China store can net dispatch: According to the market research and company of analytic orgnaization Wood Mackenzie released data a few days ago, the United States store can market hopeful is in 2022 deploy 13.5GWh store can system.
Wood Mackenzie company was released a few days ago 2022 United States of the 2nd quarter store can monitor a report. The report discovers, in the time of these 3 months, the United States is mixed in dimensions of electrified wire netting, residence blame residence (commerce, industry and community) fractionize market deploy 3042.4Wh store can system.
Be in only of dimensions of electrified wire netting store can the market, this year deploy of the 2nd quarter 2, 608MWh batteries store can system, it is the United States records highest the 2nd quarter up to now. Texas market is dimensions of deploy electrified wire netting store can contributor of the largest area, the scale of its deploy exceeds 60% .
Although have all sorts of factors,bring about nearly a few months to come to the United States country of each district deploy store can project occurrence incur loss through delay. Express when announcing the findings first quarter in June in this company, purchase challenge and interrelate endlessly latency time is brought about a few store can the project adjourns.
Wood Mackenzie company shows, this year first quarter, the United States is all store can fractionize market deploy 2, 875MWh store can system, include among them 2, dimensions of 339MWh electrified wire netting store can system.
This company shows before this, its are forecasted to the American deploy 2022 to it before forecasted photograph comparing to already was reduced about 30% , among them element of a main drive is component of smooth to the entrance hot season collect turn over a dumping to oppose allowance tax (the uncertainty of AD/CVD) custom duty.
This brings about solar energy + store can develop business (the United States store can the main component of the market) hesitate when purchase or defer. Because American president is done obeisance to,ascend give orders to suspend imposing tax of two the end of the year, had cancelled custom duty at present, dan Guangfu industry still steps forward dimension difficult, wood Mackenzie company expresses to say, business of development of smooth hot season of predicting United States still can appear a few hesitation.
Raw material, component and the price violent wind of carriage cost rise waited for reason of other incur loss through delay to affect make an appointment with 1.1GW large batteries store can project deploy, these projects predict to will be in 2022 operation of the line on the 2nd quarter. Although may be cancelled completely partly among them, but Wood Mackenzie company predicts much really (make an appointment with 709MW) will still be in this year the 3rd quarter or operation of the line on the fourth quarter.
Wood Mackenzie company is high store can analyst Vanessa Witte expresses, "Although growth makes a person impressive, but of dimensions of American electrified wire netting store after systematic deploy plans to was reached 2023, can continue to face delay. Supplying catenary problem, delayed transportation and line of each other company to challenge is a lot of project business operation date (the main drive element of COD) defer. Supplying catenary problem, delayed transportation and line of each other company to challenge is a lot of project business operation date (the main drive element of COD) defer..
" reduce inflationary bill " the market that is about to change an already rapid growth
This company is right the United States this year store can of installed capacity forecast with data phase increased considerably than having 2021, gross 2021 deploy make an appointment with 10.5GWh store can system, include scale of 9.2GWh electrified wire netting among them store can system.
Wood Mackenzie company predicts the United States is passed recently " reduce inflationary bill " will be already rapid development store can the market brings profit. Its basically are affected will be from this year the end of the year becomes independent deploy store can the system begins to obtain investment revenue to touch avoid (the qualification of ITC) drive measure.
According to this company forecast, will come 2022 during 2026 191.6GWh of accumulative total deploy store can system.
The Chloe Holden of another analyst of Wood Mackenzie company of this findings report points out compose, " reduce inflationary bill " to having solar energy to generate electricity establishment obtains investment revenue to touch those who avoid is patulous may be opposite residential solar energy + store can the market produces positive effect.
The residence store can the market is in the 2nd quarter also is behaved this year driving, its deploy dimensions is 154MW/375MWh, be measure the quarter with the most driving growth with Chu Nengrong up to now.
Holden says, "Investment revenue supports the delay that avoid to the residence store a good news can be for the industry, it can prevent residential solar energy + store can systematic deploy measures drop. Independent deploy store can the system obtains investment revenue to touch avoid still will promote existing solar energy to generate electricity deploy of establishment form a complete set store can system.
However, blame residence store can the market comes true to grow considerably hard, its deploy basically is providing the administrative division of incentive policy centrally, if California city, new York city is mixed,Ma Sazhu fills in city. In the report of Wood Mackenzie company, this year the blame residence of deploy of the 2nd quarter store the system is 26.3MW/59.4MWh only.UZ Energy energy storage company energy storage companies