Magetsi akazima, simumangotaya magetsi - mumataya kutentha, chitetezo, kugwirizana, ndi nyimbo ya moyo wamba. Ukraine wakhala zenizeni izi. Koma kuchokera mumdima umenewo, chinachake chodabwitsa chikubwera: zomangamanga zatsopano zamphamvu zomangidwa pa kulimba mtima, kugawikana kwa mayiko, ndi kutsimikiza mtima kuti tisadzavutikenso.

Takhala zaka zambiri tikuphunzira misika yosungirako mphamvu ku Europe konse - Spain, Italy, Poland, Baltics. Koma palibe paliponse pamene tawonapo zomwe zikuchitika ku Ukraine pakali pano. Si nkhani ya msika. Ndi nkhani ya dziko lomwe likumanganso mphamvu zake mu nthawi yeniyeni, pansi pa mikhalidwe yomwe dziko lina silinakumanepo nalo.

Nkhaniyi ndi kuyesa kwathu kumvetsetsa zomwe mukukumana nazo - osati ngati anthu akunja omwe akuyang'ana mkati, koma monga othandizana nawo omwe amakhulupirira kuti tsogolo lamphamvu la Ukraine ndi imodzi mwa nkhani zofunika kwambiri nthawi yathu ino. Sitimadzinamiza kuti tikudziwa zomwe zimamveka kukhala ndi moyo zomwe mukukhalamo. Koma timamvetsetsa mabatire, ma gridi amagetsi, komanso zachuma pakudziyimira pawokha kwamagetsi. Ndipo tikufuna kugawana zomwe tikuwona - chifukwa timakhulupirira zomwe mukumanga.

Mulingo wa Zomwe Zinatayika

Kuti timvetse komwe msika wosungira mphamvu ku Ukraine ukupita, choyamba tiyenera kukhala oona mtima pazomwe zatayika. Chaka cha 2022 chisanafike, Ukraine idagwiritsa ntchito imodzi mwamagetsi akulu kwambiri ku Europe - pafupifupi 40 GW ya mphamvu yoyika, yozikika ndi nyukiliya, kutentha, ndi magetsi amadzi. Inali dongosolo lopangidwira dziko lamtendere la anthu 40 miliyoni. Kenako ziwawa zinafika. Mwadongosolo, zolunjika, komanso zowononga.

• Ukraine Mphamvu System: Pamaso & Pambuyo
• Pre-war anaika mphamvu~ 40GW
• Kuchuluka komwe kulipo (chiyerekezo chapakati pa 2024)~ 10 GW
• Mbadwo wotentha wawonongeka kapena wawonongeka80%
• Akuyembekezeka kupereŵera nyengo yozizira~ 6 gw
• Kuwonongeka kwatsiku ndi tsiku ku Kyiv (2024 pachimake)> 10 maola

Pafupifupi magawo awiri mwa atatu a mphamvu zotumizidwa ku Ukraine zawonongeka, zowonongeka, kapena zili m'dera lomwe anthu akukhalamo. Purezidenti Zelensky adanena poyera kuti mafunde angapo awononga pafupifupi theka la mphamvu za dziko. M'mizinda ikuluikulu, nyumba zapirira kuchepetsedwa kwa magetsi tsiku lililonse kuposa maola 10 - m'nyengo yozizira, kutentha kumatsikira -20 ° C.

Koma izi ndi zomwe zimatikhudza kwambiri: Ukraine sanagonje mumdima. M'malo mwake, idapanga chisankho chanzeru chomwe maiko ochepa angachite molimba mtima pazifukwa zotere: kukonzanso mphamvu zake mozungulira kugawika kwamphamvu, kugawa, ndikusunga mphamvu.

Sitikukambirananso ngati Ukraine ikufunika kugawa. Tikukambirana momwe tingakulitsire mwachangu momwe tingathere. Kulimba mtima kumatsimikiziridwa osati ndi kuchuluka kwa magetsi opangidwa, koma ndi zomangamanga za dongosolo la mphamvu.

