THE week ended 19th December 2025 saw several renewable energy (RE) related announcements being made on Friday, revolving mainly around solar and battery energy storage system (BESS).
(LSS PETRA 5+) programme have inked their 21-year solar power purchase agreements (PPAs) with Tenaga Nasional Berhad, based on public filings on Bursa Malaysia.
Throughout the term of the solar PPAs, Tenaga will purchase the net energy output generated by the facilities.
Meanwhile, the Ministry of Energy Transition and Water Transformation (PETRA) announced that applications for the Solar Accelerated Transition Action Programme (Solar ATAP) will commence on 1st January 2026.
Among the enhancements to Solar ATAP that were announced last Friday include the removal of the fixed quota, which helps to alleviate potential risks of a slowdown in rooftop solar, such as what was seen in the second half of calendar year 2025 (2HCY25) after the Net Energy Metering (NEM) expired in Jun-25.
That said, PETRA’s has the right to re-impose caps if the grid stability is threatened. Other improvements are the retention of the NEM principle, which allows excess energy to be exported to the grid as an offset.
Rates for non-domestic users will be based on the system marginal price (SMP) while that of domestic users will be based on the prevailing energy tariff.
ST also announced that solar installation capacity limit is set at 100% of maximum demand and that single-phase domestic users are allowed to install up to 5kW while capacity for three-phase residential premises has been increased from 12.5kW to 15kW.
“We believe the 100% cap is crucial as it prioritises self-consumption and ensures the stability of the grid,” said MBSB Research.
Lastly, the ST announced the list of four shortlisted bidders for the MyBeST, which is by far the country’s largest international competitive open bidding programme for grid-scale.
It will feature four grid-connected BESS projects, each with the capacity of 100MW/400MWh, which will be commissioned in 2027.
The largest winner for the MyBeST is ERS Energy Sdn Bhd, which is 30% owned by Gamuda, having secured two out of four projects.
The ST said each of the shortlisted bidders proposed a different battery technology supplier, providing the opportunity to assess the suitability, actual performance and operational characteristics of a diversity of BESS configurations under Peninsular Malaysia’s distinct grid and climatic conditions.
“We maintain our POSITIVE stance on the Renewable Energy subsector, underpinned by the structural policy tailwinds for a deep decarbonisation trajectory in line with the targets under NETR,” said MBSB.
“We view that solar remains a multi-year growth engine,” MBSB added. —Dec 22, 2025
Main image: US Department Of Energy
