Commit Graph
9 Commits
Author SHA1 Message Date
grabowski 984ced2485 Biomass steam in both plans, PV on the factory roof only
Deploy test site / deploy (push) Successful in 49s
User, 17 Oct 2026: "only put solar on the factory, prepare the other
buildings for solar, option a and b should operate on biomass".

- Steam: two 500 kg/h biomass modules (Getabec class, 6M to 10M THB) plus
  a fuel store and handling block (1M to 2M, estimate) in both plans; the
  electric bank becomes the alternative. ~0.67M THB of fuel a year against
  ~4.9M for electric steam; grid demand ~264 kW instead of ~980 kW.
- Solar: ~520 kWp on the factory roof (the biomass-case optimum is ~500 to
  550 kWp, hourly sketch in sustainability.md "PV size with biomass
  steam"); office roof and parking canopies built PV-ready (~120 kWp
  later). ~87 % used on site, ~61 % of the plant's electricity.
- Calculator: biomass default, bFuel row, pvKWp 520, pvSelf 87, iso fills
  the factory roof first and shows the other roofs as PV-ready.
- Numbers: launch plant ~168M / 232M / 296M with contingency; Plan A
  ~182M (~2M above 180M: the Chinese-route lever priced only electric
  boilers; a Chinese biomass quote is the way back), Plan B ~217M (label
  ~215M), ~35M more. Calculator EBITDA A 2.17M, B 2.23M USD.
- CSV, total-investment, revenue-model, sustainability, scale, biomass,
  site-candidates, boi, steam-cooling, construction RFQ (canopies
  PV-ready), README, roadmap; business plan draft 0.3 rebuilt (A and B
  63 pages) with new renders.
2026-10-17 20:24:55 +07:00
grabowski 9ff5feef11 Solar on every roof, BOI solar correction, open source section
Deploy test site / deploy (push) Successful in 54s
Solar (user, 17 Oct 2026: "use as much roof space as possible")
- PV on every roof and canopy: ~640 kWp on the Payap scenario plot
  (factory roof ~523, canopies ~54, flat office roof ~65 kWp around the
  AC units); ~300 kWp on the Mueang Chi hall. Calculator: pvKWp 640,
  new pvSelf 85 % (zero export, hourly sketch), PV cost per kWp times the
  array, office-roof PV in the iso view, roofs drawn full.
- 12.8M to 16.6M THB at 20 to 26 THB/W; CSV baseline 34.37M to 56.34M;
  launch plant ~168M / 231M / 294M THB with contingency; Plan B ~216M
  (label ~215M), ~39M above Plan A; Plan A unchanged (it leases the
  array), its solar lever ~17.5M. PV payback ~4.2 to 5.9 years.
- Permits (rooftop solar no factory licence since 28 Dec 2024, ERC
  exemption under 1,000 kVA, PEA zero export) and PPA discounts sourced
  in sustainability.md.

BOI correction
- Announcement 3/2568 (in force 1 July 2025) ended BOI promotion for
  solar installations; only the battery may qualify (12M THB per MW cap).
  Removed the "BOI solar measure" from boi.md, total-investment,
  revenue-model, sustainability, site-candidates and both plan versions;
  Plan B's case for owning the array is the PPA bill it avoids
  (~0.07M USD a year).

