Kev tshawb nrhiav tsis ntev los no los tiv thaiv kev lag luam thiab kev tawm tsam (ADCV) tau tsim los ntawm US Department of Commerce tau ua rau muaj kev txhawj xeeb ntawm cov tswv tsev teeb pom kev zoo txog qhov muaj peev xwm rau kev nplua rau vaj huam sib luag ntshuam, uas yog retroactive hauv xwm. Hauv kev teb, Suav PV vaj huam sib luag cov neeg tsim khoom tau tso tseg cov khoom xa tuaj rau Asmeskas kom txog thaum cov txiaj ntsig ntawm kev tshawb nrhiav thiab ib qho kev ua rov qab los ntawm US Department of Commerce tau tshaj tawm. Nws tau tshaj tawm tias qhov kev txiav txim ua ntej tau teem sijhawm tshaj tawm rau lub Yim Hli xyoo no, thiab qhov kev txiav txim zaum kawg yuav tshaj tawm thaum Lub Ib Hlis 2023.
Kev tshawb nrhiav los ntawm cov tuam txhab PV hauv tebchaws txhawj xeeb txog qhov nce sai ntawm Suav cov tuam txhab uas siv cov khoom siv pheej yig thiab txav ntawm tes thiab vaj huam sib luag sib dhos mus rau sab hnub tuaj Asia kom hla dhau qhov txwv tsis pub nkag mus rau Suav cov khoom lag luam. Nrog rau kev xa khoom khov rau lub sijhawm tshawb fawb, kev muaj peev xwm tshiab txhua xyoo hauv Asmeskas yuav poob qis los ntawm 22.6 GW hauv 2021 mus rau tsawg dua 10.07 GW xyoo no, uas tseem yuav yog qib qis tshaj txij li xyoo 2019.
Tsoomfwv Meskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam tab tom tshawb xyuas kev xa khoom ntawm cov khoom siv hluav taws xob photovoltaic los ntawm plaub lub tebchaws Esxias sab hnub tuaj uas tuav txoj haujlwm tseem ceeb hauv Asmeskas kev lag luam photovoltaic - Cambodia, Malaysia, Thaib thiab Nyab Laj. Kev xa tawm los ntawm cov tebchaws no suav txog 85 feem pua ntawm tag nrho US PV vaj huam sib luag xav tau hauv 2021, tag nrho 21.8 GW. Nyob rau lub Ib Hlis thiab Lub Ob Hlis 2022, qhov sib koom ua ke ntawm plaub lub tebchaws no hauv txhua xyoo US PV vaj huam sib luag tuaj yeem suav txog 99 feem pua ntawm ze li 100 feem pua. Raws li kev tshawb fawb los ntawm lub koom haum tshawb fawb txog hluav taws xob Rystad Energy, tom qab Asmeskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam (DOC) tau tshaj tawm kev tshawb fawb los tiv thaiv cov khoom siv hluav taws xob photovoltaic uas tsim nyob rau hauv cov teb chaws Esxias sab hnub tuaj, lub peev xwm ntawm photovoltaic tau nce mus txog 17.5 GW thawj zaug tau npaj yuav siv rau xyoo 2022. nyuaj rau kev nce qib. Tebchaws Asmeskas xav tias yuav nruab ntau dua 27 GW ntawm PV hauv kev siv hluav taws xob, thaj chaw thiab kev lag luam thiab kev lag luam (C&I) kev lag luam xyoo no, tab sis nrog cov khoom lag luam nce nqi thiab qhov kev hem thawj tshiab ntawm tariffs ntawm cov khoom tseem ceeb, 64 feem pua ntawm cov peev txheej tshiab tam sim no. nyob rau hauv txaus ntshai ntawm stagnation.
"Yuav kom txwv tsis pub dhau qhov kev xa khoom ntawm cov pheej yig Suav PV panels los ntawm cov teb chaws Asia sab hnub tuaj rau hauv Asmeskas kev ua lag luam, thiab nrog lub qhov muag mus rau lub hom phiaj ntawm kev rov tsim kho cov khoom siv hauv teb chaws Asmeskas, Tebchaws Asmeskas tau txo qis nws qhov kev kwv yees rau PV kev teeb tsa hauv 2022 thiab dhau mus. . Qhov xwm txheej loj tshaj plaws puas tau ntsib, "said Marcelo Ortega, tus kws tshuaj xyuas lub zog tauj dua tshiab ntawm Rystad Energy.
