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New reporting highlights just how much pressure the CIS is under to deliver on its 40GW target.
A snapshot of progress so far shows that:
→ 3 of 19 first-auction winners have reached financial close
→ 13 of 59 projects across the first four auctions have hit that milestone
→ Less than half of early-tender projects are expected to ultimately get built
Rising interest rates, falling wholesale power prices, supply chain constraints and a shortage of long-term offtake buyers are squeezing project viability.
Industry voices are now calling for a policy reset: prioritising projects with a credible path to construction over those that simply put in the lowest bid, and applying a "use it or lose it" approach to capacity that isn't progressing.
Delivery capability is what turns a winning bid into a finished project, and that's where the real opportunity lies for developers who can execute.
Take a look at the full article here.
Tranex Power - Building A Brighter Future