Open source (user, 17 Oct 2026)
- digital-factory.md "Open source throughout, and working with other
  plants": everything we run and build is open source on NixOS, our code
  published (licence to decide), vendor firmware the stated exception;
  later the stack and factory-automation services for other pressing
  plants, not in the revenue.
- Business plan section 5.6 plus an executive-summary bullet, reading
  guide and not-modelled mentions; draft 0.3 rebuilt (A 60, B 61 pages),
  renders re-made with the roofs full.
2026-10-17 17:22:57 +07:00
grabowski ab303618d8 Solar and battery re-priced from Thai market data (October 2026)
Deploy test site / deploy (push) Successful in 46s
- 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.
2026-10-17 16:41:14 +07:00
grabowski 7344f12dc8 Chinese suppliers for boilers, compressed air and hydraulics
Checked October 2026 on the investor's budget question. New
docs/suppliers/china-utilities.md: boiler makers (ZOZEN, Sitong,
Fangkuai, Taiguo, Yuanda, Yongxing, Taishan, Nobeth) with fit for 500
kg/h at 1.25 MPa, claimed certificates, Thai references and listing
prices; the Thai rules for an imported boiler (MR and MOI notification
B.E. 2549: ASME/JIS/EN or equivalent, certification-body verification,
once-through relief does not reach 10.5 bar, licensed controller, annual
inspection); compressor makers with Thai offices (Kaishan, Denair) and
sizing; hydraulic pump sets and accumulators (Huade, Yuci, Hengli, WMD,
Renowell, Inovance, NXQ makers), the shared-ring-main risks and Thai HPU
builders; duty and freight; open RFQs.

Result: about 2M THB at the midpoint (~2.5M with contingency), ~1 % of
the 216M target, mostly the boilers; Newbilt aggregates stay Newbilt's.
total-investment notes it and lists the uncosted central hydraulic
plant; utilities CSV gets the Chinese candidates and route estimates;
backlinks from equipment-suppliers, pressing-line, README.
2026-10-16 15:21:38 +07:00
grabowski 553b4a93d1 Launch plant roll-up and the investor's 180M THB question
Decided (user, October 2026): the plant launches with everything in one
capital round, commissioned in sequence: one Newbilt Duplex system, one
Classic, a Pheenix galvanics line with ZLD water, the Sibert line, a
Sillitoe cutting room, and the modular steam and cooling plant (2 x 500
kg/h boilers, 2 x 250 kW chillers, rooms for four each). No bridge
stampers, no outsourced cutting; cassette and CD-R stay; the second
Duplex and further Classics are growth options, not in the investment.

total-investment.md: new 'Launch plant' roll-up, 4.9M to 8.9M USD,
161M to 292M THB incl. 15 % contingency (midpoint ~227M), with what is
left out (ramp-up reserve ~10-20M THB, CD replication, financing, FX,
archive shelving) and the BOI assumption. The investor's question (180M
THB, maybe +20 % = 216M): fits at the low end only; at the midpoint four
levers that keep every machine (solar via PPA, metrology launch tier,
galvanics near OMS's reference, visitor corridor later) give ~193M, plus
reserve ~203-213M, inside 216M; 180M needs low quotes. The quotes that
decide it: Newbilt (Duplex, Classic), Pheenix galvanics, building with
soil test, metrology. Old full vision and phased entry marked superseded
until the mirrors are re-based.

Utilities CSV: chiller bank two modules (4.9-7.9M THB), boiler note for
B-1 and B-2 at launch, ZLD and DI rows now launch scope (carried with
galvanics); baseline 28.47M-48.73M THB. README project status.
2026-10-16 14:53:19 +07:00
grabowski 655d5705c4 Supplier: LPI Rack Range (Thailand), racking and mobile shelving
Added at the user's request (October 2026): LPI Rack Range (Thailand)
Corp., Ltd., Bangkok head office, plants in Bangplee Industrial Estate
and Bangpla (Samut Prakan); office mobile shelving for documents, pallet
racking (selective, drive-in, mobile, shuttle, pallet flow), picking
shelves and mezzanines, mould-and-die racking, mini-load AS/RS; no specs
or prices published (lpi.co.th, checked October 2026).

