{"id":6997,"date":"2024-08-29T02:11:53","date_gmt":"2024-08-28T19:11:53","guid":{"rendered":"https:\/\/phukienmattroi.com\/index.php\/2024\/08\/29\/nguoi-my-dua-lap-dien-mat-troi-ap-mai\/"},"modified":"2024-08-29T02:11:53","modified_gmt":"2024-08-28T19:11:53","slug":"nguoi-my-dua-lap-dien-mat-troi-ap-mai","status":"publish","type":"post","link":"https:\/\/phukienmattroi.com\/index.php\/2024\/08\/29\/nguoi-my-dua-lap-dien-mat-troi-ap-mai\/","title":{"rendered":"Ng\u01b0\u1eddi M\u1ef9 \u0111ua l\u1eafp \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i"},"content":{"rendered":"


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Gi\u00e1 \u0111i\u1ec7n t\u0103ng, th\u1eddi ti\u1ebft kh\u1eafc nghi\u1ec7t khi\u1ebfn c\u00e1c h\u1ed9 gia \u0111\u00ecnh M\u1ef9 t\u0103ng l\u1eafp \u0111\u1eb7t \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i \u0111\u1ec3 gi\u1ea3m ph\u1ee5 thu\u1ed9c.<\/p>\n

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C\u01a1 quan Th\u00f4ng tin n\u0103ng l\u01b0\u1ee3ng M\u1ef9 (EIA) d\u1ef1 b\u00e1o, kho\u1ea3ng 5,3 GW c\u00f4ng su\u1ea5t \u0111i\u1ec7n m\u1eb7t tr\u1eddi d\u00e2n d\u1ee5ng s\u1ebd \u0111\u01b0\u1ee3c l\u1eafp \u0111\u1eb7t m\u1edbi t\u1ea1i M\u1ef9 trong n\u0103m nay. \u0110\u00e2y l\u00e0 con s\u1ed1 cao k\u1ef7 l\u1ee5c, g\u1ea7n b\u1eb1ng t\u1ed5ng c\u00f4ng su\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u00e1p m\u00e1i c\u1ee7a n\u01b0\u1edbc n\u00e0y n\u0103m 2015.<\/p>\n

Theo d\u1eef li\u1ec7u m\u1edbi nh\u1ea5t t\u1eeb c\u00f4ng ty t\u01b0 v\u1ea5n Wood Mackenzie., c\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i trong qu\u00fd II \u0111\u00e3 t\u0103ng 40%. Kho\u1ea3ng 180.000 ng\u00f4i nh\u00e0 t\u1ea1i M\u1ef9 \u0111\u00e3 tham gia.<\/p>\n

EIA cho bi\u1ebft gi\u00e1 \u0111i\u1ec7n sinh ho\u1ea1t t\u1ea1i M\u1ef9 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o t\u0103ng 7,5% trong n\u0103m nay, sau khi t\u0103ng 4,3% n\u0103m ngo\u00e1i. Nguy\u00ean nh\u00e2n khi\u1ebfn gi\u00e1 \u0111i\u1ec7n leo thang l\u00e0 gi\u00e1 kh\u00ed \u0111\u1ed1t – nhi\u00ean li\u1ec7u cho c\u00e1c nh\u00e0 m\u00e1y \u0111i\u1ec7n – t\u0103ng v\u1ecdt.<\/p>\n

John Berger, CEO c\u1ee7a Sunnova \u2013 m\u1ed9t trong nh\u1eefng c\u00f4ng ty l\u1eafp \u0111\u1eb7t \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i l\u1edbn nh\u1ea5t M\u1ef9, cho r\u1eb1ng h\u00f3a \u0111\u01a1n ti\u1ec1n \u0111i\u1ec7n c\u1ee7a c\u00e1c h\u1ed9 gia \u0111\u00ecnh M\u1ef9 s\u1ebd ti\u1ebfp t\u1ee5c \u1edf m\u1ee9c cao trong v\u00e0i th\u00e1ng t\u1edbi. “T\u00ecnh h\u00ecnh kinh doanh c\u1ee7a ch\u00fang t\u00f4i t\u0103ng tr\u01b0\u1edfng nh\u1edd \u0111i\u1ec1u n\u00e0y”, \u00f4ng n\u00f3i.<\/p>\n

