Lapho izibani zicisha, awumane nje ulahlekelwe ugesi - ulahlekelwa ukufudumala, ukuphepha, uxhumano, nesigqi sempilo evamile. Ukraine uye waphila leli qiniso. Kodwa kusukela kulobo bumnyama, kuvela okuthile okungajwayelekile: ukwakhiwa kwamandla amasha okwakhelwe phezu kokuqina, ukuhlukaniswa kwezindawo, kanye nokuzimisela ukuthi ungaphinde ube sengozini.

Sichithe iminyaka sifunda izimakethe zokugcina amandla kulo lonke elaseYurophu - Spain, Italy, Poland, the Baltics. Kodwa akukho lapho sike sabona khona okwenzeka e-Ukraine njengamanje. Akuyona indaba yemakethe. Kuyindaba yesizwe esakha kabusha ubuyena bamandla ngesikhathi sangempela, ngaphansi kwezimo elinye izwe elike labhekana nazo.

Lesi sihloko siwumzamo wethu wokuqonda lokho obhekene nakho - hhayi njengabantu bangaphandle abakubukayo, kodwa njengozakwethu abakholelwa ukuthi ikusasa lamandla e-Ukraine lingenye yezindaba ezibaluleke kakhulu zesikhathi sethu. Asenzi sengathi siyazi ukuthi kunjani ukuphila kulokho ophila ngakho. Kodwa siyawaqonda amabhethri, amagridi kagesi, kanye nezomnotho zokuzimela kwamandla. Futhi sifuna ukwabelana ngesikubonayo - ngoba sikholelwa kulokho okwakhayo.

Isikali Sokulahlekile

Ukuze siqonde ukuthi imakethe yokugcina amandla yase-Ukraine iya kuphi, kufanele siqale sithembeke ngalokho okulahlekile. Ngaphambi kuka-2022, i-Ukraine yasebenzisa enye yezinhlelo ezinkulu zamandla zaseYurophu - cishe I-40 GW yomthamo ofakiwe, isekelwa ukukhiqizwa kukagesi wenuzi, oshisayo nophehlwa ngamanzi. Kwakuwuhlelo olwakhelwe izwe elinokuthula elinabantu abayizigidi ezingu-40. Kwabe sekufika ukuhlaselwa. Okuhlelekile, okuhlosiwe, nokulimazayo.

• Uhlelo lwamandla lwase-Ukraine: Ngaphambi nangemuva
• Umthamo ofakiwe wangaphambi kwempi~ 40GW
• Umthamo otholakalayo (isilinganiso samaphakathi no-2024)~ 10 GW
• Isizukulwane esishisayo sonakele noma sicekeleke phansi> 80%
• Ukushoda kwamandla ebusika okulindelwe~ 6GW
• Ukuvalwa kwansuku zonke e-Kyiv (i-2024 peak)> Amahora angu-10

Cishe izingxenye ezimbili kwezintathu zamandla athunyelwayo ase-Ukraine wonakalisiwe, acekeleke phansi, noma atholakala endaweni okuhlalwa kuyo. UMongameli uZelensky uveze esidlangalaleni ukuthi amagagasi amaningi okuhlasela acekele phansi cishe ingxenye yamandla ezwe. Emadolobheni amakhulu, izakhiwo zibekezelele ukunqanyulwa kwamandla kwansuku zonke okudlula amahora ayi-10 - ebusika, amazinga okushisa ehla aze afike ku-20°C.

Kodwa nakhu okusithinta kakhulu: I-Ukraine ayizange izinikele ebumnyameni. Esikhundleni salokho, yenza isinqumo esihlakaniphile amazwe ambalwa ayoba nesibindi sokusenza ngaphansi kwezimo ezinjalo: ukuhlela kabusha isimiso salo samandla ngokuyisisekelo mayelana nokusabalalisa, isizukulwane esabalalisiwe, kanye nokugcinwa kwamandla.

Asisaxoxi ngokuthi ngabe i-Ukraine idinga isizukulwane esisabalalisiwe. Sixoxa ngokuthi singayikhulisa kanjani ngokushesha ngangokunokwenzeka. Ukuqina akunqunywa kuphela umthamo kagesi okhiqizwayo, kodwa ngokwakhiwa kwesistimu yamandla.

- UValentyna Moskalenko, iPhini likaNgqongqoshe Wezamandla wase-Ukraine

Umbono: Amaseli Amandla

Impendulo yase-Ukraine yokuba sengozini emaphakathi ingumqondo wokuthi “Amaseli Amandla” — amaqoqo azimele noma azimele lapho ingqalasizinda ebalulekile ingaqhubeka nokusebenza ngisho nalapho igridi emaphakathi yonakele. Lokhu akuwona nje umqondo wezobuchwepheshe; kuyifilosofi yokuqina kwezwe.

