English

  • Pacifico Energy's Head of Energy Storage, Mahdi Behrengrad, warns Southeast Asian BESS developers to engage with regulators, utilities, and communities early — before restrictive policies emerge
  • Japan's cautionary tale: Regulators 'got caught off guard' by the surge in BESS interest and responded with increasingly restrictive measures over the past 3-4 years
  • Japan's LTDA auction now limits bids to only 6-hour duration systems in its most recent round — a significant constraint that didn't exist initially
  • Revenue clawback: Developers must give back 90% of merchant earnings under Japan's LTDA revenue model — severely limiting profitability
  • Many projects described as 'speculative and opportunistic' — a warning against rushing into markets without understanding regulatory trajectories
  • Utilities imposing 'far more and more tiny clauses' with higher costs, longer grid work timelines, and increasingly severe technical requirements
  • Grid connections have 'far less value' as both charging and discharging are non-firm — reducing the economic case for grid-connected BESS
  • Growing cybersecurity and protectionism concerns making the business environment 'denser and more difficult' across the region
  • Communities becoming 'skittish' due to perceived 'land grab' by BESS and data centre developers — early community engagement is essential
  • Malaysia's BESS market opportunity: With TNB's RP4 tariff hikes driving industrial demand for storage, Malaysian developers who engage stakeholders proactively can avoid the pitfalls Japan experienced
  • Context: Precedes Energy Storage Summit Asia 2026 (July 1-3, Bangkok) — a key industry gathering for ASEAN storage market

中文

  • 太平洋能源储能负责人Mahdi Behrengrad警告东南亚储能系统开发商应尽早与监管机构、公用事业和社区沟通——在限制性政策出台之前
  • 日本的警示教训：监管机构在过去3-4年间被储能系统热潮「打了个措手不及」，随后采取了日益严格的限制措施
  • 日本LTDA拍卖现在将投标限制为仅6小时时长系统——这是最初不存在的重大限制
  • 收入回收：在日本LTDA收入模式下，开发商必须返还90%的市场交易收入——严重限制盈利能力
  • 许多项目被描述为「投机性和机会主义」——警告不要在不了解监管轨迹的情况下匆忙进入市场
  • 公用事业施加「更多更细的条款」，成本更高、电网工程时间更长、技术要求日益严苛
  • 电网连接的「价值大幅降低」，因为充放电均为非固定——降低了并网储能系统的经济性
  • 网络安全和保护主义担忧日益增长，使整个区域的商业环境「更加复杂和困难」
  • 社区变得「敏感」，因储能系统和数据中心开发商被视为「圈地」——早期社区参与至关重要
  • 马来西亚储能市场机遇：随着TNB的RP4电价上涨推动工业储能需求，主动与利益相关者沟通的马来西亚开发商可以避免日本经历的陷阱
  • 背景：2026年亚洲储能峰会（7月1-3日，曼谷）即将召开——东盟储能市场的关键行业聚会