Tau qhov twg los: ft.com
Thawj Hnub Solar cov nyiaj tau poob rau hnub Wednesday raws li kev ntxhov siab los ntawm Donald Trump cov nqi se thiab kev poob qis hauv kev thov rau lub zog huv si hnyav rau cov haujlwm. Lub hnub ci vaj huam sib luag cov chaw tsim khoom tau kaw 13.6 feem pua qis dua tom qab lub tuam txhab tau hais tias nws xav tias cov nyiaj tau los ntawm $ 4.9bn -$ 5.2bn xyoo no, qis dua cov kws tshuaj ntsuam qhov kev cia siab ntawm $ 6.2bn. Cov neeg lag luam tau cuam tshuam los ntawm kev tshem tawm qhov kev txiav txim rau 6.6 gigawatts nrog Lightsource BP, tus tsim lub hnub ci loj tshaj plaws hauv Tebchaws Europe. BP tau sim muag yam tsawg kawg 50 feem pua ntawm nws lub tuam txhab hnub ci rau yuav luag ib xyoos thaum muaj kev sib piv ntau dua hauv kev lag luam roj thiab roj los ntawm nws txoj kev xav rov ua dua tshiab.
Thawj Hnub Ci Tus Thawj Saib Xyuas Nyiaj Txiag Alexander R Bradley tau hais tias nws tab tom pom "kev hloov pauv tswv yim los ntawm qee tus neeg ua si, tshwj xeeb tshaj yog cov roj thiab roj thiab cov neeg siv hluav taws xob nyob sab Europe, kom muab cov peev nyiaj rov qab los ntawm kev tsim kho tshiab hauv Asmeskas rau qee qhov kev lag luam tseem ceeb dua". Lub tuam txhab txoj kev taw qhia tseem raug cuam tshuam los ntawm kev hloov pauv US tariff tsoom fwv, nrog rau nws Asian manufacturing lag luam nyob rau hauv Is Nrias teb, Malaysia thiab Nyab Laj yuav raug levies ntawm exports rau US ntawm 20-50 feem pua txij li thaum lig 2025. Lub tuam txhab tau raug yuam kom muag ntau lawm ntawm cov teb chaws mus rau hauv lawv cov domestic kev lag luam ntawm tus nqi qis thiab tau kaw ib co muaj peev xwm reshore thaum nws ua hauj lwm maj. Chris Dendrinos, tus kws tshuaj xyuas lub zog huv ntawm RBC Capital Markets tau hais tias "Qhov ntawd ua rau tsis muaj kev lag luam rau lawv xa mus rau Asmeskas thiab muag," said Chris Dendrinos. "Lawv tab tom tsiv ib nrab ntawm lawv sab qab teb{11}}sab hnub tuaj Asia muaj peev xwm tsim khoom mus rau Asmeskas tab sis qhov ntawd yuav tsis nyob online kom txog rau thaum xaus ntawm lub xyoo, yog li lawv tau ploj mus ntawm qhov muaj peev xwm ntau." Thaum Is Nrias teb thiab Asmeskas tau pom zoo kom txiav 50 feem pua cov se ntawm cov khoom xa tawm los ntawm lub teb chaws mus rau 18 feem pua, kev sib tham ntxiv tau nres tom qab US Tsev Hais Plaub Siab rau hnub Friday tau ua tsis raug cai Trump cov nqi se yav dhau los. Lub tuam txhab kwv yees tus nqi ntawm $ 125mn- $ 135mn los ntawm 15 feem pua levies US tus thawj tswj hwm tau txiav txim siab tom qab txiav txim.
Nws tau hais tias kev tsim khoom kuj tau raug cuam tshuam los ntawm cov se ntshuam ntev ntev ntawm cov khoom tseem ceeb xws li txhuas. Cov kws tshuaj ntsuam hais tias qab los noj mov rau lub hnub ci zog ntsib lub sij hawm ntev- cov kev cov nyom vim qhov kev thov nce rau "baseload zog" - hluav taws xob txuas ntxiv xav tau rau lub zog- cov haujlwm hnyav xws li cov chaw zov me nyuam cov ntaub ntawv thiab kev tsim khoom uas tsis sib xws nrog rau hnub ci thiab cua tawm tsam kom tau raws li. Cov ntaub ntawv chaw tsim hluav taws xob xav tau yuav ntau dua ob npaug los ntawm 2035, raws li BloombergNEF. "Kuv xav tias nws yog qhov teeb meem physics," said Jed Dorsheimer, tus thawj coj ntawm lub zog thiab lub zog thev naus laus zis ntawm William Blair. "Lub phiaj xwm tiag tiag xav tau dab tsi? Tsis muaj peev xwm hloov pauv ntau dua, nws xav tau ntau lub hauv paus."
