Mercom Research Focus

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Domestic Solar Cell Supply Under Strain as Demand for TOPCon Modules Surges

The implementation of the Approved List of Models and Manufacturers (ALMM) List II mandate for solar cells is causing a TOPCon module supply squeeze, with developers,...

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When Does It Pay to Give Up PM Surya Ghar Subsidy?

The Ministry of New and Renewable Energy’s (MNRE) option that allows residential consumers to voluntarily forgo subsidies under the PM Surya Ghar: Muft Bijli Yojana...

June 24, 2026

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Arjun Joshi

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Mercom Research Focus

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Rooftop

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Solar
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India Must Double Annual Wind Additions to Meet 100 GW Target by 2030

India may struggle to meet its 100 GW wind energy target for 2030, with current installed capacity and a modest pipeline falling short of the required pace. According to...

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Weak Vendor Rules, Financing Hurdles Hit Andhra Pradesh’s Rooftop Solar Market

The rooftop solar market in Andhra Pradesh continues to face a complex mix of financial and policy-related challenges. While residential demand remains supported by the...

June 19, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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India’s Floating Solar Pipeline Tops 1 GW, But Vast Potential Remains Untapped

India’s floating solar market is gaining momentum, with the project pipeline now exceeding 1 GW  and cumulative commissioned capacity also approaching the same...

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Maharashtra’s Storage Mandate Reshapes Rooftop Solar Economics

Maharashtra’s recent rooftop solar policy revisions have fundamentally altered project economics, making the viability of solar-plus-storage systems increasingly...

June 17, 2026

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Melvin Mathew

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Mercom Research Focus

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Rooftop

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Solar
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India Adds 4.6 GWh of Battery Energy Storage Capacity in Q1 2026

India added 4.6 GWh of battery energy storage capacity in the first quarter (Q1) of 2026, a 941% increase from 442.7 MWh added in Q4 2025, according to Mercom India...

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Solar Cell Manufacturing Skills Gap Holds Back India’s Manufacturing Ambitions

India’s solar manufacturing ecosystem remains heavily skewed toward modules. In 2025, nearly 119 GW of module manufacturing capacity was added, compared to just...

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ALMM-II Mandate May Strain Cell Supply for Standalone Module Manufacturers

India’s solar manufacturing sector is bracing for short-term pressure in the cell supply chain, with the Ministry of New and Renewable Energy’s (MNRE) mandating that...

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India’s Large-Scale Solar Pipeline Tops 200 GW

India’s large-scale solar project pipeline has crossed a significant milestone, exceeding 200 GW for the first time, according to data from the Mercom India...

June 12, 2026

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B.S. Nagaraj

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Market Tracker

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Mercom Research Focus
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Open Access Solar Growth Slows in Maharashtra and Tamil Nadu

India’s solar open access market recorded 55% quarter-over-quarter growth in Q1 2026, adding 2.7 GW, supported by favorable regulatory developments, proactive...

June 10, 2026

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Sowndhiga U

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Mercom Research Focus

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Open Access

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Solar
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FDRE Projects Create New Revenue Streams Through Surplus Power Sales

Firm and Dispatchable Renewable Energy (FDRE) projects are creating new revenue opportunities for developers by enabling the sale of excess renewable generation. These...

June 9, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Renewable Energy
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Developers Flag Risks in CERC’s Network Access Delay Charges Proposal

The Central Electricity Regulatory Commission’s (CERC) proposed framework for milestone extension charges could bring greater discipline to the General Network Access...

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Rajasthan Leads India’s Solar Open Access Market in Q1

Rajasthan emerged as the leading state for solar open access installations in the first quarter (Q1) of 2026. The state commissioned over 1 GW of solar open access...

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Extreme Weather Exposes Hidden Risks in Rooftop Solar Module Design: In-Depth Analysis

Recent extreme weather events in Rajasthan and other parts of the country have raised concerns about the structural durability of rooftop solar installations, with...

June 4, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar

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