2025-02-17
Halin da ake ciki na yaƙi a yau, bayanan sirri, sa a gaba.
1. damar beta masana'antu da aka bayyana ta hanyar hawan iya aiki
Ƙarfin ƙarfi yana tabbatar da juriyar buƙatu:
Tsarin gyaran gyare-gyaren V-dimbin yawa daga raka'a 50,000+ a cikin Disamba zuwa gyare-gyare mai sauri zuwa raka'a 50,000 a cikin Fabrairu yana tabbatar da ingantaccen halayen anti-cyclical na buƙatun kasuwa masu tasowa. Kwangila na ɗan gajeren lokaci a ƙarƙashin rikicewar bikin bazara (raka'a 40,000 a cikin Janairu) da sake dawo da umarni na kudu maso gabashin Asiya / Afirka bayan sake dawowa aiki ya kafa harsashin girma na shekara-shekara a cikin 25Q1 (idan aka kwatanta da tushe na kimanin raka'a 80,000 a cikin 24Q1)
2. Dabarun kasuwa mai tasowa: daga "daba crumbs" zuwa "yanke biredi"
1. Ana ci gaba da juyin juya halin makamashi na Afirka: matsananciyar bukata ta fashe a karkashin rugujewar tashar wutar lantarki
Mahimman tunani:
Afirka ba "kasuwa mai ƙanƙanta ba ce", amma nahiya ɗaya ce a duniya inda wutar lantarki ta koma baya (bayanin Bankin Duniya):
Afirka ta Kudu: Yawan katsewar wutar lantarki a shekarar 2023 zai kai kwanaki 207, kuma yawan shigar da makamashin da ake samarwa a gida zai kai kasa da kashi 3%. Dokokin gudanarwa na Afirka ta Kudu na hauhawar farashin wutar lantarki da kashi 12.74 cikin 100 a watan Afrilu (ana sa ran Najeriya za ta yi koyi da shi) na sake fasalin tsarin amfani da makamashin gida. Adadin shigar yanzu na raka'a 2,000-3,000 a kowane wata shine kawai matakin farko na fallasa raunin grid, kuma kayan ajiyar gida suna canzawa daga kayan alatu zuwa abubuwan bukatu.
Najeriya: Kashi 40% na mutane miliyan 120 ne kawai za su iya amfani da wutar lantarki daidai gwargwado, amma farashin injinan diesel ya kai $0.5/kWh (maganin Deye zai iya rage farashin zuwa $0.15/kWh)
2. Tsalle na samar da makamashi na kudu maso gabashin Asiya: kai tsaye shiga zamanin da ake rarraba makamashin makamashi
Tsallake matakin ginin grid na gargajiya da shigar kai tsaye zamanin ajiyar makamashi da aka rarraba. Bayan hasashen karuwar kashi 50%+ shi ne yadda tattalin arzikin tsibiri ke neman ikon cin gashin kansa da kuma gibin wutar lantarki na birane.
3. Singularity na ajiyar kasuwancin Amurka yana gabatowa: "Yankunan karkara sun kewaye birane"
A halin yanzu, buƙatun ajiyar makamashi na kasuwanci da masana'antu a cikin gidaje na yau da kullun yana ƙaruwa, yana farawa daga yankunan karkara, sannan sannu a hankali ya mamaye manyan wuraren masana'antu a cikin birane, tare da haɓaka mai kyau.
Nuna masu amfani iri uku:
Salon kantin kayan dadi: 45%
Ƙananan masana'antu masu girma da matsakaici: 30%
Ƙungiyoyin aikin gona: 25%
Hukunce-hukuncen Siyasa: A Texas, California da sauran wurare, saka hannun jari na tsarin ajiyar makamashi zai iya samun:
30% harajin haraji na tarayya
Tallafin aiki na dalar Amurka 0.05 a kowace kilowatt-hour
Rage darajar kayan aiki (cikakken ragi a cikin shekaru 5)
3. Ƙirƙirar samfur: ba "haɓakawa" ba amma "sake ginawa"
Kashe-grid tsarin: makamin hari na musamman don kasuwanni masu tasowa
Kayayyakin kashe-kashe tare da tallace-tallace na wata-wata na raka'a 20,000 (rabi a Afirka/Kudu maso Gabashin Asiya) sune ainihin hanyoyin samun kuɗi don rashin kayan aikin grid. Makasudin shekara-shekara na raka'a 300,000-400,000 yayi daidai da haɓakar kasuwa na kusan dalar Amurka biliyan 1.5.
Babban ribar ribar kasuwancin fakitin baturi
Dole ne a samar da samfuran batirin lithium waɗanda suka dace da buƙatun gida, kuma ƙirar dole ne ta dace da ainihin bukatun abokan cinikin gida, kuma dole ne a sake fasalin kasuwancin gida.
Na hudu, anga kudi don kimanta kima
Ci gaban manyan abokan ciniki ya ta'allaka ne a cikin magance maki zafi abokin ciniki. Ma'ajiyar makamashi na masana'antu da kasuwanci da manyan damar ajiya suna da kyau sosai, suna mai da hankali kan haɓaka damar kasuwa a Asiya, Afirka da Latin Amurka, da kasuwanni masu tasowa kamar Pakistan, Indiya da sauran kasuwanni.
Lokacin aikawa: Fabrairu-18-2025