Te auumanga konumohekua uru atu ki tētahi tauira hou o te "pūmautanga o te tuku me te manawanui o te tono", ā, e tautokona ana ngā pikinga utu e ngā kaupapa matua pakari. E matapaetia ana e Morgan Stanley ka eke ngā utu konumohe ki te $3250/tana i te hauwhā tuarua o te tau 2026, me te arorau matua e huri ana i ngā painga takirua o te āputa o te tuku me te tono me te taiao whānui.
Te taha tuku: He iti te whānui o te kaha, kei te heke tonu te ngāwari
Kua eke te kaha whakaputa konumohe hiko o Haina ki te taumata o te 45 miriona tana, me te kaha whakahaere o te 43.897 miriona tana i te tau 2025 me te reiti whakamahinga o te 97.55%, tata ki te kaha katoa, me te tata ki te 1 miriona tana o te wāhi hou kua tāpirihia.
He ngoikore te tipu o te kaha whakaputa o tāwāhi, me te tere tipu ā-tau toharite o te 1.5% noa iho mai i te tau 2025 ki te 2027. Kei te whakaiti tonu a Ūropi i te whakaputanga nā te nui o ngā utu hiko, ko Amerika Te Raki ia he iti te whānui nā te whakataetae hiko i roto i ngā pokapū raraunga AI. Ko Initonīhia me te Middle East anake he iti te pikinga engari he herenga nā te hanganga.
Nā te panonitanga matomato me te pikinga o ngā utu hiko kua piki ake te paepae ahumahi, kua piki ake te ōwehenga o te hiko matomato i Haina, ā, kua whakatinanahia hoki ngā taake waro i te Kotahitanga o Ūropi, ā, kua whakawhāiti ake i te wāhi noho o te kaha whakaputa utu nui.
Te taha tono: Ka puea ake ngā mara e puta ake ana, ka piki haere tonu te rahinga katoa
Ko te tere tipu ā-tau toharite o te tono konumohe o te ao he 2% -3%, ā, e matapaetia ana ka eke ki te 770-78 miriona tana i te tau 2026. Ko ngā mara hou pēnei i ngā waka hiko hou, te rokiroki hiko photovoltaic, me ngā pokapū raraunga AI kua noho hei kaha matua.
Nā te pikinga ake o te tere urunga mai o ngā waka hiko hou kua piki ake te whakamahinga konumohe mō ia waka (neke atu i te 30% teitei ake i tērā o ngā waka wahie), ā, nā te pikinga ā-tau o te kaha tāuta photovoltaic neke atu i te 20% i tautoko i te tono mō te konumohe. Kua whai haere tonu te tono i roto i ngā mara o ngā whakaurunga hiko me te takai.
Kua whakapiki ake te ōwehenga o te whakaranu tika o te konumohe ki te wai ki runga ake i te 90%, ā, kua whakaitihia te tuku o ngā poro konumohe kei roto i te taonga, ā, kua kino haere hoki te āhua o te mākete kuiti.
Ngā tohu nui me te mākete: he maha ngā pānga pai
He mārama te tumanako ka whakahekehia ngā reiti huamoni o te ao, ā, i raro i te ia o te ngoikore o te tāra US, he tautoko ā-tūturu kei runga ake ngā utu konumohe e whakahuatia ana i roto i te tāra US.
Kei te piki haere te hiahia o ngā kaipupuri moni mō ngā rawa ā-tinana, ā, ko ngā konganuku kore-ferrous, hei kōwhiringa mō te ārai i te pikinga utu me te tohatoha rawa kanorau, kei te kukume mai i ngā rerenga whakapaipai.
Kei te tihi o te awhe tata nei te ōwehenga utu parahi/konumohe, ā, he tohu nui tēnei mō te pikinga o ngā utu konumohe i muri mai.
Ngā Auahatanga o te Ahumahi ā-Mārama: Te Whakamārama i ngā Huarahi Hanganga
Kei te whānui haere te rerekētanga i waenganui i te tono me te tuku, ā, e matapaetia ana e Morgan Stanley ka puta te korenga o te tuku mai i te tau 2026, me ngā taonga o te ao kei ngā taumata iti rawa i mua, ka nui ake te ngāwari o te piki me te heke o ngā utu.
Kei te kaha haere te rerekētanga ā-rohe, kei te whānui haere te rerekētanga i waenganui i te tuku me te tono i Haina i ia tau, ā, kei te piki haere te whakawhirinaki ki ngā kawemai, ka hanga he rerenga hokohoko o "ngā parani konumohe tāwāhi → Haina".
Kei roto i ngā umanga matua he rauemi hiko matomato me ngā painga utu pūngao ngā hua o te ahumahi, ā, kei te neke haere te kaha whakaputa ki ngā rohe iti te utu pērā i a Initonīhia me te Middle East, engari he puhoi ake te ahunga whakamua i tērā i whakaarohia.
Wā tuku: Hakihea-19-2025