Ukuntuleka Kwe-Transformer Yomhlaba Wonke Kuyanda; Ukuthunyelwa Kwemishini Kagesi YaseShayina Kuyanda Phakathi Kokwanda Kokuvuselelwa Kwe-AI Negridi

Ukuntuleka Kwe-Transformer Yomhlaba Wonke Kuyanda; Ukuthunyelwa Kwemishini Kagesi YaseShayina Kuyanda Phakathi Kokwanda Kokuvuselelwa Kwe-AI Negridi
Mashi 30, 2026 — Imakethe yemishini kagesi yomhlaba wonke ibhekene nobunzima bokuphakelwa okungakaze kubonwe, njengoba isidingo sama-transformer kagesi, ama-switchgear ane-voltage ephezulu kanye nezingxenye zegridi ehlakaniphile sishesha ngenxa yokwandiswa kwesikhungo sedatha se-AI, ukushintshwa kwegridi okuguga eNyakatho Melika naseYurophu, kanye nokuhlanganiswa kwamandla avuselelekayo ezimakethe ezisafufusa.

Ngokusho kwe-International Energy Agency (IEA)Ugesi 2026umbiko, ukushoda kwe-transformer emhlabeni wonke sekufinyelele30%, kanye nezikhathi zokuhola ezinwetshiwe kusukela emavikini angu-50 kuya emavikini angaphezu kuka-127 — amanye amayunithi aphezulu ezikhungo ze-AI abhukhiwe kuze kube ngu-2030. I-US yodwa ibona ama-transformer egridi angaphezu kuka-70% asebenza ngale kwesikhathi sokuklama, kuyilapho ukukhiqizwa kwayo kwasekhaya kuhlangabezana no-20% kuphela wesidingo.

Ngokumelene nalesi sikhala,Abakhiqizi bemishini kagesi baseShayinabavele njengabaphakeli ababalulekile emhlabeni jikelele. Imininingwane yakamuva yentela ikhombisa ukuthi ukuthunyelwa kwe-transformer okuvela eShayina kwenyuke kakhulu61% unyaka nonyaka ngoJanuwari kuya kuFebhuwari 2026, njengoba ukuthunyelwa kwamanye amazwe e-US kukhuphuka182%Inani eliphelele lemishini kagesi ethunyelwa kwamanye amazwe lenyuke ngaphezu37%ngesikhathi esifanayo, eholwa ama-transformer asebenza kahle kakhulu, ama-switchgear ahlakaniphile kanye nezintambo ezikhethekile.

Abaholi bezimboni babika ama-oda aphesheya kwezilwandle aqukethe u-40-60% wemali engenayo iyonke, kanye nemivuzo epheleleAmaphesenti angu-5–10 aphezulukunemiklamo yasekhaya. Izifunda eziyinhloko zokukhula zifaka phakathiINyakatho Melika, eNingizimu-mpumalanga ye-Asia, eMpumalanga Ephakathi kanye nase-Afrika— lapho isidingo sase-Afrika siphindwe kabili ekuqaleni kuka-2026.

“Ingqalasizinda yamandla omhlaba wonke isengozini yokuwa,” kusho umhlaziyi omkhulu enkampanini yocwaningo lwamandla yaseYurophu. “YiShayina kuphela eneketanga eliphelele lezimboni, amandla angandiswa kanye nokuvuthwa kobuchwepheshe ukuletha inani elikhulu ngezikhathi ezixineneyo.”
Izinkampani zaseShayina zisheshisa ukwenziwa kwendawo kwamanye amazwe: izitshalo ezintsha eIMexico, iVietnam kanye neYurophubazofika ku-inthanethi ngo-2026–2027 ukuze bagweme izintela futhi banciphise ukulethwa ezimakethe zaseNtshonalanga.

Njengoba utshalomali lwegridi yomhlaba wonke lukhuphuka lusuka ku-$310 billion luya ku-$500 billion ngonyaka ngo-2030, kulindeleke ukuthi ukwanda kokuthunyelwa kwamanye amazwe kukhule.hlala uqinile kuze kube ngu-2028, ukubeka imikhiqizo kagesi yaseShayina njengabadlali abaphambili emhlabeni jikelele.