Bulletin Updates

17 GW of clean energy projects lose grid access: India’s silent solar purge – 14 Oct 2025

Oct 14, 2025

This is the largest single grid-revocation in India’s clean-energy history. The move exposes a deep infrastructural bottleneck: transmission growth lagging far behind generation expansion

So what is going on is solar power without the transmission wires and this means that India’s 500 GW dream risks collapse at the grid

nterestingly, the point to note is that India now has 100 GW module capacity and 27 GW cell capacity, but only 2 GW wafer/ingot capacity, so almost fully dependent on China. Behind the self-reliance rhetoric, India’s “domestic” solar chain is still 90 % import-dependent at the upstream level

Another intriguing fact is that for the first time outside Covid years, India’s CO? emissions from the power sector fell 1 % in Jan–Jun 2025. CREA attributes it to a milder summer and higher rainfall, not systemic decarbonisation.

What was recently celebrated was India’s cheapest solar + battery power at: Rs 2.70/kWh. But this is made possible because the state subsidised almost everything else - land, evacuation, and payment guarantees - a quiet form of state aid rarely acknowledged.

One more interesting aside is that the GST Council raised the tax rate on coal from 5 % to 18 %, yet removed the Rs400/tonne cess, claiming a 17–18 paise/kWh cut in generation cost. This “higher-tax-but-lower-cost” paradox deserves scrutiny — how does 18 % GST translate into cheaper coal power? It has to be a data-driven investigative piece to be done by this website later.

The full story is for subscribers. Log in to read it, or start a free trial.
Log in Start a free trial »