Insights
Independent analysis of the schemes, tariffs and regulations shaping solar, storage and RE projects for commercial and industrial clients — written to inform decisions, not to sell panels.
The SAC is cheaper and locked through 2027 — so the question moves to the bank. Offtaker credit, merchant tails, the 20-sen firm/non-firm decision, the 2028 reset, and why the System Marginal Price sits under every open position in a CRESS deal.
Read the analysis →Most failed GITA claims never failed on eligibility — they failed on sequencing. The six traps we keep seeing (wrong agency, late paperwork, non-MyHIJAU equipment, tax capacity, the PPA paradox, and the closing 2026 window), each with its fix.
Read the analysis →Quotas up seven-fold, tariffs down four-fold, clearing prices gone dark, and now mandatory battery storage. The full round-by-round comparison from LSS1's proof of concept to LSS6's hybrid era — and the lessons that survive every cycle.
Read the analysis →NEM and CGPP are gone; the December 2025 rule changes moved the numbers by millions of ringgit over a 20-year horizon. A 2026 decision tree comparing Malaysia's four commercial solar routes — with the actual regulatory parameters, including the revised 1 MWac BESS threshold and the cut CRESS System Access Charge.
Read the analysis →More insights in progress — RP4 tariff mechanics. Check back soon.
