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Ngā Pūrongo

Te tātari i te ia o te whanaketanga ā-muri o te umanga rokiroki pūngao o te Hononga o Amerika

I te tere haere o te whakawhiti pūngao o te ao, kua whakaatu te umanga rokiroki pūngao o Amerika i tētahi ia whanaketanga kaha, ā, ko tōna ia whanaketanga ā muri ake nei e whakaatahia ana i roto i ngā āhuatanga e whai ake nei:

Te whānui tonu o te tauine mākete:E ai ki ngā raraunga EIA, i te Whiringa-ā-rangi 2024, kua eke te kohinga rokiroki pūngao nui o te US ki te 56GW, he tipu tau-ki-te-tau 81%; kua eke te kohinga PV ki te 108GW, he tipu tau-ki-te-tau 20.6%. Mai i te tau 2025-2028, ko te kaha whakauru katoa o te rokiroki pūngao i te US e matapaetia ana ko te 74.3GW/257.6GWh, ko te tere tipu ā-tau o te rokiroki pūngao taumata-pūnaha he 25%. Mai i tēnei, e matapaetia ana ka piki te rokiroki pūngao tauine-pūnaha i te tere ā-tau o te 25%, ka tāpirihia he 10.4GW/30.6GWh i te mutunga o te tau 2024, me te tapeke katoa o te 63.7GW/222GWh i roto i te wā e rima tau 2024-2028. Nā te nui o ngā rahui kaupapa, i raro i te tumanako ka whakahekehia te reiti huamoni me te pikinga o te tari pākahiko, e matapaetia ana ka tere ake te ahunga whakamua o te hanganga o ngā kaupapa rokiroki nui i te tau 2025. Hei tāpiri, mā te rokiroki pūngao tohatoha ka arahi anō hoki ki te whanaketanga o te 12GW ka whakatinanahia i waenga i te tau 2024 - 2028, ko te rokiroki pūngao kāinga te 80%, ko te iti o te utu o te rokiroki pūngao i runga i te pikinga o te hiahia o te tangata ki te hiko tūtatari, ka whakanui ake i te mākete rokiroki pūngao kaiwhakamahi, ka tipu anō hoki te rokiroki pūngao ahumahi me te arumoni mā te 294%.

Te auahatanga hangarau hei whakatairanga i te whanaketanga o:I roto i ngā mahi rangahau me te whanaketanga hangarau rokiroki pūngao o te Hononga o Amerika, ko ngā pākahiko lithium-ion te mea nui i tēnei wā, engari kei te kaha te tūhura a ngā kairangahau i ngā hangarau rokiroki pūngao hou. Pēnei i ngā pākahiko au wai, ngā pākahiko totoka me ētahi atu hangarau rokiroki pūngao roa kua noho hei wāhi rangahau wera, ko ngā pākahiko au wai, te kaha rokiroki pūngao, te roa o te huringa utu me te tuku; e tumanakohia ana ka whakatauhia e ngā pākahiko totoka te raruraru o te haumarutanga pākahiko lithium-ion me te whakapai ake i te mahi. I taua wā anō, kei te puta ake hoki ētahi hangarau rokiroki pūngao hou, pērā i te "pūnaha waiariki whakarei ake" i runga i te whanaketanga o te hangarau rokiroki pūngao miihini (pupuri-whenua) kua oti te whakaaturanga arumoni, e whakaatu ana i te 6 - 10 hāora o te kaha rokiroki pūngao me te utu iti iho. Hei tāpiri, ka haere tonu te whanaketanga o ngā hangarau whakahaere atamai mō ngā pūnaha rokiroki pūngao kia tutuki ai te taunekeneke whai hua me te whatunga me te whakapai ake i te whai huatanga me te pumau o te mahi.

