Insights

Italy Raised Its Battery De-Rating Factors and Cut Them. Both Headlines Are Correct.

On 19 October 2026, one trade publication reported that Italy had raised battery de-rating factors for the 2028 capacity market. On 20 October, the same publication reported that Italy had cut capacity market ratings for four-hour batteries in the south. Both headlines describe the same ministerial decree, and both are correct. The word in the […]

Batam’s 16-Hour Outage and a 19% Reserve Margin: What the Record Does Not Say

On Monday 12 October 2026, the grid serving Batam and Bintan failed. Power was out for about 16 hours, more than 411,000 customers were affected, and water supply and telecommunications went down with it. Supply was restored to roughly 99% by Tuesday. Rolling blackouts of up to six hours continued into Wednesday because demand exceeded […]

Malaysia MyBeST BESS: First Project Breaks Ground

The first of four MyBeST battery projects is under construction. Project-level status, the 1,600 MWh discrepancy, and the terms never disclosed.

Johor data centre power: RM30 billion of financing against a nodal grid constraint

DayOne doubled its Johor financing to RM30 billion on 13 October 2026. Malaysia has already committed about 8.3 GW of data centre supply against a 21.3 GW system peak, and just over half of it lands in one state. The binding constraint is not generation but 132 kV substations at two tech parks, and no published instrument pays a battery to support a specific network node.

Battery energy storage procurement in Malaysia: the four routes and what each one requires

Malaysia has four published routes to procure battery storage: the MyBeST utility tender, mandatory storage inside the LSS6 solar auction, CRESS corporate PPAs, and own-consumption capex under GITA. They differ in who contracts, what the battery is paid for, and whether storage is the product or a condition. None of the four pays a merchant battery.

Malaysia Budget 2027 and BESS: what changed in the GITA tiers

Budget 2027 extends the Green Investment Tax Allowance to 31 December 2030 and keeps battery storage in Tier 1, while solar moves up alongside it and green building and energy efficiency drop out. What the industry asked for, what it got, and two places the tax summaries disagree.

Malaysia cut the CRESS access charge to 14 sen/kWh. The gap it opened is the storage case.

Malaysia cut the CRESS firm-supply access charge to 14 sen/kWh on 18 September 2026. The firm/non-firm gap is now 26 sen - here is what that pays for.

China’s Battery Export Tax Rebate Ends 1 January 2027: What It Adds to a BESS Price

The export VAT rebate on Chinese battery products fell from 9% to 6% in April 2026 and goes to zero on 1 January 2027. What it adds per kWh, why it may not reach your invoice, and the four contract clauses that decide.

BESS price 2026: what a battery storage system actually costs, by layer and by market

Cell, system, EPC and tariff benchmarks for battery energy storage in 2025–2026, and why ASEAN buyers should not compare them directly.

BESS tenders in Southeast Asia 2026: capacity, requirements and award status

Every ASEAN utility-scale battery storage procurement with a published capacity and a named procuring authority, with the stage each had actually reached as at 16 September 2026.