Source: woodmac.com
Solarno tržište američke zajednice spremno je za nastavak rasta tijekom sljedećih pet godina, dodajući 4,5 gigawata (GW) kapaciteta, što je povećanje od 9 posto u odnosu na prethodne projekcije.
Expanded programs and new initiatives will boost development, but interconnection challenges may hamper the sector, according to novo istraživanje released today by Wood Mackenzie, a Verisk business (Nasdaq: VRSK), carried out in collaboration with the Koalicija za solarni pristup zajednice (CCSA).
Rachel Goldstein, an analyst with Wood Mackenzie's solarno istraživanje team, said: "Community solar refers to local solar facilities shared by multiple community subscribers, such as homeowners, tenants and businesses that receive credits on their electricity bills for their share of the power produced."
She added: "Since our first outlook, published in srpnja 2021, povećali smo naše peto-godišnje predviđanje rasta solarne energije u zajednici u SAD-u za 9 posto.
"Forecasts for New Jersey, New York, Illinois, and Colorado have all been increased thanks to updated and expanded programs and significant climate and clean energy commitments from state governments."
Jeff Cramer, president and chief executive officer of CCSA said: "The community solar industry continues to experience a significant period of growth as consumers, small businesses and policymakers realize the economic benefits and cost savings community solar delivers.
"We're just scratching the surface of how much community solar is needed to meet customer demand and state and federal energy goals."
Goldstein noted that Minnesota and Maryland's forecasts decreased due to continued siting challenges in both states. The forecasts for Massachusetts and Maine have also been revised downwards due to delays related to interconnection studies.
Međutim, izvješće navodi da novo zakonodavstvo zajednice o solarnom sustavu u državama diljem zemlje može otvoriti nova tržišta u nadolazećim godinama.
Goldstein said: "Community solar needs state-level polices in order to thrive. Recently, several states have passed or proposed legislation for community solar programs."
New Mexico and Delaware both passed legislation in 2021 for new or improved community solar programs. Midwestern states like Pennsylvania, Wisconsin, Michigan, and Ohio have all proposed bills for community solar programs that are working their way through the state legislatures. Implementing these programs would represent a significant increase in forecasts.
U ovom izvješću, Wood Mackenzie i CCSA prikupili su podatke o troškovima akvizicije kupaca i otkrili da troškovi uvelike variraju, od 500 do 20000 po korisniku. Rezidentni korisnici s više standardiziranih ugovora imaju dosljednije troškove akvizicije, dok jedinstveni ugovori za veće poslovne korisnike rezultiraju nizom troškova akvizicije.
Rezidencijalni pretplatnici još uvijek čine veliku većinu solarnih pretplata u zajednici i jednostavnije ih je nabaviti zahvaljujući standardnim ugovorima.
Međutim, usidreni zakupci, poput velikih trgovačkih društava i općina, dobivaju značajnu količinu kapaciteta od projekata.
U izvješću je istaknuto da poteškoće u međusobnom povezivanju predstavljaju veliki izazov s kojim se suočava solarni sektor u zajednici i koji će se nastaviti u narednim godinama.
"As community solar penetrates more markets, it will have to contend with interconnection challenges due to grid congestion and outdated infrastructure," Goldstein said.
"Today, Maine and Massachusetts are experiencing the complexities that come with interconnection studies and upgrade cost allocation decisions. These processes lead to delays and cause project attrition due to cost uncertainties.
"These grid challenges could be replicated in other states, with some developers believing that the situations in Maine and Massachusetts are harbingers of the interconnection challenges they may see in other markets."