Thaum Lub Peb Hlis 25, 2022, Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam Tebchaws Meskas tau txiav txim siab los tshawb xyuas cov khoom siv crystalline silicon photovoltaic tuaj ntawm Cambodia, Malaysia, Thaib thiab Nyab Laj. Suav PV vaj huam sib luag cov neeg tsim khoom hla dhau ADCV cov cai kev lag luam los ntawm outsourcing zaum kawg sib dhos ntawm cov hlwb thiab cov vaj huam sib luag rau plaub lub teb chaws Esxias uas tsis tau nyiaj tsawg, thaum tseem siv cov khoom siv pheej yig hauv Suav teb, raws li US cov tuam txhab PV hauv tsev.
Hauv xyoo 2012 kev tshawb nrhiav kev tiv thaiv kev lag luam tawm tsam Suav PV vaj huam sib luag tsim, ADCV tariffs tau ua tiav ntawm cov nqi sib txawv rau cov neeg muag khoom sib txawv. Feem ntau tus nqi yog 30.66 feem pua, tab sis qee qhov qis li 24 feem pua , thaum lwm tus neeg muab khoom raug rau 250 feem pua ntawm cov dej num tiv thaiv. Yog tias Asmeskas Lub Tsev Haujlwm Saib Xyuas Kev Lag Luam txiav txim siab txuas ntxiv cov nqi se, kev xa khoom ntawm cov khoom lag luam cuam tshuam tom qab kev tshaj tawm ntawm kev tshawb xyuas tau tso cai, tab sis cov nqi ntshuam tuaj yeem rov qab mus rau lub Kaum Ib Hlis xyoo tas los. Thaum lub Kaum Ib Hlis 2021 thiab Lub Ob Hlis 2022, Asmeskas cov neeg xa khoom tuaj txawv teb chaws tau xa ntau dua $ 1.46 billion tus nqi ntawm cov khoom siv hluav taws xob photovoltaic los ntawm plaub lub tebchaws Esxias sab hnub tuaj tshawb fawb saum toj no, txhais tau hais tias Suav cov neeg muag khoom tuaj yeem sib koom ntawm $ 365 lab thiab $ 365 lab. $ 3.6 nphom hauv cov nqi se ntxiv retroactively.
Vim hais tias Suav PV vaj huam sib luag tsis kam ua rau muaj kev pheej hmoo siab raug nplua, ntau lub tuam txhab xaiv kom tsis txhob xa cov panels mus rau Asmeskas lag luam.
Qhov kev tshawb xyuas tiv thaiv pov tseg no yuav tsis tsuas yog txwv rau cov khoom siv crystalline silicon photovoltaic vaj huam sib luag, tab sis kuj tseem yuav suav nrog kev xa tawm ntawm cov cell photovoltaic. Qhov no muaj qhov cuam tshuam loj rau kev tsim vaj huam sib luag hauv tebchaws Asmeskas, qhov twg 5GW ntawm cov peev txheej hauv tsev PV feem ntau yog tsom rau hauv kev sib dhos vaj huam sib luag thiab tso siab rau cov hlwb los ntawm txawv teb chaws. Xyoo tas los, 46 feem pua ntawm cov hluav taws xob photovoltaic tuaj ntawm cov teb chaws uas tau soj ntsuam.
Teb Chaws Asmeskas cov tuam txhab tsim khoom lag luam kuj tseem xav txog qhov cuam tshuam ntawm kev tshawb nrhiav. Thaum qhov kev hem thawj ntawm kev rau txim tuaj yeem txhawb nqa cov neeg xa khoom los tsim lub peev xwm PV tshiab hauv Teb Chaws Asmeskas, nws yuav siv sijhawm tsawg kawg 18 lub hlis los tsim cov khoom siv hauv tebchaws Meskas los ntawm crystalline silicon mus rau lub rooj sib txoos. Yog tias qhov kev txiav txim siab nqis peev tau ua tom qab lub Yim Hli 2022, cov txiaj ntsig ua ntej yuav raug tshaj tawm thaum lub sijhawm ntawd, thiab lub peev xwm tuaj yeem ua haujlwm tau ntxov li Lub Ib Hlis 2024.
Tsis tas li ntawd, US PV kev lag luam yog nyob rau hauv rau qhov pib nyuaj rau 2022 ua ntej qhov kev tshawb xyuas los tiv thaiv kev lag luam pib. Ntau tshaj 7GW ntawm PV cov haujlwm xyoo tas los tau ncua sijhawm ntau dua rau lub hlis vim yog cov khoom lag luam siab, tsis paub meej txog tsoomfwv cov qhab nia se thiab cov cai tsis zoo.