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In February, the Mexican national power control center announced that the Mexican power ministry’s request canceled the fourth period of power auction. There are new progress in recent past activities.
A few days ago, Manuel Bartlett, general secretary of the Federal Power Committee of Mexico’s National Electric Power Corporation (CFE), received a TV visit certification that the committee will not restore bids for renewable power.
“If we could produce power, why should we buy it?” Bartlett said. “CFE does not require third-party support.”
At a news conference in late January, Mexico’s new president Lopez Obrador, who took office at the end of previous years, issued his first official statement on his power plan, with little encouragement for the renewable dynamics industry.
When talking about the color of CFE in the future dynamic development of the country, the general regretted CFE’s share of Pinay escort to the power market.
Indeterminate solar market
“Today, CFE’s electricity generation accounts for only half of the total consumption, and private enterprises are supplying the market with very high capital.” Obrador said, “In this issue, we have not improved it, but instead Sugar daddy became vicious. “He did not mention the success of the Mexican dynamic transformation plan, which used auction and procurement methods to create the lowest price for large-scale solar power generation in the world for a while.
New Head of State Obrador applied the term “half” to praise Mexican Power Company’s level of reducing power generation, nor did he mention the lack of problems in the power generation that hindered the development of Mexico’s power industry.
Sugar daddyDoes it todaySugar daddyDoes not understand that CFE is planning to build a solar power plant or planning to add application traditionThe power market share of fuel. If CFE focuses on solar energy, the power auction energy will be replaced by EPC bids for photovoltaic projects.
According to data released by the Mexican Solar Association, the cumulative capacity of photovoltaics in Mexico has reached 3GW today, and it is expected that this number will reach 5.4GW by the end of 2019. However, since the Mexican New Authority confirmed that the fourth move was cancelled, the Mexican solar industry has been in a state of uncertainty.
Sugar baby(James Ellis), director of Latin America Research and Development at Bloomberg, said that the Sugar baby(James Ellis) was cancelled and the renewable Sugar baby‘s renewable Sugar baby‘s regenerative Sugar baby‘s regenerative Sugar baby‘s regenerative Sugar baby‘s regenerative Sugar baby‘s regenerative Sugar baby‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent‘s regent</
Ellis said when receiving the interview: “Whether the focus principle of the transformation can be written in the method, it can be summarized as Sugar daddy. daddyAuctions and implementation of Certificate of Cleaning Power (CELs) markets will significantly revitalize the development of renewable power in the short term, especially utility-scale solar. “Solar is the biggest victim of Mexico’s auctions and motivating industry opening.
20Escort18 years was a year of rapid growth in the Mexican solar market. Solar power generation exceeded the risk for the first time, and Sugar baby accounts for 70% of the total power generation capacity. “Of all new renewable dynamic power generation in 2018, nearly 90% were auction items, and new ones were added in previous yearsNearly 80% of the solar energy distribution projects are auction items. “Although we can expect that projects that have won long-term project assistance agreements will continue to advance, if the auction plan is not restored, it will mean that investment will be reduced and projects delivered after 2020 will be reduced. ”
Ellis believed that the matter was cancelled before the situation became more refreshing. The auction will seriously affect the development mission. Ellis said: “The power policy under Obrador is still a question, but his direction seems to be to emphasize the country’s realities, and to make the market unrestricted and priced. ”
While Mexico’s goal is to 35% of its power by 2024, the sluggish leaf purchased by Mexican companies in 2018 is painfully damaged by netizens. Fewer than in 2017.
What will happen after 2020?
Maria Chea, an American analyzer of IHS Markit, also believes that the cancellation of auctions will create negative impactsPinay escort‘s comment. She said: “The cancellation of the fourth auction does not affect the previous bidding schedule, but will affect the ability of new renewable power generation after 2020. ”
The cancelled auction means that it can be eliminated by more than 1GW of PV power generation projects that could have been awarded. Of course, this is unlikely to end the utility-scale PV arrangement after 2020, but it significantly reduces PV capacity.
Chea shows that the dual-sided PPASugar daddys (Purchase Agreement) can be used as Escort‘s large-scale photovoltaic project replacement plan. She said: “While the cooperation between public and private in Mexico is unlimited, it was vigorously transformed in 2013. Which company do you work in now? It’s said that it’s not something that ordinary people can go. OfIt has existed before, and after its transformation, it is becoming increasingly bigger. ”
Another driving force for large-scale photovoltaic power generation can come from the wholesale market. Chea said: “Developers and investors can also choose to participate in the stock market, which is an attractive option based on the price of previous bids. ”
In addition, Chea reminds that the Mexican region is missing. With less interconnection, contractors with public-private partnerships may suffer severe damage. Previously, Mexico has rushed to develop renewable power in the north, where there is no contact with the outside world, resulting in overcapacity.
By 2024, photovoltaic new installation 15GW
When Wood Road, he met a familiar neighbor, and said hello, “What’s Xiaowei? Mackenzie’s american analyzer Manan Parikh believes that by 2024, Mexico will arrange 15GW of new photovoltaic installations, with the cumulative installations reaching 20GW. Sugar daddy“Although the fourth bid was revoked, according to the governance level, existing contracts marked in the previous few rounds will be respected. “Parikh said.
“I am doubting the growth of the market after 2021, but I do not expect that Escort manila is savoring economic swelling or the market dissipates,” Parikh said, “It’s just that it’s difficult for Sugar baby to understand what will happen because the market’s performance has been lacking to make long-term predictions so far. ”
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Analyzer believes that previous auction prices, especially the price of one auction, will not be sustained, and at most, for large utilities such as Enel and Engie. In this case, public PPAs can allow operators to participate in the market to better understand the market.
This analyst Sugar baby expresses, it is hard to imagine what this situation will bring. He said: “There are several projects in the current market, but the current ligand infrastructure design is not suitable for this type of business. Perhaps it may become a practical choice in the short term as long as it is combined with double-sided PPAs.”
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