Ho hloka botsitso ho hoholo ho pota-potile litefiso tse tlang tsa US ho liphanele tsa solar tse tsoang kantle ho naha le likarolo tsa polokelo ea matla. Leha ho le joalo, tlaleho ea morao tjena ea Wood Mackenzie ("Bohle ba ka har'a tariff coaster: se boleloang ke indasteri ea matla ea US") e hlakisa sephetho se le seng: litefiso tsena li tla eketsa haholo litšenyehelo tsa matla a letsatsi le matla a letsatsi.polokelo ea matla a betrinaheng ea US.
US e se e ntse e le e 'ngoe ea limmaraka tse turang ho fetisisa lefatšeng bakeng salisebelisoa tsa letsatsi. Wood Mackenzie o hlokomelisa hore litefiso tse lebelletsoeng li tla eketsa litšenyehelo tsena ho feta. Feme e lumela hore polokelo ea matla e tobane le tšusumetso e kholo ka ho fetisisa.
Tlaleho e fana ka maemo a mabeli a ka hlahang:
- ⭐ Mathata a Khoebo (10-34% ea litefiso):Ho hakanngoa ho eketsa litšenyehelo tsa theknoloji e ngata ka 6-11%.
- ⭐Ntoa ea Khoebo (30% ea litefiso): E ka bona litšenyehelo li nyoloha le ho feta.
1. Litšenyehelo Tse Ling Li nyoloha Har'a Litšenyehelo Tse sa tsitsang
Habohlokoa,polokelo ea betri ea boemo bo holimoke mokhelo. Ka lebaka la ts'epo e matla ea US ho lisele tsa betri tsa lithium tse tsoang kantle ho naha (haholo-holo tse tsoang China),morero oa ho boloka betrilitšenyehelo li ka nyoloha haholo - ka 12% ho feta 50% tlas'a maemo.
Ha tlhahiso ea betri ea US e ntse e hola, Wood Mackenzie o hakanya hore matla a lapeng a tla fihlela tlhoko ea 6% feela ka 2025 mme mohlomong 40% ka 2030, e siea ho itšetleha ho hoholo ha thepa e tsoang kantle ho naha ho kotsing ea litefiso.
2. Storage Hit Hardest, Solar Premiums Wid
Tlas'a maemo a mabeli - Khohlano ea Khoebo (litefiso tse 10-34%) le Ntoa ea Khoebo (litefiso tse 30%) - litheknoloji tse ngata li tobane le ho nyoloha ha theko ea 6-11%.Polokelo ea betri ea matla a letsatsike ea kantle ka lebaka la ho its'etleha ho tsoa kantle ho naha.
Litšenyehelo tsa polokelo ea letsatsi le tsona li tla eketseha: Setsi sa lisebelisoa tsa US se ka bitsa 54% ho feta Europe le 85% ho feta Chaena ka 2026. Litefiso tsa module tse teng le maano a phetisetso a sa sebetseng a se a ntse a phahamisa litšenyehelo tsa letsatsi la US; litefiso tse ncha li tla tebisa tefiso ena bakeng sa bareki.
3. Litieho tsa Morero le Tšitiso ea Indasteri
Ho hloka botsitso ha Tarifi ea US ho senya lilemo tse 5-10 tsa moralo, ho baka "ho hloka botsitso ho hoholo" bakeng sa libapali tsa indasteri ea matla.
Wood Mackenzie o lebelletse tieho ea projeke, ho fetaTumellano ea Theko ea Matla (PPA)litheko, le litlamorao tsa morero oa capital. Chris Seiple, Motlatsi oa Molula-setulo oa feme ea Power & Renewables, o hlokomelisa litšitiso tsa leano la phepelo e kotsi le nts'etsopele e liehang. Ka litšenyehelo le linako tse ntseng li eketseha, tlaleho e bolela esale pele ho theoha ho hong ha morero oa US o ka nchafatsoang.
4. Qetello: Tsela e Hlomphehang ka Pele
Litefiso tse ntseng li atamela tsa US ka naha li sokela ho sitisa phetisetso ea matla a hloekileng Amerika ka ho eketsa litšenyehelo le ho baka ho hloka botsitso.
Leha tlhahiso ea lapeng e ntse e hola, e ke ke ea khahlametsa tlhokahalo haufinyane, e siea US e its'etlehile ka thepa e tsoang kantle ho naha - mme e kotsing ea ho ts'oenyeha ha litheko. Baetsi ba melaoana ba tlameha ho ba le tekatekano lipakeng tsa ts'ireletso ea khoebo le ho khona ho li lefella, kapa kotsi ea ho lieha ho amoheloa ka mokhoa o tsosolositsoeng.
Bakeng sa likhoebo, mefuta e fapaneng ea liketane tsa phepelo le ho notlela litšenyehelo tsa lisebelisoa esale pele ho ka thusa ho fokotsa likotsi. Qetellong, ntle le liphetoho tsa leano, holimomokhoa oa ho boloka matla a betrilitheko li ka emisa tsoelo-pele ho fihlela lipakane tsa boemo ba leholimo.
▲ Tobetsa Mona ho Lula U Tseba ka Maano le Litaba tsa morao-rao indastering ea letsatsi:https://www.youth-power.net/news/
▲ Bakeng sa lipotso leha e le life tsa tekheniki kapa lipotso mabapi le polokelo ea betri ea letsatsi, ka kopo ikutloe u lokolohile ho ikopanya le rona ho sales@youth-power.net.
Nako ea poso: Jun-20-2025