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The report analyzes the role of Indian state governments in localizing the EV and battery supply chain, arguing that while central policies provide strategic direction, states control critical levers like land, power, and regulatory clearances. It finds that net localization for high-cost components like batteries and motors remains below 20%. The study categorizes 14 states into 'leading', 'aspirational', 'emerging', and 'differentiated' based on their policy strength and manufacturing competitiveness. Key recommendations include shifting toward indirect equity investment models to de-risk upstream battery production, establishing a design-linked incentive for R&D, and introducing phased zero-emission vehicle (ZEV) mandates to create demand certainty.

The document evaluates the feasibility of fuel cell electric trucks (FCETs) and hydrogen internal combustion engine (ICE) trucks in India. It finds that while FCETs could be more cost-competitive than diesel trucks in long-haul, heavy-duty applications by 2040, they currently struggle to reach cost parity with battery electric trucks (BETs) due to high hydrogen fuel costs. These costs are driven by production, refueling infrastructure, and an 18% GST. The brief argues that hydrogen trucks are a critical complement to BETs for use cases requiring high payload and minimal downtime. It recommends a coordinated pathway involving capital subsidies, tax rationalization (reducing GST to 5%), and the development of public hydrogen refueling stations (HRS) to unlock the market.

The report examines asset ownership, lease-to-own, and energy-as-a-service models for solarizing health facilities in India and Kenya, highlighting the need to shift from philanthropic grants to blended finance and flexible service-based models to ensure long-term operational sustainability.

The SET 2026 report assesses 21 Indian states on their electricity transition, finding that progress is fragmented and that leadership in one area, such as decarbonisation, does not automatically ensure system-wide readiness. While states like Karnataka and Himachal Pradesh lead in decarbonisation, and Delhi and Haryana excel in power ecosystem readiness, most states face structural gaps in areas like smart metering, energy storage, and DISCOM financial health. The report emphasizes the need for coordinated state-level interventions to align capacity additions with grid readiness and market-enabling policies.

The report introduces the Just Transition Financing Framework (JTFF), a strategic model to manage the shift to a net-zero economy in fossil-fuel-reliant regions of India. Focusing on Jharkhand, the framework aims to prevent socioeconomic disruption by coordinating policy support, capacity building, project preparation, and capital mobilization. It outlines a governance structure involving a state-level Secretariat and a Project Management Unit (PMU) to channel diverse funding sources—including grants, concessional loans, and private equity—into targeted transition assistance for workers, communities, and industries.

The report analyzes energy subsidies and revenues in Chhattisgarh between FY 2020 and 2024, finding that fossil fuel subsidies have doubled since 2020 and that 78% of energy-related revenues depend on fossil fuels. While the state government provides 98% of electricity subsidies, clean energy subsidies account for only 8% of total quantified subsidies. The document recommends establishing state-level net-zero targets, better targeting electricity subsidies, diversifying revenue beyond coal, oil, and gas, and creating social support mechanisms for coal-dependent workers.

The report finds that Chhattisgarh remains deeply dependent on fossil fuels, with government subsidies for coal and oil and gas being four times higher than those for clean energy in FY 2024. While the state has a vision to reach 66% renewable energy by 2047, current public investment is dominated by thermal power expansion and electricity price supports. Energy revenues, which make up 22% of the state's total receipts, are primarily driven by oil and gas VAT and coal royalties, leaving the state vulnerable to the national energy transition.

The document catalogues Union and State-level financial supports in Chhattisgarh across electricity transmission and distribution (T&D), coal, oil and gas (O&G), renewable energy, electric vehicles (EVs), and bioenergy. Key state-level expenditures include significant subsidies for agricultural electricity, such as the Krishak Jeewan Jyoti Yojana, and the Saur Sujala Yojana for solar pumps. Union-level support is prominent in coal pricing for utilities and the FAME scheme for electric mobility. The appendix also lists the data sources used to track government receipts from these energy sectors.

This report by Global Energy Monitor (GEM) analyzes the potential for repurposing abandoned and soon-to-be-closed surface coal mines into solar photovoltaic (PV) power plants. It argues that these sites are ideal for solar development due to their existing proximity to grid infrastructure and the need for land reclamation, offering a pathway to align clean energy goals with local job creation and environmental restoration.

India's heavy industries—steel, cement, and aluminium—have a 20 GW profitable opportunity to integrate solar power today through green energy open access, potentially reducing annual emissions by 29 million tonnes. While sourcing 50% renewable energy (RE) is currently cost-effective without storage, achieving 24/7 RE is prohibitively expensive, costing up to 3.5 times the price of standard RE generation due to the massive battery storage and capacity oversizing required. The report highlights that steel offers the most immediate cost-saving potential, whereas aluminium remains heavily reliant on captive coal power, requiring stronger regulatory mandates to transition.