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\"C\u00f4ng<\/div>
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C\u00f4ng nh\u00e2n l\u1eafp \u0111i\u1ec7n m\u1eb7t tr\u1eddi tr\u00ean m\u00e1i nh\u00e0 t\u1ea1i California (M\u1ef9). \u1ea2nh: Reuters<\/em><\/p>\n<\/figcaption><\/figure>\n

C\u00e1c nh\u00e0 \u0111i\u1ec1u h\u00e0nh v\u00e0 gi\u1edbi ph\u00e2n t\u00edch c\u0169ng ch\u1ec9 ra c\u00e1c c\u01a1n b\u00e3o, th\u1eddi ti\u1ebft n\u1eafng n\u00f3ng v\u00e0 ho\u1ea3 ho\u1ea1n tr\u00ean kh\u1eafp n\u01b0\u1edbc M\u1ef9 l\u00e0m l\u1ed9 ra nh\u1eefng l\u1ed7 h\u1ed5ng l\u1edbn v\u1ec1 \u0111\u1ed9 tin c\u1eady c\u1ee7a h\u1ec7 th\u1ed1ng l\u01b0\u1edbi \u0111i\u1ec7n. C\u01a1n b\u00e3o th\u00e1ng 9 v\u1eeba qua \u0111\u00e3 khi\u1ebfn 2,6 tri\u1ec7u kh\u00e1ch h\u00e0ng \u1edf Florida b\u1ecb m\u1ea5t \u0111i\u1ec7n.<\/p>\n

B\u00ean c\u1ea1nh vi\u1ec7c ti\u1ebft ki\u1ec7m n\u0103ng l\u01b0\u1ee3ng d\u01b0 th\u1eeba \u0111\u1ec3 s\u1eed d\u1ee5ng sau \u0111\u00f3, nhi\u1ec1u h\u1ed9 gia \u0111\u00ecnh c\u00f2n \u0111ang n\u1ed1i c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi v\u1edbi pin d\u1ef1 ph\u00f2ng \u0111\u1ec3 b\u00f3ng \u0111\u00e8n ho\u1ea1t \u0111\u1ed9ng trong th\u1eddi gian c\u00fap \u0111i\u1ec7n. Nh\u00f3m nghi\u00ean c\u1ee9u EnergySage cho bi\u1ebft hi\u1ec7n kho\u1ea3ng 20% c\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i c\u00f3 k\u00e8m b\u1ed9 pin l\u01b0u tr\u1eef, t\u0103ng g\u1ea7n g\u1ea5p \u0111\u00f4i k\u1ec3 t\u1eeb 2020.<\/p>\n

T\u1ea1i m\u1ed9t ng\u00f4i nh\u00e0 \u1edf ngo\u1ea1i \u00f4 Houston, Kevin Lee cho bi\u1ebft \u0111\u00e3 l\u1eafp \u0111\u1eb7t c\u00e1c t\u1ea5m pin m\u1eb7t tr\u1eddi v\u00e0 pin Tesla Powerwall sau khi m\u1ed9t c\u01a1n b\u00e3o nghi\u00eam tr\u1ecdng \u0111\u00e1nh s\u1eadp ph\u1ea7n l\u1edbn m\u1ea1ng l\u01b0\u1edbi \u0111i\u1ec7n \u1edf Texas th\u00e1ng 2 n\u0103m ngo\u00e1i.<\/p>\n

“T\u00f4i kh\u00f4ng mu\u1ed1n tr\u1ea3i qua chuy\u1ec7n n\u00e0y m\u1ed9t l\u1ea7n n\u1eefa. L\u1eafp \u0111\u1eb7t h\u1ec7 th\u1ed1ng pin m\u1eb7t tr\u1eddi th\u1ef1c s\u1ef1 gi\u00fap gia \u0111\u00ecnh t\u00f4i c\u1ea3m th\u1ea5y an to\u00e0n khi b\u00e3o \u0111\u1ebfn”, \u00f4ng n\u00f3i.<\/p>\n

