North American PV Manufacturer Halts Plan for Joint 1GW N-type Battery Factory in US Due to IRA Concerns

๊ฒŒ์‹œ๋จ: Jan 12, 2025 19:47
Recently, a North American PV manufacturer announced the suspension of its plan to jointly build a 1GW N-type battery factory in Minnesota, US, with an Indian PV manufacturer. This decision was primarily driven by concerns over potential changes to the Inflation Reduction Act. Previously, several PV companies had already halted or withdrawn from PV projects in the US for similar reasons. This development may impact the plans of other PV companies to establish factories in the US.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
PV ํ”„๋ ˆ์ž„ ๊ฐ€๋™๋ฅ  ์•ˆ์ •์ , ๊ธฐ๋Œ€ ์•ฝํ™”; ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ ๊ฐ€์†, ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ƒ์Šน [SMM ๋ถ„์„]
3์‹œ๊ฐ„ ์ „
PV ํ”„๋ ˆ์ž„ ๊ฐ€๋™๋ฅ  ์•ˆ์ •์ , ๊ธฐ๋Œ€ ์•ฝํ™”; ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ ๊ฐ€์†, ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ƒ์Šน [SMM ๋ถ„์„]
๋” ๋ณด๊ธฐ
PV ํ”„๋ ˆ์ž„ ๊ฐ€๋™๋ฅ  ์•ˆ์ •์ , ๊ธฐ๋Œ€ ์•ฝํ™”; ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ ๊ฐ€์†, ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ƒ์Šน [SMM ๋ถ„์„]
PV ํ”„๋ ˆ์ž„ ๊ฐ€๋™๋ฅ  ์•ˆ์ •์ , ๊ธฐ๋Œ€ ์•ฝํ™”; ์•Œ๋ฃจ๋ฏธ๋Š„ ์ž‰๊ณณ ์žฌ๊ณ  ๊ฐ์†Œ ๊ฐ€์†, ์•Œ๋ฃจ๋ฏธ๋Š„ ๊ฐ€๊ฒฉ ์ค‘์‹ฌ ์ƒ์Šน [SMM ๋ถ„์„]
3์‹œ๊ฐ„ ์ „
[SMM PV ํ”Œ๋ž˜์‹œ]
5์‹œ๊ฐ„ ์ „
[SMM PV ํ”Œ๋ž˜์‹œ]
๋” ๋ณด๊ธฐ
[SMM PV ํ”Œ๋ž˜์‹œ]
[SMM PV ํ”Œ๋ž˜์‹œ]
ํ•œ ์„ ๋„ ์„์œ ํ™”ํ•™ ๊ณต์žฅ์ด ์–ด์ œ ํ•œ ์ƒ์‚ฐ ์žฌ๊ฐœ ๋ผ์ธ์„ ์ค‘๋‹จํ–ˆ๊ณ , ์˜ค๋Š˜ ๋‹ค๋ฅธ ๋ผ์ธ์—์„œ LDPE ์ƒ์‚ฐ์„ ์‹œ์ž‘ํ–ˆ๋‹ค. ๋‹จ๊ธฐ์ ์œผ๋กœ ์ด ๊ธฐ์—…์˜ ์ƒ์‚ฐ ์ผ์ •์€ ๊ณ ์•• ์†Œ์žฌ ๋ผ์ธ 1๊ฐœ์™€ PV ์†Œ์žฌ ๋ผ์ธ 1๊ฐœ์˜ ๋ณ‘ํ–‰ ์ƒ์‚ฐ์„ ์œ ์ง€ํ•  ๊ฒƒ์ด๋‹ค. ์ด๋ฒˆ ๋ผ์ธ ์กฐ์ • ์ดํ›„ ํ•ด๋‹น ๊ณต์žฅ์˜ PV ์†Œ์žฌ ์ƒ์‚ฐ ๊ทœ๋ชจ๋Š” ๋‹ค์†Œ ์ถ•์†Œ๋˜์—ˆ๋‹ค.