The report argues that air pollution is a critical global health threat, causing 7 million premature deaths annually, and advocates for a strategic, integrated approach within health systems. It outlines a pathway involving Health Impact Assessments (HIA), health infrastructure assessments, capacity building for professionals, and cross-sectoral collaboration. Through case studies from India, the UK, Singapore, the Philippines, and South Africa, it demonstrates how data-driven tools like WHO's AirQ+, solarization of clinics, and community-led legal action can mitigate health burdens and drive systemic policy change.

The report argues that air pollution is a critical global health threat, causing 7 million premature deaths annually, and advocates for a systemic integration of air quality management within health systems. It outlines a five-part framework: conducting health impact assessments (HIAs), evaluating health system infrastructure and vulnerability, strengthening capacity through early warning systems and professional training, fostering intersectoral and transboundary leadership, and incorporating community needs into policy. Through global case studies, it demonstrates how tools like the WHO's AirQ+ software in Trinidad and Tobago, solarization of health centers in Chhattisgarh, India, and the transboundary haze management of ASEAN can reduce the health burden and improve system resilience.

The report identifies near-term, economically viable green investment opportunities in India across six emerging sectors—battery energy storage, green hydrogen, climate-smart agriculture, lithium-ion battery recycling, water, and sustainable cooling—to guide the channeling of private and institutional capital over a three to five-year horizon.

The document analyzes the current state of electricity markets in India, noting that while power exchanges (PX) are growing, they only account for 7% of total demand. It identifies key barriers to market adoption, including the dominance of inflexible long-term power purchase agreements (PPAs), unpredictable market clearing prices, and inaccurate supply-demand forecasting. The paper highlights that states like Gujarat and Tamil Nadu could achieve significant fuel cost savings by shifting from PPAs to day-ahead markets (DAMs). It recommends redesigning PPA structures, introducing contracts for differences (CFDs), strengthening institutional market monitoring, and developing state-level resource adequacy frameworks to better integrate variable renewable energy.

The analysis finds that all regions of India experienced net warming in March and April since 1970, with the fastest March warming in Jammu and Kashmir. The probability of temperatures exceeding 40°C during late March has expanded from three states in the 1970s to nine states in 2024, with Bilaspur currently facing the highest risk at 31%.

The 2024 Indian States’ Electricity Transition (SET) report identifies Gujarat and Karnataka as consistent top performers in decarbonising their power sectors and preparing their market ecosystems. While some states like Delhi and Odisha show high readiness or strong market enablers, they struggle with actual decarbonisation. Conversely, states such as Jharkhand, Bihar, West Bengal, and Uttar Pradesh exhibit structural challenges and slow progress across all dimensions. The report recommends strengthening state-level regulatory frameworks and developing specific subnational transition plans to address these uneven disparities.

The report estimates that an immediate low-carbon transition would result in a cumulative annual economic impact of INR 725.9 billion (USD 8.7 billion) for stakeholders in Jharkhand. The most significant losses are concentrated in the solid fossil fuel mining sector, which would see an annual impact of INR 608.3 billion, compared to INR 117.6 billion for the power generation sector. Key fiscal risks include a potential 5% decline in state revenue receipts and an erosion of 7% of the state's Gross State Domestic Product (GSDP) due to livelihood losses. The analysis highlights the vulnerability of indirect and contractual workers who lack the severance benefits available to direct employees. To mitigate these effects, the report recommends that state-owned enterprises diversify into green hydrogen, energy storage, and solar energy, while the state government develops a comprehensive Just Transition plan focusing on reskilling and social safety nets.

The briefing identifies Odisha, Chhattisgarh, and Jharkhand as the most vulnerable Indian states to the energy transition due to their heavy reliance on coal production and power generation. The assessment uses a multi-dimensional framework—covering fiscal losses, climate risks, socioeconomic impacts, diversification potential, and political economy—to rank states. Odisha is ranked as the most vulnerable, primarily due to high physical climate risks and high CSR dependency, while West Bengal is the least vulnerable due to a more diversified economy, despite having the highest fiscal deficit among the group.

Global Energy Monitor (GEM) finds that India's coal mining sector suffers from chronic underutilization, with 36% of approved capacity idled, making the 99 proposed coal mine projects (427 mtpa) unnecessary. The report highlights that existing capacity is sufficient to meet long-term demand and that new projects threaten to displace 165 villages, affect 87,630 families, and consume 168,041 kiloliters of water daily. Furthermore, these expansions risk creating stranded assets and carbon lock-in as India pursues a 2070 net-zero target and expands its solar power capacity.

The document outlines a framework for the sustainable deployment of solar irrigation in India, focusing on the water-energy-food (WEF) nexus. It provides detailed guidance across five key areas: inter-departmental coordination, financing and affordability, beneficiary targeting, infrastructure support, and monitoring and evaluation (M&E). The guide emphasizes the need to protect groundwater resources, support small and marginal farmers, and transition away from high-subsidy models through innovative financing and ownership structures.