M\u1ed9t nghi\u00ean c\u1ee9u c\u1ee7a B\u1ed9 N\u0103ng l\u01b0\u1ee3ng M\u1ef9 cho th\u1ea5y h\u1ecd c\u00f3 th\u1ec3 tri\u1ec3n khai t\u1edbi 200 GW n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u00e1p m\u00e1i v\u00e0o gi\u1eefa th\u1ebf k\u1ef7 n\u00e0y, t\u0103ng so v\u1edbi kho\u1ea3ng 26 GW hi\u1ec7n nay. Trong \u0111\u00f3, kho\u1ea3ng 10-20% t\u1ed5ng c\u00f4ng su\u1ea5t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u0111\u1ebfn t\u1eeb \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i.<\/p>\n

Mary Powell, CEO Sunrun, c\u00f4ng ty l\u1eafp \u0111\u1eb7t n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi \u00e1p m\u00e1i l\u1edbn nh\u1ea5t M\u1ef9, cho bi\u1ebft h\u1ecd \u0111\u00e3 d\u1ec5 d\u00e0ng v\u01b0\u1ee3t d\u1ef1 b\u00e1o t\u0103ng tr\u01b0\u1edfng 25% c\u00f4ng su\u1ea5t l\u1eafp \u0111\u1eb7t d\u1ef1 ki\u1ebfn cho n\u0103m 2022. “Doanh thu c\u1ee7a ch\u00fang t\u00f4i \u0111\u00e3 \u0111\u1ea1t m\u1ee9c cao k\u1ef7 l\u1ee5c trong v\u00e0i th\u00e1ng qua”, CEO Sunrun n\u00f3i.<\/p>\n

Nh\u01b0ng ngay c\u1ea3 khi ph\u00e1t tri\u1ec3n m\u1ea1nh, \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i ch\u1ec9 chi\u1ebfm kho\u1ea3ng 1% t\u1ed5ng s\u1ea3n l\u01b0\u1ee3ng \u0111i\u1ec7n \u1edf M\u1ef9. N\u0103ng l\u01b0\u1ee3ng \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u0111\u01b0\u1ee3c cung c\u1ea5p ch\u1ee7 y\u1ebfu t\u1eeb c\u00e1c trang tr\u1ea1i \u0111i\u1ec7n c\u00f3 quy m\u00f4 l\u1edbn. EIA d\u1ef1 ki\u1ebfn kho\u1ea3ng 21,5 GW c\u00f4ng su\u1ea5t \u0111i\u1ec7n m\u1eb7t tr\u1eddi quy m\u00f4 l\u1edbn \u0111\u01b0\u1ee3c l\u1eafp \u0111\u1eb7t trong n\u0103m nay. Trong \u0111\u00f3, c\u00e1c bang mi\u1ec1n Nam nhi\u1ec1u n\u1eafng nh\u01b0 California, Florida, Texas l\u00e0 nh\u1eefng khu v\u1ef1c t\u0103ng tr\u01b0\u1edfng nhanh nh\u1ea5t.<\/p>\n

Hi\u1ec7p h\u1ed9i c\u00e1c ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u0103ng l\u01b0\u1ee3ng m\u1eb7t tr\u1eddi cho bi\u1ebft, chi ph\u00ed \u0111\u1ea7u t\u01b0 cho h\u1ec7 th\u1ed1ng \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i cho h\u1ed9 gia \u0111\u00ecnh kho\u1ea3ng 20.000 USD. Kh\u00e1ch h\u00e0ng c\u00f3 th\u1ec3 \u0111i vay ho\u1eb7c t\u1eadn d\u1ee5ng \u01b0u \u0111\u00e3 thu\u1ebf c\u1ee7a bang, li\u00ean bang. \u0110\u1ea1o lu\u1eadt Gi\u1ea3m l\u1ea1m ph\u00e1t v\u1eeba \u0111\u01b0\u1ee3c th\u00f4ng qua \u0111\u00e3 n\u00e2ng m\u1ee9c \u01b0u \u0111\u00e3i thu\u1ebf li\u00ean bang cho vi\u1ec7c l\u1eafp \u0111\u1eb7t m\u1edbi h\u1ec7 th\u1ed1ng \u0111i\u1ec7n n\u00e0y l\u00ean 30%, t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c gi\u1ea3m kho\u1ea3ng 6.000 USD.<\/p>\n

