SMM Silicon-Based PV Morning Summary: Sudden Rise in Furnace Cold Repairs Eases Module Inventory Pressure

Bangladesh's Power Division announced a tariff of BDT 10.50 ($0.086)/kWh for surplus electricity from eligible rooftop solar systems under the country's net-metering regime, valid for three years through February 28, 2030. The maximum generation cost for rooftop solar systems with battery storage has been set at BDT 8/kWh, with the government adding a 20% profit margin and an 11.25% premium. Systems installed by February 28, 2027, qualifying under the Net Metering Guidelines 2025 are eligible for the incentive tariff. The government aims to install at least 5 GW of solar capacity through net metering by next summer to help address daily power shortages exceeding 3 GW during peak summer demand.

Frontier Energy announced it has executed all major contracts for stage one of its Waroona Renewable Energy Project in Western Australia's southwest, comprising a 132 MW solar facility and an 81.5 MW/565 MWh battery energy storage system. Longi will supply more than 200,000 PV panels rated at 650 W and 655 W, Trinasolar will supply battery units under a 20-year warranty and long-term services agreement, and SMA will provide inverters. The project budget is approximately USD 310 million, with construction commencing this month and first generation scheduled for 2028, with plans to expand to 1 GW of solar and 660 MW of storage capacity.

El Ministerio de Transición Energética y Transformación del Agua de Malasia lanzó en julio la licitación solar a gran escala LSS6, con un cupo total de 2.500 MW de capacidad solar combinada con 1.250 MW de almacenamiento de energía en baterías, más 150 MW reservados para empresas bumiputera. Se trata de la mayor licitación solar a escala de servicio público en la historia de Malasia y la primera ronda LSS que exige el desarrollo híbrido solar-BESS. Se espera que el programa atraiga entre 13.000 y 15.000 millones de ringgit (aproximadamente 3.200-3.700 millones de dólares estadounidenses) en inversión privada, con proyectos puestos en marcha por fases y con el objetivo de alcanzar la plena operación comercial antes del 31 de diciembre de 2029.