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Solar and battery re-priced from Thai market data (October 2026)
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- 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.
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grabowski committed 2026-10-17 16:41:14 +07:00
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docs/finance/utilities-investment.csv
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@@ -13,6 +13,6 @@ water,Galvanics ZLD evaporator,"Small MVR or low-temp vacuum evaporator for plat
storage,Pallet racking and shelving,"100-200 pallet positions selective/heavy-duty (beams sized 1000-1500 kg/pallet, records are dense) + archive and finished-goods shelving, installed","Jenbunjerd; LPI Rack Range (Thailand), Bangkok/Samut Prakan, racking and office mobile shelving; local fabricators (Sahawatthanakit, UPR, SD Shelf); SSI Schaefer (premium)",800000,1500000,published list prices + engineering estimate,SSI Schaefer premium tier ~1.5-3M for same scope; ~1000-2000 THB per pallet position at local tier
hvac,Whole-factory HVAC,"~1500 m2 at 20-26 C, 35-60% RH, ePM1/F7-F9 filtration sized for burning-season PM2.5, ducting and controls","Daikin Thailand; Trane; Mitsubishi Electric; Carrier; filtration: Camfil Thailand, AAF",7500000,15000000,engineering estimate at 5000-10000 THB/m2,"RH low end of 35% is aggressive for tropics and drives desiccant cost; if 45-60% RH acceptable, cost drops materially"
hvac,Clean-room-grade zone adder,"Cutting room + galvanics clean room, ~2 x 60 m2, ISO 7/8 with HEPA terminals, positive pressure, airlocks",Same HVAC vendors + clean-room contractors; Camfil HEPA,1200000,3400000,engineering estimate at 10000-28000 THB/m2 adder,Applied only to the two tight zones
solar,PV rooftop EPC (illustrative 300 kWp),"Turnkey C&I rooftop EPC incl. Deye hybrid inverters, at 25000-35000 THB/kWp",Solar Nicolo (Deye tier-1 distributor); Banpu NEXT; SCG Cleanergy; Sermsang; local Chiang Mai installers,7500000,10500000,market rate per kWp; size illustrative,"Final kWp open until site selection; PEA TOU 3.2.2 plus Ft (Sep-Dec 2026): self-consumed PV worth ~3.7 THB/kWh, ~4.5-7 yr payback (sustainability.md, grid tariff)"
solar,Battery stack 271 kWh (Gobel),"GP-SRA-HV314 HV LiFePO4 rack, 15 x 18 kWh packs, direct from Shenzhen, 50-60 day lead",Gobel Power (no Thai distributor; integration by solar EPC),1400000,2030000,vendor listed price USD 39900-58000 at ~35 THB/USD,Confirm Deye BMS protocol compatibility and that the EPC warrants a mixed-vendor DC bus; certs (UN38.3/IEC 62619/CE) to be requested
total,BASELINE TOTAL,Electric steam bank (2 modules) + oil-injected air + chiller bank (2 modules) + softener + loop treatment + local racking + HVAC + clean zones + 300 kWp solar + 271 kWh BESS,,28470000,48730000,sum of baseline rows,"Launch plant, one Duplex system and one Classic (October 2026; was 30.07M-51.33M THB for five presses, 23.98M-41.63M for one Duplex); ~750k-1280k EUR at 38 THB/EUR; excludes options rows and the galvanics water rows (ZLD, DI), which total-investment.md carries with galvanics; all figures budgetary +/- 30%, get RFQs before BOI"
solar,PV rooftop EPC (illustrative 300 kWp),"Turnkey C&I rooftop EPC incl. Deye hybrid inverters, at 20000-26000 THB/kWp",Solar Nicolo (Deye tier-1 distributor); Banpu NEXT; SCG Cleanergy; Sermsang; CapSolar; local Chiang Mai installers,6000000,7800000,"market rate per kWp (October 2026 check): DEDE Thailand PV Status (Mahidol survey) 22-25 THB/W for 10 kW-1 MW C&I systems in 2023; CapSolar 2026 20-25 THB/W under 1 MWp (20-23 at 500 kWp); Saimai Solar 2026 list 5.4M THB for 300 kW (18 THB/W); top of range covers Deye SUN-50K-SG01HP3 hybrid inverters (160,500 THB each at Supsaringkan, six units); size illustrative","Final kWp open until site selection; canopy PV over parking needs its own steel structure (not priced); PEA TOU 3.2.2 plus Ft (Sep-Dec 2026): self-consumed PV worth ~3.7 THB/kWh, ~3.8-5.4 yr payback (sustainability.md, grid tariff)"
solar,Battery stack 271 kWh (Gobel) installed,"GP-SRA-HV314 HV LiFePO4 rack, 15 x 18 kWh packs, direct from Shenzhen, 50-60 day lead; plus enclosure, fire detection and suppression, controls and installation",Gobel Power (no Thai distributor; integration by solar EPC),2000000,3500000,"battery: vendor listed price USD 39900-58000 at ~35 THB/USD = 1.40-2.03M THB, in line with DEDE's 5000-7000 THB/kWh for LiFePO4 (Mahidol survey); installed: estimate below CapSolar's 12000-15000 THB/kWh for a fully installed factory BESS (2026), because the Deye hybrid inverters in the PV row do the power conversion",Confirm Deye BMS protocol compatibility and that the EPC warrants a mixed-vendor DC bus; certs (UN38.3/IEC 62619/CE) to be requested
