Uchungechunge lwezivumelwano ezisayinwe ezinyangeni eziyisithupha ezedlule lubonisa ukuthi abakhiqizi bephaneli yelanga basebenzisa izivumelwano zesikhathi eside zokuhlinzeka ngamamojula welanga nabathuthukisi ukuze baxhase izitshalo.
Kusukela kwasayinwa uMthetho Wokwehliswa Kokwehla Kwamanani Emali (i-IRA), izinkampani ezingaphezu kweshumi nambili sezimemezele u-50–80 GW we-silicon yelanga, i-wafer, iseli kanye namandla okukhiqiza amamojula e-US.Imephu yomgwaqo ye-Association of Solar Energy Producers ibeka ngethemba amandla okukhiqiza amamojula elanga ku-50 GW.Ngenxa yalokho, abanye abahlaziyi babona i-United States njengemakethe yokuthekelisa enamandla kakhulu yamaphaneli elanga.
Lokhu kuwubufakazi obungenakuphikwa bokuthi ngisho nenqubomgomo yezimboni ephusile - kulokhu i-IRA - ingaba nomthelela omkhulu kumabhizinisi endawo kanye nokuphepha kwezwe.
Intuthuko entsha ukuheha abathuthukisi bamandla elanga ezitshalweni zokuhlanganisa amamojula welanga.Inhloso yokubamba iqhaza kwabo kwakuyisidingo sokuqinisekisa umthamo wamamojula kanye nokuhambisana komkhiqizo nezindinganiso ze-Made in America.Ukuhlangabezana nalesi simiso kubalulekile ngoba amaphrojekthi afanelekela u-10% kanye nekhredithi yentela yokutshalwa kwezimali ngaphansi koMthetho Wokuncishiswa Kwamandla Emali.
Lokhu kuhlukile kulokho okwenzeka esikhathini esidlule lapho abakhiqizi bamamojula afana neCanadian Solar, First Solar kanye ne-Hanwha beqala ukuthuthukiswa.
U-Meyer Burger uye wandisa umthamo wesikhungo sakhe sase-Arizona saba ngu-3 GW ngonyaka futhi wasayina isivumelwano ne-DE Shaw Renewable Investments, omunye wabathuthukisi abakhulu e-US, ngo-3.75 GW wamamojula phakathi kuka-2024 no-2029. Ikakhulukazi, u-DE Shaw uzo ukwenza “izinkokhelo ezibalulekile zonyaka kusengaphambili” ukuze usize u-Meyer Burger akhokhe umthamo odingekayo ukuze kuhlangatshezwane nezidingo ezinjalo zokulethwa.Isikhungo - ngaphambi kwalokhu kubambisana - besinomthamo olinganiselwe we-1 GW ngonyaka.
Okokuqala ukutshalwa kwezimali kweSolar kubonakala kuqhutshwa kakhulu isidingo esinamandla.Kusukela ngo-February 2023, sicabanga ukuthi azothengiswa ekupheleni kuka-2025. Le nkampani isanda kumemezela isitshalo esisha esikwazi ukukhiqiza amamojula angu-3.5 GW DC ngonyaka, azoqala ukusebenza ngo-2025. Ngaphezu kwalokho, kune-GW I-DC ngonyaka ilingana no-0.9 ukuze kunwetshwe amakhono akhona.
Ezinyangeni ezimbalwa ngemuva kwesimemezelo, inkampani yasayina isivumelwano - esiqala ngo-2025 - sokufaka umthamo we-4.9 GW eminyakeni emihlanu.Isivumelwano sizobalelwa ku-28% womkhiqizo wefekthri eminyakeni emihlanu yokuqala.
Ngo-2022, izinyanga ngaphambi kokusayinwa kwe-IRA, abathuthukisi bamandla elanga abayisithupha - i-AES, i-Clearway Energy Group, i-Cypress Creek Renewables kanye ne-DE Shaw Renewable Investments - bathumele izicelo zeziphakamiso kubakhiqizi be-solar base-US ukuze banikeze i-7 GW kusukela ku-2024. inombolo ye-solar amamojula ngonyaka.
Ngo-Okthoba 2022, sizobona nomkhiqizi wamaphaneli elanga iSolaria ehlangana nenkampani yokufaka amaphaneli elanga i-Compete Solaria ukuze akhe inkampani entsha ebizwa ngeCompete Solaria.Abanye emakethe yendawo yokuhlala yelanga bazichithile lezi zindaba njengoba imikhiqizo ye-Solaria sekunzima kakhulu ukuyithola, kodwa ukuthutha kunengqondo kubafaki bezindawo zokuhlala abafuna ukukhiya umkhiqizo wekhwalithi ephezulu ngentengo efanelekile.
