今年全球太陽(yáng)能發(fā)電量將下降20％

據(jù)能源世界網(wǎng)6月5日新德里報(bào)道，根據(jù)清潔能源咨詢公司Bridge to India最新報(bào)告，新冠肺炎大流行造成了數(shù)次運(yùn)營(yíng)和財(cái)務(wù)挫折，使2020年太陽(yáng)能新增裝機(jī)發(fā)電量預(yù)估從之前的130-135吉瓦降低了20％至約105吉瓦。

據(jù)清潔能源咨詢公司表示，除了疫情影響外，該行業(yè)還面臨許多其他短期至中期影響。

這些因素包括化石燃料和傳統(tǒng)電力價(jià)格的下跌，這些風(fēng)險(xiǎn)給基于電網(wǎng)平價(jià)的項(xiàng)目帶來(lái)了生存風(fēng)險(xiǎn)，公用事業(yè)的財(cái)務(wù)狀況惡化，電力生產(chǎn)商承購(gòu)風(fēng)險(xiǎn)增加以及建筑活動(dòng)中斷導(dǎo)致成本增加和收入可能下降。

其補(bǔ)充道，其他原因是政府采購(gòu)方案延遲、最終消費(fèi)者驅(qū)動(dòng)的市場(chǎng)急劇下滑、對(duì)較小的設(shè)備制造商的壓力、貿(mào)易壁壘增加的風(fēng)險(xiǎn)和融資受限。

這場(chǎng)疫情使政府和決策者的注意力重新集中在應(yīng)對(duì)氣候變化和本地化能源供應(yīng)上。

題為“疫情對(duì)全球太陽(yáng)能市場(chǎng)的影響”的報(bào)告稱，這兩個(gè)優(yōu)先事項(xiàng)都發(fā)揮了太陽(yáng)能技術(shù)的優(yōu)勢(shì)。 預(yù)計(jì)傳統(tǒng)能源投資者將加快向可再生能源的轉(zhuǎn)變。

根據(jù)這份報(bào)告，在設(shè)計(jì)經(jīng)濟(jì)刺激計(jì)劃時(shí)，政府需要考慮長(zhǎng)期的結(jié)構(gòu)性利益，如能源獲取、創(chuàng)造就業(yè)、減少排放和技術(shù)創(chuàng)新。

清潔能源咨詢公司補(bǔ)充道，重點(diǎn)應(yīng)放在減少風(fēng)險(xiǎn)，特別是小開發(fā)商的風(fēng)險(xiǎn)，并確保為高度脆弱的分布式太陽(yáng)能市場(chǎng)提供融資支持。應(yīng)確保新興市場(chǎng)充分獲得低成本債務(wù)和其他融資機(jī)制，以保持該行業(yè)的增長(zhǎng)勢(shì)頭。

郝芬 譯自 能源世界網(wǎng)

原文如下:

Global solar capacity addition set to plummet by 20 per cent in 2020

The COVID-19 pandemic has caused several operational and financial setbacks bringing down solar capacity addition estimates by 20 per cent to about 105 GW for 2020 from the previous forecast of 130-135 GW, according to a latest report by Bridge to India.

Apart from the pandemic crisis, there were many other short to mid-term implications for the sector, the clean energy consultancy said.

These included fall in fossil fuel and conventional power prices posing viability risk to grid parity-based projects, deteriorating financial condition of utilities, higher offtake risk for power producers, and disruption in construction activity resulting in higher costs and potentially lower revenues.

It added that other reasons were delay in government procurement programmes, sharp downturn in end consumer driven markets, pressure on smaller equipment manufacturers, risk of growing trade barriers, and constrained financing.

The pandemic has refocused attention of governments and policymakers to fight climate change and localise energy supply.

“Both these priorities play to solar technology’s advantage. Investors in conventional energy are expected to accelerate the shift towards renewable energy,” said the report titled ‘COVID-19: Impact on global solar market’.

According to the report, while designing economic stimulus packages, the governments need to consider long-term structural benefits such as energy access, job creation, reducing emissions, and technology innovation.

The clean energy consultancy added that the focus should be on reducing risks especially for small developers and ensuring financing support for the highly vulnerable distributed solar market. And added that adequate access to low-cost debt and other financing mechanisms should be ensured for emerging markets to maintain growth momentum in the sector.