total,BASELINE TOTAL,Electric steam bank (2 modules) + oil-injected air + chiller bank (2 modules) + softener + loop treatment + local racking + HVAC + clean zones + 300 kWp solar + 271 kWh BESS,,27570000,47500000,sum of baseline rows,"Launch plant, one Duplex system and one Classic (October 2026; solar and battery re-priced from Thai market data 17 Oct 2026, was 28.47M-48.73M; was 30.07M-51.33M THB for five presses, 23.98M-41.63M for one Duplex); ~750k-1280k EUR at 38 THB/EUR; excludes options rows and the galvanics water rows (ZLD, DI), which total-investment.md carries with galvanics; all figures budgetary +/- 30%, get RFQs before BOI"
1 category item spec_summary candidate_thai_suppliers cost_low_thb cost_high_thb cost_basis notes
13 storage Pallet racking and shelving 100-200 pallet positions selective/heavy-duty (beams sized 1000-1500 kg/pallet, records are dense) + archive and finished-goods shelving, installed Jenbunjerd; LPI Rack Range (Thailand), Bangkok/Samut Prakan, racking and office mobile shelving; local fabricators (Sahawatthanakit, UPR, SD Shelf); SSI Schaefer (premium) 800000 1500000 published list prices + engineering estimate SSI Schaefer premium tier ~1.5-3M for same scope; ~1000-2000 THB per pallet position at local tier
14 hvac Whole-factory HVAC ~1500 m2 at 20-26 C, 35-60% RH, ePM1/F7-F9 filtration sized for burning-season PM2.5, ducting and controls Daikin Thailand; Trane; Mitsubishi Electric; Carrier; filtration: Camfil Thailand, AAF 7500000 15000000 engineering estimate at 5000-10000 THB/m2 RH low end of 35% is aggressive for tropics and drives desiccant cost; if 45-60% RH acceptable, cost drops materially
15 hvac Clean-room-grade zone adder Cutting room + galvanics clean room, ~2 x 60 m2, ISO 7/8 with HEPA terminals, positive pressure, airlocks Same HVAC vendors + clean-room contractors; Camfil HEPA 1200000 3400000 engineering estimate at 10000-28000 THB/m2 adder Applied only to the two tight zones
16 solar PV rooftop EPC (illustrative 300 kWp) Turnkey C&I rooftop EPC incl. Deye hybrid inverters, at 25000-35000 THB/kWp Turnkey C&I rooftop EPC incl. Deye hybrid inverters, at 20000-26000 THB/kWp Solar Nicolo (Deye tier-1 distributor); Banpu NEXT; SCG Cleanergy; Sermsang; local Chiang Mai installers Solar Nicolo (Deye tier-1 distributor); Banpu NEXT; SCG Cleanergy; Sermsang; CapSolar; local Chiang Mai installers 7500000 6000000 10500000 7800000 market rate per kWp; size illustrative market rate per kWp (October 2026 check): DEDE Thailand PV Status (Mahidol survey) 22-25 THB/W for 10 kW-1 MW C&I systems in 2023; CapSolar 2026 20-25 THB/W under 1 MWp (20-23 at 500 kWp); Saimai Solar 2026 list 5.4M THB for 300 kW (18 THB/W); top of range covers Deye SUN-50K-SG01HP3 hybrid inverters (160,500 THB each at Supsaringkan, six units); size illustrative Final kWp open until site selection; PEA TOU 3.2.2 plus Ft (Sep-Dec 2026): self-consumed PV worth ~3.7 THB/kWh, ~4.5-7 yr payback (sustainability.md, grid tariff) Final kWp open until site selection; canopy PV over parking needs its own steel structure (not priced); PEA TOU 3.2.2 plus Ft (Sep-Dec 2026): self-consumed PV worth ~3.7 THB/kWh, ~3.8-5.4 yr payback (sustainability.md, grid tariff)
17 solar Battery stack 271 kWh (Gobel) Battery stack 271 kWh (Gobel) installed GP-SRA-HV314 HV LiFePO4 rack, 15 x 18 kWh packs, direct from Shenzhen, 50-60 day lead GP-SRA-HV314 HV LiFePO4 rack, 15 x 18 kWh packs, direct from Shenzhen, 50-60 day lead; plus enclosure, fire detection and suppression, controls and installation Gobel Power (no Thai distributor; integration by solar EPC) 1400000 2000000 2030000 3500000 vendor listed price USD 39900-58000 at ~35 THB/USD battery: vendor listed price USD 39900-58000 at ~35 THB/USD = 1.40-2.03M THB, in line with DEDE's 5000-7000 THB/kWh for LiFePO4 (Mahidol survey); installed: estimate below CapSolar's 12000-15000 THB/kWh for a fully installed factory BESS (2026), because the Deye hybrid inverters in the PV row do the power conversion Confirm Deye BMS protocol compatibility and that the EPC warrants a mixed-vendor DC bus; certs (UN38.3/IEC 62619/CE) to be requested
18 total BASELINE TOTAL Electric steam bank (2 modules) + oil-injected air + chiller bank (2 modules) + softener + loop treatment + local racking + HVAC + clean zones + 300 kWp solar + 271 kWh BESS 28470000 27570000 48730000 47500000 sum of baseline rows Launch plant, one Duplex system and one Classic (October 2026; was 30.07M-51.33M THB for five presses, 23.98M-41.63M for one Duplex); ~750k-1280k EUR at 38 THB/EUR; excludes options rows and the galvanics water rows (ZLD, DI), which total-investment.md carries with galvanics; all figures budgetary +/- 30%, get RFQs before BOI Launch plant, one Duplex system and one Classic (October 2026; solar and battery re-priced from Thai market data 17 Oct 2026, was 28.47M-48.73M; was 30.07M-51.33M THB for five presses, 23.98M-41.63M for one Duplex); ~750k-1280k EUR at 38 THB/EUR; excludes options rows and the galvanics water rows (ZLD, DI), which total-investment.md carries with galvanics; all figures budgetary +/- 30%, get RFQs before BOI