Sakubona ukuxhumana phakathi konjiniyela namamojula emuva ngo-2018 lapho iJinkoSolar ivula indawo yokukhiqiza e-Jacksonville, eFlorida futhi yasayina isivumelwano ne-NextEra, inkampani enkulu yaseMelika yamandla avuselelekayo, ukuze iqhube lesi sikhungo ngokugcwele.
Amamodeli ezomnotho ahlukahlukene ashayela ukukhiqizwa kwamaphaneli elanga e-US nase-China ngaphezu kwe-China, ngakho-ke akumangazi ukuthi lobu budlelwano obuyingxube buyathuthuka.Ubambiswano olunjalo alusizi nje kuphela izinkampani ezikhiqizayo ukuxhasa izitshalo ngezimali, kodwa futhi kusiza izinkampani zokuthuthukisa amandla ukuthi zithenge amamojula eziwadingayo ngamanani afanele futhi ngaphandle kokuhlupheka noma izingozi ezihlobene nokungenisa.
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Uma i-United States yenza isinqumo futhi inquma “ukuhola umhlaba: futhi ifinyelele ukungabikho kokungcoliswa kwemvelo e-United States… kuyo yonke imikhakha yamandla… …hhayi nje esikhundleni sezitshalo zamandla enuzi ezingcolisayo, amandla elanga , angangcolisi …!!isigidi esingu-km2 somhlaba wezolimo sizosetshenziselwa lo mhlaba oshiwo ngenhla Wokungcoliswa Kweziro, lapho-ke i-US isesimweni esihle ngempela.SS Kulula kakhulu..!!!Izindleko zomphakathi zalokhu kungcola (PMP), iMelika ingase ihlakaniphe futhi igxume.Thola intela evamile, eyisicaba, efanelekile nefanelekile engu-$0.28/kWh.Intela ye-PMP ku-10 trillion kWh/ngonyaka wokusetshenziswa kwamandla namuhla.Khuphula u-$2.8 trillion ngonyaka.Ngo-2050 Ukuxhasa iplanethi ngezimali ngonyaka owandulele futhi kufinyelele ukungabikho kokungcoliswa kwemvelo… kwezigidigidi ezingama-40 zamarandi eyaqoqwa/yaqoqwa… yakhokhelwa abangcolisi kuphela… bese kuthi iminyaka engama-200 edlule ilimaza imvelo.
[Intela ye-PMP ka-$0.28/kWh iphumela ezindlekweni zomphakathi zomhlaba wonke ezingu-$36.5 trillion ngonyaka ngenxa yokufa ngaphambi kwesikhathi kwezigidi ezingu-9 ngonyaka ($1 million isisulu ngasinye) kanye nama-DALY ayizigidi ezingu-275 (100 $000 ngenxa yobuhlungu be-DALY).Amandla asetshenziswa namuhla angu-130 trillion kWh ohambweni lokujikeleza umhlaba].
Yebo….I-US izodinga imboni ye-PV engu-500GW/yr unomphela…njengoba amaphaneli e-PV okuphela kwempilo alungele ukushintshwa…njalo ngonyaka…
Ngokuthumela leli fomu, uyavumelana nokusetshenziswa kwedatha yakho ngumagazini we-pv ukushicilela amazwana akho.
Idatha yakho siqu izodalulwa kuphela noma kwabelwane ngayo nabantu besithathu ngezinjongo zokuhlunga ogaxekile noma njengoba kudingekile ukuze kugcinwe iwebhusayithi.Akukho okunye ukudluliselwa kubantu besithathu okuzokwenziwa ngaphandle uma kuthethelelwa imithetho esebenzayo yokuvikela idatha noma imagazini ye-pv idingwa ngumthetho ukwenza kanjalo.
Ungahoxisa le mvume noma kunini ngokuzayo, lapho idatha yakho yomuntu siqu izosuswa ngokushesha.Uma kungenjalo, idatha yakho izosuswa uma i-pv log isicubungule isicelo sakho noma injongo yokulondoloza idatha ifinyelelwe.
Izilungiselelo zekhukhi kule webhusayithi zisethelwe “ukuvumela amakhukhi” ukukunikeza umuzwa ongcono kakhulu wokuphequlula.Uma uqhubeka nokusebenzisa le webhusayithi ngaphandle kokushintsha izilungiselelo zakho zekhukhi noma uchofoze okuthi “Yamukela” ngezansi, uyavumelana nalokhu.
Isikhathi sokuthumela: May-12-2023