Muva nje, ithimba labacwaningi be-PV likaWood Mackenzie likhiphe umbiko walo wakamuva wocwaningo - “I-Global PV Market Outlook: Q1 2023″.
UWood Mackenzie ulindele ukwengezwa kwamandla e-PV emhlabeni wonke ukuthi afinyelele irekhodi eliphezulu elingaphezu kuka-250 GWdc ngo-2023, okuwukunyuka kwama-25% unyaka nonyaka.
Lo mbiko uphawula ukuthi i-China izoqhubeka nokuhlanganisa isikhundla sayo sobuholi bomhlaba wonke nokuthi ngo-2023, i-China izokwengeza ngaphezu kwe-110 GWdc yomthamo omusha we-PV, okwenza ama-40% engqikithi yomhlaba wonke.Phakathi nesikhathi “soHlelo Lweminyaka Emihlanu”, umthamo wasekhaya okhulayo wonyaka uzohlala ungaphezu kuka-100GWdc, futhi imboni yaseChina yePV izongena enkathini ye-100 GW.
Phakathi kwazo, ekwandiseni umthamo we-supply chain, amanani emojula ahlehle futhi iqoqo lokuqala lamandla omoya we-PV base izoba yinkambiso exhunywe kwigridi yonke, umthamo ofakwe phakathi kwe-PV ka-2023 kulindeleke ukuthi ukhule kakhulu futhi kulindeleke ukuthi udlule. 52Gwdc.
Ngaphezu kwalokho, isifunda sonke ukukhuthaza inqubomgomo sizoqhubeka nokusiza ukuthuthukiswa kwe-PV esabalalisiwe.Kodwa-ke, ngemuva kokwanda komthamo wamandla amasha afakiwe, eShandong, eHebei, nakwezinye izifundazwe ezinkulu ezifakiwe, ubungozi bokushiywa komoya kanye nomkhawulo wamandla kanye nezindleko zesevisi yokusiza, nezinye izindaba zembulwe kancane kancane, noma zizonciphisa ukutshalwa kwezimali emkhakheni wokusabalalisa. , umthamo osabalalisiwe ofakiwe ngo-2023 noma uzobuyela emuva.
Izimakethe zamazwe ngamazwe, inqubomgomo, kanye nokwesekwa kwemithetho kuzoba yinhloso enkulu yokuthuthukiswa kwemakethe ye-photovoltaic yomhlaba wonke: I-US “Inflation Reduction Act” (IRA) izotshala amaRandi ayizigidi eziyizinkulungwane ezingama-369 emkhakheni wamandla ahlanzekile.
Umthethosivivinywa we-EU REPowerEU ubeka umgomo wama-750GWdc womthamo we-PV ofakiwe ngo-2030;I-Germany ihlela ukwethula izikweletu zentela zokutshalwa kwezimali kwe-PV, umoya, kanye negridi.Kodwa njengoba amazwe amaningana angamalungu e-EU ahlela ukutshala izinto ezivuselelekayo ngezinga elikhulu ngo-2030, izimakethe eziningi zase-Europe ezivuthiwe nazo zibhekene nezingqinamba ezikhulayo, ikakhulukazi eNetherlands.
Ngokusekelwe kulokhu okungenhla, u-Wood Mackenzie ulindele ukufakwa kwe-PV okuxhunywe kugridi yomhlaba wonke ukuthi kukhule ngesilinganiso sonyaka esimaphakathi esingu-6% kusukela ngo-2022-2032.Ngo-2028, iNyakatho Melika izoba nesabelo esikhulu sokwengezwa kwe-PV yaminyaka yonke yaminyaka yonke kune-Europe.
Emakethe yaseLatin America, ukwakhiwa kwegridi yaseChile kusalele emuva ekuthuthukisweni kwamandla kagesi avuselelekayo ezweni, okwenza kube nzima ukuthi uhlelo lukagesi lwezwe lusebenzise amandla avuselelekayo, okubangela intela yamandla kagesi avuselelekayo angaphansi kwalokho obekulindelekile.Ikhomishana Kazwelonke Yamandla Kazwelonke yaseChile yethule umzuliswano omusha wamathenda amaphrojekthi okudlulisa ukuze kubhekwane nalolu daba futhi yenze iziphakamiso zokuthuthukisa imakethe kagesi yesikhashana.Izimakethe ezinkulu eLatin America (njengeBrazil) zizoqhubeka nokubhekana nezinselele ezifanayo.
Isikhathi sokuthumela: Apr-21-2023