Kusowa kwa Transformer Padziko Lonse Kukukula; Kutumiza Zida Zamagetsi ku China Kukukula Pakati pa Kuwonjezeka kwa Kukonzanso kwa AI ndi Grid

Kusowa kwa Transformer Padziko Lonse Kukukula; Kutumiza Zida Zamagetsi ku China Kukukula Pakati pa Kuwonjezeka kwa Kukonzanso kwa AI ndi Grid
Pa 30 Machi, 2026 — Msika wa zida zamagetsi padziko lonse lapansi ukukumana ndi vuto lalikulu kwambiri, chifukwa kufunikira kwa ma transformer amagetsi, ma switchgear amphamvu kwambiri ndi zida zanzeru za gridi zikuchulukirachulukira chifukwa cha kukulitsa malo osungira deta a AI, kusintha kwa gridi ku North America ndi Europe, komanso kuphatikiza mphamvu zongowonjezwdwa m'misika yatsopano.

Malinga ndi bungwe la International Energy Agency (IEA)Magetsi 2026lipoti, kusowa kwa transformer padziko lonse kwafika30%, ndi nthawi yotsogolera yowonjezereka kuyambira masabata 50 mpaka masabata opitilira 127 — mayunitsi ena apamwamba kwambiri a malo opangira zinthu zaukadaulo wa AI amasungidwa mpaka chaka cha 2030. Ku US kokha kumawona ma transformer opitilira 70% akugwira ntchito kupitirira nthawi yopangidwa, pomwe kupanga kwawo m'nyumba kumakwaniritsa 20% yokha ya zomwe zimafunidwa.

Polimbana ndi kusiyana kumeneku,Opanga zida zamagetsi aku Chinaaonekera ngati ogulitsa ofunikira padziko lonse lapansi. Deta yaposachedwa ya kasitomu ikuwonetsa kuti kutumiza ma transformer kuchokera ku China kwakwera kwambiri61% pachaka mu Januwale mpaka Febuluwale 2026, ndi kutumizidwa kunja ku US kukukwera182%Chiwerengero chonse cha zida zamagetsi zomwe zimatumizidwa kunja chinakwera kwambiri37%munthawi yomweyi, motsogozedwa ndi ma transformer ogwira ntchito bwino kwambiri, ma switchgear anzeru ndi zingwe zapadera.

Atsogoleri a makampani amanena kuti maoda ochokera kunja amatenga 40-60% ya ndalama zonse zomwe amapeza, ndipo phindu lonse limapezekaMaperesenti 5–10 apamwambakuposa mapulojekiti am'dziko muno. Madera ofunikira kukula akuphatikizapoNorth America, Southeast Asia, Middle East ndi Africa— komwe kufunikira kwa zinthu ku Africa kunawirikiza kawiri kumayambiriro kwa chaka cha 2026.

“Zomangamanga zamphamvu padziko lonse lapansi zili pafupi kutha,” anatero katswiri wamkulu wa zamagetsi ku kampani yofufuza za mphamvu ku Europe. “China yokha ndi yomwe ili ndi unyolo wonse wa mafakitale, mphamvu zokulirapo komanso kukhwima kwaukadaulo kuti ipereke zinthu zambiri panthawi yochepa.”
Makampani aku China akufulumizitsa kufalikira kwa mafakitale m'maiko akunja: mafakitale atsopano kuMexico, Vietnam ndi Europeakubwera pa intaneti mu 2026–2027 kuti apewe mitengo ndikufupikitsa kutumiza kumisika yakumadzulo.

Pamene ndalama zomwe zimayikidwa pa gridi ya dziko lonse zikukwera kuchoka pa $310 biliyoni kufika pa $500 biliyoni pachaka pofika chaka cha 2030, kukwera kwa malonda otumiza kunja kukuyembekezekakhalani olimba mpaka chaka cha 2028, kuika makampani amagetsi aku China ngati osewera akuluakulu padziko lonse lapansi.