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