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8/5/2026
Report
We trace the market from the 2021 moratorium and the Presidential Taskforce findings, through the freeze years of rising demand and constrained supply, to the November 2025 lifting and the 2026 open-access reforms. The presentation has clear analysis of risk allocation, pricing and the new competitive auction framework — plus what it all means for generators, offtakers and investors, including I-RECs as an added revenue stream.
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This document is available for download as a PDF/Resource file.