2025-02-17
Imiterere yintambara yuyu munsi, amakuru yamakuru, shyira imbere.
1. Inganda beta amahirwe yerekanwe no kuzamuka kwubushobozi
Ubushobozi bworoshye bugenzura ibyifuzo:
Igice cyo gusana V kiva kumurongo wa 50.000+ mukuboza kugeza gukosorwa byihuse kugera kuri 50.000 muri Gashyantare byemeza ko ibintu birwanya anti-cyclical biranga isoko rikenewe. Kugabanuka mu gihe gito mu gihe cy’imyidagaduro (Ibice 40.000 muri Mutarama) hamwe no kongera kugaruka kwa Aziya yo mu majyepfo y’iburasirazuba bwa Aziya / Afurika nyuma yo gutangira imirimo byashizeho urufatiro rwo kuzamuka kw’umwaka-mwaka muri 25Q1 (ugereranije n’ibishingiro bigera ku 80.000 muri 24Q1)
2. Ingamba zivuka ku isoko: kuva "gutoragura" kugeza "gukata imigati"
1. Impinduramatwara y’ingufu muri Afurika irakomeje: icyifuzo gikomeye kiraturika nyuma y’isenyuka ry’umuriro w'amashanyarazi
Ubwenge bwibanze:
Afurika ntabwo ari "isoko ryo hasi", ahubwo ni umugabane wonyine ku isi aho imiyoboro y'amashanyarazi yagarutse (amakuru ya Banki y'Isi):
Afurika y'Epfo: Umubare w'amashanyarazi mu 2023 uzagera ku minsi 207, kandi igipimo cyo kwinjira mu ngo zitanga ingufu zo mu rugo ubwacyo kizaba munsi ya 3%. Amabwiriza y’ubuyobozi bwa Afurika yepfo agenga izamuka rya 12,74% by’ibiciro by’amashanyarazi muri Mata (biteganijwe ko Nijeriya izakurikiza) irimo guhindura imiterere y’ingufu zikoreshwa mu ngo. Kugeza ubu igipimo cyinjira mubice 2000-3000 buri kwezi nicyiciro cyambere cyo kwerekana intege nke za gride, kandi ibikoresho byo kubika murugo birahinduka biva mubintu byiza kandi bikenerwa.
Nijeriya: 40% by'abaturage miliyoni 120 bonyine ni bo bashobora gukoresha amashanyarazi mu buryo butajegajega, ariko ikiguzi cya moteri ya mazutu kiri hejuru ya $ 0.5 / kWt (igisubizo cya Deye gishobora kugabanya igiciro kugeza $ 0.15 / kWt)
2. Gusimbuka ingufu z'amashanyarazi yo mu majyepfo y'uburasirazuba bwa Aziya: byinjira mu gihe cyo kubika ingufu zagabanijwe
Kureka ibyiciro bya gakondo byubaka hanyuma ukinjira muburyo bwo kubika ingufu zagabanijwe. Inyuma y’ikigereranyo cya 50% + izamuka ry’iterambere ni uguhuza ubukungu bw’ikirwa ingufu z’ubwigenge ndetse n’ikinyuranyo cy’amashanyarazi.
3. Ububiko bw’ubucuruzi muri Amerika buri hafi: "Icyaro gikikije imigi"
Kugeza ubu, icyifuzo cyo kubika ingufu z’ubucuruzi n’inganda mu ngo zisanzwe kiriyongera, guhera mu cyaro, hanyuma bikagenda byiyongera buhoro buhoro mu bice by’inganda mu mijyi, bifite umuvuduko mwiza.
Kwibanda kubwoko butatu bwabakoresha:
Iminyururu yububiko bworoshye: 45%
Inganda nto n'iziciriritse: 30%
Amakoperative y’ubuhinzi: 25%
Ubukemurampaka bwa politiki: Muri Texas, Californiya nahandi, ishoramari rya sisitemu yo kubika ingufu rishobora kubona:
30% y'inguzanyo ya reta
Inkunga yo gukora ya US $ 0.05 kuri kilowatt-saha
Kwihutisha guta ibikoresho (guta agaciro mumyaka 5)
3. Guhanga ibicuruzwa: ntabwo "kuzamura" ahubwo "kwiyubaka"
Sisitemu ya Off-grid: intwaro idasanzwe yibitero kumasoko agaragara
Ibicuruzwa bitemewe na gride igurishwa buri kwezi 20.000 (kimwe cya kabiri muri Afrika / Amajyepfo yuburasirazuba bwa Aziya) nigisubizo cyamafaranga yo kubura ibikorwa remezo bya gride. Intego ya buri mwaka ingana na 300.000-400.000 ihuye nisoko ryiyongera hafi miliyari 1.5 US $.
Inyungu rusange margin moat yubucuruzi bwa bateri
Ibicuruzwa bya batiri ya Litiyumu yujuje ibyifuzo byaho bigomba gutangwa, kandi iboneza bigomba kuba byujuje ibyifuzo byabakiriya baho, kandi ubucuruzi bwaho bugomba kuvugururwa.
Icya kane, inanga yimari yo kuvugurura agaciro
Iterambere ryabakiriya bingenzi riri mugukemura ingingo zibabaza abakiriya. Kubika ingufu zinganda nubucuruzi nuburyo bunini bwo kubika nibyiza cyane, byibanda mugutezimbere amahirwe yisoko muri Aziya, Afrika na Amerika y'Epfo, hamwe namasoko azamuka nka Pakisitani, Ubuhinde nandi masoko.
Igihe cyo kohereza: Gashyantare-18-2025