Climate1 min read

India’s clean energy moonshot runs into headwinds

By · Published by Everything Blog

In short

Clean energy made up 55% of the nation's installed capacity by September, yet it produced only roughly one-third of actual electricity over the prior three months. To bridge this integration gap, the government authorized nearly $20 billion for battery storage and transmission upgrades via its Green Energy Corridor initiative. Meanwhile, surging baseload demand has led energy planners to consider substantial additions to the coal fleet to prevent deficits during intermittent renewable dips.

Key points

  • Achieving massive renewable targets relies directly on accelerating grid modernization to…: Achieving massive renewable targets relies directly on accelerating grid modernization to handle power delivery rather than just total capacity.
  • Clean energy sources currently underperform in actual generation compared to their high p…: Clean energy sources currently underperform in actual generation compared to their high proportion of installed capacity.
  • Developing additional coal plants to cover intermittency risks creating billions in stran…: Developing additional coal plants to cover intermittency risks creating billions in stranded assets if clean storage initiatives succeed.

Sources checked by our analysis pipeline: 1

The world's most populous country and one of the biggest carbon polluters is also among the fastest to expand clean power. Accelerating the shift away from fossil fuels is a key goal of this year's climate talks, known as COP31, in Turkey.

India announced the 900-gigawatt goal in late September. It covers non-fossil power sources, including solar, wind, hydropower and nuclear energy. It is nearly twice India's existing target of 500 gigawatts of clean power by 2030. India's current clean power capacity of just over 300 gigawatts ranks it third behind China and the United States.

Experts say meeting the target could lower electricity costs, curb coal construction and accelerate the transition to clean energy.

The push comes as India struggles to use all the renewable electricity it can generate because of inadequate transmission infrastructure. The new goal refers to installed generating capacity, rather than the amount of electricity actually produced.

"If the grid doesn't catch up, then there is no way India can meet this target," Nikit Abhyankar from the India Energy and Climate Centre at the University of…

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