mercom-research-focus

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India’s Polysilicon Manufacturing Pipeline Reaches 30 GW but Production Yet to Begin 

India’s solar manufacturing sector is preparing for a major expansion further upstream, with a substantial pipeline of polysilicon, ingot, and wafer manufacturing...

September 11, 2026

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B.S. Nagaraj

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Market Tracker

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Solar
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High Court Ruling Clears Right-of-Way Hurdle, Helps Speed Up Transmission Projects

Transmission infrastructure development has struggled to keep pace with India’s rapid addition of renewable energy generation capacity. Transmission projects...

September 11, 2026

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B.S. Nagaraj

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Markets & Policy

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Mercom Research Focus

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Solar
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India’s Battery Storage Additions Jump 84-Fold to 8.2 GWh in 1H 2026

India added 8.2 GWh of battery energy storage capacity in the first half (1H) of 2026, nearly 84 times the 98.4 MWh installed during the same period last year, according...

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Rising Chinese Wafer Prices May Hit Indian Solar Cell Manufacturers

Recent market movements and policy developments in China are likely to affect India’s solar cell manufacturers. As per Shanghai Metals Market, Chinese M10 wafer spot...

September 10, 2026

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Melvin Mathew

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Manufacturing

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Mercom Research Focus
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Rising PPA Tariffs Erase Gains from Lower Open Access Charges

The share of open access charges in landed solar power costs declined across most major states in the second quarter (Q2) of 2026, following the revision of charges for...

September 9, 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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CEA’s Proposed Storage Mandate Could Reshape Solar and Wind Project Economics

The Central Electricity Authority’s (CEA) proposal to mandate co-located energy storage systems (ESS) for new ground-mounted solar and onshore wind projects could...

September 7, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Renewable Energy
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Beyond the Leaders: States That Could Drive India’s Next Wave of Solar Open Access Growth

India’s solar open access market remains concentrated among a handful of states that have historically dominated installations. Cumulative solar open access capacity...

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Madhya Pradesh’s Open Access Additions Dip Sharply in Q2 2026

Madhya Pradesh’s solar open access market recorded a sharp decline in installations in the second quarter (Q2) of 2026, as quarterly additions remained highly dependent...

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Energy Banking Rules are Reshaping Economics of Renewable Open Access

Changes to banking regulations, settlement mechanisms, and open access charges across states are altering the economics of renewable power procurement for commercial and...

September 2, 2026

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Arjun Joshi

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Mercom Research Focus

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Open Access

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Solar
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Karnataka’s Large-Scale Solar Pipeline Nears 11 GW

Karnataka’s large-scale solar market is set for another phase of capacity expansion, with nearly 11 GW of projects under development and in the pre-construction stage....

September 1, 2026

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Arjun Joshi

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Market Tracker

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Solar

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Utility Scale
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Gujarat Energy Banking Reform Reduces Near-Term Costs for Open Access

The Gujarat Electricity Regulatory Commission’s (GERC) decision to reduce banking charges to ₹1 (~$0.01)/kWh from ₹1.5 (~$0.015)/kWh after a 2.5-year interval has...

August 31, 2026

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Melvin Mathew

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Mercom Research Focus

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Solar
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Module Glut, DCR Cell Shortages, and Financing Risks Squeeze Solar Manufacturers

India’s push to build a domestic solar manufacturing ecosystem is creating new challenges for manufacturers. While policy measures such as the Approved List of Models...

August 31, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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Q2 2026 Sees Project Cost Declines Across Most Large-Scale Solar Technologies

The average system cost of large-scale solar projects declined across most module technologies during the second quarter (Q2) of the calendar year 2026. Quarterly...

August 28, 2026

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Shanthi G

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Mercom Research Focus

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Solar

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Technology
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India Added 6.6 GW of Rooftop Solar Capacity in 1H 2026

India added 6.6 GW of rooftop solar capacity in the first half (1H) of 2026, up 131% year-over-year (YoY) from 2.8 GW, according to Mercom India Research’s newly...

August 27, 2026

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Parth Shukla

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Mercom Research Focus

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Rooftop

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Solar
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Soaring Input Costs, Weak Rupee Cast Shadow on Solar Project Economics

The sharp rise in key commodity prices, coupled with a weaker rupee, policy uncertainty, and geopolitical disruptions, is intensifying cost pressures across India’s...

August 26, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar

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