Energy plant builders plan to put in 17.8 GW of utility-scale photo voltaic photovoltaic (PV) producing capability in 2022, in accordance with U.S. Power Data Administration’s (EIA) June 2022 Preliminary Month-to-month Electrical Generator Stock. Over the primary six months of 2022, 4.2 GW of that capability got here on-line, lower than half of what the trade had deliberate to put in in these months. From January by means of June 2022, about 20% of deliberate photo voltaic photovoltaic capability was delayed.
EIA’s preliminary knowledge from January by means of June 2022 present that PV photo voltaic installations had been delayed by a median of 4.4 GW every month, in contrast with common month-to-month delays of two.6 GW throughout the identical interval final yr. Most often, reported delays are for six months or much less.
Varied components may trigger delays, together with broad financial components, resembling provide chain constraints, labor shortages and excessive costs of parts, and components particular to electrical generator tasks, resembling acquiring permits or testing tools.
In February, the USA prolonged tariffs on imported crystalline silicon photo voltaic merchandise from China, which raised the tariff-rate quota from 2.5 GW to five GW and excluded bifacial panels from the extension of duties. In April, the U.S. Division of Commerce introduced an anti-dumping circumvention investigation of photo voltaic cells and modules imported from Cambodia, Malaysia, Thailand and Vietnam, international locations that allegedly use components made in China that in any other case can be topic to tariffs.
In June, the President took government motion to advance the deployment of photo voltaic in the USA. He licensed the easing of import duties for a 24-month interval for photo voltaic cells and modules imported from the international locations below investigation and invoked the Protection Manufacturing Act to develop home manufacturing of photo voltaic modules. Any willpower that the Division of Commerce reaches in its investigation will apply after this 24-month interval ends.
In EIA’s month-to-month survey, they requested respondents who plan to carry turbines on-line within the close to future which stage their tasks are in: testing, development, allowing or planning. A lot of the tasks that may come on-line within the subsequent 18 months are below development. About 1.9 GW of photo voltaic capability installations are tasks below development which were delayed however are nonetheless scheduled to come back on-line in 2022; one other 1.7 GW below development have been delayed to 2023.