Lub ntiaj teb lub zog toj roob hauv pes tab tom muaj kev hloov pauv loj. Thaum tsim kev lag luam hauv Tebchaws Europe thiab North America ib txwm coj kev coj noj coj ua ntawm photovoltaic (PV) thiabzog cia systems(ESS), lub zog hloov. Niaj hnub no, peb tab tom pom qhov kev xav tau tseem ceeb thoob plaws Asia, Africa, thiab Latin America, uas tau tsav los ntawm kev sib xyaw ntawm kev lag luam tsim nyog, kev ruaj ntseg hluav taws xob, thiab kev siv thev naus laus zis.
Kev lag luam Volatility thiab Saturation ntawm Mature Economies
Tau ntau xyoo, Tebchaws Europe thiab Tebchaws Meskas yog thawj lub tshuab ntawm PV thiab kev lag luam cia khoom, txhawb nqa los ntawm kev txhawb nqa hnyav thiab cov cai zoo. Txawm li cas los xij, cov kev lag luam tam sim no tab tom ntsib kev kub ntxhov. Hauv ntau lub tebchaws nyob sab Europe, qhov kev xav tau ntawm thaj chaw khaws cia tau ruaj khov lossis txawm tias poob qis raws li cov phiaj xwm kev pabcuam thaum muaj xwm txheej ceev tawm mus thiab daim phiaj - cov phiaj xwm loj tau pib theem nruab nrab. Cov paj laum siab thiab cov kev cai tswj hwm nyuaj kuj tau nce tus nqi ntawm kev txhim kho qhov project, ua rau qee qhov kev nqis peev tsawg dua li lawv tsuas yog ob peb xyoos dhau los.
Tsis tas li ntawd, theem "tus neeg txais yuav ntxov" nyob rau hauv cov cheeb tsam no yog maturing. Qhov kev saturation nyob rau sab hnub poob tau yuam cov tuam txhab lag luam thoob ntiaj teb saib lwm qhov, hloov pauv lawv cov khoom siv thiab kev lag luam rau cov cheeb tsam uas qhov kev loj hlob muaj peev xwm tseem tsis tau siv ntau.
Sawv ntawm Asia, Africa, thiab Latin America
Nyob rau hauv 2026, lub tsom teeb tau ruaj khov mus rau "Ntiaj Teb Sab Qab Teb." Hauv Asia thiab Africa, tus neeg tsav tsheb tseem ceeb yog qhov kev xav tau ceev ceev kom ntseeg tau thiab pheej yig zog. Ntau ntawm cov cheeb tsam no raug kev txom nyem los ntawm kev laus cov phiaj xwm phiaj xwm lossis tag nrho tsis muaj hluav taws xob nkag mus rau thaj chaw deb. Me me - hnub ci thiab tsev cia khoom (BESS) muab cov kev daws teeb meem uas tam sim no pheej yig dua li cov tshuab hluav taws xob diesel lossis thee- hluav taws xob hluav taws xob.
Kev txhim kho thev naus laus zis tau ua lub luag haujlwm tseem ceeb hauv kev hloov pauv no. Qhov poob qis ntawm tus nqi ntawm Lithium Iron Phosphate (LFP) roj teeb tau ua rau cov khoom siv khaws cia nyiaj txiag muaj txiaj ntsig zoo rau cov tsev neeg tau nyiaj nruab nrab thiab cov lag luam me hauv kev lag luam tawm tshiab.
Geopolitical tsis sib haum xeeb raws li ib tug Catalyst rau lub zog ywj siab
Geopolitical instability thiab kev tsov kev rog hauv cheeb tsam tau ua raws li kev npaj txhij txog accelerators rau lub zog cia. Tsis ntev los no kev tsis sib haum xeeb hauv Middle East, suav nrog kev cuam tshuam hauv Strait of Hormuz, tau xa cov roj thiab roj thoob ntiaj teb cov nqi nce siab.
Hauv kev ua tsov ua rog- torn lossis siab - thaj chaw muaj kev pheej hmoo, qhov kev thov rau "tawm- kab sib chaws" muaj peev xwm nce siab. Qhov kev hloov pauv no los ntawm "kev xaiv ib puag ncig" mus rau "kev tsim nyog tsim nyog" yog kab tias tus neeg tsav tsheb muaj zog tshaj plaws tom qab kev nthuav dav tam sim no hauv Afro-Asian thiab Latin American kev lag luam.