توقعات بانهيار قطاع الطاقة الشمسية بالهند

شبكة المدار الإعلامية الأوربية …_  تحولت جهود الهند، البلد الثالث في العالم على قائمة الدول المسببة للتلوث في العالم، للحد من الانبعاثات الضارة في البيئة إلى مشكلة كبيرة لقطاع الطاقة الشمسية الناشئ في البلاد. فالنمو السريع وتضاعف إنتاج الطاقة الشمسية في أقل من سنة رغم أنه يتوافق مع هدف الحكومة الهندية الطموح الذي حددته لنفسها برفع إنتاجها من الطاقة الشمسية إلى 100 عغيغاوات في العام 2022، أي ما يوازي ثمانية أضعاف طاقتها الحالية. تحول إلى نقمة على هذا البلد الكبير والذي يحتاج إلى جهود تنموية جبارة لرفع مستوى معيشة السكان.والضرر الواقع على هذا القطاع يتجلى في انخفاض تكاليف الألواح الشمسية والمنافسة الشديدة بين الشركات على جذب الزبائن ما جعل الأسعار تنخفض بشكل كبير مسببة صدمة في القطاع.فحسب مدير شركة “بريدح تو إنديا” الاستشارية للطاقة، فيناي روستاغي، “انخفضت الأسعار كثيرا وبشكل سريع، وهذا ليس جيدا للصحة العامة للقطاع”.وبسبب هذا الانخفاض أصبح منتجو الطاقة تحت ضغط الزبائن سواء من القطاع الخاص أو العام، لتحديد أسعار جديدة.فالشهر الماضي، حصل مزود للكهرباء على عقد مع السلطات الهندية على أن يكون الكيلووات الواحد مقابل 2,44 روبي (ثلاثة أعشار اليورو)، وهذا السعر هو من الأدنى في العالم، وهو خُمس البدل الذي كان في بداية العقد الجاري.ولا تقيِّم الشركات المنتجة هذا الانخفاض “الإيجابي” بالنسبة لخطة الحكومة هذا الانخفاض بنفس طريقة وزير الطاقة المتجددة الهندي بيوش غويال الذي رحب بانخفاض في الأسعار معتبرا أن ذلك يشكل خطوة “نحو مستقبل أخضر”، ولا تشاركه التفاؤل.إذ يقول فيناي روستاغي “في الأشهر السبعة عشر الماضية، انخفضت التعرفة ما يقارب 50 %، ما جعل المستثمرين يندمون على مشاريع سبق أن أنشئت أو بدأ تشغيلها”.في الآونة الأخيرة، رفضت ولايات عدة في الهند أن تشتري الطاقة الشمسية بأسعار تراوح بين 4 و5,5 روبي للكيلووات الواحد، رغم أن هذا الثمن كان حدد في مزاد في وقت سابق، وذلك على أمل العثور على أسعار أفضل.ويقول سانجاي شارما المسؤول من شركة “سولار انرجي” العامة للكهرباء “أخلاقيا، لا ينبغي أن نفعل ذلك.. ويمكن للحكومة الهندية أن تفقد ثقة الأجانب الذين يستثمرون في الهند”.وقد تلقى سانجيف أغاروال مؤسس شركة “أمبلوس سولار” سيلا من الرسائل الالكترونية من زبائن يطالبونه بخفض الأسعار على غرار ما هو حاصل في السوق.ويقول لوكالة فرانس برس “المستثمرون يتسابقون للحصول على جزء من الأرباح في هذا القطاع، لكن السؤال: هل سيستطيعون تقديم الخدمات مقابل هذه التعرفات المتدنية؟”.وعندما ينظر الخبراء إلى الواقع الحالي يطرحون أسئلة حول إمكانية أن يكون هؤلاء الذي وقعوا العقود الجديدة قادرين على تزويد زبائنهم بالكهرباء بأسعار متدنية إلى هذا الحد، وبشكل يمكّنهم من الاستمرار اقتصاديا.ويذكر أنه رغم هذا النمو السريع بحجم الطاقة الشمسية المنتجة، وانخفاض الأسعار إلا أن الهند وحتى الآن، ما زالت تعتمد بنسبة 67 % على الفحم والغاز في إنتاج الطاقة، أما الباقي فيتوزع بين الطاقة النووية والمصادر المتجددة مثل الطاقة الشمسية والرياح وقوة الماء.

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