I-American Solar Energy Industry Association kanye noWood Mackenzie (Wood Mackenzie) bakhiphe umbiko ngokuhlanganyela othi ngenxa yemikhawulo ye-supply chain kanye nokukhuphuka kwezindleko zempahla eluhlaza, izinga lokukhula kwemboni yelanga lase-US ngo-2022 lizoba ngaphansi kwama-25% kunezibikezelo zangaphambilini.
Idatha yakamuva ibonisa ukuthi engxenyeni yesithathu, izindleko zokusetshenziswa kwamandla kagesi, ezentengiselwano, kanye nezindawo zokuhlala ziqhubekile nokukhuphuka.Phakathi kwazo, emikhakheni yezinsiza zomphakathi nezentengiselwano, ukunyuka kwezindleko zonyaka nonyaka bekuphezulu kakhulu kusukela ngo-2014.
Izinsiza zizwela kakhulu ekwenyukeni kwentengo.Nakuba izindleko ze-photovoltaics zehle ngo-12% kusukela engxenyeni yokuqala ye-2019 kuya engxenyeni yokuqala ye-2021, ngokukhuphuka kwakamuva kwentengo yensimbi nezinye izinto zokwakha, ukuncishiswa kwezindleko eminyakeni emibili edlule kuye kwasuswa.
Ngaphezu kwezinkinga ze-supply chain, ukungaqiniseki kwezohwebo kuye kwafaka ingcindezi embonini yelanga.Kodwa-ke, umthamo ofakiwe wamandla elanga e-United States usakhuphuke ngo-33% kusukela esikhathini esifanayo ngonyaka odlule, wafinyelela ku-5.4 GW, obeka irekhodi lomthamo osanda kufakwa engxenyeni yesithathu.NgokweNhlangano Yamandla Omphakathi (Inhlangano Yamandla Omphakathi), isamba somthamo wokuphehlwa kwamandla e-United States silinganiselwa ku-1,200 GW.
Umthamo wokuhlala ofakiwe welanga udlule i-1 GW engxenyeni yesithathu, futhi amasistimu angaphezu kuka-130,000 afakwe engxenyeni eyodwa.Lesi yisikhathi sokuqala kumarekhodi.Isilinganiso samandla elanga asetshenziswayo siphinde sabeka irekhodi, ngomthamo ofakiwe ongu-3.8 GW ngekota.
Nokho, akuzona zonke izimboni zelanga eziye zazuza ukukhula phakathi nalesi sikhathi.Ngenxa yezinkinga zokuxhumanisa kanye nokubambezeleka kokulethwa kwemishini, umthamo wokufakwa kwe-solar wezentengiselwano nomphakathi wehle ngo-10% no-21% ngekota ngekota, ngokulandelana.
Imakethe yelanga lase-US ayikaze ibe nezici eziningi eziphikisanayo zethonya.Ngakolunye uhlangothi, ibhodlela le-supply chain liyaqhubeka nokudlondlobala, okubeka yonke imboni engozini.Ngakolunye uhlangothi, "Umthetho Wokwakha Kabusha Ikusasa Elingcono" kulindeleke ukuthi ube yisikhuthazo esikhulu semakethe embonini, okuyenza ikwazi ukukhula isikhathi eside.
Ngokwesibikezelo sika-Wood Mackenzie, uma “Umthetho Wokwakha Kabusha Ikusasa Elingcono” usayinwa waba umthetho, amandla elanga ase-United States anqwabelene azodlula ama-GW angu-300, okuphindwe kathathu amandla akhona elanga.Umthethosivivinywa uhlanganisa ukunwetshwa kwezikweletu zentela yokutshala izimali futhi kulindeleke ukuthi ubambe iqhaza elibalulekile ekukhuleni kwamandla elanga e-United States.
Isikhathi sokuthumela: Dec-14-2021