Market trends

Power without passage: How stranded renewables expose cracks in India’s grid planning

Power without passage: How stranded renewables expose cracks in India’s grid planning India’s rapid renewable energy growth is outpacing its transmission capacity, leaving gigawatts of clean power stranded across states Over the past decade, India has emerged as a global leader in renewable energy (RE), ranking third behind China and the US in installations and power generation. More than 71 percent of India’s total installed renewable energy capacity, which stands at approximately 247 gigawatt (GW), comes from solar and wind installations. This…

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India Adds Record 34.4 GW of Solar and Wind Capacity in the First Nine Months of 2025

India Adds Record 34.4 GW of Solar and Wind Capacity in the First Nine Months of 2025 India achieved a record milestone in renewable energy installations, adding nearly 34.4 GW of new solar and wind capacity during the first nine months of 2025 (January–September). This represents a remarkable year-on-year growth of over 71.5%. Solar capacity increased by 68.9%, while wind installations experienced an even stronger surge of 88.8% compared to the same period last year. Notably, the total capacity added…

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MNRE Proposes ALMM Extension to Wafers and Ingots

MNRE Proposes ALMM Extension to Wafers and Ingots Reinforcing the announcement by Shri Prahlad Joshi to target PV upstream integration last week, MNRE has released a draft order for the implementation of the Approved List of Models and Manufacturers (ALMM) for wafers and ingots (ALMM List – III). The order specifies that at least three independent wafer/ingot manufacturing units should be operational in India for ALMM List-III to kick in, with a combined minimum annual capacity of 15 GW. MNRE…

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CERC Segregates GNA Allocation into Solar and Non-Solar in its Latest Amendment

CERC Segregates GNA Allocation into Solar and Non-Solar in its Latest Amendment General Network Access (GNA), introduced by CERC in 2022, aims to transform transmission planning and provide non-discriminatory, hassle-free access to the ISTS network. It simplifies the application process by allowing power generators to use the transmission network without needing to pre-identify buyers. The eligibility limit for connectivity under the GNA regulations is set at 50 MW, applicable whether the capacity is individual or aggregated. Since its implementation in…

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