Ngokuya nge-S & P Global, Izindleko Zokuwa Kwezakhi, Ukukhiqiza Kwasendaweni, namandla asatshalaliswa yimikhuba emithathu ephezulu embonini yamandla avuselelekayo kulo nyaka.
Ukuphazamiseka kokuhlinzekwa kwethebula okuqhubekayo, kushintsha okuhlosiwe okuvuselelekayo kwempahla yokuthengwa kwempahla yamandla, kanye nenkinga yamandla omhlaba wonke kwazo ezinye zezitayela ezivela esigabeni esisha sokuguqulwa kwamandla kulo nyaka, S & P Global.
Ngemuva kweminyaka emibili ethintekile ekuqiniseni ukuqinisekiswa kokuthengwa, izinto ezisetshenziswayo, nezindleko zokuhamba kuzokuwa ngo-2023, ngezindleko zokuhamba zomhlaba wonke eziwile emazingeni ama-Crown New Earne archec. Kepha lokhu kuncishiswa kwezindleko ngeke kuhumushe ngokushesha ekusetshenzisweni kwemali okuphansi kwenhlokodolobha yamaphrojekthi wamandla avuselelekayo, kusho u-S & P Global.
Ukufinyelela Komhlaba kanye nokuxhumana kweGridi kuhlosele ukuthi kuzoba ngamabhodlela amakhulu embonini, futhi njengoba abatshalizimali baphuthuma ekutholeni imali ezimakethe ezinokuthola ukuthengiswa okunganele, baholele ekutholeni imiphumela engahlosiwe yokushayela izindleko zokuthuthuka.
Olunye ushintsho lokushayela izintengo ukuntuleka komsebenzi onamakhono, okuholela ezindlekweni zabasebenzi abaphezulu zokwakha, okushiwo yi-S & P Global, kanye nezindleko eziphakeme zemali, kungavimba ukuncishiswa okukhulu kwamanani entengo eProjekthi
Amanani entengo ye-PV Module awela ngokushesha kunalokho obekulindelwe ekuqaleni kuka-2023 njengoba izimpahla zePolysilicon ziba ziningi kakhulu. Lokhu kwempumuleko kungahlupha kumanani emodyuli kepha kulindeleke ukuthi kususwe ngabakhiqizi abafuna ukubuyisela ama-margins.
Phansi emfuleni ku-value chain, ama-margins kulindeleke ukuthi athuthukise abafake kanye nabasabalalisi. Lokhu kunganciphisa izinzuzo zokuncishiswa kwezindleko zabasebenzisi be-solar kuphela, S & P. Kungunjiniyela wamaphrojekthi wokusetshenziswa okuzozuzisa okuningi ngezindleko eziphansi. I-S & P ilindele ukufunwa komhlaba wonke kwamaphrojekthi wokusebenzisa amandla okuqinisa, ikakhulukazi ezimakethe ezivelayo ezibucayi ezingabizi.
Ngo-2022, i-solar esatshalaliswa iqinisa isikhundla sayo njengenketho yokuhlinzekwa kwamandla okuvelele ezimakethe eziningi ezivuthiwe, futhi amasistimu we-PV alindelwe ukuthi ahlanganiswe nezindawo ezintsha ze-2023. Kulindeleke ukuthi kube nezindawo ezintsha ze-PV njengoba ama-solar amaphrojekthi amasha azokwazi ukuxhuma kugridi.
Izinkokhelo eziphambili zihlala ziyindlela yokutshala imali evame kakhulu kumaphrojekthi asekhaya, yize ama-Power abasabalalisi ayaqhubeka nokucindezela indawo ehlukahlukene, kufaka phakathi isivumelwano eside, okuqashisayo, kanye nezivumelwano zokuthenga amandla. Lezi zinhlobo zezimali zithunyelwa kabanzi e-US kule minyaka eyishumi edlule futhi kulindeleke ukuthi zandise emazweni amaningi.
Amakhasimende wezentengiselwano kanye nezimboni kulindeleke futhi ukuthi amukele ngokwengeziwe ukuxhaswa ngemali kwangaphandle njengoba imali ye-liquidity iba ukukhathazeka okukhulu kwezinkampani eziningi. Inselelo yabahlinzeki bezinhlelo ze-PV ezingokwesisekelo ze-PV zizokhokhela nabakhi abangenayo, kusho i-S & P Global.
Imvelo yenqubomgomo yonke kulindeleke ukuthi ithande ukukhulisa ukusatshalaliswa kwesizukulwane, kungaba ngezibonelelo zemali, ukuncishiswa kwe-VAT, ukuncishiswa koxhaso, noma imali ekhokhwayo yesikhathi eside.
Izinselelo zokuhlinzekwa kwezidingo nezinkinga zokuphepha zikazwelonke ziholele ekugxileni okwandayo ekwenziweni kwezokwenziwa kwelanga nokugcinwa, ikakhulukazi e-US naseYurophu, lapho ukugcizelela ekunciphiseni igesi yemvelo engenisiwe kufake okuvuselelwa enkabeni yamasu okunikeza amandla.
Izinqubomgomo ezintsha ezifana noMthetho we-US I-Inflation Reation Deation kanye ne-Repobereu yaseYurophu zidonsela ukutshalwa kwezimali okubalulekile kumthamo omusha wokwakha, okuzokwenza futhi ukukhuphula amandla okufakwa. I-S & P Global Golonke ilindele umoya womhlaba wonke, ilanga, kanye namaphrojekthi okugcina ebhethri ukufinyelela cishe ama-500 GW ngo-2023, ukukhuphuka kwamaphesenti angaphezu kwangama-20 ngaphezulu kokufakwa okungama-2022.
"Kodwa ukukhathazeka kuqhubeka nokubusa kweChina ekukhiqizweni kwemishini - ikakhulukazi emabheleni nakumabhethri - futhi izingozi ezahlukahlukene ezibandakanyekile ekuncikeni kakhulu esifundeni esisodwa," kusho u-P Global Global.
Isikhathi sePosi: FEB-24-2023