I-architecture inezigaba ezintathu:

• Isisekelo senuzi: Izitshalo zenuzi zihlinzeka ngokuzinza kwegridi engakwazi ukushintshwa. I-Ukraine izoqhubeka nokuthuthukisa imboni yayo yenuzi njengomgogodla.
• Isendlalelo sokuguquguquka nesitoreji: Ukukhiqiza okuguquguqukayo, amasistimu okugcina amandla ebhethri (i-BESS), nezinsiza zesizukulwane esisha ezitshalwe ezifundeni ezinokushoda okukhulu kukagesi - enyakatho, empumalanga, naseningizimu ye-Ukraine, kanye nesifunda sase-Kyiv.
• Ukuzimela kwendawo: Ukuhlanganiswa, amayunithi egesi amancane, ukushisa okuhlukaniselwe izindawo kanye nokuhlinzekwa kwamanzi - aphethwe yiziphathimandla zendawo, okunika imiphakathi amandla okuzimela.

Okushiwo lokhu ekugcinweni kwamandla kujulile: amabhethri awaseyona "inketho eluhlaza" noma "okumnandi ukuba nakho." Ahlukaniswa ngokuthi ingqalasizinda yezokuphepha kazwelonke ebalulekile. Bahlala ezimpambanweni zenqubomgomo yamandla, isu lezokuvikela, nokuqina komphakathi.

Ibamba le-CEO ye-Ukrenergo u-Oleksii Brekht ukushilo lokho okungenani u-1.5 GW womthamo wokugcina uzodingeka eminyakeni eyishumi ezayo ukuze nje ulondoloze ukusebenza kwegridi okuthembekile. Leso isignali yesidingo seminyaka eyishumi - futhi kuyisiqalo nje.

Ukwakhiwa Kwesitoreji Samandla Esisheshayo EYurophu

Nakhu lapho indaba isuka embonweni iye eqinisweni - futhi izinombolo ziyamangaza. Ngonyaka owodwa, amandla okugcina amandla afakiwe e-Ukraine akhuphuke ngaphezu kwalokho izikhathi ezingu-300, ezingaphezu kuka-600 MW. Ngokusho kweSolarPower Europe's "European Battery Market Outlook 2026-2030," i-Ukraine yengeze cishe I-3 GWh yomthamo webhethri ngo-2025 yedwa, ukujoyina abaholi abaphezulu abahlanu baseYurophu ekukhuleni kwamandla okugcina - eceleni kweJalimane, i-UK, ne-Italy.

• Ukraine Energy Storage: Izinombolo Key
• Umthamo wesitoreji esifakiwe (ukuphela kuka-2025)> 600 MW (300x ukukhula kweYoY)
• Umthamo webhethri omusha wengezwe ngo-2025~ 3GWh
• Izinga laseYurophuTop 5 ekukhuleni
• Isitoreji esilindelwe ngo-2030 (i-conservative)1.5 GW
• Isitoreji esilindelwe ngo-2030 (isilinganiso semakethe)2,750 MWh
• Imakethe yokugcina ibhethri ehlongozwayo ngo-2026~ $2.1 billion (+180%)

Yini eyenza lokhu kuphawuleke: Amazwe amaningi ase-Europe athatha iminyaka engu-5–10 ukufinyelela i-GWh yawo yokuqala yokugcina. I-Ukraine ikwenze ngaphansi kweminyaka emibili - kusukela kusisekelo esiseduze-zero, ngaphansi kwempi esebenzayo, ngamaketanga okuhlinzeka adlula ePoland naseRomania. Lokhu akukhona ukukhula kwemakethe okuvamile. Lesi yisizwe esakha ingqalasizinda yaso yokusinda ngesikhathi sempi.

I-Landmark Projects

Septhemba 2025

I-DTEK + Fluence: 200 MW / 400 MWh - Inxanxathela enkulu yokugcina amandla eMpumalanga Yurophu, ihlanganisa izindawo eziyisithupha kuzo zonke izifunda zase-Kyiv nase-Dnipropetrovsk. € 125 million utshalomali. 698 Fluence Gridstack amayunithi. Kwanele ukunika amandla imindeni engu-600,000 amahora amabili. Ithunyelwe naphezu kwezingozi zempi - isignali enamandla yokuthi ibhizinisi likulungele ukutshala imali ekusaseni lase-Ukraine.

