Malaysia-based strategic venture development

Home  /  Businesses  /  Solar Power Advisory

Solar Power Advisory

The panels are the easy part.
The scheme is not.

Malaysia's renewable energy schemes changed materially at the start of 2026. Which one a project sits under determines its tariff, its storage obligation and its return — and the choice is made long before anything is installed.

01

Business Opportunity

The rules moved.
Most models did not.

Malaysia replaced Net Energy Metering with Solar ATAP on 1 January 2026, revised the self-consumption thresholds under SELCO, and streamlined the corporate wheeling route under CRESS. LSS6 tenders now carry a battery storage requirement.

Each change moves the economics of a project by more than any equipment decision does. A rooftop system sized just above a threshold picks up a standby charge and a storage obligation; a corporate offtake structured under the wrong scheme loses the compensation mechanism it was modelled on.

The expensive mistakes in solar are made in the first month, on paper.

Thresholds decide the economics

Under SELCO the standby charge and the battery requirement now apply above 1 MWac. Sizing decisions around that line change the return more than panel selection does.

NEM is closed to new entrants

Solar ATAP replaced it from 1 January 2026, with its own capacity caps and a bill credit basis that differs for domestic and non-domestic consumers.

Corporate offtake has a defined route

CRESS allows renewable supply to a corporate buyer across the grid, with a two-stage power system study and defined documentation milestones.

02

Proposed Solution

Choose the scheme first.
Then size the system.

We start every engagement from the regulatory route rather than from the roof. The scheme determines the capacity cap, the storage obligation, the charge structure and who the counterparty is — and only then does system design have a target to optimise against.

The table below is the decision that comes first. Everything downstream — sizing, EPC selection, financing structure, tariff modelling — follows from it.

Malaysian solar scheme routes as of 2026
RouteWhat it is Who it fitsKey constraint
Solar
ATAPSelf-generation

Successor to Net Energy Metering, in force from 1 January 2026, with bill credits for exported energy.

Domestic consumers and commercial premises offsetting their own consumption.

Capacity caps — 5 kW single-phase and 15 kW three-phase for domestic; up to maximum demand and capped at 1 MWac for non-domestic.

SELCOSelf-consumption

Solar for self-consumption, without export to the grid.

Industrial and commercial sites with a large, steady daytime load.

Above 1 MWac a standby charge and a battery storage requirement apply — the threshold that drives sizing.

CRESSCorporate supply

Corporate Renewable Energy Supply Scheme — renewable supply delivered to a corporate buyer across the grid.

Corporates with renewable targets and no suitable site of their own; generators seeking a creditworthy offtaker.

Two-stage power system study, system access charges, and documentation milestones after conditional verification.

LSS6Utility scale

Large Scale Solar competitive tender for grid-connected generation.

Developers and investors at utility scale with tender capability.

Competitive bidding on tariff, with a battery energy storage requirement changing the capital profile.

Where projects lose money before construction.

Three mistakes account for most of it. Sizing a self-consumption system just above the threshold that triggers a standby charge and a storage obligation. Modelling a corporate offtake on export compensation terms that the scheme does not guarantee. And committing to an EPC scope before the power system study result is known, so the design has to be reworked at the developer's cost.

All three are avoidable at the desk, for a fraction of what they cost on site.

03

JSY's Role

We are advisers here.
Not the contractor.

On solar, JSY acts as adviser rather than developer. We do not sell equipment, we do not take an EPC margin, and we are not tied to a supplier — which is what makes the scheme recommendation worth having.

Where a project warrants it, we can also structure the venture and participate as an investor. But that is a separate decision, taken after the advisory work, and disclosed before it is taken.

01

Scheme Selection

We assess the site, load profile and corporate objective against the current scheme landscape and recommend the route, with the reasoning documented.

02

Feasibility & Modelling

We build the technical and financial model to the chosen route — capacity, storage, charges, tariff and sensitivity — before any procurement begins.

03

Procurement Support

We prepare the tender scope, evaluate EPC and equipment bids on a like-for-like basis, and support negotiation. We hold no supplier relationships.

04

Financing & Offtake Structure

We structure the power purchase or supply agreement and align the financing approach, including export credit routes where equipment origin permits.

04

Engagement Structure

Four stages.
Each one a decision gate.

Stage 01

Screening

Site, load profile and objective reviewed against the scheme landscape. Output is a route recommendation.

Stage 02

Feasibility

Technical and financial model built to the chosen route, with sensitivities and a go / no-go recommendation.

Stage 03

Procurement

Tender scope prepared, bids evaluated, contractor and equipment selected on documented criteria.

Stage 04

Structure

Offtake and financing arrangements structured and negotiated through to execution.

Stop at any gate

Each stage ends in a decision. A project that does not clear screening should not proceed to feasibility, and we will say so.

Supplier-neutral

We hold no distribution agreements and take no equipment margin. Any equity interest is disclosed before it is taken.

Documented reasoning

Every recommendation is delivered with the assumptions and the regulatory basis behind it, so it can be re-tested when the rules change again.

05

Partnership

Who we are looking to work with.

We are most useful before commitments are made — at the point where the scheme is still open and the model has not been built around the wrong one.

Industrial & commercial sites

Manufacturers, estates and facilities with substantial daytime load deciding between self-consumption, export and corporate supply routes.

Corporates with renewable targets

Companies needing contracted renewable supply without a suitable site of their own, for whom the corporate supply route is the relevant path.

Developers & IPPs

Developers preparing utility-scale bids who need the storage requirement and the tariff structure modelled properly before committing.

Investors & lenders

Institutions underwriting solar assets who want the regulatory basis of a model independently checked.

06

Contact

Send the load profile.
We will send the route.

Site location, annual consumption, roof or land area, and what you are trying to achieve. That is enough for a first view on which scheme fits and what it is worth.

Or write directly — contact@jsy-asset-holdings.com