斯里兰卡国家电力与电价政策草案引发争议 可再生能源投资信心受挫

Core Viewpoint - The draft of Sri Lanka's "National Electricity and Tariff Policy" has sparked widespread controversy in the industry, with concerns about its rushed development and lack of alignment with the national energy strategy, leading to significant uncertainties in its implementation and prompting renewable energy investors to withdraw from the market [1][2] Group 1: Policy Development Concerns - The policy drafting process has been criticized for its lack of representation and a tendency towards a singular viewpoint, as it was prepared by a cabinet-appointed committee without adequate consultation with stakeholders [1] - The Public Utilities Commission of Sri Lanka (PUCSL) has raised legal concerns regarding the policy, suggesting that some provisions may attempt to override existing legislation [1] Group 2: Impact on Investment - The current national energy policy has not been updated since 2019 and fails to reflect significant changes such as the implementation of the new Electricity Act in 2024, reforms in the electricity system, and the substantial decrease in costs for renewable energy and storage [1] - Some large companies have begun to reduce their investments in Sri Lanka, opting instead to focus on overseas projects, particularly in solar, wind, and small hydropower sectors, due to the unclear policy environment [2] - If the policy environment remains uncertain, the attractiveness of Sri Lanka's renewable energy sector for foreign investment is expected to decline significantly [2]