Renewable Sector

Renewable Sector

Monthly update- renewable sector solar, wind)
Monthly update- renewable sector (Utility scale solar, wind)

Our monthly market intelligence report on renewables gives complete update on all areas of solar and wind sector primarily. This will be a useful guide for equipment suppliers, developers as well as investors to keep abreast with the latest updates in the sector and make informed decisions.

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Q3 2021 India RE update)
Q3 2021 India RE update, Nov 2021

The objective of this report is to study in quarterly trends across the Indian solar and wind sector. The report covers state wise installations trends, tender updates, quarterly market share trends of project developers and equipment suppliers.

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RTC tenders in India, Nov 2021
Understanding Round the Clock (RTC) tenders in India, Nov 2021

This report examines key tender conditions applicable to the RTC-1 and 2 tenders and briefly evaluates their impact on the relevant projects and stakeholders (discoms and developers), while also analysing the tenders’ alignment with the intrinsic demand-based approach of the RTC mode of power supply.

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Financing Trends in the Rooftop Solar C&I segment in India, Sep 2021
Financing Trends in the Rooftop Solar C&I segment in India, Sep 2021

MSMEs could play an important role in achieving India’s ambitions of large-scale uptake of rooftop solar if accessible financing options were made more readily available to them. Since 2015, rooftop solar project developers have raised more than US$2 billion, 48% (US$985 million) of which came from equity funding and 29% (US$599 million) from debt. Around 45% of these investments was raised in the first eight months of 2021 alone. The report outlines recommendations for stakeholders and policymakers to make rooftop solar a more viable and attractive option to MSME customers..

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Q2 2021 India RE update)
Q2 2021 India RE update, Aug 2021

The objective of this report is to study in quarterly trends across the Indian solar and wind sector. The report covers state wise installations trends, tender updates, quarterly market share trends of project developers and equipment suppliers.

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Emerging Technology Trends in the C&I Rooftop Solar Market in India
Emerging Technology Trends in the C&I Rooftop Solar Market in India, July 2021

India’s experience with the rise in rooftop solar or onsite solar has been led by the Commercial and Industrial (C&I) segment. This segment comprises about three-quarters of the Indian rooftop solar market. Although the COVID pandemic created major disruptions and slowed the installation rate in 2020, the C&I segment is expected to bounce back and increase the pace of deployment of solar installations. This is because amidst the pandemic-induced challenges, it has become more of a necessity for the C&I sector to optimise costs. This can be achieved by adopting various new innovative technological rooftop solar solutions.

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Annual India SolarReport Card- FY2021
Annual India Solar Report Card- FY2021, June 2021

The objective of this report is to study in detail annual trends across the Indian solar sector. The report covers state wise installations trends, tender updates, annual market share trends of project developers and equipment suppliers.

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Q1 2021 India RE update
Q1 2021 India RE update, May 2021

The objective of this report is to study in quarterly trends across the Indian solar sector. The report covers state wise installations trends, tender updates, quarterly market share trends of project developers and equipment suppliers.

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India’s Power Sale Agreement (PSA) Hold-Up: Fixing a Renewable Energy Bottleneck
India’s Power Sale Agreement (PSA) Hold-Up: Fixing a Renewable Energy Bottleneck

Delays in signing power sale agreements (PSAs) are a bottleneck in the growth of renewable energy capacity in India, jeopardising the government’s renewable energy target of 175 gigawatts (GW) by 2022, dampening investor confidence and threatening the viability of projects, finds a new briefing note from the Institute for Energy Economics and Financial Analysis (IEEFA) and JMK Research.

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Annual India SolarReport Card- FY2020
Annual India Solar Report Card- 2020, Mar 2021

The objective of this report is to study in detail annual trends across the Indian solar sector. The report covers state wise installations trends, tender updates, annual market share trends of project developers and equipment suppliers.

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Q4 2020 India RE update
Q4 2020 India RE update, Feb 2021

The objective of this report is to study in quarterly trends across the Indian solar sector. The report covers state wise installations trends, tender updates, quarterly market share trends of project developers and equipment suppliers.

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India’s new net metering limit risks stalling progress on rooftop solar target
India’s new net metering limit risks stalling progress on rooftop solar target, Feb 2021

According to a new briefing note from IEEFA and JMK Research & Analytics that says a provision in the Ministry of Power’s new rules for electricity consumers which mandates net metering for rooftop solar projects up to 10kW and gross metering for systems with loads above 10kW will likely make rooftop solar commercially unviable for big residential and commercial and industrial (C&I) consumers

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Corporate Renewable PPAs
Corporate Renewable PPAs in India, Jan 2021

For our client WBCSD, as part of their Indian Corporate Renewable PPA Forum, JMK Research has prepared a Market & Policy update for 2020. The update tracks policy changes, analyzes new business models and explores future trends that are likely to define the growth of corporate renewable PPAs in India.