2024 - Iyaqhubeka

Ukrhydroenergo: 197 MW BESS + 35,9 MW Solar — Iphrojekthi exubile yombuso ehlanganisa ukuphehlwa kukagesi ngamanzi nokugcinwa kwebhethri kanye nelanga, exhaswe yiBhange Lomhlaba ($177M) kanye Nesikhwama Sobuchwepheshe Esihlanzekile ($104M). Okokuqala ngqa ukuthi inkampani kahulumeni wase-Ukraine yenze iphrojekthi enkulu ye-BESS esekelwe ekuxhasweni kwezimali komphakathi kwamazwe ngamazwe.

Agasti 2024

Indali Yokuqala Yezinkonzo Ezilekelelayo yase-Ukrenergo - Izinkampani ezingama-39 zaqhudelana ngama-99 MW ezinkontilaki zokubeka imvamisa. 12 abawinile. Iminyaka emihlanu, izinkontileka ze-euro. Lo mcimbi owodwa wethule imakethe yokugcina impahla e-Ukraine.

Meyi 2025

Indali Yesibili yase-Ukrenergo: 249 MW wezinqolobane ezisheshayo ezithengiwe, nobuchwepheshe bokugcina amandla budlala indima enkulu.

Indawo yokugcina amandla kaWenergy enkulu yahlala e-Ukraine

 

Uguquko Lwenqubomgomo

Okusihlaba umxhwele kakhulu nge-Ukraine akusona nje isivinini sokuthumela abantu - wukuba yinkimbinkimbi kohlaka lwenqubomgomo olwakhiwa kanyekanye. Esikhathini esingaphansi kweminyaka emithathu, i-Ukraine yakhe enye yezinhlelo zokukhuthaza ukugcinwa kwamandla ezinolaka emhlabeni. Ake sihambe ngezinsika ezibalulekile:

Isango le-Zero-Tariff

Kusukela ngoJulayi 2024, i-Ukraine iyekile yonke i-VAT kanye nentela yokungenisa ezintweni zokugcina amandla, ama-solar panel, nezinhlelo zokuphehla ugesi. Le nqubomgomo inwetshiwe 2028. Kunoma yiliphi ibhizinisi elicabangela ukutshalwa kwezimali kwesitoreji, lokhu kuqeda umgoqo wezindleko ezinkulu.

Imodeli "Yomthengi Osebenzayo".

Mhlawumbe inqubomgomo eshintsha kakhulu: amabhizinisi nemizi efaka amandla okukhiqiza nokugcina abakwazi ukumboza izidingo zabo kuphela kodwa thengisa ugesi osele ubuyele kugridi. Lokhu kuguqula isistimu yesitoreji isuke esikhungweni sezindleko ibe yimpahla engenisa imali.

Inombolo yomthetho 4777-IX: Ukulungiswa Kwezamandla Avuselelekayo

Isayinwe nguMongameli ngoMashi 2025, lo mthetho oyingqopha-mlando uguqule imithetho engu-15 ehlobene namandla. Okugqamile:

• I-Feed-in Premium (FiP) ingena esikhundleni se-Contracts for Difference (CfD) — imodeli yemali engenayo esobala, ehambisana nemakethe
• Izindali eziluhlaza zelulelwe kwaze kwaba ngu-2034 - ukunikeza abatshalizimali ithuba lokuhlela leminyaka eyi-10
• I-Solar+Isitoreji njengesigaba sendali esihlukile ngesabelo esincane esingu-10% - kabili isabelo selanga elizimele noma lomoya
• I-BESS engaphansi kuka-5 MW ikhululiwe ekulayisenseni - yehlisa ngendlela emangalisayo umgoqo wesitoreji se-C&I
• Amalungelo endawo - Opharetha be-BESS bangafaka isizukulwane eceleni kwesitoreji ngaphandle kwelayisensi ehlukile
• Uxhumano lwegridi eguquguqukayo — indlela yokufinyelela kugridi kumakhulu amaphrojekthi abambeke kulayini

Izinhlelo Zokuxhasa Ngezimali

 

I-Economics: Kungani Isitoreji Senza Umqondo Manje
Kunoma yimuphi umholi webhizinisi wase-Ukraine ohlola ukuthi atshale imali ekugcinweni kwamandla, ezomnotho akuvamile ukuthi zibe namandla kakhulu. Ake sihlukanise isitaki semali engenayo:

1. I-Peak-Valley Arbitrage
Isakhiwo sentengo kagesi wezimboni zase-Ukraine sidala ukusabalala kwesigodi esiphezulu esibalulekile:

Isilinganiso sentengo yepeak-to-valley cishe singu-1.6:1. Ukushaja phakathi namahora angasebenzi kakhulu kanye nokushajwa ngesikhathi sokuphakama okuphezulu kudala ukonga okusheshayo, okulinganisekayo - ikakhulukazi ezimbonini ezisebenzisa amandla amakhulu.

