mercom-research-focus
India’s solar manufacturing sector is preparing for a major expansion further upstream, with a substantial pipeline of polysilicon, ingot, and wafer manufacturing...
Transmission infrastructure development has struggled to keep pace with India’s rapid addition of renewable energy generation capacity. Transmission projects...
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...
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...
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...
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...
India’s solar open access market remains concentrated among a handful of states that have historically dominated installations. Cumulative solar open access capacity...
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...
Changes to banking regulations, settlement mechanisms, and open access charges across states are altering the economics of renewable power procurement for commercial and...
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....
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...
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...
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...
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...
The sharp rise in key commodity prices, coupled with a weaker rupee, policy uncertainty, and geopolitical disruptions, is intensifying cost pressures across India’s...
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