- Valentyna Moskalenko, Wachiwiri kwa Minister of Energy ku Ukraine

Masomphenya: Ma cell a Mphamvu

Yankho la Ukraine pachiwopsezo chapakati ndi lingaliro la "Ma cell amphamvu" - magulu odziyimira pawokha kapena odziyimira pawokha pomwe zida zofunikira zitha kupitiliza kugwira ntchito ngakhale gridi yapakati yawonongeka. Ili si lingaliro laukadaulo chabe; ndi filosofi ya kulimba kwa dziko.

Zomangamanga zili ndi zigawo zitatu:

• Nyukiliya maziko: Zomera za nyukiliya zimapereka kukhazikika kwa gridi komwe sikungasinthidwe. Ukraine ipitiliza kupanga gawo lake la nyukiliya ngati msana.
• Flexibility & storage layer: M'badwo wosinthika, makina osungira mphamvu za batri (BESS), ndi malo am'badwo watsopano omwe atumizidwa kumadera omwe ali ndi vuto lalikulu lamagetsi - kumpoto, kum'mawa, ndi kumwera kwa Ukraine, kuphatikiza dera la Kyiv.
• Kudziyimira pawokha kwanuko: Cogeneration, magawo ang'onoang'ono a gasi, kutentha kwapakati ndi madzi - oyendetsedwa ndi akuluakulu a m'deralo, kupatsa mphamvu anthu kuti azikhala odzidalira.

Zomwe zikutanthawuza kusungirako mphamvu ndizozama: mabatire salinso "njira yobiriwira" kapena "yabwino kukhala nayo." Amagawidwa ngati zofunikira zachitetezo cha dziko. Amakhala pamzere wa mfundo zamphamvu, njira zodzitetezera, komanso kulimba mtima kwa anthu.

Woyang'anira wamkulu wa Ukrenergo Oleksii Brekht wanena izi osachepera 1.5 GW yosungirako idzafunika m'zaka khumi zikubwerazi kungosunga ntchito yodalirika ya gridi. Ichi ndi chizindikiro chofuna zaka khumi - ndipo ndi chiyambi chabe.

Yachangu Kwambiri Kusungirako Mphamvu Kumanga-Kunja ku Europe

Apa ndipamene nkhaniyi imachokera ku masomphenya kupita ku zenizeni - ndipo ziwerengero ndi zodabwitsa. M'chaka chimodzi, mphamvu yakusungira mphamvu yaku Ukraine idakwera kuposa 300 nthawi, kupitirira 600 MW. Malinga ndi SolarPower Europe's "European Battery Market Outlook 2026-2030," Ukraine idawonjezera pafupifupi 3 GWh ya mphamvu ya batri mu 2025 yekha, kujowina atsogoleri asanu apamwamba aku Europe pakukula kwa mphamvu zosungirako - pamodzi ndi Germany, UK, ndi Italy.

• Ukraine Energy Storage: Nambala Zofunika
• Kusungirako kokhazikitsidwa (kutha kwa 2025)> 600 MW (300x kukula YoY)
• Mphamvu ya batri yatsopano yowonjezeredwa mu 2025~3 Gw
• European rankingTop 5 kukula
• Kusungidwa koyembekezeredwa pofika 2030 (mwachisawawa)1.5 GW
• Kusungidwa koyembekezeredwa pofika 2030 (kuyerekeza kwa msika)2,750 MWh
• Msika wosungira mabatire akuyembekezeka pofika 2026~ $2.1 biliyoni (+180%)

Zomwe zimapangitsa izi kukhala zodabwitsa: Mayiko ambiri a ku Ulaya adatenga zaka 5-10 kuti afikitse GWh yawo yoyamba yosungirako. Ukraine idachita izi m'zaka zosachepera ziwiri - kuchokera pachiyambi chapafupi, pansi pankhondo yogwira ntchito, ndi maunyolo othandizira kudutsa ku Poland ndi Romania. Uku sikukulirakulira kwa msika. Uwu ndi dziko lomwe likumanga maziko ake opulumutsira mwachangu panthawi yankhondo.

The Landmark Projects

Seputembara 2025

DTEK + Fluence: 200 MW / 400 MWh - Malo osungiramo mphamvu zazikulu kwambiri ku Eastern Europe, kutengera malo asanu ndi limodzi kudera la Kyiv ndi Dnipropetrovsk. € 125 miliyoni ndalama. 698 Fluence Gridstack mayunitsi. Zokwanira kulamulira mabanja 600,000 kwa maola awiri. Kutumizidwa ngakhale kuopsa kwa nkhondo - chizindikiro champhamvu kuti bizinesi ndi yokonzeka kuyika ndalama m'tsogolo la Ukraine.