2. Imali Engenayo Yezinkonzo Eziyisekela

Yilapho imakethe yase-Ukraine iyingqayizivele ngempela. Izindali zesevisi ezisekelayo zesikhathi eside zase-Ukrenergo zinikeza izinkontileka zeminyaka emihlanu, ezitholakala nge-euro zokulawula imvamisa - zihlinzeka ngemali engenayo eqinisekisiwe, nebhanga:

Ukrenergo Ancillary Services Auction Results

• I-Frequency Containment Reserve (FCR) — inesisindo esimaphakathi €14–15 / MW·h
• Phezulu kwe-aFRR — okukalwe isilinganiso €18 / MW·h
• I-Symmetric aFRR — esikalini esimaphakathi €24–27 / MW·h
• Ubude besikhathi senkontileka Iminyaka engu-5, i-EUR-denominated
• Amazinga emakethe aseYurophu afanayo €1.5–3 / MW·h (5–10x ngaphansi)

Ukuqonda okuyinhloko: Izintengo zezinsizakalo ezisizayo zase-Ukraine ziphakeme izikhathi ezi-5-10 kunezimakethe ezivuthiwe zaseYurophu. Lokhu kukhombisa isidingo esidlulele somthamo wokulinganisa wegridi - futhi kusho ukuthi kubaqhubi besitoreji, imali engenayo yezinsizakalo ezihambisanayo iyodwa ingamboza ingxenye enkulu yezindleko zokutshala imali, ngaphambi kokucabangela inani lokuvikeleka kanye nenani lokuvikela ukucisha.

3. Ukuvikelwa Kokunqamuka Nokuqhubeka Kwebhizinisi

Ngaphandle kwemali engenayo eqondile, kunevelu yalokho okuvimbela isitoreji: ukumiswa kokukhiqiza, ukulimala kwemishini, ukulahleka kwedatha, nezindleko zomuntu zokusebenza ngaphandle kwamandla. Efekthri, isibhedlela, noma isikhungo sezokuxhumana, izindleko zokunqamuka okukodwa okunwetshiwe zingadlula izindleko zonyaka zesistimu yokugcina izinto. Ezimweni zamanje zase-Ukraine, le "premium yokuqina" ayiyona ithiyori - ibonakala nsuku zonke.

4. Ukusakaza Kwemali Engenayo “Yomthengi Osebenzayo”

Ngohlaka olusha lwezomthetho, amabhizinisi angathengisa ukukhiqiza imali eningi abuyele kugridi, enze isendlalelo sesithathu semali engenayo. Isistimu ye-C&I ye-solar+yesitoreji eklanywe kahle ingangenisa imali ngokusakazwa okuthathu ngasikhathi sinye: ukonga kwe-arbitrage, izinsiza ezihambisanayo, kanye nokuthengiswa kwamandla engeziwe.

I-International Community is Investing

Ukwakhiwa kabusha kwamandla e-Ukraine akwenzeki ngokuhlukana. Isakhiwo sezezimali samazwe ngamazwe esisisekelayo asikaze sibe khona ngaphambili:

• I-EBRD - umtshali-zimali omkhulu kunabo bonke e-Ukraine, esebenzisa ama-euro ayizigidi eziyizinkulungwane ezingu-2.4 ngo-2024 kuphela, ama-euro ayizigidi eziyizinkulungwane ezingu-6.2 kusukela ngo-2022. Kwethulwe i-Energy Security Support Facility (ESSF) eyizigidi ezingu-700 eqondiswe ngokukhethekile ukukhiqiza, ukugcinwa kwamandla kanye nokusebenza kahle kwamaphrojekthi.
• IBhange Lomhlaba / IBRD - $177 million ekuxhaseni ngezimali iphrojekthi ye-Ukrhydroenergo yokugcina i-197 MW.
• I-MIGA - ngaphezu kwezigidigidi ezi-4 zamaRandi eziqinisekiso zengozi yezepolitiki, okuhlanganisa impi nokuphazamiseka komphakathi.
• I-EBRD War Risk Facility — €300M+ ekukhokheni kokulahlekelwa kokuqala ukwenza ukubolekwa kwezentengiso kusebenze ngesikhathi sempi.
• I-EU Flagship Reconstruction Fund - eqondise u-€500M ekuqaleni kokuvalwa ngo-2026, ukuhlanganisa imali yangasese yengqalasizinda yamandla.

