Ukungaqiniseki okubalulekileyo kujikeleze imirhumo ezayo yase-US kwiiphaneli zesola ezithengwa kumazwe angaphandle kunye nezixhobo zokugcina amandla. Nangona kunjalo, ingxelo yakutshanje ye-Wood Mackenzie ("Zonke ezikhwele i-tariff coaster: iimpembelelo kwi-industry yamandla yase-US") yenza isiphumo esinye sicace: ezi ntlawulo ziya kwandisa kakhulu iindleko zombane welanga kunye nombane.ugcino lwamandla ebhetrie-US.
I-US sele iyenye yeemarike ezixabisa kakhulu kwihlabathiusetyenziso-scale solar. UWood Mackenzie ulumkisa ukuba amaxabiso aqikelelwayo aya kuzinyusa ngakumbi ezi ndleko. Inkampani ikholelwa ukuba ukugcinwa kwamandla kujongene nempembelelo enkulu.
Ingxelo ichaza iimeko ezimbini ezinokubakho:
- ⭐ Uxinzelelo kuRhwebo (10-34% yeerhafu):Kuqikelelwa ukonyusa iindleko kuninzi lwetekhnoloji nge-6-11%.
- ⭐Imfazwe yoRhwebo (30% yeerhafu): Inokubona iindleko zinyuka ngakumbi.
1. Iindleko ezithile zokuHamba phakathi kokungaqiniseki koMrhumo
Ngokubalulekileyo,indawo yokugcina ibhetri eluncedoyinto eyahlukileyo. Ngenxa yokuthembela kakhulu kwe-US kwiiseli zebhetri ze-lithium (ingakumbi ezivela eChina),iprojekthi yokugcina ibhetriiindleko zinokunyuka kakhulu - nge-12% ukuya ngaphezulu kwe-50% phantsi kweemeko.
Ngelixa ukuveliswa kweebhetri zase-US kusanda, u-Wood Mackenzie uqikelela ukuba umthamo wasekhaya uya kuhlangabezana kuphela ne-6% yemfuno ngo-2025 kwaye kunokwenzeka ukuba i-40% ngo-2030, okushiya ukuxhomekeka okubalulekileyo ekuthengeni impahla evela ngaphandle esengozini kwiirhafu.
2. Ugcino lubetha kakhulu, iiNtlawulo zenyanga zeSola ziBanzi
Ngaphantsi kweemeko ezimbini-Uxinzelelo lwezoRhwebo (i-10-34% yeerhafu) kunye neMfazwe yoRhwebo (i-30% yeerhafu)-uninzi lobugcisa bujongene nokunyuka kweendleko ze-6-11%.Ukugcinwa kwebhetri yamandla elangaingaphandle ngenxa yokuxhomekeka kurhwebo ngaphandle.
Iindleko zokugcina amandla elanga nazo ziya kuba nebhaloni: Iziko elisetyenziswayo lase-US lingaxabisa i-54% ngaphezulu kweYurophu kunye ne-85% ngaphezulu kwe-China ngo-2026. Iintlawulo zemodyuli ezikhoyo kunye nemigaqo-nkqubo yothumelo engasebenziyo esele inyuse iindleko zesola zase-US; amaxabiso amatsha aya kwenza nzulu le ntlawulo kubathengi.
3. ULibaziseko lweProjekthi kunye nokuphazamiseka kweShishini
Ukungaqiniseki koMrhumo wokungenisa elizweni wase-US kuphazamisa imijikelo yesicwangciso seminyaka emi-5 ukuya kweli-10, okubangela "ukungaqiniseki okukhulu" kubadlali beshishini lamandla.
UWood Mackenzie ulindele ukulibaziseka kweprojekthi, ngaphezuluIsiVumelwano sokuThenga amandla (PPA)amaxabiso, kunye neempembelelo zeprojekthi enkulu. UChris Seiple, uSekela Sihlalo wenkampani iPower & Renewables, ulumkisa le migaqo-nkqubo yokuphazamiseka konikezelo lonikezelo ngomngcipheko kunye nophuhliso olucothayo. Ngeendleko kunye namaxesha okuguquguquka, ingxelo iqikelela okunye ukucotha komsebenzi weprojekthi ehlaziyiweyo yase-US.
4. Isiphelo: Indlela engumceli mngeni ePhambili
Amaxabiso avelayo e-US okungenisa elizweni asongela ukuthintela utshintsho lwamandla acocekileyo eMelika ngokunyusa iindleko nokudala ukungaqiniseki.
Ngelixa imveliso yasekhaya isanda, ayizukwazi ukuhlangabezana nemfuno ngokukhawuleza, ishiya i-US ixhomekeke ekuthengisweni kwempahla evela kumazwe angaphandle- kwaye isesichengeni sokothuka kwamaxabiso. Abaqulunqi bemigaqo-nkqubo kufuneka balinganise phakathi kokhuselo lorhwebo kunye nokufikeleleka, okanye umngcipheko wokulibazisa ukuthathwa komntwana ongamzalanga abe ngowakho.
Kumashishini, ukwahluka kweekhonkco zobonelelo kunye nokutshixa kwiindleko zezixhobo kwangoko kunokuncedisa ukunciphisa umngcipheko. Ekugqibeleni, ngaphandle kohlengahlengiso olucwangcisiweyo, phezuluinkqubo yokugcina amandla ebhetriamaxabiso anokumisa inkqubela ukuya kwiinjongo zemozulu.
▲ Cofa Apha ukuze uhlale unolwazi malunga nemigaqo-nkqubo yamva nje kunye neNdaba kwishishini leSolar:https://www.youth-power.net/news/
▲ Ngayo nayiphi na imibuzo yobugcisa okanye imibuzo malunga nokugcinwa kwebhetri yelanga, nceda uzive ukhululekile ukuqhagamshelana nathi sales@youth-power.net.
Ixesha lokuposa: Jun-20-2025