Ngokusho kwe-S&P Global, ukwehla kwezindleko zengxenye, ukukhiqizwa kwendawo, namandla asabalalisiwe yizindlela ezintathu eziphambili embonini yamandla avuselelekayo kulo nyaka.
Ukuphazamiseka okuqhubekayo kokuthengwa kwempahla, ukushintsha okuhlosiwe kokuthengwa kwamandla avuselelekayo, kanye nenkinga yamandla emhlabeni wonke ngo-2022 ngezinye zezitayela eziguqukela esigabeni esisha sokushintshwa kwamandla kulo nyaka, kusho i-S&P Global.
Ngemuva kweminyaka emibili yokuthinteka ekuqinisweni kwe-supply chain, impahla eluhlaza, nezindleko zokuhamba zizokwehla ngo-2023, nezindleko zokuhamba zomhlaba wonke zehlele emazingeni obhubhane angaphambi kwe-New Crown.Kodwa lokhu kwehliswa kwezindleko ngeke kuguqule ngokushesha kube yizindleko eziphansi zezakhiwo zamaphrojekthi kagesi avuselelekayo, kusho i-S&P Global.
Ukufinyeleleka komhlaba kanye nokuxhumeka kwegridi kubonakale kuyizingqinamba ezinkulu embonini, kusho i-S&P Global, futhi njengoba abatshalizimali bejaha ukufaka imali ezimakethe lapho kungekho ukuxhumana okwanele, bazimisele ukukhokha imali ekhokhwayo yamaphrojekthi alungele ukwakhiwa maduze, okuholela ekutheni umphumela ongahlosiwe wokuqhuba izindleko zentuthuko.
Olunye ushintsho olwenyusa amanani ukushoda kwabasebenzi abanamakhono, okuholela ezindlekweni eziphezulu zomsebenzi wokwakha, i-S&P Global ethe, kanye nokukhuphuka kwezindleko zemali, kungavimbela ukwehla okukhulu kwamanani entengo ye-capex yephrojekthi esikhathini esiseduze.
Amanani emojula ye-PV ehla ngokushesha kunalokho obekulindelwe ekuqaleni kuka-2023 njengoba izimpahla ze-polysilicon ziba ziningi kakhulu.Lokhu kukhululwa kungase kuhlunge kudlulele kuzintengo zemojuli kodwa kulindeleke ukuthi kuncishiswe abakhiqizi abafuna ukubuyisela amamajini.
Ezansi kuchungechunge lwenani, amamajini kulindeleke ukuthi athuthuke kubafaki nabasabalalisi.lokhu kunganciphisa izinzuzo zokunciphisa izindleko zabasebenzisi bokuphela kophahla lwelanga, kusho i-S&P.onjiniyela bamaphrojekthi esilinganiso sosizo azozuza kakhulu ezindlekweni eziphansi.I-s&P ilindele ukuthi isidingo somhlaba wonke samaphrojekthi esikali sosizo sishube, ikakhulukazi ezimakethe ezisafufusa ezingazweli kakhulu.
Ngo-2022, i-solar esabalalisiwe iqinisa isikhundla sayo njengenketho yokuphakelwa kwamandla okuhamba phambili ezimakethe eziningi ezivuthiwe, futhi i-S&P Global ilindele ukuthi ubuchwepheshe bukhule bube izingxenye ezintsha zabathengi futhi buthole indawo ezimakethe ezintsha ngo-2023. Izinhlelo ze-PV kulindeleke ukuthi zihlanganiswe kakhulu ukugcinwa kwamandla njengoba izinketho zelanga ezabelwana ngazo zivela futhi izinhlobo ezintsha zamaphrojekthi wasekhaya namabhizinisi amancane zizokwazi ukuxhuma kugridi.
Izinkokhelo zangaphambili zihlala ziyinketho yokutshala imali evame kakhulu kumaphrojekthi asekhaya, nakuba abasabalalisi bamandla beqhubeka nokufuna indawo ehlukahlukene, ehlanganisa ukuqashisa isikhathi eside, ukuqashisa isikhashana, kanye nezivumelwano zokuthenga amandla.Lawa mamodeli ezezimali atshalwe kabanzi e-US kule minyaka eyishumi edlule futhi kulindeleke ukuthi andise emazweni amaningi.
Amakhasimende ezohwebo nezimboni kulindeleke ukuthi akhule ngokwandayo ekuxhaseni ngezimali okuvela eceleni njengoba i-liquidity iba yinto ekhathaza kakhulu izinkampani eziningi.inselelo yabahlinzeki bezinhlelo ze-PV ezixhaswe yinkampani yangaphandle iwukwenza inkontileka nabaqaphi abahloniphekile, kusho i-S&P Global.
Isiyonke indawo yenqubomgomo kulindeleke ukuthi ivune ukwanda kokusatshalaliswa kokukhiqizwa, kungaba ngezibonelelo zemali, ukuncishiswa kwe-VAT, uxhaso lwesaphulelo, noma amanani okuvikela esikhathi eside.
Izinselelo zochungechunge lokuhlinzekwa kwempahla kanye nokukhathazeka kwezokuphepha kuzwelonke kuholele ekugxileni ekugxileni ekukhiqizeni i-solar nokugcinwa kwasekhaya, ikakhulukazi e-US naseYurophu, lapho ukugcizelela ekunciphiseni ukuthembela kugesi yemvelo evela kwamanye amazwe kuye kwabeka izinto ezivuselelekayo phakathi kwamasu okunikezwa kwamandla.
Izinqubomgomo ezintsha ezifana ne-US Inflation Act kanye ne-REPowerEU yase-Europe ziheha ukutshalwa kwezimali okubalulekile kumthamo omusha wokukhiqiza, okuzophinde kubangele ukwanda kokuthunyelwa.I-S&P Global ilindele ukuthi amaphrojekthi womhlaba wonke wokugcina umoya, ilanga, kanye nebhethri afinyelele cishe ku-500 GW ngo-2023, okuwukunyuka okungaphezu kwamaphesenti angama-20 ngaphezu kokufakwa kuka-2022.
"Nokho ukukhathazeka kuyaqhubeka mayelana nokubusa kweChina ekwenziweni kwemishini - ikakhulukazi esebenza ngelanga nasemabhethri - kanye nezingozi ezihlukahlukene ezihilelekile ekuthembeleni kakhulu esifundeni esisodwa ukuhlinzeka ngempahla edingekayo," kusho i-S&P Global.
Isikhathi sokuthumela: Feb-24-2023