2025-02-17
Nkhondo yamasiku ano, luntha lazidziwitso, ikani patsogolo.
1. Mwayi wamakampani a beta wowululidwa ndi kukwera kwamphamvu
Mphamvu elasticity imatsimikizira kufunikira kolimba:
Kukonzekera kwa mawonekedwe a V kuchokera ku mayunitsi a 50,000 + mu December mpaka kuwongolera mofulumira kwa mayunitsi a 50,000 mu February kumatsimikizira makhalidwe amphamvu odana ndi cyclical a msika womwe ukubwera. Kuphatikizika kwakanthawi kochepa pansi pa chisokonezo cha Chikondwerero cha Spring (mayunitsi a 40,000 mu Januwale) ndi kubwezeretsedwa kwa malamulo akumwera chakum'mawa kwa Asia / Africa pambuyo pa kuyambiranso ntchito kunakhazikitsa maziko a kukula kwakukulu kwa chaka ndi chaka ku 25Q1 (poyerekeza ndi maziko a mayunitsi pafupifupi 80,000 mu 24Q1)
2. Njira yamisika yomwe ikubwera: kuyambira "kutola zinyenyeswazi" mpaka "kudula makeke"
1. Kusintha kwamphamvu ku Africa kuli mkati: kufunikira kokhazikika kuphulika pansi pa kugwa kwa gridi yamagetsi
Core logic:
Africa si "msika wotsika kwambiri", koma kontinenti yokhayo padziko lapansi pomwe kufalikira kwa gridi yamagetsi kwatsika (deta ya World Bank):
South Africa: Chiwerengero cha kuzimitsidwa kwa magetsi mu 2023 chidzafika masiku 207, ndipo kuchuluka kwa malo osungiramo magetsi odzipangira okha adzakhala osakwana 3%. Malamulo aku South Africa okhudza kutsika kwa mitengo yamagetsi ndi 12.74% mu Epulo (Nigeria akuyembekezeka kutsata zomwezo) akukonzanso kagwiritsidwe ntchito ka magetsi m'nyumba. Mlingo wapano wa mayunitsi 2,000-3,000 pamwezi ndi gawo loyambirira la kuwonekera kwa chiwopsezo cha gridi, ndipo zida zosungira m'nyumba zikusintha kuchoka ku zinthu zapamwamba kupita ku zofunikira.
Nigeria: Ndi 40% yokha mwa anthu 120 miliyoni omwe angagwiritse ntchito magetsi mokhazikika, koma mtengo wa majenereta a dizilo ndi wokwera kufika pa $0.5/kWh (Njira ya Deye ingachepetse mtengo wake kufika pa $0.15/kWh)
2. Southeast Asia's energy generational leap: kulowa mwachindunji nthawi yogawa mphamvu yosungirako
Kudumpha gawo lazomangamanga la gridi yachikhalidwe ndikulowa mwachindunji nthawi yosungiramo mphamvu zogawidwa. Kumbuyo kwa 50%+ zomwe zikulosera kukula ndikumveka kwamphamvu kwachuma pachilumbachi komanso kusiyana kwa mphamvu zamatawuni.
3. Kugwirizana kosungirako zamalonda ku US kukuyandikira: "Madera akumidzi azungulira mizinda"
Pakalipano, kufunikira kwa malo osungirako mphamvu zamalonda ndi mafakitale m'mabanja wamba kukuchulukirachulukira, kuyambira kumidzi, kenako ndikusesa pang'onopang'ono m'mafakitale akuluakulu m'mizinda, ndikuyenda bwino.
Kutsata mitundu itatu ya ogwiritsa ntchito:
Malo ogulitsira abwino: 45%
Mafakitole ang'onoang'ono ndi apakatikati: 30%
Mgwirizano waulimi: 25%
Kutsutsana kwa mfundo: Ku Texas, California ndi malo ena, ndalama zosungiramo mphamvu zosungira mphamvu zimatha kupeza:
30% ngongole ya federal tax
Ndalama zothandizira ntchito za US $ 0.05 pa kilowatt-ola
Kutsika kwachangu kwa zida (kutsika kwathunthu kwazaka 5)
3. Kupanga zinthu zatsopano: osati "kukweza" koma "kumanganso"
Off-grid system: chida chapadera chowukira misika yomwe ikubwera
Zogulitsa zopanda gridi zomwe zimagulitsidwa pamwezi ndi mayunitsi a 20,000 (theka ku Africa / Southeast Asia) ndiye njira zopezera ndalama chifukwa chakusowa kwa gridi. Cholinga chapachaka cha ma unit 300,000-400,000 chikufanana ndi msika wowonjezereka wa pafupifupi US$1.5 biliyoni.
Phindu lalikulu la bizinesi yapaketi ya batri
Zogulitsa za batri ya lithiamu zomwe zimakwaniritsa zosowa zakomweko ziyenera kuperekedwa, ndipo kasinthidwe kake kuyenera kukwaniritsa zosowa zenizeni za makasitomala akumaloko, ndipo bizinesi yakomweko iyenera kukonzedwanso.
Chachinayi, nangula zandalama zowunikiranso mtengo
Kukula kwamakasitomala ofunikira kwagona pakuthana ndi zowawa zamakasitomala. Kusungirako mphamvu zamafakitale ndi malonda ndi mwayi waukulu wosungirako ndi zabwino kwambiri, poyang'ana pakupanga mwayi wa msika ku Asia, Africa ndi Latin America, ndi misika yomwe ikubwera monga Pakistan, India ndi misika ina.
Nthawi yotumiza: Feb-18-2025