2024 - Kupitilira

Ukrhydroenergo: 197 MW BESS + 35.9 MW Solar - Pulojekiti yosakanizidwa ndi boma yophatikiza kupanga magetsi amadzi ndi kusungirako mabatire ndi solar, yothandizidwa ndi World Bank ($ 177M) ndi Clean Technology Fund ($ 104M). Koyamba kampani ya boma yaku Ukraine idakhazikitsa ntchito yayikulu ya BESS kutengera ndalama zapadziko lonse lapansi.

Ogasiti 2024

Ntchito Yogulitsa Yoyamba ya Ukrenergo - Makampani 39 adapikisana ndi 99 MW ya makontrakitala osungira pafupipafupi. 12 opambana. Zaka zisanu, mgwirizano wa euro-denominated. Chochitika chimodzi ichi chinayambitsa msika wogulitsa malonda ku Ukraine.

Meyi 2025

Kugulitsa Kwachiwiri kwa Ukrenergo: 249 MW ya malo osungira mwachangu omwe agulidwa, ndi matekinoloje osungira mphamvu omwe ali ndi gawo lalikulu.

Zosungirako zazikulu za Wenergy zidafika ku Ukraine

 

Kusintha kwa Policy

Chomwe chimatisangalatsa kwambiri ku Ukraine sikungothamanga kwa ntchito - ndikuwongolera kwa ndondomeko yomwe ikumangidwa nthawi imodzi. Pasanathe zaka zitatu, Ukraine yamanga imodzi mwa njira zolimbikitsira kwambiri zosungira mphamvu zamagetsi. Tiyeni tidutse pazipilala zazikulu:

Zero-Tariff Gateway

Kuyambira Julayi 2024, Ukraine idasiya VAT yonse ndi ndalama zogulira kunja pazida zosungiramo mphamvu, mapanelo adzuwa, ndi makina opangira magetsi. Ndondomekoyi yawonjezedwa 2028. Kwa bizinesi iliyonse yomwe ikuganizira zosungirako zosungirako, izi zimachotsa chotchinga chamtengo wapatali.

Chitsanzo cha "Active Consumer".

Mwina ndondomeko yosinthika kwambiri: mabizinesi ndi mabanja omwe amakhazikitsa mphamvu zopangira ndi zosungira sizingangokwaniritsa zosowa zawo zokha komanso gulitsani magetsi otsala ku gridi. Izi zimasintha njira yosungiramo zinthu kuchokera kumalo otsika mtengo kukhala chinthu chopangira ndalama.

Lamulo la 4777-IX: Kusintha kwa Mphamvu Zongowonjezera

Lasaina ndi Purezidenti mu Marichi 2025, lamulo lodziwika bwinoli lidasintha malamulo 15 okhudzana ndi mphamvu. Zowunikira:

• Feed-in Premium (FiP) m'malo mwa Contracts for Difference (CfD) - njira yopezera ndalama zowonekera bwino, zogwirizana ndi msika
• Zogulitsa zobiriwira zakula mpaka 2034 - kupatsa osunga ndalama zaka 10 zokonzekera
• Solar + Storage ngati gulu lapadera la malonda ndi gawo lochepera la 10% - kugawa kuwirikiza kawiri kwa dzuwa kapena mphepo
• BESS pansi pa 5 MW ilibe chilolezo - kutsitsa kwambiri chotchinga cha C&I yosungirako
• Ufulu wa co-location - Ogwiritsa ntchito a BESS amatha kukhazikitsa m'badwo pamodzi ndi zosungirako popanda chilolezo chosiyana
• Kulumikizana kwa gridi yosinthika - njira yofikira pa grid pama projekiti mazana ambiri omwe ali pamzere

Ndalama Zothandizira

 

The Economics: Chifukwa Chake Kusunga Kumamveka Tsopano
Kwa mtsogoleri aliyense wabizinesi waku Ukraine yemwe akuwunika ngati angasungire ndalama zosungira mphamvu, chuma sichinakhale chokakamiza. Tiyeni tidutse mulu wa ndalama:

1. Peak-Valley Arbitrage
Mapangidwe amitengo yamagetsi aku Ukraine amapangitsa kufalikira kwakukulu kwachigwa:

Chiŵerengero chamtengo wapatali chamtengo wapatali ndi pafupifupi 1.6: 1. Kulipiritsa nthawi yomwe simunagwirepo ntchito komanso kutulutsa ndalama panthawi yomwe ikukwera kwambiri kumabweretsa ndalama zomwe zingayesedwe - makamaka m'mafakitale omwe amagwiritsa ntchito mphamvu zamagetsi.