5์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
5์‹œ๊ฐ„ ์ „
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
๋” ๋ณด๊ธฐ
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
[SMM PV ๋‰ด์Šค] ํ™”๋„ ์‚ฐ์‹œ ์„ ๋ฌด 100MW ํƒœ์–‘๊ด‘ ํ”„๋กœ์ ํŠธ ์ „์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„ ๋‹ฌ์„ฑ
2026๋…„ 8์›” 31์ผ, ํ™”๋„ ์‚ฐ์‹œ ์…˜๋ฌด 10๋งŒ kW ํƒœ์–‘๊ด‘(PV) ๋ฐœ์ „ ํ”„๋กœ์ ํŠธ๊ฐ€ ์ „ ์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„๋ฅผ ๋‹ฌ์„ฑํ–ˆ์œผ๋ฉฐ, ์ด๋Š” ํ™”๋„ ์‚ฐ์‹œ ์‹ ์—๋„ˆ์ง€ ์ง€์‚ฌ์˜ ๋ˆ„์  ์„ค๋น„์šฉ๋Ÿ‰์ด 300๋งŒ kW๋ฅผ ๋„˜์–ด์„ฐ์Œ์„ ์˜๋ฏธํ•œ๋‹ค. ์…˜๋ฌด ํ”„๋กœ์ ํŠธ ์ฐฉ์ˆ˜ ์ดํ›„, ์‚ฐ์‹œ ๋ถ๋ถ€์˜ ์žฆ์€ ๊ฐ•ํ’ยท๋ชจ๋ž˜๋จผ์ง€ ๋‚ ์”จ, ๋ณต์žกํ•œ ์ง€ํ˜•ยท์ง€์„ธ, ์ œํ•œ๋œ ์‹œ๊ณต ์—ฌ๊ฑด, ์ด‰๋ฐ•ํ•œ ๊ณต๊ธฐ ๋“ฑ ์—ฌ๋Ÿฌ ๋„์ „์— ์ง๋ฉดํ•œ ๊ฐ€์šด๋ฐ ๋ชจ๋“  ๊ฑด์„ค ์ธ๋ ฅ์ด ํž˜์„ ๋ชจ์•„ ๋‚œ๊ด€์„ ๊ทน๋ณตํ•˜๊ณ  ์šฐ์ˆ˜์„ฑ์„ ์ถ”๊ตฌํ–ˆ๋‹ค. ์•ˆ์ „์ƒ์‚ฐ๊ณผ ํ’ˆ์งˆ๊ด€๋ฆฌ ์š”๊ตฌ์‚ฌํ•ญ์„ ์—„๊ฒฉํžˆ ์ดํ–‰ํ•˜๊ณ , ์‹œ๊ณต ๊ณ„ํš์„ ๊ณผํ•™์ ์œผ๋กœ ์กฐ์œจํ–ˆ์œผ๋ฉฐ, ์‹œ๊ณต ๊ณต์ • ํ๋ฆ„์„ ์ตœ์ ํ™”ํ•ด ์Šน์••๋ณ€์ „์†Œ ๊ฑด์„ค, ํƒœ์–‘๊ด‘ ํŒจ๋„ ์ง€์ง€๋Œ€ ์„ค์น˜, ๋ชจ๋“ˆ ํฌ์„ค, ์ง‘์ „์„ ๋กœ ์„ค์น˜, ์„ค๋น„ ๋””๋ฒ„๊น… ๋ฐ ๊ต์ • ๋“ฑ ํ•ต์‹ฌ ์—…๋ฌด๋ฅผ ์งˆ์„œ ์žˆ๊ฒŒ ์ถ”์ง„ํ–ˆ๋‹ค. ์ •๋ฐ€ ๊ด€๋ฆฌ, ํ‘œ์ค€ํ™” ์‹œ๊ณต, ์ƒ์‹œ์  ๋ฌธ์ œ ํ•ด๊ฒฐ์„ ํ†ตํ•ด ์‹œ๊ณต ๊ณผ์ •์˜ ๊ฐ์ข… ์–ด๋ ค์›€๊ณผ ๋ณ‘๋ชฉ์„ ํšจ์œจ์ ์œผ๋กœ ํ•ด์†Œํ•˜๊ณ  ๊ณต์ • ์ถ”์ง„์„ ์•ˆ์ •์ ์œผ๋กœ ๊ฐ€์†ํ™”ํ–ˆ์œผ๋ฉฐ, ์ตœ์ดˆ ๊ณ„ํ†ต ์—ฐ๊ณ„๋ถ€ํ„ฐ ์ „ ์šฉ๋Ÿ‰ ๊ณ„ํ†ต ์—ฐ๊ณ„๊นŒ์ง€์˜ ์™„๋ฒฝํ•œ ๋งˆ๋ฌด๋ฆฌ๋ฅผ ์„ฑ๊ณต์ ์œผ๋กœ ๋‹ฌ์„ฑํ•ด ํ™”๋„์˜ ์†๋„, ํ™”๋„์˜ ์ฑ…์ž„, ํ™”๋„์˜ ํ’ˆ์งˆ์„ ์ถฉ๋ถ„ํžˆ ์ž…์ฆํ–ˆ๋‹ค
5์‹œ๊ฐ„ ์ „
Recently, a North American PV manufacturer announced the suspension of - Shanghai Metals Market (SMM)