The Duck Curve Is Here: What MTerra’s Arrival Means for Every Other Solar Developer in Luzon
The Luzon solar market has reached an inflection point: MTerra's energisation has made solar cannibalisation a live market condition rather than a future risk, and every developer in the pipeline — contracted or not — needs to understand how the deepening duck curve affects their revenue assumptions. The article frames three questions developers must now answer, flags the nodal basis risk that contracted offtake doesn't fully hedge, and closes by reframing the duck curve as the investment case for battery storage.
July 2026 · PH