C\u00e1c h\u1ed9 gia \u0111\u00ecnh t\u1ea1i m\u1ed9t s\u1ed1 bang c\u0169ng c\u00f3 th\u1ec3 gi\u1ea3m chi ph\u00ed b\u1eb1ng c\u00e1ch b\u00e1n \u0111i\u1ec7n d\u01b0 th\u1eeba cho c\u00e1c c\u00f4ng ty \u0111i\u1ec7n. Tuy nhi\u00ean, ch\u00ednh s\u00e1ch n\u00e0y khi\u1ebfn c\u00e1c c\u00f4ng ty \u0111i\u1ec7n l\u1ef1c ph\u1ea3n \u1ee9ng m\u1ea1nh. H\u1ecd cho r\u1eb1ng \u0111i\u1ec1u n\u00e0y l\u00e0 kh\u00f4ng c\u00f4ng b\u1eb1ng khi c\u00e1c h\u1ed9 gia \u0111\u00ecnh \u0111\u01b0\u1ee3c tr\u1ea3 ti\u1ec1n \u0111\u1ec3 s\u1ea3n xu\u1ea5t nh\u01b0ng kh\u00f4ng ph\u1ea3i chia s\u1ebb chi ph\u00ed v\u1eadn h\u00e0nh v\u00e0 b\u1ea3o tr\u00ec l\u01b0\u1edbi \u0111i\u1ec7n. Ngo\u00e0i ra, c\u00e1c doanh nghi\u1ec7p c\u0169ng lo ng\u1ea1i \u0111i\u1ec7n m\u1eb7t tr\u1eddi \u00e1p m\u00e1i c\u00f3 th\u1ec3 l\u00e0m gi\u1ea3m nhu c\u1ea7u mua \u0111i\u1ec7n t\u1eeb h\u1ecd.<\/p>\n

H\u1ed3i th\u00e1ng 4, Th\u1ed1ng \u0111\u1ed1c bang Florida Ron DeSantis b\u00e1c b\u1ecf d\u1ef1 lu\u1eadt cho ph\u00e9p thu h\u1ed3i ch\u00ednh s\u00e1ch bu\u1ed9c doanh nghi\u1ec7p \u0111i\u1ec7n l\u1ef1c mua \u0111i\u1ec7n m\u1eb7t tr\u1eddi d\u01b0 th\u1eeba c\u1ee7a h\u1ed9 gia \u0111\u00ecnh. \u00d4ng cho bi\u1ebft kh\u00f4ng mu\u1ed1n t\u0103ng s\u1ee9c \u00e9p chi ph\u00ed cho ng\u01b0\u1eddi d\u00e2n trong b\u1ed1i c\u1ea3nh l\u1ea1m ph\u00e1t.<\/p>\n

CEO c\u1ee7a Sunnova John Berger n\u00f3i r\u1eb1ng c\u00e1c c\u00f4ng ty \u0111i\u1ec7n \u0111ang t\u00ecm c\u00e1ch ng\u0103n c\u1ea3n c\u1ea1nh tranh trong l\u0129nh v\u1ef1c \u0111i\u1ec7n. “Ng\u01b0\u1eddi ti\u00eau d\u00f9ng kh\u00f4ng c\u00f3 s\u1ef1 l\u1ef1a ch\u1ecdn, h\u1ecd kh\u00f4ng \u0111\u01b0\u1ee3c ch\u1ecdn nh\u00e0 cung c\u1ea5p. Gi\u1edd h\u1ecd c\u00f3 th\u1ec3 l\u00e0m \u0111i\u1ec1u \u0111\u00f3 v\u00e0 t\u00f4i ngh\u0129 ng\u00e0y c\u00e0ng nhi\u1ec1u ng\u01b0\u1eddi mu\u1ed1n quy\u1ec1n n\u00e0y”, Berger n\u00f3i.<\/p>\n

\u0110\u1ee9c Minh<\/strong> (theo Financial Times<\/em>)<\/p>\n


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