Ukungaqiniseki okubalulekile kuzungeze amanani entengo yokungenisa yase-US ezayo kumaphaneli elanga angenisiwe kanye nezingxenye zokugcina amandla. Kodwa-ke, umbiko wakamuva we-Wood Mackenzie ("Konke okungaphakathi kwe-tariff coaster: okushiwo embonini yamandla kagesi yase-US") wenza umphumela owodwa ucace: lezi zindleko zizonyusa kakhulu izindleko zakho zombili amandla elanga kanyeisitoreji samandla ebhethrie-US.
I-US isivele ingesinye sezimakethe ezibiza kakhulu emhlabeniutility-scale solar. UWood Mackenzie uxwayisa ngokuthi amanani entengo acatshangelwe azonyusa lezi zindleko ngokuqhubekayo. Inkampani ikholelwa ukuthi ukugcinwa kwamandla kubhekene nomthelela omkhulu kakhulu.
Umbiko uveza izimo ezimbili ezingaba khona:
- ⭐ Izingxabano Zohwebo (10-34% amanani):Kulinganiselwa ukuthi izonyusa izindleko zobuchwepheshe obuningi ngo-6-11%.
- ⭐Impi Yezohwebo (30% amanani): Ingabona izindleko zikhuphuka kakhulu.
1. Okunye Ukwenyuka Kwezindleko Phakathi Nokungaqiniseki Kwentengo
Okubalulekile,isitoreji sebhethri sesikali esisetshenziswayookuhlukile. Ngenxa yokuthembela kanzima kwe-US kumaseli ebhethri e-lithium angenisiwe (ikakhulukazi avela e-China),iphrojekthi yokugcina ibhethriizindleko zingakhuphuka kakhulu - ngo-12% ukuya ngaphezulu kwama-50% ngaphansi kwezimo.
Ngenkathi ukukhiqizwa kwamabhethri e-US kwanda, u-Wood Mackenzie ulinganisela ukuthi amandla asekhaya azohlangabezana kuphela nesidingo esingaba ngu-6% ngo-2025 futhi okungenzeka kube ngu-40% ngo-2030, okushiya ukuncika okukhulu ekuthengeni kwamanye amazwe kusengozini yezindleko.
2. Isitoreji Sishaya Kakhulu, Izinkokhelo Zelanga Zinwetshiwe
Ngaphansi kwezimo ezimbili—Ukungezwani Kwezohwebo (izintengo ezingu-10–34%) kanye Nempi Yezohwebo (izintela ezingama-30%)—ubuchwepheshe obuningi bubhekene nokwenyuka kwezindleko okungu-6–11%.Isitoreji sebhethri samandla elangaiyona engaphandle ngenxa yokuncika kwamanye amazwe.
Izindleko zokulondoloza amandla elanga nazo zizokhula ibhaluni: Isikhungo sase-US esilinganisa utility-scale singabiza ngaphezu kwama-54% kunase-Europe kanye nama-85% ngaphezu kwaseShayina ngo-2026. Izindleko zamamojula akhona kanye nezinqubomgomo zokudlulisa ezingasebenzi kahle sezivele zikhuphule izindleko zelanga lase-US; amanani amasha azojulisa le phrimiyamu kubathengi.
3. Ukubambezeleka Kwephrojekthi kanye Nokuphazamiseka Kwemboni
Ukungaqiniseki Kwentela yokungenisa e-US kuphazamisa imijikelezo yokuhlela yeminyaka engu-5–10, okubangela "ukungaqiniseki okukhulu" kubadlali bemboni yamandla.
UWood Mackenzie ulindele ukubambezeleka kwephrojekthi, ngaphezuluI-Power Purchase Agreement (PPA)amanani, kanye nomthelela wephrojekthi enkulu. UChris Seiple, iPhini likaSihlalo wale nkampani i-Power & Renewables, uxwayisa lezi zinqubomgomo ngokuphazamiseka kochungechunge lokuhlinzeka ngobungozi kanye nokwehla kwentuthuko. Njengoba izindleko nezikhathi zishintshashintsha, umbiko ubikezela okunye ukwehla komsebenzi wephrojekthi ovuselelekayo wase-US.
4. Isiphetho: Umgwaqo Oyinselele Ongaphambili
Izintela ezizayo zase-US zokungenisa ezweni zisongela ukuvimbela uguquko lwamandla ahlanzekile eMelika ngokwandisa izindleko nokudala ukungaqiniseki.
Ngenkathi ukukhiqizwa kwasekhaya kwanda, ngeke kuhlangabezane nesidingo maduzane, okushiya i-US incike ekuthengisweni kwamanye amazwe - futhi sengozini yokushaqeka kwamanani. Abenzi bezinqubomgomo kufanele benze ibhalansi phakathi kokuvikelwa kwezohwebo nokufinyeleleka, noma ingozi yokubambezeleka kokutholwa okuvuselelekayo.
Emabhizinisini, ukuhlukanisa amaketanga okunikezela nokukhiya izindleko zemishini kusenesikhathi kungasiza ukunciphisa izingozi. Ekugcineni, ngaphandle kokulungiswa kwamasu, ngaphezuluuhlelo lokugcina amandla ebhethriamanani angahle amise inqubekela phambili ekufezeni imigomo yesimo sezulu.
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Isikhathi sokuthumela: Jun-20-2025