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Case for proving hybrid RE+battery storage viability for Tamil Nadu, Jan 2021

In a new report from JMK Research and Climate Trends, an economic viability analysis reveals that renewable energy along with battery storage in Tamil Nadu is cost competitive with new coal power plants. The report finds the levelized cost of energy for a hypothetical hybrid renewable battery storage system for the state to be Rs. 4.97/kWh in 2021, which falls to Rs. 3.4/kWh by 2030

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Viability Assessment of New Domestic Solar Module Manufacturing Units, Jan 2021

In a new report from JMK Research and IEEFA, various critical parameters like policy, cost, R&D expenditure, technology adoption, are analyzed in detail between India and China to assess the viability of new module PV manufacturing facilities in India.

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What led to historic low solar tariff of Rs 2/ kWh in India, Dec 2020

In a new report from JMK Research and IEEFA, various critical parameters are analysed that could have led to historic low solar tariff of Rs 2/ kWh in India

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India Wind Solar Hybrid Market, Oct 2020
India Wind Solar Hybrid Market, Oct 2020

In a new report from JMK Research & Analytics and IEEFA, we have analysed in detail national and state policies and regulatory developments, tender activity, key players in the market, upcoming capacity addition, tariff analysis and the risks and challenges associated with this technology.

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India Unable to Compete With Record Low Solar Tariffs in Gulf Region, Aug 2020
India Unable to Compete With Record Low Solar Tariffs in Gulf Region, Aug 2020

In a new report from JMK Research & Analytics and the Institute for Energy Economics and Financial Analysis (IEEFA), a detailed analysis is done to analyse why the Gulf region has the cheapest solar tariffs in the world. To understand how the Gulf region is achieving such low tariffs, and whether those tariffs can be achieved in other countries, we developed a financial model as a basis for comparison.

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Powering up Sunshine – Untapped Opportunities in India’s Rooftop Solar Market
Powering up Sunshine – Untapped Opportunities in India’s Rooftop Solar Market, Jul 2020

A new report from JMK Research & Analytics and the Institute for Energy Economics and Financial Analysis explores the increasing awareness of the benefits of rooftop solar electricity for India’s corporate consumers.

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Annual India SolarReport Card- FY2020
Annual India Solar Report Card- FY2020, Jul 2020

The objective of this report is to study in detail annual trends across the Indian solar sector. The report covers state wise installations trends, tender updates, annual market share trends of project developers and equipment suppliers.

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Decoding Tariffs vs. Returns for Solar Projects in India, May 2020
Decoding Tariffs vs. Returns for Solar Projects in India, May 2020

The objective of this report is to study current solar tariff trends in India and decoding developers return on investments using a financial model. Sensitivity analysis is performed on critical factors- Project location, offtake risk profile, project size, cost of financing, and module costs and impact on returns is analysed.

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Annual India SolarReport Card- CY2019
Annual India Solar Report Card- CY2019, Mar 2020

The objective of this report is to study in detail annual trends across the Indian solar sector. The report covers state wise installations trends, tender updates, annual market share trends of project developers and equipment suppliers.

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Corporate Renewable PPAs in India
Corporate Renewable PPAs in India, Dec 2019

For our client WBCSD, as part of their Indian Corporate Renewable PPA Forum, JMK Research has prepared a Market & Policy update for December 2019. The update tracks policy changes, analyzes new business models and explores future trends that are likely to define the growth of corporate renewable PPAs in India.

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Solar storage
Solar+Battery Storage: Assessing Viability in India, Jan 2020

The report analyzes the current cost dynamics of battery storage systems in India. Detailed analysis of technical and financial parameters of the Solar+storage system for three different scenarios for Commercial and Industrial (C&I) segments were analyzed to assess the economic viability of solar+battery storage systems across key states.

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Offshore Wind Energy in India, October 2019
Offshore Wind Energy in India, Oct 2019

The objective of this report is to study in detail key trends around the global offshore wind market and understand how this market is going to evolve in India. The report examines recent initiatives, taken by the Indian Government, such as the announcement of offshore wind policy, the offshore wind targets for 2022, and the response to Expression Of Interest (EOI) for the first 1 GW of offshore wind project planned in Gujarat, among others.

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Market Brief- Indian Renewable Sector, Sep 2019
Market Brief- Indian Renewable Sector, Sep 2019

Market brief covers key market trends across the Indian renewable sector. The report highlights renewable power procurement trends by the Commercial & Industrial (C&I) segment , OPEX market outlook, installations trends in wind sector, challenges of wind-solar hybrid model, among others.

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Policy Brief- Indian Renewable Sector, Sep 2019
Policy Brief- Indian Renewable Sector, Sep 2019

Policy brief covers recent policy announcements made by the central and state government agencies in India. The report includes a brief summary and analysis of Forecasting & Scheduling regulations, Net-metering regulations, KUSUM, and SRISTI schemes, among others.

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About Us

JMK Research & Analytics is a boutique consultancy firm providing research and advisory services to Indian and International clients across solar, wind and e-mobility segment.

Based on our in-depth sector experience, strong industry network, we  provide key insights and detailed industry information which helps our clients develop successful business models and market strategies.

Contact Us

JMK Research & Analytics

27/ 2C, Palam Vihar, Gurugram, Haryana- 122017

Phone: +91-7428306655
Email: contact@jmkresearch.com

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