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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@@ -251,8 +251,11 @@ not a cost one.
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**PV, not solar thermal.** Self-consumed PV is worth **~3.7 THB/kWh**
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(weekday daytime at the peak rate, weekends and early mornings at
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off-peak, Ft included), so the 247 kWp roof saves ~1.2M to 1.3M THB a year
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and pays back in **~4.5 to 7 years** at 25,000 to 35,000 THB/kWp
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(estimate). It does not lower the demand charge, because the peak window
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and pays back in **~3.8 to 5.4 years** at 20,000 to 26,000 THB/kWp
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installed (estimate; Thai market prices checked October 2026 in the
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[utilities CSV](finance/utilities-investment.csv): DEDE's PV status report
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gives 22 to 25 THB/W for factory systems of 10 kW to 1 MW in 2023,
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installers quote 18 to 25 THB/W in 2026). It does not lower the demand charge, because the peak window
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runs to 22:00, long after sunset. Solar thermal loses on every count here:
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flat-plate and evacuated-tube collectors reach only the 60 to 90 °C that
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the feedwater heat pump already recovers from the press cooling return;
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