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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@@ -173,7 +173,7 @@ Nothing in Phases 2 to 5 starts before its gate clears: no machinery order
before the BOI certificate, no big-block spending before the market
validates the price, no coppice fuel planning before the land title check.
Since October 2026 the plant launches with everything in one capital
round (~161M to 285M THB with contingency; for the investor Plan A at
round (~160M to 283M THB with contingency; for the investor Plan A at
~180M and Plan B at ~210M THB without it, in
[total investment](finance/total-investment.md#two-plans-a-at-180m-thb-and-b-at-210m-thb-october-2026));
the gates still come before the round is spent, and the growth options