MNRE Extends Domestic Sourcing Mandate to Solar Wafers & Ingots from June 2028 to Curb $1.64 Billion Imports

India's Data Centre Boom: $200B Investment, 6.5 GW Capacity by 2030 Strains Power & Water

India's data centre capacity is set to quadruple to 6.5 GW by 2030, driving $200 billion investment. However, this boom is colliding with climate reality: soaring electricity demand (57 TWh), water consumption (358 billion litres annually), and heat generation. The governance gap, with no enforceable standards, risks socializing costs to consumers and worsening water/energy stress.

Private Players Seek Green Energy Status for Nuclear Power; 100 GWe, $228 Bn Target by 2047

Private players are pushing for nuclear power to be classified as 'green energy' to unlock green bonds, green loans, and blended finance. NITI Aayog is reviewing existing green finance frameworks (MoF, RBI, SEBI) to include nuclear energy. India targets 100 GWe nuclear capacity by 2047, requiring $228 billion investment.

21 GW Renewable Energy Faces Curtailment Due to Transmission Bottlenecks in India

India's renewable energy boom is hitting a critical bottleneck: lack of transmission infrastructure. Nearly 21 GW of capacity operates on temporary grid access, facing severe curtailment (up to 90-95% in some cases), threatening project viability, debt repayment, and potentially creating NPAs for banks that have deployed ₹5.08 lakh crore in the sector.

Govt May Mandate 5% Imported Coal Blending at Thermal Plants to Ease Supply Crunch

India is considering mandating thermal power plants to blend up to 5% imported coal with domestic coal to address a supply crunch that has driven spot power prices to a four-year high. This marks a reversal of the government's push to curb imports and boost domestic coal production, with coal stocks at plants falling nearly 49% in the last three months.

Kudankulam Nuclear Reactor Costs Surge 55%: Impact on India's Nuclear Expansion Plans

Cost of four under-construction nuclear reactors at Kudankulam has risen by 55% to ₹1,38,330 crore, driven by Russia-Ukraine war. This poses a challenge to India's ambitious nuclear expansion plans and could increase electricity tariffs, especially as the government opens the sector to private participation.

MNRE Proposes Polysilicon Incentive; Solar Cell Capacity to Triple to 100 GW

India is planning a support scheme to incentivize domestic polysilicon manufacturing, a key raw material for solar panels currently 100% imported. This move aims to deepen the solar value chain, with solar cell capacity expected to triple to 100 GW within a year. Additionally, renewable energy is helping reduce DISCOM power purchase costs, with RE-RTC tariffs matching nuclear power at Rs 5.25/unit.

129 RVSFs Operational in 21 States: Circular Economy Need for Vehicle Retrofitment Over Scrappage

India's EV transition is focusing heavily on scrapping old vehicles for recycling, but the article argues that 'reuse' through retrofitment (replacing ICE engines with electric powertrains) is a more circular and resource-efficient approach for structurally sound vehicles. This is critical for UPSC as it links EV policy, circular economy (SDG 12), and the new Vehicle Scrapping Policy.

MNRE Allows 4-Month Extension for Renewable Energy Projects Citing West Asia War as Force Majeure

The Ministry of New and Renewable Energy (MNRE) has allowed renewable energy projects scheduled for commissioning on or after February 28, 2026, an extension of up to four months, citing the West Asia conflict as a force majeure event. This follows the Finance Ministry's classification of the situation as a war, impacting project timelines due to supply chain disruptions in critical materials like galvanized steel and solar glass. The move is crucial for India's renewable energy targets, as solar capacity addition slowed in the April-June 2026 quarter to 11.8 GW, down 18.1% from the previous quarter.