equipment-suppliers.md section 8 entry; the Thai supplier the archive
shelving is quoted against (facility-security.md open points, supplier
map archive line); racking candidate in the utilities CSV.
2026-10-16 11:25:15 +07:00
grabowski 7af5d89dd0 Steam and cooling plant for the five-press fleet; utilities re-based
Deploy test site / deploy (push) Successful in 44s
New page docs/steam-cooling.html (site /demos/steam-cooling/): the
utility plant as a clickable process diagram. Steam side: raw water,
softener and dosing, feed tank with heat-pump feedwater recovery, feed
pumps, a bank of two 500 kg/h boilers (third for N+1 as an option),
separator and metering, optional accumulator, blowdown, the 10 bar
header with a valved, metered branch and trap per press, drip legs and
condensate return. Cooling side: Newbilt's press outlets are open (max.
2 bar), so returns drain to a warm tank, pass the heat pump, an optional
dry cooler and a plate heat exchanger to a cold buffer tank, and VFD
pumps feed the 20 to 25 C header at ~10 bar to every press, the
extruders and the central hydraulic oil cooler; the chiller loop
(three 250 kW air-cooled modules at 40 C ambient, fourth as option) stays
closed and clean. Galvanics cooling (12 to 20 C) is a separate circuit.
Operating cases (launch, Duplex system 1, five presses, one module down)
show demand against installed capacity; design basis with sources,
equipment schedule, RFQ questions. Static SVG, no per-frame work.

Design basis at Newbilt's per-machine figures: steam 750 to 900 kg/h,
cooling 652.5 kW (625 presses, 15 extruders, 12.5 hydraulics), 305 to
540 l/min circulating. Also found: Newbilt's 53 l/min at ~60 C out is
~140 kW, above its 125 kW peak; listed as a re-quote question.

Re-based in the same commit:
- scale.md: electrical table (chiller bank ~210 to 325 kW electrical,
  plant peak ~430 to 700 kW, ~950 to 1,330 kW with electric steam),
  grid 800 to 1,000 kVA (1,250 to 1,600 with electric steam, Schedule
  4 past 1,000 kW), tariff 4.5M to 6.8M THB/yr, battery ~1 h of chiller
  peak, boiler and chiller banks, biomass up to ~550 t/yr at 1.5 M
  records, utilities money line.
- sustainability.md, biomass.md: same figures; electric steam 5.2M to
  6.0M THB/yr mature, 1.6M to 1.8M early; fuel saving 4.0M to 5.4M.
- utilities CSV: boiler bank, chiller bank with HX and tanks, softener
  and loop treatment re-sized; baseline 23.98M-41.63M -> 30.07M-51.33M.
- total-investment.md: re-size as an added-scope row (+185k / +294k
  USD); headline 4.7M to 8.9M unchanged until the investment re-base.
- pressing-line, equipment-suppliers, facility-security, fleet
  calculator (boiler 1000 kg/h, chiller 750 kW), plant page detail
  texts; README, landing page, build.sh.
2026-10-14 09:58:27 +07:00
grabowski 9640a4f075 Energy: PEA tariff, electric vs biomass steam, PV vs solar thermal
PEA tariff schedule (May 2023 onward, still current) filed under
docs/finance/pea/; Ft 0.1623 THB/kWh for Sep-Dec 2026 from the PEA Ft page.
The plant falls under Schedule 3.2.2 (Medium General Service, TOU, 22 kV).

New section in sustainability.md: blended ~3.81 THB/kWh for two-shift
production plus 132.93 THB/kW demand charge; electric steam ~4.7M-5.5M
THB/yr at maturity against ~0.35M-0.8M of biomass fuel; self-consumed PV
worth ~3.7 THB/kWh (~4.5-7 yr payback); solar thermal not recommended;
the battery earns little from TOU arbitrage or peak shaving. biomass.md,
scale.md, the utilities CSV note and the README follow.
2026-10-07 09:54:31 +02:00
grabowski 6648eb00b2 Add Thai utilities investment CSV with supplier candidates and budgetary ranges
Steam, compressed air, cooling, water treatment, racking, HVAC, solar EPC
and BESS; baseline total 23.98M-41.63M THB, options priced separately;
all figures budgetary +/- 30%, basis marked per row
2026-07-17 16:39:46 +07:00