Despite Covid, the LGC market has seen the same issues play out as those that occurred in 2019, while rooftop solar boom has removed fears of a shortfall in STCs.
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2020 looms as last potential choke point for LGC supply – unless policy settings change
Projected LGC surplus soars from 2021 onward, and only a change of policy or an eye-watering increase in voluntary demand will prevent that outcome from playing out.