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The report evaluates the Pradhan Mantri Kisan Urja Suraksha evam Utthaan Mahabhiyan (PM-KUSUM) scheme, specifically Components A (decentralized solar plants) and C-FLS (feeder-level solarization). While these components offer significant benefits—including reliable daytime power for farmers, reduced agricultural subsidies for DISCOMs, and rural employment—they have seen low uptake, with only 7% and 34% achievement against targets respectively as of December 2025. Key barriers include a mismatch between regulatory tariffs and market costs, inadequate rural grid infrastructure, complex land acquisition and leasing laws, and poor institutional coordination between state agencies and distribution companies (DISCOMs). The report recommends shifting toward competitive bidding, implementing GIS-based land identification, adopting virtual feeder segregation via IoT, and enhancing the leadership role of DISCOMs in project implementation.

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 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 document outlines a framework for Indian businesses to transition to clean energy solutions over a two-to-five-year horizon. It emphasizes three core principles: prioritizing the reduction of energy demand, acting immediately while improving performance over time, and continuously improving data quality. The guide provides detailed action plans for measuring annual energy consumption through audits and benchmarking, optimizing logistics via supply chain redesign and modal shifts, and transitioning vehicle fleets to zero-emission vehicles (ZEVs) through baseline assessments and pilot projects. It also details various central and state-level government incentives available to support these transitions.

India has struggled to launch its offshore wind market despite a decade of policy efforts, with two major auctions called off in 2025. The brief identifies rigid pricing structures, a lack of local supply chains for high-capacity turbines, and transmission risks as primary barriers. It argues that India should move away from blunt competitive auctions for first-of-a-kind projects and instead adopt global best practices, such as flexible tariffs, 'ready-to-build' tender packages, and compensation for grid delays, to attract investment and develop domestic industry.

The report examines agriphotovoltaics (AgriPV) as a solution to land-use conflicts between solar energy and agriculture in India. It identifies significant technical potential, ranging from 3,156 GW to 13,803 GW, but notes that adoption is hindered by high capital costs, rigid land-use laws, and a lack of a formal regulatory definition. The study models feed-in tariffs between INR 3.67/kWh and INR 5.49/kWh, concluding that AgriPV is economically viable and offers lower levelized tariffs than non-DRE grid-connected projects. Key recommendations include mandating AgriPV under Renewable Purchase Obligations (RPO), defining it as a distinct renewable energy source, and adopting cost-plus tariff frameworks that account for elevated structures and farmer lease payments.

The workshop, held in September 2025, focused on linking local leadership with global climate frameworks. Through case studies from India, South Africa, and Ethiopia, participants identified the necessity of community ownership, political will at the national level, and the use of the COP30 Action Agenda to scale locally-led solutions. The event concluded that a global Just Transition must be grounded in local realities and supported by international mechanisms for finance and knowledge sharing.

India's transition to electric mobility requires significant technology upgrades for automotive component MSMEs, who face structural barriers to affordable capital. CPI estimates that these MSMEs need INR 55,000 crore (USD 6.6 billion) in investment between FY2026 and FY2035 to maintain their industry share. To bridge this gap, the report proposes AC-TUFF, a blended-finance special purpose vehicle utilizing a tiered capital stack (first-loss, concessional, and commercial capital) and an integrated technical assistance wing. The facility aims to mobilize a total corpus of INR 5,000 crore to support the localization of EV components, which has a projected annual market potential of INR 3.86 lakh crore by FY2035.

India's electric vehicle (EV) market grew elevenfold between FY2020 and FY2025, driven by central and state government subsidies. The transport sector, particularly road transport, is a critical focus for India's goal to reach net-zero emissions by 2070. Key policy mechanisms include the FAME-I, FAME-II, and PM E-DRIVE schemes, alongside state-level policies in over 25 states.

The report argues that while India's shift to electric vehicles can reduce emissions by 33%-55% compared to internal combustion engines, full decarbonisation depends on increasing the share of clean electricity in the grid. It estimates that meeting the charging needs of the projected 2030 EV stock would require approximately 14 GW of dedicated wind and solar capacity. The analysis highlights significant regional disparities in the cleanliness of EV charging across 10 Indian states, with Karnataka leading in clean energy share and Uttar Pradesh, the largest market by volume, providing only 18.3% of charging electricity from clean resources.

The report analyzes green hydrogen production in India, finding that state-level transmission waivers and capital subsidies are critical for cost competitiveness. It compares on-site, ISTS-connected, and STU-connected project models, highlighting that while on-site projects avoid transmission costs, they face land and demand constraints. The study identifies Odisha as a leader in cost competitiveness due to aggressive incentive packages and emphasizes that off-site projects require at least a 50% cost reduction to compete with grey hydrogen.

The report examines how six Indian ports can transition into green hydrogen hubs by integrating hydrogen into their value chains and leveraging Common User Infrastructure (CUI). It identifies key challenges such as high production costs and land acquisition, while emphasizing the role of storage infrastructure and the repurposing of natural gas pipelines and LNG terminals to reduce capital expenditures.

The policy brief examines the introduction of solar-hour time of day (ToD) tariffs for Indian households starting April 1, 2025. It assesses how these tariffs, which offer rebates during solar generation hours and surcharges during peak hours, affect non-rooftop solar (non-RTS) and rooftop solar (RTS) consumers across several states. The analysis finds that while non-RTS consumers may see bill reductions of 1-4%, RTS consumers may face longer payback periods due to peak surcharges. The author emphasizes that successful implementation requires accelerated smart meter deployment and state-specific, seasonal tariff designs.

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 identifies that India requires USD 300 billion in total investment by 2032 to meet its National Electricity Plan-14 targets. It argues that managing project-specific risks is essential to keep the cost of capital low, as a 400 basis point increase in this cost could result in India falling short of its 2030 renewable energy target by 100 GW. Key risks analyzed include commissioning delays, the complexities of Firm and Dispatchable Renewable Energy (FDRE) projects, PV module performance and localization, and the financial instability of distribution companies (DISCOMs).

India achieved a record 34.7 GW of power capacity additions in 2024, driven largely by solar PV. However, the report finds that replicating this record annual deployment would leave India short of its 500 GW non-fossil capacity target by 2030. To close this gap, annual wind and solar additions must grow by approximately 15% year-on-year, effectively doubling current record levels by the end of the decade. While renewables are on track to overtake operating coal capacity in total volume within two years, fossil fuels still contributed over two-thirds of the increase in power generation in 2024.

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 provides a technical framework for calculating the 'cost gap'—the marginal cost differential between clean energy technologies and their conventional benchmarks—for Battery Energy Storage Systems (BESS), offshore wind, solar PV, electric vehicles (EVs), and green hydrogen in India. It outlines the specific input parameters, learning rates, and benchmarks used for each technology. Furthermore, it describes the application of the Green Economy Model (GEM), a system dynamics tool, to simulate how varying levels of public funding (e.g., 30% or 100% of the cost gap) influence India's GDP, employment, and emissions through feedback loops involving energy spending, air pollution, and labor productivity.

The report analyzes the cost gaps for battery energy storage systems (BESSs), offshore wind, solar PV, electric vehicles (EVs), and green hydrogen (GH2) in India. It finds that while current subsidies are sufficient for solar PV and BESSs, significant additional support is needed for offshore wind, EVs, and GH2. Macroeconomic modeling suggests that bridging these gaps generally boosts GDP and employment, except for GH2, which remains cost-uncompetitive until after 2050.