2. Ndalama Zothandizira Ntchito

Apa ndipamene msika waku Ukraine ndi wapadera. Kugulitsa kwautumiki kwanthawi yayitali ku Ukrenergo kumapereka mapangano azaka zisanu, opangidwa ndi ma euro kuti aziwongolera pafupipafupi - kupereka ndalama zotsimikizika, zobweza:

Zotsatira za Auction ya Ukrenergo Ancillary Services

• Frequency Containment Reserve (FCR) - yolemera pafupifupi €14–15 / MW·h
• Kukwera aFRR - kulemera kwa avg €18 / MW·h
• Symmetric aFRR - kulemera kwapakati €24-27 / MW·h
• Kutalika kwa contract 5 zaka, EUR-chipembedzo
• Zofananira za msika waku Europe €1.5–3 / MW·h (5–10x kutsika)

Chidziwitso chachikulu: Mitengo yothandizira ku Ukraine ndiyokwera nthawi 5-10 kuposa m'misika yokhwima yaku Europe. Izi zikuwonetsa kufunikira kokulirapo kwa grid kusanja mphamvu - ndipo zikutanthauza kuti kwa ogwira ntchito zosungira, ndalama zothandizira pawokha zimatha kulipira gawo lalikulu la ndalama zogulira, musanaganizire zachitetezo chachitetezo chazidziwitso.

3. Kuwonongeka kwa Chitetezo & Kupitiliza Bizinesi

Kupitilira ndalama zachindunji, pali phindu la zomwe kusungirako kumalepheretsa: kuyimitsa kupanga, kuwonongeka kwa zida, kutayika kwa data, komanso mtengo wamunthu wogwira ntchito popanda mphamvu. Kwa fakitale, chipatala, kapena malo otumizira mauthenga, mtengo wa kuzima kwanthaŵi yaitali ukhoza kupitirira mtengo wapachaka wa makina osungira zinthu. M'malo apano aku Ukraine, "kulimba mtima" uku sikungoyerekeza - kumachitika tsiku lililonse.

4. The "Active Consumer" Revenue Stream

Ndi dongosolo latsopano lazamalamulo, mabizinesi amatha kugulitsa zochulukirapo ku gridi, ndikupanga gawo lachitatu la ndalama. Dongosolo lopangidwa bwino la solar + Storage C&I litha kupanga ndalama kuchokera pamitsinje itatu nthawi imodzi: kusungitsa arbitrage, ntchito zothandizira, ndi kugulitsa magetsi ochulukirapo.

The International Community Is Investing

Kumanganso mphamvu ku Ukraine sikukuchitika paokha. Zomangamanga zazachuma zapadziko lonse lapansi zomwe zikuchirikiza izi sizinachitikepo:

• Mtengo wa EBRD - Investor wamkulu wa mabungwe ku Ukraine, akugwiritsa ntchito € 2.4 biliyoni mu 2024 yokha, € 6.2 biliyoni kuyambira 2022. Anayambitsa € 700 miliyoni Energy Security Support Facility (ESSF) makamaka kuti apange mbadwo wogawidwa, kusungirako mphamvu, ndi ntchito zogwira mtima.
• Banki Yadziko Lonse / IBRD - $177 miliyoni pothandizira pulojekiti yosungira 197 MW ya Ukrhydroenergo.
• MIGA - Kupitilira $ 4 biliyoni pazotsimikizira zoopsa zandale, kuphatikiza nkhondo ndi chipwirikiti.
• EBRD War Risk Facility - € 300M+ pothandizira zotayika koyamba kuti kubwereketsa kukhale kopindulitsa panthawi yankhondo.
• EU Flagship Reconstruction Fund - ikuyang'ana € 500M kuyandikira koyambirira kwa 2026, kulimbikitsa ndalama zabizinesi zopangira mphamvu zamagetsi.

