Source: woodmac.com
Sončni trg v ameriški skupnosti naj bi v naslednjih petih letih še naprej rasel in dodal 4,5 gigavata (GW) zmogljivosti, kar je 9-odstotno povečanje glede na prejšnje projekcije.
Expanded programs and new initiatives will boost development, but interconnection challenges may hamper the sector, according to nove raziskave released today by Wood Mackenzie, a Verisk business (Nasdaq: VRSK), carried out in collaboration with the Koalicija za sončni dostop skupnosti (CCSA).
Rachel Goldstein, an analyst with Wood Mackenzie's sončne raziskave 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 julij 2021, smo povečali našo pet-letno napoved za rast skupnega solarnega sistema v ZDA za 9 odstotkov.
"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.
Vendar poročilo navaja, da lahko nova skupnostna zakonodaja o sončni svetlobi v državah po vsej državi v prihodnjih letih odpre nove trge.
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.
V tem poročilu sta Wood Mackenzie in CCSA zbrala podatke o stroških pridobivanja strank in ugotovila, da se stroški zelo razlikujejo, od 500 do 20000 na stranko. Rezidenčni odjemalci z bolj standardiziranimi pogodbami imajo bolj dosledne stroške pridobivanja, medtem ko edinstvene pogodbe za večje poslovne stranke povzročijo vrsto stroškov pridobivanja.
Stanovanjski naročniki še vedno predstavljajo veliko večino skupnostnih solarnih naročnin in jih je zaradi standardnih pogodb lažje pridobiti.
Vendar pa sidrni najemniki, kot so veliki gospodarski subjekti in občine, prejmejo veliko zmogljivosti od projektov.
Poročilo je poudarilo, da težave pri medsebojnem povezovanju predstavljajo velik izziv, s katerim se sooča skupnostni solarni sektor, in se bo nadaljeval tudi v prihodnjih letih.
"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."
