Ye Deal Hai Kahan Ki Aur Kyun Khaas?
ACME Solar Holdings ne ye bada 301 MW / 1,204 MWh ka FDRE-VII project e-reverse auction mein win kiya hai. Iske baad, company ki alag alag tarah ki contracted capacity 8,071 MW tak pahunch gayi hai, jismein ab solar, wind, storage, hybrid, FDRE aur RTC solutions sab shamil hain.
Sabse interesting baat ye hai ki is project mein non-solar hours mein supply dene ka mandate hai, yani raat ke time bijli deni hogi. Iske liye 4 MWh per MW daily supply karni hogi, jismein 70% monthly aur 85% annual availability targets bhi hain. Ye sab karne ke liye project mein Solar ke saath Battery Energy Storage System (BESS) bhi lagaya jayega, aur company iske liye apni existing night-time connectivity ka fayda uthayegi.
ACME Solar apne in-house EPC aur O&M teams ke saath kaam karti hai, jisse projects achhe se aur kam kharch mein poore ho jaate hain. Abhi company ki 2,962 MW capacity operational hai aur 5,109 MW construction pe chal raha hai. Ye deal dikha rahi hai ki ACME ab aur advanced, dispatchable renewable energy solutions ki taraf badh rahi hai.
Aage Kya Dekhna Hoga?
Sabse bada risk toh ye hai ki BESS component kitna reliable rahega raat ki supply ke liye aur kya wo strict availability targets pura kar payega. Thoda time lag sakta hai formal Letter of Award milne mein, toh uspar bhi nazar rakhni hogi. Investors ko ye dekhna hoga ki ACME Solar storage ko kaise integrate karke dispatchable power deti hai aur isse unke project economics par kya asar padta hai. Company ka order book strong hai, lekin execution risk hamesha rehta hai. Aage is project ke commissioning timeline aur performance par focus rahega.