據能源世界網5月25日報道，使太陽能成為世界上增長最快的能源的一個關鍵賣點——快速降低成本——遭遇了瓶頸。

　　太陽能組件的價格在過去十年下跌了90%之后，自今年年初以來上漲了18%。在關鍵原材料多晶硅成本翻了四倍的推動下，就在幾個主要國家的政府終于開始支持太陽能以減緩氣候變化之際，這一逆轉可能會推遲項目，減緩對太陽能的利用。

　　清潔能源研究機構BloombergNEF首席太陽能分析師詹妮·蔡斯（Jenny Chase）表示，對太陽能的中斷是十多年來最嚴重的一次。開發商和政府將不得不停止預期太陽能將迅速變得更便宜。BNEF上周在一份報告中略微下調了對今年太陽能建設的預測，稱多晶硅等材料的價格上漲是原因之一。

　　太陽能電池板制造商加拿大太陽能公司(Canadian Solar Inc.)上周四在業績電話會議上表示，價格上漲正在影響需求，可能會推遲一些大型項目。Mint援引未具名開發商的話稱，在印度，大約1000億瓦的項目可能會受到影響，相當于該國目前發電能力的四分之一以上。Cowen & Co.的分析師表示，美國的大型項目也可能被推遲。

　　伍德麥肯茲（Wood Mackenzie）分析師孫曉靜（Xiaojing Sun）表示，如果用戶不愿意支付更高的電費，那些尚未與購買電力的公用事業公司簽訂價格協議的項目可能會被推遲。

　　對太陽能行業來說，時機不能更糟糕了。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。

　　這場危機的核心是多晶硅，一種超精煉的硅，是地球上最豐富的物質之一，通常存在于沙灘上。隨著太陽能行業為滿足預期中的模塊需求激增而做準備，多晶硅制造商無法跟上。根據PVInsights的數據顯示，這種純類金屬的價格已從一年前的6.19美元觸及每公斤25.88美元。

　　郝芬 譯自 能源世界網

　　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.

免責聲明：本網轉載自其它媒體的文章，目的在于弘揚石化精神，傳遞更多石化信息，并不代表本網贊同其觀點和對其真實性負責，在此我們謹向原作者和原媒體致以敬意。如果您認為本站文章侵犯了您的版權，請與我們聯系，我們將第一時間刪除。