由印度总理纳伦德拉·莫迪(Narendra Modi)担任主席的联合内阁批准扩大国家生产挂钩激励(PLI)计划,将先进的电池储能制造业包括在内。
该计划耗资25亿美元,将激励全球及国内企业在印度建造50 GWh的累积先进化学电池(ACC)容量和5 GWh的“利基”ACC生产设施。该类财政激励是在“先进化学电池(ACC)储能国家计划”总倡议下推出的,旨在减少印度对ACC进口的依赖。
虽然多家公司已经开始在印度投资电池组,但对ACC制造业的投资仍然微乎其微。因此,印度必须依靠进口满足其全部ACC需求。
在全球范围内,制造商正以商业化规模投资ACC电池储能技术,因为预计到2030年对此类电池的需求将激增,这可以归因于电动汽车、先进电网和屋顶太阳能的强劲增长。
根据PLI计划,印度将为国内及全球企业建立ACC电池制造工厂提供激励。这些制造厂将通过透明的竞争性招标程序选出。
中标者必须承诺建立产能至少为5 GWh至20 GWh的ACC生产设施。他们还须确保五年之内项目在国内增值至少60%。制造工厂必须在两年内投产。激励将在五年之后发放。
作者:UMA GUPTA
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