Investment Thesis: POI Limit Analysis
A dynamic analysis of project viability across grid interconnection (POI) limits for the Katy Project.
Key Terminology
POI Limit: The Point of Interconnection (POI) limit is the maximum power (MW) the system can export to the grid.
Advanced 1.42: Refers to a system with a 1.42 DCA/C Ratio, indicating the DC capacity of the solar array relative to the AC capacity of the inverter.
General Data
To isolate the impact of the POI limit, the core system design is held constant.
Site Overview
This analysis is based on a modeled site in Katy, Texas. The region is selected for its high solar potential, interconnection access, and representative grid pricing.
Solar DC BESS
[Enter MWh value, e.g., 100 MWh]
Advanced 1.42 DCA/C
The DC-to-AC ratio is held constant for relevant scenarios.
Variable POI Limit
This is the key variable under analysis.
Capital Expenditure (CAPEX)
Initial investment breakdown, largely consistent across scenarios.
Operational Expenditure (OPEX) Analysis
A comparison of ongoing operational costs for each system model.
AC System OPEX
Advanced 1.42 OPEX
T-Model 1.42 OPEX
Energy Flow Analysis
Lifetime energy transfer from the PV array to the grid and BESS.
Lifetime PV to Grid (GWh)
Lifetime PV To BESS (GWh)
Investment Analysis: POI Limit Analysis
Key Terminology
AC Coupled (Baseline): Represents a standard solar-plus-storage system. It serves as the standard reference for performance and cost comparison.
Advanced 1.42: Refers to a DC-Coupled system with a 1.42 DC/AC Ratio, indicating the DC capacity of the solar array is 42% larger than the AC capacity of the inverter. This allows for more energy capture.
T-Model: A more sophisticated version of the Advanced Coupled system.
NPV Uplift vs Baseline
IRR
ROI
Payback Period
LCOE Change vs Baseline
Financial Metrics Comparison
Translating superior engineering into a de-risked, high-return financial structure.
| System Configuration | NPV Uplift (%) | IRR (%) | ROI (%) | Payback (Yrs) | LCOE Change (%) | LCOS Change (%) | Total LCOE Change (%) |
|---|
Investment Thesis: POI Limit Analysis
Demonstrating the capability of advanced architectures vs. the conventional baseline.
Engineering View
Financial View
C-Level View
Final Recommendation
Deploy the T-Model architecture and pursue the highest feasible POI limit. This strategy captures the maximum available project value while managing regulatory and interconnect risk.
Explore POI Limit Scenarios
Case A: 75 MW Limit – High Curtailment, Limited Revenue
Case B: 100 MW Limit – Conservative Baseline
Case C: 150 MW Limit – Balanced Throughput
Case D: 200 MW Limit – Maximum Dispatch Flexibility