1. There are significant demand drivers eg uncertainty of oil price, effective FiT and RPS incentives that increase usage of RE as a proportion of total energy source portfolio in developed countries. As a result, tech is improving and thin film solutions and next-gen cells and wafers are seeing increased efficiencies while prices are dropping with China’s manufacturing capabilities that competes with US and Germany’s unparalleled leadership.
2. As a result, Malaysia is joining the bandwagon – very late in the game. Even then, decisions have been painfully slow, NGTC is formed but it appears there is a belated appreciation that a new statutory body is required – so SEDA comes in. This is now separate from EC and I assume it will fall under KETTHA. Which will be the hobbyhorse when we look at the various RE tech options?
3. If we breakdown the tech source options, then we find that GBI, which is more industry-led and has acceptance from professionals and market potential could be more regional, and then we have the other biomass, biogas, solar PV options which is very dependent on FiT rates being put in. There seems to be some revision to the rates and I’m not sure which has national policy backing now. It’s very undecided –and there is a distinct lack of leadership. K could be right by focusing only on the carbon capture part.
4. The absence of market creation strategies seems to hinder the whole initiative. There probably needs to be a change management advisory which focuses primarily on the regulators that can help close this huge gap. Suddenly the existing networks seem to be very valuable. Where are the penalties for polluting to complement the incentives? Even a no plastic day seems to be seen as a major breakthrough. This is a strategic focus then.
No comments:
Post a Comment