Competitiveness, accountability and clean energy – key focus areas of Electricity (Amendment) Bill 2025
29 October 2025 | BRIDGE TO INDIA
The draft Electricity (Amendment) Bill, 2025, released recently, mandates regulatory commissions to set electricity prices mirroring the actual supply costs, clearing the path for clean, competitive and accountable power aligned with the Viksit Bharat 2047 vision. Figure: Major amendments of draft electricity amendment bill 2025 Note: APTEL – Appellate Tribunal for Electricity;...
China changing solar game from volume to efficiency
28 October 2025 | BRIDGE TO INDIA
China’s polysilicon industry, which is critical for manufacturing solar photovoltaic cells, has long grappled with overcapacity. The challenge has only intensified since January 2022 with the production capacity of the raw material expanding significantly to overshoot global demand. Polysilicon prices have plunged as a result, from ~$31/kg in January 2022 to $4/kg in June 2025. Since July...
Charging ahead on sodium-ion batteries
16 October 2025 | BRIDGE TO INDIA
As India’s rapid push towards renewables amplifies demand for low-cost, grid-scale battery energy storage systems (BESS), there is a case for adoption of sodium-ion batteries (SIBs), which offer multiple advantages compared with lithium-ion (Li-ion) cells. Sodium can be engineered for longevity and safety. Besides, adoption of SIBs can reduce system costs and mitigate geopolitical...
The inverter grid switch
13 October 2025 | Arti Bagri
The growing share of renewable energy in the power grid calls for more inverter-based resources (IBRs) that interface wind, solar and batteries for better grid resilience and cost economics. However, integrating IBRs with a power system originally designed for synchronous generators…
Recent reports
India PV Module Intelligence Brief | Q2 2025
This report provides a comprehensive overview of the market, covering quarterly trends in module demand and supply, as well as key metrics such as import and domestic production volumes, supplier market share, and technology and rating breakdowns. Additionally, it examines the, global market scenario, pricing across the value chain, key policy developments and market outlook. Figure: Domestic...
India Renewable Compass | Q2 2025
This report provides a detailed update of all key sector developments and trends in the quarter – capacity addition, leading players, tenders and policy announcements, equipment prices, financial deals and other market developments. It also provides market outlook for the next two quarters. Figure: Installed and pipeline capacity by offtake (June 30, 2025) Source: Crisil-Bridge to...
India Corporate Renewable Brief | Q2 2025
This report provides a quarterly update on key trends and developments in the corporate renewable market including capacity addition, key players, policy issuances, financing, equipment prices and other market trends. Figure: Total corporate renewable capacity by June 2025, MW Source: Crisil-Bridge to India India’s corporate renewable capacity grew by 12% on-quarter,...
India’s BESS market charges up
30 September 2025 | BRIDGE TO INDIA
India’s energy landscape is undergoing a significant transformation, with battery energy storage systems (BESS) playing an essential role in integrating renewable energy sources and enhancing grid stability. As country is aiming for 500 GW of non-fossil fuel-based energy capacity by fiscal 2030. Of this, the Central Electricity Authority of India (CEA) estimates ~80% to come through...
Regional concentration undermines RE potential
30 September 2025 | BRIDGE TO INDIA
India’s renewable energy (RE) landscape has seen remarkable growth in recent years. But this progress is shadowed by concentration challenges, limiting its true potential. Most of the commissioned capacity and upcoming investments are concentrated in the same RE-rich states. Approximately, 95% of the commissioned capacity and 96% of the pipeline capacity are concentrated in just eight...
Greening data centres
10 September 2025 | BRIDGE TO INDIA
Data centres have been a key cog in India’s rapid growth into a digital powerhouse. For the country to sustain its digitalisation trajectory, the capacity of data centres will need to increase rapidly. The data centre capacity in India is projected to clock a compound annual growth rate (CAGR) of 38-40% between 2024 and 2027, to 3.9 GW. All that growth will, however, require a...
Tender cancellations expose cracks in offshore wind segment
30 August 2025 | BRIDGE TO INDIA
In August 2025, Solar Energy Corporation of India Ltd (SECI) cancelled two major offshore wind tenders. One tender was for the allocation of seabed lease rights for 4 gigawatt (GW) of capacity off the coast of Tamil Nadu, with the intention of using power for captive consumption or third-party sale. The other was for the development of 500 megawatt (MW) of projects off the coast of Gujarat,...
ALMM lifts solar module capacity past 100 GW
29 August 2025 | BRIDGE TO INDIA
India achieved a pivotal milestone in August with solar module manufacturing capacity crossing the 100 gigawatt (GW) mark under the Approved List of Models and Manufacturers (ALMM) framework, powered by strategic government interventions and a robust domestic manufacturing ecosystem. Introduced in January 2019, the ALMM framework now lists over 100 solar module manufacturers, compared with...
Solar cell exports safe for now
16 August 2025 | BRIDGE TO INDIA
India is in the cross hairs of the US International Trade Commission (ITC) for alleged dumping of crystalline silicon photovoltaic cells. However, even if the ITC pulls the trigger, India may be able to dodge the bullet in the short term as its biggest solar cell exporters are expanding operations in the US. For the record, Adani Solar, Waaree Energies and First Solar account for about 94% of...
Breather for the solar sector as ALMM cell requirement relaxed
06 August 2025 | BRIDGE TO INDIA
The Ministry of New and Renewable Energy (MNRE) released the first Approved List of Models and Manufacturers (ALMM) II for solar cells on July 31 2025, which is expected to safeguard domestic solar cell manufacturers and reduce the risk of import dependencies on solar cells. The list, released on July 31, includes six manufacturers with 13.07 GW of aggregated capacity. The ALMM framework...
Market coupling to level the playing field, loosen IEX’s grip
31 July 2025 | BRIDGE TO INDIA
On July 23,2025, the Central Electricity Regulatory Commission (CERC) issued an order for phased implementation of market coupling in India’s power exchanges. Broadly, the concept refers to aggregation and matching of buy and sell bids across exchanges and platforms to discover a single price of electricity. The order mandates day-ahead market (DAM) coupling by January 2026, with...
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