Solar Energy Industries Association (SEIA) tau tshaj tawm cov ntaub ntawv kev lag luam tshiab qhia tau hais tias txawm hais tias Tebchaws Meskas lub zog khaws cia kev sib tw tau zoo dua nyob rau hauv ob xyoos dhau los, thiab thawj peb lub hlis twg ntawm 2023, lub peev xwm ntawm lub zog khaws cia tseem loj hlob, tab sis cov Teb Chaws Asmeskas cov khoom siv hluav taws xob hauv zos tsim cov khoom muaj peev xwm ua tau raws li cov hom phiaj kev nyab xeeb tsim.Rau Teb Chaws Asmeskas los tsim kom muaj lub zog ruaj khov kev lag luam saw hlau, tab sis kuj yuav tsum tau hla qhov tsis muaj cov kws tshaj lij thiab cov neeg ua haujlwm, kev tsis sib haum xeeb hauv kev nkag mus rau cov khoom siv raw, tus nqi siab thiab lwm yam "kev nyuaj siab".
Kev lag luam kev sib tw yuav tsum tau txhim kho
SEIA tau hais hauv tsab ntawv ceeb toom tias cov roj teeb lithium-ion yog thawj lub zog khaws cia thev naus laus zis rau kev siv hluav taws xob tauj dua tshiab hauv Asmeskas niaj hnub no.Kev kwv yees pom cov roj teeb thoob ntiaj teb xav tau nce los ntawm 670 GWh hauv 2022 mus rau ntau dua 4,000 GWh los ntawm 2030 hauv kev siv xws li hnub ci thiab hluav taws xob tsheb.Ntawm cov no, lub peev xwm ntawm lub zog khaws cia yuav tsum muaj nyob rau hauv lub zog tauj dua tshiab yuav loj hlob los ntawm 60 GWh mus rau 840 GWh, thaum qhov kev thov rau cov khoom siv hluav taws xob hauv Asmeskas yuav loj hlob los ntawm 18 GWh hauv 2022 mus rau ntau dua 119 GWh.
Ob peb xyoos dhau los, Tsoomfwv Meskas tau rov hais dua kom pab txhawb thiab txhawb nqa lub zog khaws cia hauv zej zog cov saw hlau.Tsoomfwv Meskas Lub Tsev Haujlwm Saib Xyuas Kev Ruaj Ntseg tau hais tias nws yuav txhawb nqa US cov khoom siv hluav taws xob hauv paus txawm los ntawm kev txhawb nqa loj rau cov tuam txhab roj teeb hluav taws xob thiab cov chaw tsim khoom lag luam, nce kev nqis peev hauv vaj tse, thiab ntxiv dag zog rau kev kawm thiab kev cob qhia.
Txawm li cas los xij, Teb Chaws Asmeskas lub zog cia kev lag luam kev lag luam saw kev loj hlob yog tsawg dua li qhov xav tau.Cov ntaub ntawv qhia tau hais tias tam sim no, Asmeskas cov roj teeb hluav taws xob hauv tsev cia khoom muaj peev xwm tsuas yog 60 GWh.Txawm hais tias tam sim no txoj cai stimulus, lub US lub zog cia kev lag luam tau txais ib tug unprecedented scale ntawm nyiaj txiag, tab sis qhov project yuav kawg av kuj yuav tsum tau coj mus rau hauv tus account lub tsim kev, kev txawj ntse, kev txawj ntse theem thiab lwm yam teeb meem, lub US lub zos lub zog cia kev lag luam. chain global competitiveness tseem tsis txaus.
Kev xa khoom tsis txaus ntawm cov khoom siv raw yog qhov pom tseeb tsis muaj teeb meem
Kev xa khoom tsis txaus ntawm cov khoom siv raw yog qhov teeb meem tseem ceeb uas cuam tshuam rau kev lag luam cia hluav taws xob hauv Asmeskas SEIA tau taw qhia tias kev tsim cov roj teeb lithium-ion, suav nrog lithium, phosphorus, graphite thiab lwm yam khoom siv tseem ceeb, tab sis feem ntau ntawm cov ntaub ntawv tseem ceeb no tsis yog. mined nyob rau hauv lub US, yuav tsum tau imported.
Tsis tas li ntawd xwb, SEIA tau taw qhia ntxiv tias cov khoom siv ntawm lithium, graphite thiab lwm yam khoom siv tseem ceeb txawm tias nruj dua, uas cov khoom siv graphite yog US roj teeb lub zog cia kev lag luam tab tom ntsib "muaj peev xwm bottleneck".Tam sim no, Tebchaws Meskas tsis muaj lub hauv paus tsim khoom graphite, txawm tias Australia thiab Canada tuaj yeem xa tawm graphite, nws tseem tsis tuaj yeem ua tau raws li US xav tau.Txhawm rau ua kom tiav qhov kev xav tau sib txawv, Tebchaws Meskas yuav tsum nrhiav kom tau cov khoom siv graphite lossis hluavtaws graphite ntau dua.
Tseem muaj ntau yam kev sib tw ua ntej
SEIA Tus Thawj Kav Tebchaws thiab CEO Hopper tau hais tias lub peev xwm ntawm Tebchaws Meskas los txhim kho daim phiaj kev ntseeg tau nyob ntawm qhov nrawm ntawm kev tsim khoom hauv zos thiab kev xa tawm cov roj teeb lub zog khaws cia technology, tab sis tam sim no US kev lag luam cia hluav taws xob tseem ntsib ntau yam kev sib tw thiab kev sib tw.
SEIA tau hais tias kev hloov pauv hauv kev lag luam hluav taws xob rau Asmeskas cov tuam txhab lag luam kom muab cov kev xav tau siab dua, kev tsim kho lub zog cia hauv tsev yog qhov tseem ceeb.Txhawm rau kom ncav cuag cov hom phiaj kev nyab xeeb tsim, Asmeskas kev tsim khoom siv hluav taws xob hauv tsev tsis yog tsuas yog yuav tsum tau ua kom tau raws li qhov xav tau, tab sis kuj yuav tsum tau xa tawm ntawm tus nqi sib tw, ruaj khov zoo, sijhawm thiab muaj peev xwm.Txog qhov kawg no, SEIA pom zoo kom tsoomfwv Meskas nce cov khoom siv raw thiab siv cov kev txhawb siab los ntawm tsoomfwv hauv lub xeev kom txo tus nqi ntawm kev nqis peev ua ntej, tsis hais txog qhov yuav tsum tau ua kom nrawm dua qhov kev tsim kho, siv peev txheej ntawm kev tsim khoom uas twb muaj lawm, thiab ntxiv dag zog. kev koom tes nrog cov koom tes hauv lub teb chaws los txhawb kev txhim kho cov neeg ua haujlwm.
Txawm hais tias Teb Chaws Asmeskas teeb tsa lub peev xwm ntawm lub zog cia tau loj hlob sai hauv lub xyoo dhau los, qhov ceev ntawm kev tsim kho tsis tuaj yeem ua raws li qhov kev xav tau ntawm kev loj hlob, rau cov tub ua lag luam project, ntxiv rau cov khoom siv raw, cov nqi thiab lwm yam fwj, qhov tseeb, thiab. ntsib teeb meem ntawm kev pom zoo qeeb.Hauv qhov no, nws tau pom zoo kom tsoomfwv Meskas tau nrawm dua qhov kev pom zoo ceev ntawm cov phiaj xwm khaws cia, txhim kho kev lag luam ib puag ncig, thiab txhawb kev lag luam cia nyiaj txiag.
Post lub sij hawm: Dec-22-2023
