Risk Analysis Under 2026 Framework
| Risk Factor | No Battery | With SES 16.07kWh |
|---|---|---|
| Net Billing spread impact | Severe | Controlled |
| Export credit drop | High exposure | Minimal |
| Retail tariff increase | Fully exposed | Partially hedged |
| Evening AC load | Grid dependent | Self-powered |
| Policy change volatility | High | Reduced |
Strategic Positioning
This battery should be positioned as:
Premium long-duration backup and arbitrage system for high-load users.
Not entry-level.
Not comparable to 5kWh or 10kWh units.
Not priced as commodity lithium.
It is for customers who:
• Understand load behavior
• Understand tariff spread
• Want serious backup
• Want regulatory resilience
Final Conclusion
Net Billing 2026 did not eliminate solar.
It eliminated passive export strategies.
The future of solar economics in Pakistan now belongs to:
Solar + Storage
Self-consumption optimization
Load-shifting intelligence
The SES PowerWall 51.2V 314Ah (16.07kWh) transforms a solar system from:
Grid participant
into
Grid minimizer.
And in the Net Billing era, that distinction defines long-term ROI.










































