Txawm hais tias tsuas yog 4.2GW ntawm cov khoom siv hluav taws xob hluav taws xob photovoltaic tau teeb tsa hauv Tebchaws Meskas hauv H1 xyoo 2022, qhov poob qis los ntawm tib lub sijhawm xyoo tas los, kev tshuaj xyuas qhia tau tias Tebchaws Meskas tab tom ntsib kev tawg ntawm kev teeb tsa photovoltaic tshiab hauv qhov thib ob. ib nrab xyoo.
1. Txoj cai tsis raug thiab muaj kev cuam tshuam loj heev
Cov neeg tsim khoom siv hluav taws xob hauv Asmeskas PV npaj yuav ntxiv tag nrho 17.8 GW ntawm kev siv hluav taws xob hnub ci PV muaj peev xwm hauv xyoo 2022, raws li kev txheeb cais ua ntej los ntawm US Energy Administration thaum Lub Rau Hli 2022. Tab sis thawj rau lub hlis xyoo 2022, tsuas yog 4.2 GW ntawm cov tshiab. muaj peev xwm tau ntxiv rau hauv daim phiaj, tsawg dua ib nrab ntawm kev lag luam ib nrab xyoo kev npaj peev. Hauv lwm lo lus, hauv H1 2022, kwv yees li 20 feem pua ntawm cov kev teeb tsa photovoltaic tshiab npaj rau tag nrho lub xyoo tau ncua.
Cov ntaub ntawv ua ntej los ntawm US Energy Administration rau Lub Ib Hlis-Lub Rau Hli 2022 qhia tias kev teeb tsa PV tshiab tau qeeb los ntawm qhov nruab nrab ntawm 4.4 GW ib hlis, piv nrog qhov nruab nrab ntawm 2.6 GW hauv tib lub sijhawm xyoo 2021. EIA categorized yam uas tuaj yeem ua rau Kev ncua sij hawm raws li kev lag luam dav dav, xws li kev txwv cov saw hlau, kev ua haujlwm tsis txaus thiab tus nqi siab, nrog rau cov khoom siv hluav taws xob tshwj xeeb, xws li tau txais daim ntawv tso cai lossis cov cuab yeej ntsuas.
Tab sis qhov tseeb, txhua tus neeg uas them nyiaj rau photovoltaics thoob ntiaj teb paub tias tus neeg ua txhaum uas ua rau muaj kev cuam tshuam loj heev yog ib txwm yog "201 tariff extension" thiab "Southeast Asia anti-circumvention research" ntawm US Department of Energy, Department of Kev lag luam, thiab Department of Justice. ". Txij li thaum pib ntawm lub xyoo, ntau tus kws tshuaj ntsuam suav nrog Wood Mac thiab American Solar Photovoltaic Industry Association tau ntseeg tias lub peev xwm photovoltaic tshiab hauv Tebchaws Meskas hauv 2022 yuav txo qis 20 feem pua piv rau xyoo tas los.
2. Npaj mus, qhov kawg yog tam sim no
Hauv av photovoltaic fais fab nroj tsuag muaj kev cuam tshuam zoo heev los ntawm tus nqi ntawm cov khoom siv photovoltaic thiab cov saw hlau. Yog li ntawd, lub peev xwm nruab ntawm cov khoom siv hluav taws xob-theem photovoltaic fais fab nroj tsuag hauv Tebchaws Meskas tau poob qis xyoo-rau-xyoo. Piv nrog rau lwm lub teb chaws hauv ntiaj teb, nws tsis yog tsuas yog hauv av photovoltaic fais fab nroj tsuag hauv Tebchaws Meskas uas cuam tshuam. Nyob rau hauv Suav teb, Is Nrias teb, Lub teb chaws Yelemees thiab lwm qhov chaw, faib cov peev txheej tau dhau los ua lub zog tseem ceeb, thiab nws txoj kev loj hlob deb tshaj qhov sib txawv ntawm cov av photovoltaic fais fab nroj tsuag.
Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg Hauv Tebchaws Meskas EIA qhov kev sojntsuam txhua hli, uas tau piav qhia txog kev nce qib ntawm cov neeg tsim khoom hauv plaub theem ntawm "kev sim, kev tsim, kev tso cai lossis kev npaj", pom tias feem ntau ntawm cov haujlwm uas yuav los hauv online hauv 18 lub hlis tom ntej yog nyob rau hauv kev tsim kho. Txog 1.9 GW tab tom tsim kho, thiab qee qhov haujlwm tau ncua sijhawm tab sis tseem tau teem sijhawm los online hauv 2022. Feem ntau, kev tshaj tawm qeeb yog rau lub hlis lossis tsawg dua, EIA tau hais.
Thaum Lub Ob Hlis xyoo no, txawm hais tias qhov txuas ntxiv ntawm 201 tariffs hauv Tebchaws Meskas, qhov kev zam los ntawm ob npaug ntawm cov khoom siv bifacial thiab cov roj teeb quotas tau hloov "kev ncua" mus rau "qhov zoo" loj; txawm hais tias tam sim no "kev tshawb nrhiav kev tiv thaiv kev hla" hauv lub Plaub Hlis tau ua qee qhov kev txiav txim sai "Tuav" "Yog, tab sis lwm qhov "tso tseg" los ntawm Thawj Tswj Hwm Tsab Cai thaum Lub Rau Hli Ntuj yuav tsuas ua kom cov khoom xa tuaj ntawm cov "dropshipment" xaj ob npaug ntawm roj teeb. ntshuam quotas tseem yuav muab ob npaug rau qhov ntim ntawm US-ua PV modules kom tau raws li qee qhov kev txhim kho muaj peev xwm.
Yog li ntawd, nyob rau hauv lub thib ob ib nrab ntawm 2022, US-tsim photovoltaic modules thiab kev txiav txim yav dhau los nyob rau hauv thaum muaj xwm ceev "Tuav" yuav yog thawj zaug siv rau thaum muaj xwm ceev. Cov neeg tsim khoom siv hluav taws xob hauv Teb Chaws Asmeskas cov chaw tsim hluav taws xob tsim tawm thawj zaug tau npaj yuav ntxiv 17.8GW hauv xyoo 2022, tawm 13.6GW los tsim. Yog tias 10GW tuaj yeem ua tiav nyob rau hauv ib nrab ntawm lub xyoo, lub peev xwm tsim txhua xyoo ntawm kev siv hluav taws xob-teev photovoltaic fais fab nroj tsuag yuav ncav cuag 14.2GW. Ua ke nrog kev loj hlob tawg ntawm cov tsev neeg faib khoom, lub zej zog photovoltaics, thiab kev lag luam thiab kev lag luam xa tawm hauv ntiaj teb, txawm tias Tebchaws Meskas tuav 5GW kev loj hlob tshiab ua tiav hauv thawj ib nrab ntawm lub xyoo thiab ntxiv 10GW ntawm kev xa tawm thoob plaws lub xyoo, tag nrho. Kev teeb tsa photovoltaic tshiab hauv Tebchaws Meskas hauv 2022 kuj tseem yuav ntxiv. Paub 24GW, ntau dua 2021.
Los ntawm qhov no, nws cia siab tias Tebchaws Meskas tuaj yeem coj mus rau 15-20GW ntawm qhov tshiab photovoltaic nruab peev xwm nyob rau ib nrab xyoo ntawm lub xyoo, uas tuaj yeem nce los ntawm 10-20 feem pua ntawm xyoo, thiab tshiab puag ncig ntawm photovoltaic climax yog los.