Australia Teem Rau Kev Siv Hluav Taws Xob Loj - teev hnub ci thiab cua nqis peev hauv 2026

Bloomberg Tshiab Zog Nyiaj Txiag kwv yees kwv yees AUD 5.1 billion ntawm kev nqis peev hauv kev siv hluav taws xob- nplai hnub ci thiab cua hauv Australia hauv 2026, nrog cua suav txog 95% ntawm tag nrho.

Nws tau hais tias kev nqis peev hauv kev siv hluav taws xob- nplai rov ua dua tshiab yuav nyob nrog 2025 qib, tsis yog ua tiav cov ntaub ntawv peev tshiab.

Hais txog tsoomfwv txoj cai ua tus tsav tsheb loj tshaj plaws, daim ntawv hais txog hnub tim Lub Peev Peev Nyiaj Txiag (CIS) thiab New South Wales (NSW) Ntev -Lub Sijhawm Kev Pabcuam Hluav Taws Xob (LTESAs) tau muab kev txhawb nqa rau 15.8 GW ntawm hnub ci thiab cua, tab sis tsuas yog 3.5 GW ntawm lub peev xwm tau ruaj ntseg nyiaj txiag rau hnub tim.

Lub xeev ntev thiab tseemfwv pom zoo, kev nthuav dav kab sib chaws qeeb, thiab teeb meem kev tso cai hauv zej zog tau teev tseg yog thawj qhov ua rau qeeb.

BNEF hais tias kev siv hluav taws xob- nplai txuas ntxiv dua tshiab thiab kev teeb tsa muaj peev xwm yuav tsis ncav cuag xyoo tas los siab thaum ntau dua 6.5 GW ntawm lub peev xwm tau teeb tsa, thiab kev teeb tsa tau nce 94% xyoo-ntawm - xyoo, tau tsav ib nrab los ntawm kev nce hauv kev khaws cia.

"Ib cov ntaub ntawv 3 GW / 7.7 GWh ntawm cov roj teeb tau muab tso rau hauv 2025 piv rau 0.6 GW / 1.6 GWh hauv 2024, ntau dua ob npaug ntawm qhov loj ntawm tag nrho cov nkoj khiav mus rau 5.2 GW / 11.6 GWh," said BNEF.

Kev siv hluav taws xob- hnub ci yog cannibalizing nws tus kheej tus nqi, BNEF tau hais tias, raws li hnub ci nce mus txog qib siab ntawm kev lag luam saturation.

Cov nqi hluav taws xob lag luam wholesale yog qhov tsis zoo 18% ntawm lub sijhawm xyoo 2025 hauv National Hluav Taws Xob Kev Lag Luam (NEM), tshwj xeeb tshaj yog nyob rau nruab nrab thaum lub hnub ci tsim nyob rau ntawm nws lub ncov. Thaum cov nqi hluav taws xob tsis zoo, lub hnub ci hluav taws xob txo qis lawv tiam. Ua ke, kev lag luam saturation thiab tus nqi tsis zoo yog ua rau cov lag luam tus nqi ntawm hnub ci, "daim ntawv hais tias, hnub ci kev teeb tsa tau poob 21% ntawm kev txhim kho kev nyuaj siab thiab ua kom muaj kev sib tw los ntawm lub ru tsev hnub ci. New South Wales yuav tsum coj hnub ci ntxiv nrog 798 MW, ua raws li Victoria ntawm 317 MW. "

Lwm qhov chaw tseem ceeb BNEF cov npe los saib hauv 2026 suav nrog lub toj siab ntawm lub ru tsev hnub ci thaum me - cov roj teeb me me txuas ntxiv mus, kev lag luam wholesale nqi hluav taws xob yuav poob qis, thiab hluav taws xob muag tsheb yuav ntau dua 200,000 units.