菲律宾太阳能需求激增,本地产业不堪重负

菲律宾近期太阳能安装需求激增,导致本地产业难以应付。受中国供应不足的影响,安装商不得不拒绝客户或延长等待时间。这股热潮源于人们担心美国和以色列对伊朗的袭击导致霍尔木兹海峡关闭,进而引发燃油价格飙升。安装商表示,客户现在正急切寻求通过太阳能来保障能源安全。

依赖中国零部件的本地太阳能产业正努力应对突如其来的需求激增。EcoSolutions PH总裁Richmond Reyes在接受Rappler采访时表示:“我们不得不拒绝一些客户,因为大家的要求都是‘我现在就要安装’。”

太阳能电池板价格飙升了30%,铝制导轨价格翻了三倍,而一款高质量电池的价格也从之前的8.5万比索涨至超过10万比索。Reyes解释说,由于技术发展迅速,他们避免囤货。此前曾抱怨成本过高的客户现在又回来询问库存情况。

此次需求的诱因是战争的影响:美国和以色列对伊朗的袭击导致霍尔木兹海峡关闭,推动燃油价格飙升,引发了人们对停电或电费上涨的担忧。4月10日,能源、生态与发展中心警告称,Meralco供电区域的电价可能每千瓦时上涨5比索,而能源部副部长Sharon Garin则预测涨幅较小,仅为每千瓦时30至40生太夫。

Clean Energy Advocates的Lito Villar表示,在米沙鄢和棉兰老岛,由于需要从马尼拉海运,等待时间更长,运往宿务需要两周。Helios公司的业务量已从每月3至5名客户增长到每周7名。New Energy Nexus Philippines的Brenda Valerio表示,目前需要更多的熟练技术工人。该组织所支持的New Energy Academy截至2025年已有636名毕业生。

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Motorists queue at a Metro Manila gas station with elevated fuel prices despite Strait of Hormuz safe passage assurances amid Iran war effects.
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Fuel prices stay high in Metro Manila despite Hormuz safe passage assurances

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Despite Philippine officials securing safe passage assurances through the Strait of Hormuz from Tehran, fuel prices in Metro Manila remained elevated on April 4 amid lingering effects of the Iran war—following President Marcos' March 24 national energy emergency declaration.

Rotating blackouts hit Luzon and the Visayas this week, revealing heavy reliance on a few major power plants and transmission lines. The National Grid Corp. of the Philippines raised red and yellow alerts on May 13 and 14 amid insufficient supply. Analysts from the Institute for Climate and Sustainable Cities warned that disruptions in shared facilities can cascade into wider shortages.

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Fuel prices in the Philippines are set to surge next week due to escalating tensions in the Middle East, according to the Department of Energy. Minimum increases are estimated at P19 per liter for diesel, P9 for gasoline, and P31 for kerosene, though diesel could reach P90 per liter without staggered hikes. The DOE has warned against hoarding and price manipulation.

Governments in Asia, the top oil-importing region, are seeking alternatives to shield economies from the energy crisis triggered by the Iran war. The Asian Development Bank cut its growth forecast for developing Asia to 4.7% this year. Oil imports to the region plunged 30% in April.

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The Manila Electric Company (Meralco) has implemented a P0.6427 per kilowatt-hour increase in electricity rates for March 2026. This results in an approximately P129 rise in monthly bills for residential customers using 200 kWh on average. The hike is mainly driven by higher transmission charges from a surge in ancillary services by the National Grid Corp. of the Philippines (NGCP).

The Iran war has caused worldwide petrol price hikes, expected to accelerate global electric vehicle (EV) uptake. In China, more than half of new car sales were EVs in 2025, potentially saving US$28 billion a year in avoided oil import costs.

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HK Electric will cut fuel surcharges for May, marking the second consecutive monthly drop, but has warned of significant rises later this year due to the Middle East conflict. The May fuel clause charge will fall by 4.4 HK cents per kWh to 26 HK cents per kWh.

 

 

 

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