據(jù)能源世界網(wǎng)5月25日?qǐng)?bào)道，使太陽(yáng)能成為世界上增長(zhǎng)最快的能源的一個(gè)關(guān)鍵賣(mài)點(diǎn)——快速降低成本——遭遇了瓶頸。

　　太陽(yáng)能組件的價(jià)格在過(guò)去十年下跌了90%之后，自今年年初以來(lái)上漲了18%。在關(guān)鍵原材料多晶硅成本翻了四倍的推動(dòng)下，就在幾個(gè)主要國(guó)家的政府終于開(kāi)始支持太陽(yáng)能以減緩氣候變化之際，這一逆轉(zhuǎn)可能會(huì)推遲項(xiàng)目，減緩對(duì)太陽(yáng)能的利用。

　　清潔能源研究機(jī)構(gòu)BloombergNEF首席太陽(yáng)能分析師詹妮·蔡斯（Jenny Chase）表示，對(duì)太陽(yáng)能的中斷是十多年來(lái)最嚴(yán)重的一次。開(kāi)發(fā)商和政府將不得不停止預(yù)期太陽(yáng)能將迅速變得更便宜。BNEF上周在一份報(bào)告中略微下調(diào)了對(duì)今年太陽(yáng)能建設(shè)的預(yù)測(cè)，稱(chēng)多晶硅等材料的價(jià)格上漲是原因之一。

　　太陽(yáng)能電池板制造商加拿大太陽(yáng)能公司(Canadian Solar Inc.)上周四在業(yè)績(jī)電話會(huì)議上表示，價(jià)格上漲正在影響需求，可能會(huì)推遲一些大型項(xiàng)目。Mint援引未具名開(kāi)發(fā)商的話稱(chēng)，在印度，大約1000億瓦的項(xiàng)目可能會(huì)受到影響，相當(dāng)于該國(guó)目前發(fā)電能力的四分之一以上。Cowen & Co.的分析師表示，美國(guó)的大型項(xiàng)目也可能被推遲。

　　伍德麥肯茲（Wood Mackenzie）分析師孫曉靜（Xiaojing Sun）表示，如果用戶(hù)不愿意支付更高的電費(fèi)，那些尚未與購(gòu)買(mǎi)電力的公用事業(yè)公司簽訂價(jià)格協(xié)議的項(xiàng)目可能會(huì)被推遲。

　　對(duì)太陽(yáng)能行業(yè)來(lái)說(shuō)，時(shí)機(jī)不能更糟糕了。可再生能源終于在白宮得到了支持，歐洲和亞洲也宣布了雄心勃勃的氣候目標(biāo)。

　　這場(chǎng)危機(jī)的核心是多晶硅，一種超精煉的硅，是地球上最豐富的物質(zhì)之一，通常存在于沙灘上。隨著太陽(yáng)能行業(yè)為滿足預(yù)期中的模塊需求激增而做準(zhǔn)備，多晶硅制造商無(wú)法跟上。根據(jù)PVInsights的數(shù)據(jù)顯示，這種純類(lèi)金屬的價(jià)格已從一年前的6.19美元觸及每公斤25.88美元。

　　郝芬 譯自 能源世界網(wǎng)

　　原文如下：

　　Solar power's decade of falling costs is thrown into reverse

　　A key selling point that made solar energy the fastest-growing power source in the world—rapidly decreasing costs—has hit a speed bump.

　　Solar module prices have risen 18% since the start of the year after falling by 90% over the previous decade. The reversal, fueled by a quadrupling in the cost of the key raw material polysilicon, threatens to delay projects and slow uptake of solar power just as several major governments are finally throwing their weight behind it in an effort to slow climate change.

　　“The disruption to solar hasn’t been this bad in more than a decade,” said Jenny Chase, lead solar analyst with clean energy research group BloombergNEF. “Developers and governments are going to have to stop expecting solar to get much cheaper quickly.” BNEF slightly lowered its forecast for solar buildout this year in a report last week, citing rising prices of materials including polysilicon as one reason.

　　Higher prices are affecting demand and may delay some large-scale projects, panel-maker Canadian Solar Inc. said on an earnings call on Thursday. In India, about 10 gigawatts of projects may be impacted, equivalent to more than a quarter of the country’s current capacity, Mint reported, citing unnamed developers. Large-scale projects in the U.S. could also get postponed, analysts at Cowen & Co. said.

　　Projects that haven’t signed price agreements with utilities that buy the power might get delayed unless the customer is willing to pay a higher rate for the electricity, according to Xiaojing Sun, an analyst at Wood Mackenzie Ltd.

　　For the solar industry, the timing couldn’t be worse. Renewable energy finally has a champion in the White House and ambitious climate goals have been announced across Europe and Asia.

　　At the center of the crisis is polysilicon, an ultra-refined form of silicon, one of the most abundant materials on Earth that’s commonly found in beach sand. As the solar industry geared up to meet an expected surge in demand for modules, makers of polysilicon were unable to keep up. Prices for the purified metalloid have touched $25.88 a kilogram, from $6.19 less than a year ago, according to PVInsights.

免責(zé)聲明：本網(wǎng)轉(zhuǎn)載自其它媒體的文章，目的在于弘揚(yáng)石化精神，傳遞更多石化信息，并不代表本網(wǎng)贊同其觀點(diǎn)和對(duì)其真實(shí)性負(fù)責(zé)，在此我們謹(jǐn)向原作者和原媒體致以敬意。如果您認(rèn)為本站文章侵犯了您的版權(quán)，請(qǐng)與我們聯(lián)系，我們將第一時(shí)間刪除。