Izi zikutanthauza chiyani kwa mabizinesi aku Ukraine: capital ilipo. Njira zopezera ndalama zilipo. Njira za inshuwaransi zowopsa zilipo. Ndondomekoyi imathandizira ndalama. Chidutswa chomwe chikusowa nthawi zambiri ndikungodziwa kuti ndi njira ziti zomwe zikugwirizana, momwe mungapangire polojekitiyo, ndi omwe angagwirizane naye.

Zomwe Ukraine Ikufuna Tsopano

Titaphunzira mozama msikawu, tikuwona mipata ingapo yomwe sinadzazidwe - komanso pomwe tikukhulupirira kuti mwayi waukulu kwambiri wagona mabizinesi aku Ukraine:

• Gawo la 1-10 MW C&I sakuthandizidwa. Ntchito zazikuluzikulu zambiri zimayang'ana pa grid-scale (10 MW+) kapena nyumba (pansi pa 10 kWh). Pakati - mafakitale, zipatala, malo ogulitsa malonda, malo olimapo - ndi pamene kufunikira kothandiza kumakhala kovuta kwambiri komanso komwe njira zokhazikika zimatha kukhala ndi zotsatira zofulumira kwambiri.
• Kuchita kwanyengo yozizira sizingakambirane. Nyengo yachisanu ku Ukraine imafuna makina osungira mphamvu omwe amagwira ntchito modalirika pa -20 ° C. Sizinthu zonse pamsika wapadziko lonse lapansi zomwe zingakwaniritse izi.
• Kusintha kwa grid-chilumba ndi kuthekera koyambira kwakuda ndi zofunikira, osati zowonjezera. Ku Ukraine, kuthekera kochotsa pa gridi yolephera ndikugwira ntchito modziyimira pawokha - kenako kuthandizira kuyambitsanso gululi ikachira - ndizofunikira tsiku ndi tsiku, osati zongoyerekeza.
• Kuthamanga kwa kutumiza kumafunikanso monga mtengo. Dongosolo lomwe limatenga miyezi 12 kuti liperekedwe ndi locheperapo poyerekeza ndi lomwe limatha kugwira ntchito m'masabata 6. Mkhalidwe wa mphamvu ku Ukraine umasintha ndi sabata.
• Kuphatikizana ndi ntchito zothandizira - makina abwino kwambiri osungiramo C&I ndi omwe amatha kutenga nawo gawo pazogulitsa pafupipafupi za Ukrenergo, ndikuwonjezera ndalama zomwe zimathandizira ROI kwambiri.

Ntchito yosungiramo mphamvu ya Wenergy C&I idatumizidwa ku Ukraine

Ukraine sikuti ikungomanganso gridi yamagetsi. Ikupanga chitsanzo chatsopano cha momwe dziko limakwaniritsira mphamvu za mphamvu pansi pa zovuta zomwe zingatheke. Dziko likuyang'ana, ndipo dziko likuphunzira kuchokera kwa inu.

Ku Wenergy, takhala zaka zambiri tikumvetsetsa ukadaulo wosungira mabatire, kuphatikiza ma gridi, komanso zachuma pakudziyimira pawokha kwamagetsi. Timadziwa machitidwe a LFP, magwiridwe antchito a nyengo yozizira, magwiridwe antchito pachilumba, komanso kuthekera koyambira kwakuda. Koma chofunika kwambiri, timakhulupirira kuti mgwirizano weniweni umakhazikika pakumvetsetsana - osati kungochita.

Kaya ndinu EPC, wopanga projekiti, kampani yamagetsi, wogwiritsa ntchito mafakitale, kapena mukungoyang'ana polojekiti yanu yoyamba yosungirako mphamvu - mosasamala kanthu za kukula kwa polojekiti kapena siteji, tingakhale okondwa kuyankhula. Itha kukhala kachitidwe kakang'ono ka C&I kapena projekiti yothandiza. Mutha kukhala ndi ntchito kale, kapena mukungofufuza zomwe zingatheke. Palibe malonda ovuta. Kungokambirana chabe pakati pa anthu omwe amasamala za chinthu chomwecho:

Kumanga Ukraine kuti sizimapita mdima kachiwiri.