Module and shipping cost inflation could cost the world 50 GW of solar next year

The input costs of the two biggest contributors to solar plant development expense have gone through the roof since the world began to come out of Covid-19 lockdowns, to leave project developers with some difficult choices.

太阳能的价格不断上涨。

Image: Photo by Andreas Gücklhorn on Unsplash

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挪威商业情报公司Rystad Energy已经预测了上升solar moduleand运输费可能会促使明年在全球范围内计划的太阳能发电能力的56％的延迟或取消。

根据OSLO-的数据，随着自7月以来，太阳能模块的平均价格从去年的每瓦0.20美元增加到0.26-0.28美元，根据OSLO-的说法，计划在2022年计划的90 GW太阳能发电能力的50吉瓦可能会受到通货膨胀的威胁。基于顾问。

Modules and shipping costs typically make up between a quarter and a third of solar project capital costs, according to Rystad, and both input costs have soared on the back of a shortage of shipping containers, exacerbated by theCovid危机; and rising prices for solar panel raw materialspolysilicon，，，，银，，，，铜，，，，铝，，，，and玻璃。

The polysilicon price alone has almost quadrupled in recent months and the shipping costs for solar panels have risen almost sixfold, from $0.005/Wp, in September 2019, to around $0.03 this month.

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借助Rystad高级可再生能源分析师David Dixon表示，供应瓶颈不太可能在12个月内缓解，该公司已经计算了水平的能源成本来自太阳能项目的平均数字可能从去年的平均数字上升10-15％。

这将使太阳能项目开发人员不可脱离降低利润率，以更昂贵的太阳能电力的形式转移成本，或者推迟或取消太阳能发电厂。

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