Why phasing out ISTS waiver is a step towards equitable energy development

India’s target of achieving 500 GW (gigawatts) of non-fossil fuel energy capacity by 2030 is an integral part for the country’s vision of a sustainable future. For more than a decade, the Inter-State Transmission System (ISTS) exemption has been the backbone of this transition, allowing renewable energy from desert suns and windy coasts to high-demand […]

HVDC Supply Chains Under Pressure: Can India Lead the Next Global Wave?

India’s renewable energy ambitions cannot be achieved without a strong HVDC backbone. The looming global supply crunch is both a warning and an opportunity for India to groom into an active manufacturer and technology developer, notes Simarpreet Singh. With the transition towards renewable energy gaining momentum every passing year, the need for a resilient transmission […]

India’s solar manufacturing boom risks a market imbalance

India’s solar sector stands at a critical inflection point. The country has rapidly scaled manufacturing of solar PV modules, and according to an official release by the Ministry of New and Renewable Energy (MNRE), India has achieved a landmark milestone of 100 GW of solar PV module manufacturing capacity as of August 2025, up from just 2.3 GW […]

Beyond gigawatts: Building the nervous system of a self-reliant energy economy

For the better part of the last decade, India’s energy narrative has been dominated by a single metric: capacity. We celebrated the gigawatts added, the solar parks commissioned, and the transmission lines laid. These were necessary milestones for a developing nation hungry for power. However, as we dissect the Union Budget 2026–27, it becomes evident […]