Solar and battery re-priced from Thai market data (October 2026)

- Rooftop PV, 300 kWp (size still illustrative): 20 to 26 THB/W installed
  with the Deye hybrid inverters, 6.0M to 7.8M THB (was 25 to 35 THB/W,
  7.5M to 10.5M). Sources in the utilities CSV: DEDE Thailand PV Status
  report (Mahidol survey: 22 to 25 THB/W for factory systems of 10 kW to
  1 MW, 2023), CapSolar 2026 (20 to 25 under 1 MWp), Saimai Solar's list
  (300 kW for 5.4M THB), Deye hybrid inverter retail (160,500 THB per
  50 kW).
- Battery 271 kWh, now installed: 2.0M to 3.5M THB (was the bare Gobel
  list price, 1.4M to 2.0M, which matches DEDE's 5,000 to 7,000 THB/kWh
  for LiFePO4); adds enclosure, fire protection, controls and installation,
  below CapSolar's 12,000 to 15,000 THB/kWh for a fully installed factory
  BESS because the hybrid inverters do the conversion (estimate).
- Utilities baseline 27.57M to 47.50M THB; launch plant ~160M / 222M /
  283M THB with contingency; Plan B ~208M (~149M to 266M), ~31M more than
  Plan A; Plan A's total unchanged, its solar lever ~9.7M. PV payback
  ~3.8 to 5.4 years (sustainability.md). Calculator, README, roadmap,
  revenue model and both business plan versions (renders included)
  updated.

docs/business-plan/build/content_b.py

@@ -367,13 +367,14 @@ def blocks():
                                "Taken through a solar PPA (below): the plant pays the PPA price for this "
                                "power instead of buying the array, so its saving is the gap between that "
                                "price and the ~3.7 THB/kWh of grid power it displaces",
-                               "Saves ~1.2M to 1.3M THB a year and pays back in ~4.5 to 7 years at 25,000 "
-                               "to 35,000 THB/kWp (estimates)")],
+                               "Saves ~1.2M to 1.3M THB a year and pays back in ~3.8 to 5.4 years at 20,000 "
+                               "to 26,000 THB/kWp installed (estimates)")],
             ["Canopies and the second building", "~40 kWp on the parking canopies (construction RFQ; ~54 "
                                                  "kWp if fully covered). A phase 2 building's roof adds "
                                                  "~251 kWp, ~498 kWp across both roofs"],
             ["Battery", "271 kWh Gobel Power LiFePO4 rack (15 stacked 18 kWh packs, 8,000+ cycles), USD "
-                        "39,900 to 58,000 listed, 50 to 60 day lead. Roughly an hour of the chiller bank's "
+                        "39,900 to 58,000 listed (battery only; ~2.0M to 3.5M THB installed with enclosure, fire protection and "
+                        "controls, estimate), 50 to 60 day lead. Roughly an hour of the chiller bank's "
                         "peak draw: ride-through, not off-grid autonomy"],
             ["Inverters", "Deye three-phase hybrid units (30 to 80 kW class), Thai distribution via Solar "
                           "Nicolo; Deye is a supported protocol on the Gobel battery management"],
@@ -387,17 +388,18 @@ def blocks():
                                                                      "terms", "")],
             pick(["Solar PPA (this plan)", "An installer owns and finances the PV and the battery, and the "
                   "plant buys the power at a price still to quote (the calculator carries 3.0 THB/kWh, an "
-                  "estimate, ~0.03M USD a year on the energy line). That keeps the PV EPC (USD 227k to "
-                  "318k) and the battery (USD 42k to 62k) out of the capital round: ~10.7M THB less at the "
+                  "estimate, ~0.03M USD a year on the energy line). That keeps the PV EPC (USD 182k to "
+                  "236k) and the battery (USD 61k to 106k) out of the capital round: ~9.7M THB less at the "
                   "midpoint, one of the six levers in section 8. The BOI solar measure (section 7) rewards "
                   "the plant's own solar investment, so its tax value very likely goes with the array (to "
                   "confirm with the BOI consultant). The PPA offer is asked against the specification "
                   "above"],
-                 ["Owned (this plan)", "The plant buys the array and the battery: rooftop PV EPC USD 227k "
-                  "to 318k (7.5M to 10.5M THB) and the battery USD 42k to 62k (1.4M to 2.0M THB), "
+                 ["Owned (this plan)", "The plant buys the array and the battery: rooftop PV EPC USD 182k "
+                  "to 236k (6.0M to 7.8M THB, 20 to 26 THB/W at Thai 2026 market prices) and the battery, installed, "
+                  "USD 61k to 106k (2.0M to 3.5M THB), "
                   "estimates, section 8. Owning them is what the BOI solar measure rewards (section 7). A "
                   "solar PPA (an installer owns and finances them, the plant buys the power at a price "
-                  "still to quote) would take ~10.7M THB out of the capital round at the midpoint, but "
+                  "still to quote) would take ~9.7M THB out of the capital round at the midpoint, but "
                   "very likely gives up that measure"]),
         ]),
         H3("Steam: the open engineering choice"),
@@ -965,7 +967,7 @@ def blocks():
         P("**Process:** file via the e-Investment system and present at an analyst meeting. BOI quotes "
           "about 40 working days to a decision for projects under THB 200M and 60 to 90 working days for "
           "larger tiers; at " + pick("~127M to 226M THB with the ramp-up reserve (~177M at the midpoint)",
-                                     "~150M to 268M THB with the ramp-up reserve (~209M at the midpoint)") +
+                                     "~149M to 266M THB with the ramp-up reserve (~208M at the midpoint)") +
           " the plan sits around that line, so the consultant "
           "confirms which applies. In practice it is roughly 4 to 6 months end to end to the certificate; "
           "the company is incorporated under it; machinery is imported within a window commonly 30 months "