Te tautoko tonu i ngā kaupapa here:He mea nui te tautoko kaupapa here mai i ngā kāwanatanga ā-motu me ā-rohe o Amerika mō te whanaketanga o te umanga rokiroki pūngao. Ka whakaurua ngā kaupapa rokiroki pūngao motuhake ki roto i te kaupapa here nama tāke (ITC) i te taumata ā-motu o te Ture Whakaiti Pikinga (IRA), mena he nui ake te kaha rokiroki pūngao i te 5kWh, ka taea e koe te pārekareka ki te manakohanga nama tāke, ka tino whakaohooho i te mākete rokiroki pūngao. Kua whakaurua hoki e ngā kāwanatanga ngā kaupapa here, pērā i a California me te kaupapa whakatenatena whakaputa-ake (SGIP) hei noho i te wāhanga mākete teitei rawa atu i roto i te mara o te rokiroki pūngao, me te whakamahere ki te tāpiri i te 15GW o te rokiroki mua-mita hou i roto i ngā tau tekau e whai ake nei. I te heke mai, e matapaetia ana ka haere tonu te kaupapa here ki te whakatairanga i te whanaketanga o te umanga rokiroki pūngao, me te whakapai ake i te taiao whanaketanga o te umanga rokiroki pūngao.

Kei te arotau tonutia te hanganga mākete:Ko te mākete rokiroki pūngao o Amerika e wehea ana ki te mākete i mua i te mita (te rokiroki pūngao nui, tae atu ki te rokiroki tohatoha pūngao hou me te rokiroki pūngao motuhake) me te mākete i muri i te mita (te rokiroki pūngao ahumahi me te arumoni me te rokiroki whare). I tēnei wā, ko te kaha tāuta o te rokiroki pūngao i mua i te tēpu e neke atu ana i te 90%, koinei te mata o te whanaketanga. I te heke mai, me te whanaketanga o te pūngao tohatoha, e matapaetia ana ka tere te tipu o te mākete i muri i te mita, inā koa te mākete rokiroki whare. Ka piki ake te hiahia o ngā whare mō te mana motuhake me te hiko tārua, ka whakatairanga i te whānui tonu o te mākete rokiroki whare, ā, ka taurite ake te hanganga mākete.

Te mahi tahi ā-ahumahi tata:Mā te whanaketanga o te umanga rokiroki pūngao ka akiaki i te whanaketanga tahi o te umanga whakarunga me te umanga whakararo. Ka tata ake te mahi tahi i waenga i ngā kaiwhakarato rauemi mata pākahiko whakarunga, ngā kaihanga pūnaha rokiroki pūngao me te pūnaha rokiroki pūngao waenga, ngā kaiwhakawhanake kaupapa rokiroki pūngao me ngā kaiwhakahaere. Hei tauira, kia tutuki ai te hiahia o te mākete mō ngā pākahiko iti te utu, teitei te mahi, ka whakapakari ngā kaihanga pākahiko i te mahi tahi me ngā kaiwhakarato rauemi mata kia mau ai te tuku rauemi mata me te whakaiti i ngā utu; ka mahi tahi ngā kaihanga pūnaha rokiroki pūngao me ngā kaiwhakawhanake kaupapa ki te whakawhanake i ngā otinga rokiroki pūngao ritenga i runga i ngā horopaki tono rerekē. Mā te whanaketanga tahi o te umanga ka whakapai ake i te whakataetae o te umanga rokiroki pūngao katoa, ā, ka whakatairanga i te whanaketanga tere o te umanga.

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Heoi anō, kei te pāngia hoki te umanga rokiroki pūngao o Amerika e te maha o ngā wero, pērā i te haumitanga tuatahi nui ki ngā pūnaha rokiroki pūngao, ngā take hangarua me te whakakorenga o ngā pākahiko para, me ngā hanganga whatunga tawhito i ētahi wāhi hei whakawhāiti i te whakatinanatanga o ngā pūnaha rokiroki pūngao. Engari i te nuinga, i runga i te tono mākete, te auahatanga hangarau me te tautoko kaupapa here me ētahi atu āhuatanga, he whānui ngā tirohanga a te umanga rokiroki pūngao o Amerika mō te whanaketanga ā-muri.