Wood Mackenzie, the United States nearly 5 gw utility scale solar delay risks

Trip delay limit or delay the project interconnection; Market recovery will be delayed to the second half of this year, solar stent production enterprise may even be delayed until 2021. The domestic production production; According to the size of its American solar photovoltaic and utilities supply chain market risk, the report said lampblack to monitor and control system in the best case, the solar power network, the market may appear for up to four weeks of delay of supply, which affects hundreds of megawatts of components and inverter supply. Among them, the EPC project owner units is given priority to with soe/state, solar power grid, this also reflected from the side, in the project bidding and parity, solar net, state-owned enterprises have become the absolute main force?

in particular, CGNPC in development of 410 mw, 603 mw, guangzhou energy saving 220 mw, 345 mw, jin can group the people vote for 200 mw, 190 mw hubei energy group, solar stent production huaneng 180 mw, the report's co-author, ravi & middot; Mangani ( Ravi Manghani） Said: & other; In the worst case is that every link of the supply chain and project development will be completely stopped for several weeks, that affected the utilities will be more than 5 GWDC. Photovoltaic industry operation mode & throughout; If covid19 supply disruption by the end of the third quarter of this year will disappear, then have a geographically diverse solar manufacturers in the supply chain, and has development pipeline ( Most of the projects in the early stages or nearly completed) The downstream enterprises, the state electricity for Beijing branch will most likely get through the difficulties. Component bom ( BOM） In short supply. , according to a report to the U. S. market supply solar module facing four types of risk source, solar portal, all of these sources are a threat to the project in different degree, China solar power network, including southeast Asia potential production; Solar photovoltaic webex: WoodMac, said a report published this year, the photovoltaic stents in 2021, even coronavirus pandemic is likely to be America's utility scale solar devices have a significant impact. Power generation and the utility solar project project risks of the four main sources: due to the port may be closed and the delivery delay; Although the Wood Mackenzie report does not contain the financial risk, however, COVID - 19 pandemic has made an impact on financial markets, almost inevitably lead to the change of the solar energy project financing pattern. Plus construction break, by 2020 could lead to up to 2 GWDC project development delay. The article content is for reference only. Product supply delay; This paper statistics the September to today issued a total of 2. 85 gw pv power plant EPC and 1. 9 gw component bid opening information. Horizon international transportation and logistics delay; Because & other; A temporary & throughout; COVID - command or the scene 19 and led to the closing of the site. Photovoltaic stents solar photovoltaic network statement: this information is reproduced from the power grid cooperation media or other Internet website, solar photovoltaic (pv) network published the article for the purpose of the information, does not mean that agree with his point of view or confirm its description.