孟加拉国的项目开发商纷纷放慢了开发发电厂的速度,因为自俄乌冲突以来光伏组件的总体成本已上涨了15%至20%。
利益相关者表示,新冠疫情的持续影响已导致运输成本飙升,而美元汇率持续走高又进一步推高成本。Sungrow可再生能源开发公司区域经理Imran Chowdhury表示,新冠疫情在过去两年里的持续影响以及美元兑换孟加拉塔卡汇率的上涨给可再生能源带来了“严重影响”。
太阳能电池板和逆变器价格的上涨正在推高EPC总体成本。Chowdhury表示,一级太阳能组件的价格已经上涨15%至18%,而知名逆变器品牌的价格上涨了8%。由于价格不断上涨,项目开发商无法实现他们预期的内部回报率,而这正是银行认定项目融资可行性的关键因素之一。
Omera Renewable Energy公司首席执行官Masudur Rahim表示,目前开发商对推进光伏项目有些犹豫不决,因为运输成本已经翻了一番,太阳能电池板的价格也上涨了10%至15%。
他说道:“一旦签署PPA,开发商必须在一年内启动项目。如今,由于采购延迟,许多项目可能面临延期。”
Solar EPC Development Ltd.董事总经理Ezaz Al Qudrat A Mazid表示,光伏组件价格早在几个月前就开始上涨,而电缆和铝材的价格也在上升。
迄今为止,孟加拉国的可再生能源产能为787 MW,其中553 MW来自太阳能。该国的目标是到2041年使可再生能源发电在其总发电量中的占比达到40%。
作者:SYFUL ISLAM
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