www.pv-tech.org/...dule-pricing-headed-in-the-next-two-years/
Ausschnitt:
Thankfully, it is not all about module pricing anymore
Having spent the better part of 3,000 words discussing module pricing, there is a silver lining for anyone now worrying about not being able to show sufficient RoI on upfront site investments; it is not all about module pricing. Here is why.
Let me return to one of the early themes within this article. Solar modules are not a commoditised product. In fact, the performance of solar modules is moving forward at a rate never seen before within the industry. Mono wafers, bifacial modules, n-type substrates, better performance at elevated temperatures, reduced degradation, and so on.
For some time now, module suppliers have been pushing LCOE as the sales argument, not module $/W pricing. They are not wrong here. The only problem so far is that they have been the ones pushing this mostly to an end-sector still largely fixated on $/Wp-dc (monofacial power driven) at STC. This is not the world of modules today, especially within the utility segment.
At a minimum, it is LCOE driven. More accurately, it is simply RoI-based on yield over 25-40 years, all direct and indirect costs factored in.
Simply put, site returns can increase going forward year-on-year, even if $/Wp-dc module pricing stays constant. In fact, the delta only gets bigger if returns are hedged against wholesale energy prices that can only be trending upwards in coming years.
Ausschnitt:
If 2021 was the year net zero moved from aspirational to essential, 2022 will likely be the year that energy security makes this same transition. It will likely serve to give renewable energy the biggest push it has ever had, and solar energy will be one of the main beneficiaries within the new energy mix landscape set to unfold going forward to 2030.
Governments and countries need to be energy independent, not global utilities or corporates. Global utilities and corporates have their hands full with their net zero goals. Over the next 12-18 months, fully expect to hear massive new commitments to renewables as countries finally realise there is no option but to act towards energy security, and not simply talk about it from an aspirational standpoint.
It is impossible to factor that into demand for solar: only to say that it moves it to an even higher level and one that does nothing to help anyone waiting for a module oversupply that could bring down pricing.
Wer es lieber übersetzt mag:
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