Section 2030: Why was the quote not selected? The quota of modernization generation thermal generation projects was not selected for the second year in a row: with a limit of 2 GW, only 1.62 GW were selected. The reasons are in the strict filters of installations with a high number of applications (128 for 56 objects). In the first price zone, projects were discarded at the price due to the rule of the closing object, in the second - due to inconsistency of the application conditions with the selection rules. According to market council data, some projects failed due to the regime's limitations: some of the power units cannot be physically shut down without compromising the reliability of the electricity system. Undeveloped ability will be carried over to the next period. According to Kommersant, market participants disagree on who is to blame and what should be done. Generators and machine owners are demanding an increase in annual quotes to 4 GW and an update of CAPEX. Power Machines warns of a drop in gas turbine production load from 2027 and the risk of capacity loss. Large-scale industry, on the other hand, sees the evidence as insufficient to renew the plans. Consumers propose to cut quotas in half because of the low demand and expensive loans, as well as to reduce the profitability of the projects (about 20%), which in practice does not stimulate competition. Either way, the current model has stopped. Fixed cost restrictions and quotas contradict real costs and changing demand. Without updating CAPEX and linking quotas to actual need, the industry risks the park or distributing funds inefficiently. High voltage in Telegram | at MAX.

Section 2030: Why was the quote not selected? The quota of modernization generation thermal generation projects was not selected for the second year in a row: with a limit of 2 GW, only 1.62 GW were selected. The reasons are in the strict filters of installations with a high number of applications (128 for 56 objects). In the first price zone, projects were discarded at the price due to the rule of the closing object, in the second - due to inconsistency of the application conditions with the selection rules. According to market council data, some projects failed due to the regime's limitations: some of the power units cannot be physically shut down without compromising the reliability of the electricity system. Undeveloped ability will be carried over to the next period. According to Kommersant, market participants disagree on who is to blame and what should be done. Generators and machine owners are demanding an increase in annual quotes to 4 GW and an update of CAPEX. Power Machines warns of a drop in gas turbine production load from 2027 and the risk of capacity loss. Large-scale industry, on the other hand, sees the evidence as insufficient to renew the plans. Consumers propose to cut quotas in half because of the low demand and expensive loans, as well as to reduce the profitability of the projects (about 20%), which in practice does not stimulate competition. Either way, the current model has stopped. Fixed cost restrictions and quotas contradict real costs and changing demand. Without updating CAPEX and linking quotas to actual need, the industry risks the park or distributing funds inefficiently. High voltage in Telegram | at MAX.