Tebchaws Asmeskas lub hnub ci kev lag luam tau tswj kom ua tiav ib xyoo caum ntawm kev loj hlob tsis tu ncua txawm hais tias hloov pauv kev lag luam thoob ntiaj teb thiab hloov US cov cai tswj hwm hluav taws xob hauv tsev. Txawm nyob hauv" lwm yam" xyoo 2021, hnub ci nthuav dav txuas ntxiv mus. Raws li cov txiaj ntsig tau los ntawm thawj peb lub hlis twg, cov kws tshuaj ntsuam kwv yees tias Tebchaws Meskas yuav xa 19 GW ntawm cov nqi hluav taws xob hnub ci thiab ze li 4 GW ntawm lub hnub ci faib rau xyoo 2021, ob qho tib si teev cov ntaub ntawv US. Lub hnub ci kev lag luam yog booming txawm tias siab installation nqi, neeg ua hauj lwm tsis txaus, cov khoom saw teeb meem thiab complex ntshuam lub luag hauj lwm.
Hnub ci kev loj hlob nyob rau hauv Teb Chaws Asmeskas tau ua qhov zoo tshaj plaws thiab ruaj khov. Ntxiv rau 23 GW xav tias yuav xa mus rau Asmeskas hauv 2021, lub tuam txhab tshawb fawb S& P Ntiaj Teb Kev Lag Luam Kev Txawj Ntse kuj tau kwv yees 44 GW ntawm PV yuav raug xa mus rau xyoo 2022, ze li ob npaug ntawm 2021.
Raws li cov lus ceeb toom los ntawm Solar Energy Industries Association thiab Wood Mackenzie, lub peev xwm nruab hnub ci PV hauv Tebchaws Meskas tau tshaj 100GW. S&P cov kws tshawb fawb hais tias Asmeskas qhov kev thov tseem muaj zog, nrog 17.4GW ntawm kev tsim muaj peev xwm hauv kev tsim kho lossis kev tsim kho.
Kev poob qis tsis tu ncua hauv PV tus nqi tau los txog qhov kawg
Thawj thawj zaug hauv kev nco txog ntau tus kws tshuaj xyuas hnub ci, tus nqi ntawm lub hnub ci kho vajtse tau nce hauv kev lag luam uas cov nqi tau txuas ntxiv mus. Tag nrho cov khoom siv los ua cov hnub ci modules tau ntsib tus nqi siab, suav nrog polysilicon, nyiaj, tooj liab, txhuas thiab iav. Tus nqi siab rau polysilicon, cov khoom tseem ceeb hauv crystalline silicon photovoltaic hlwb, ua rau muaj kev puas tsuaj rau qee qhov haujlwm hnub ci, nrog Bloomberg New Energy Finance' pab pawg hnub ci ceeb toom tias cov nqi polysilicon tau nce los ntawm qis $ 6.30 ib kilogram hauv 2020. mus txog $37 ib kilogram thaum kawg ntawm lub xyoo.
Ntiaj teb logistics woes yog yuam kom ncua kev xa khoom thiab tus nqi siab dua rau PV cov ntaub ntawv thiab cov khoom siv. Cov nqi xa khoom tau nce 500%, raws li qee qhov kev kwv yees kwv yees. Lub hnub ci fais fab tseem yog tus nqi qis tshaj plaws ntawm kev tsim hluav taws xob hauv ntau qhov chaw, tab sis cov ntawv cog lus yuav khoom siv hluav taws xob tau rov sib tham dua vim muaj cov npoo nyias nyias. Tseem, muaj zog thov rau hnub ci txhais tau hais tias PV tej yaam num muaj feem ntau yuav ncua mus ib ntus dua li muab tso tseg. Kev nce hauv cov nqi hluav taws xob hnub ci thiab cov ntawv cog lus yuav khoom hluav taws xob yog nyob rau hauv txoj kab nrog kev nce nqi thiab tus nqi ntawm txhua tiam neeg tshiab.
Tsav US Solar Manufacturing
Teb Chaws Asmeskas tuaj yeem dhau los ua lub hnub ci fais fab uas tsis muaj cov khoom siv hnub ci hauv tsev? Lub Teb Chaws Asmeskas kev lag luam hnub ci tuaj yeem rov qab tau nws cov khoom lag luam zoo? Teb Chaws Asmeskas cov tuam txhab hnub ci tau poob ntau ua tsov rog nrog Suav. Raws li cov ntaub ntawv los ntawm Wood Mackenzie, ntawm ze li ntawm 400GW ntawm PV module tsim muaj peev xwm nyob hauv lub ntiaj teb, tam sim no PV module tsim muaj peev xwm hauv Tebchaws Meskas tsuas yog 7.5GW. Kev txiav txim siab US cov neeg tsim cai tau sim thawb txoj cai los ntawm kev pab nyiaj thiab kev txhawb nqa los txhawb kev tsim hluav taws xob hauv tsev thiab siv nws lub zog tsim los ua lub peev xwm ua haujlwm. Thaum Lub Rau Hli 2021, Txoj Cai Solar Production Chain Act (OSSD) qhia los ntawm Georgia Senate yuav muab kev txhawb siab ib nrab rau kev tsim hluav taws xob hauv tsev.
Ntshuam tariffs
Biden thiab Trump cov thawj coj tau pom zoo rau yam tsawg kawg ib yam: tswj kev lag luam rau cov khoom lag luam hauv Suav teb, suav nrog cov hnub ci vaj huam sib luag. Raws li ntshuam tariffs, nyob ntawm seb tus nom tswv, economist los yog industrialist koj nug, ntshuam tariffs yog ib tug zoo cuab tam los tiv thaiv kev lag luam sovereignty, los yog ib tug blunt cuab tam uas nce nqi rau cov neeg siv khoom thiab tsis tsawg los tsim domestic kev lag luam. Lub US International Trade Commission lub hli tas los tau pom zoo tias Biden khaws cov nqi se ntawm cov khoom siv crystalline silicon photovoltaic cell thiab modules - tam sim no 15 % - txo los ntawm 0.25% txhua xyoo nyob rau plaub xyoos tom ntej no. Ntawm qhov tod tes, lub koom haum Solar Energy Industries tau thov Biden kom tsis txhob ua cov nqi se.