Kusho ukuthini lokhu kumabhizinisi ase-Ukraine: capital iyatholakala. Iziteshi zezimali zikhona. Izindlela zomshuwalense wobungozi zikhona. Uhlaka lwenqubomgomo lusekela ukutshalwa kwezimali. Ucezu olungekho ngokuvamile ukwazi nje ukuthi yiziphi izixazululo ezifanele, indlela yokuhlela iphrojekthi, nokuthi ubani ozosebenzisana naye.

Okudingwa yi-Ukraine Manje

Ngemva kokufunda le makethe ngokujulile, sibona izikhala ezimbalwa ezingakagcwaliswa - nalapho sikholelwa ukuthi ithuba elikhulu kunawo wonke lilele amabhizinisi ase-Ukraine:

• Ingxenye ye-C&I engu-1–10 MW akakhonzwa kahle. Amaphrojekthi amaningi amakhulu agxile esikalini segridi (10 MW+) noma indawo yokuhlala (ngaphansi kuka-10 kWh). Phakathi - amafekthri, izibhedlela, izikhungo zezohwebo, izikhungo zezolimo - yilapho isidingo esingokoqobo sibucayi kakhulu futhi lapho izixazululo ezijwayelekile zingaba nomthelela osheshayo.
• Ukusebenza kwesimo sezulu esibandayo akuxoxiswana ngakho. Ubusika base-Ukraine bufuna amasistimu okugcina amandla asebenza ngokuthembekile ku--20°C. Akuyona yonke imikhiqizo emakethe yomhlaba wonke engahlangabezana nale mfuneko.
• Ukushintshwa kwe-grid-island kanye nekhono lokuqala elimnyama izici ezibalulekile, hhayi izengezo ozikhethela zona. E-Ukraine, ikhono lokunqamula kugridi ehlulekayo futhi usebenze ngokuzenzakalelayo - bese usiza ukuqalisa kabusha igridi lapho ilulama - iyisidingo sansuku zonke, hhayi isimo esingokomcabango.
• Isivinini sokuthumela sibalulekile njengezindleko. Uhlelo oluthatha izinyanga eziyi-12 ukuletha alubalulekile kangako kunalolo olungasebenza emavikini ayisi-6. Isimo samandla e-Ukraine sishintsha ngesonto.
• Ukuhlanganiswa nezinsiza ezihambisanayo - izinhlelo ezingcono kakhulu zokugcina ze-C&I yilezo ezingabamba iqhaza ezindalini zokulawula imvamisa ye-Ukrenergo, zengeze indlela engenayo ethuthukisa i-ROI kakhulu.

Iphrojekthi ka-Wenergy ye-C&I yokugcina amandla itshalwe e-Ukraine

I-Ukraine ayigcini nje ukwakha kabusha igridi yamandla. Kwakha imodeli entsha yokuthi isizwe sifinyelela kanjani ekuqineni kwamandla ngaphansi kwezimo ezinzima kakhulu ongazicabanga. Umhlaba ubhekile, futhi umhlaba ufunda kuwe.

Kwa-Wenergy, sichithe iminyaka siqonda ubuchwepheshe bokugcinwa kwebhethri, ukuhlanganiswa kwegridi, kanye nezomnotho zokuzimela kwamandla. Siyazazi izinhlelo ze-LFP, ukusebenza kwesimo sezulu esibandayo, ukusebenza kwemodi yesiqhingi, kanye nekhono lokuqala elimnyama. Kodwa okubaluleke kakhulu, sikholelwa ukuthi ubudlelwano bangempela bakhelwe ekuqondeni — hhayi nje okwenziwayo.

Kungakhathaliseki ukuthi uyi-EPC, umthuthukisi wephrojekthi, inkampani yamandla, umsebenzisi wezimboni, noma uvele uhlole iphrojekthi yakho yokuqala yokugcina amandla - kungakhathaliseki ubukhulu bephrojekthi noma isigaba, singakujabulela ukukhuluma. Kungaba uhlelo oluncane lwe-C&I noma iphrojekthi yesikali sosizo. Kungenzeka ukuthi usunayo kakade iphrojekthi, noma ungase uhlole lokho okungenzeka. Ayikho i-hard sales pitch. Ingxoxo nje phakathi kwabantu abakhathalela into efanayo:

Ukwakha i-Ukraine engaphinde ibe mnyama futhi.