AGP Executive Report
Last update: 2 hours agoDistribution-connected renewables: CEFC has committed A$100m to a new Distribution Connected Accelerator Program with Infradebt, targeting up to 16 hybrid solar-plus-battery (and battery-retrofit) projects—mostly around 5MW—aimed at getting “missing middle” assets to construction in 2027 by using spare capacity in existing distribution networks. Rooftop solar economics: IEEFA warns Bangladesh’s rooftop solar push is nearing 1,000MW but faces headwinds from a new tax regime (industrial rooftop solar equipment tax rising to ~17% from 1%) and delays to net-metering approvals. Grid and storage value: Nexa Advisory modelling says a well-designed A$2b subsidy for commercial and industrial solar and batteries could unlock up to A$39.7b in annual gross system benefits, including wholesale price and network peak-reduction gains. Home energy hardware: FranklinWH appoints Ke Bi as global CEO, citing scaling whole-home energy management systems across the US and Australia and expansion into Europe. Solar market risk: eFinancialModels says solar returns are increasingly driven by capture rates and storage, with value erosion from curtailment/negative pricing in saturated markets including Australia.
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