwalesi sigaba ngenxa yokusalela emuva yize kuzoba nokwehla ngo-38% eCalifornia ngo-2024, okuholela ekuncipheni kwemakethe kazwelonke ngo-4%.
Ingxenye yezentengiso yelanga ilethwe ku-inthanethi engu-391 MW DC, ikhula ngo-27% ngonyaka, iyancipha ngo-19% ngokulandelana okubonisa ukuthi iyalulama ezinkingeni ze-supply chain. Umbiko ubikezela ukukhula kwaminyaka yonke okungu-12% kwale segimenti ngo-2023 kanye no-13% ngo-2024, ngaphambi kokuthi inqubomgomo ye-NEM 3.0 yaseCalifornia yehlise ukufakwa ngo-2025 nango-2026.
Ingxenye ye-solar PV yomphakathi ifake ama-212 MW DC, yehla ngo-13% YoY kanye no-45% QoQ. Ukwehla kwezwe lonke kwaholwa ukwehla ngama-32% eNew York. Kodwa-ke, ababhali bemibiko bahlala benethemba lokuthi le ngxenye yenza kahle futhi babikezela ngaphezu kwe-1 GW entsha yengezwe ngo-2023.
Ukukhiqiza
Selokhu kumenyezelwe i-IRA, ngokombiko, ama-GW angama-20 amaseli amasha kanye nama-52 GW ezindawo zokukhiqiza amamojula amasha amenyezelwe kuze kube sekupheleni kwe-Q1. Ibala okungenani i-16 GW yezindwangu zokwenziwa kwamamojula ezizokwakhiwa kusukela ekupheleni kwe-Q1.
Imakethe yaseMelika isebenza ngaphansi kuka-9 GW wasekhaya wokukhiqiza amamojula elanga njengamanje, ababhali bemibiko abalindele ukuthi ikhuphuke ifinyelele ngaphezu kwama-60 GW ngo-2026 kanye nama-GW angama-20 wamaseli okwamanje engekho ezweni.
UWood Mackenzie ukholelwa ukuthi ukucaciseleka okwengeziwe kuyadingeka ezinzuzweni eziku-IRA ukuze kuqinisekiswe ukuthi iphrojekthi ingafaneleka okufanayo lapho kusetshenziswa izingxenye ezikhiqizwa ekhaya. Kodwa-ke, iphikisa ukuthi ukuze iphrojekthi ifanelekele lezi zinzuzo kuzoba inselele ngaphandle kwamamojula asebenzisa amaseli akhiqizwa ekhaya.
Iqhubeka ichaza, "Ngisho namaseli elanga asekhaya, kuzodingeka kube namandla okukhiqiza asekhaya anele ezinye izingxenye eziningi (ingilazi, amafreyimu, amabhokisi okuhlanganayo, ama-encapsulants, izingxenye zama-inverter, njll.) ukuze abathuthukisi bahlangabezane nezidingo."
isibikezelo
Ekupheleni kuka-2022, isamba se-US esifakiwe solar PV sasingu-142 GW DC. Igqugquzelwa i-IRA, abahlaziyi phakathi kuka-2023 no-2028 babikezela imakethe ukuthi izongeza u-236 GW DC, okuzokwenza isamba sibe ku-378 GW.
UMongameli we-SEIA kanye ne-CEO u-Abigail Ross Hopper uthi imboni yelanga neyokugcina yase-US ilindele ukuqondiswa okwengeziwe nokucaca nge-IRA.
Uyanezela, “Iziqondiso ezifika ngesikhathi, eziqondile, nezisebenzayo ezivela kubaphathi zizoba nomthelela omkhulu empumelelweni yethu esikhathini esiseduze nangesikhathi eside. Lesi siqondiso sinamandla, futhi uma senziwa ngendlela efanele, singavula amathuba amasha emakethe ezweni lonke.”
Umbiko ogcwele ungathengwa kwaWood Mackenzie's iwebhusayithi.
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