據能源世界網6月5日新德里報道，根據清潔能源咨詢公司Bridge to India最新報告，新冠肺炎大流行造成了數次運營和財務挫折，使2020年太陽能新增裝機發電量預估從之前的130-135吉瓦降低了20％至約105吉瓦。

據清潔能源咨詢公司表示，除了疫情影響外，該行業還面臨許多其他短期至中期影響。

這些因素包括化石燃料和傳統電力價格的下跌，這些風險給基于電網平價的項目帶來了生存風險，公用事業的財務狀況惡化，電力生產商承購風險增加以及建筑活動中斷導致成本增加和收入可能下降。

其補充道，其他原因是政府采購方案延遲、最終消費者驅動的市場急劇下滑、對較小的設備制造商的壓力、貿易壁壘增加的風險和融資受限。

這場疫情使政府和決策者的注意力重新集中在應對氣候變化和本地化能源供應上。

題為“疫情對全球太陽能市場的影響”的報告稱，這兩個優先事項都發揮了太陽能技術的優勢。 預計傳統能源投資者將加快向可再生能源的轉變。

根據這份報告，在設計經濟刺激計劃時，政府需要考慮長期的結構性利益，如能源獲取、創造就業、減少排放和技術創新。

清潔能源咨詢公司補充道，重點應放在減少風險，特別是小開發商的風險，并確保為高度脆弱的分布式太陽能市場提供融資支持。應確保新興市場充分獲得低成本債務和其他融資機制，以保持該行業的增長勢頭。

郝芬 譯自 能源世界網

原文如下:

Global solar capacity addition set to plummet by 20 per cent in 2020

The COVID-19 pandemic has caused several operational and financial setbacks bringing down solar capacity addition estimates by 20 per cent to about 105 GW for 2020 from the previous forecast of 130-135 GW, according to a latest report by Bridge to India.

Apart from the pandemic crisis, there were many other short to mid-term implications for the sector, the clean energy consultancy said.

These included fall in fossil fuel and conventional power prices posing viability risk to grid parity-based projects, deteriorating financial condition of utilities, higher offtake risk for power producers, and disruption in construction activity resulting in higher costs and potentially lower revenues.

It added that other reasons were delay in government procurement programmes, sharp downturn in end consumer driven markets, pressure on smaller equipment manufacturers, risk of growing trade barriers, and constrained financing.

The pandemic has refocused attention of governments and policymakers to fight climate change and localise energy supply.

“Both these priorities play to solar technology’s advantage. Investors in conventional energy are expected to accelerate the shift towards renewable energy,” said the report titled ‘COVID-19: Impact on global solar market’.

According to the report, while designing economic stimulus packages, the governments need to consider long-term structural benefits such as energy access, job creation, reducing emissions, and technology innovation.

The clean energy consultancy added that the focus should be on reducing risks especially for small developers and ensuring financing support for the highly vulnerable distributed solar market. And added that adequate access to low-cost debt and other financing mechanisms should be ensured for emerging markets to maintain growth momentum in the sector.