🧠 Food for thought

Implications, context, and why it matters.

A 1 TWh pledge hides a 29.99 MW solar plant with no storage details

• The 1 terawatt-hours (TWh) total spans 21 years from a 29.99 megawatt (MW) solar plant 1, not a yearly figure. That averages about 48 gigawatt-hours (GWh) a year, far below a hyperscale data center’s use.
• Citra Energies in Kedah won capacity under Malaysia’s Corporate Green Power Programme in August 2023 2. The release gives no storage plan, even as Malaysia moves to require Battery Energy Storage Systems (BESS) for grid stability 3.
• No storage or 24/7 carbon-free energy matching means the Power Purchase Agreement (PPA) mainly fits daytime demand, so Google will draw grid power at night 3. A RM 142.3 million build price 1 points to a solar-only project.

BESS makers have a window in Malaysia’s LSS6 and MyBEST tenders

• MyBEST sought 400 MW plus 1,600 megawatt-hours (MWh) of batteries in 2024, with evaluations done and awards due soon 3. Winners target 2027 service dates, while the next Large-Scale Solar 6 (LSS6) round is expected to require BESS 3.
• More than 20 bidders entered, including Solarvest and Tenaga Nasional Berhad (TNB), favoring integrators with Southeast Asia deployments 3.
• Battery makers plus Engineering, Procurement and Construction (EPC) firms can deliver storage that firms solar for a 70% renewable share by 2050, plus service deals for recurring revenue 3.