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Can India Scale to Meet to its RE Targets?

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CEEW, the independent think tank has raised some eye-opening questions regarding India’s RE target achievements. As per them, scaling India’s renewables beyond 1,500 GW will face considerable land, water, population, and climate challenges.

It is assessed that India has a renewable energy (RE) potential of over 24,000 GW.

India currently has an installed RE capacity of 150 GW, and up to 1,500 GW, the constraints are relatively manageable. But reaching the ~7,000 GW required to achieve net zero emissions by 2070 will require a holistic approach.

Challenges such as land access, climate risks, land conflicts, population density, and other multiple constraints could intensify. This could narrow the runway to reach the net zero target.

These are the findings of a new study by the Council on Energy, Environment, and Water (CEEW). The study is titled, ‘Unlocking India’s RE and Green Hydrogen Potential: An Assessment of Land, Water, and Climate Nexus.’

According to the study, renewable energy including solar, wind, and green hydrogen, is crucial to realise India’s climate goals. However scaling up these technologies will require strategic land use, improved water management, and resilient power grid infrastructure.

Some challenges:

A considerable portion of India’s RE potential is in high-climate-risk and high-land-price areas—only 18 percent of onshore wind potential and 22 percent of solar potential are located in areas with low climate risks and low land prices, when looked at in isolation.

However, the challenges to realizing this potential increase when other constraints such as population density, land conflicts and seasonality of solar power are factored in.

  • Population density: Only 29 percent of onshore wind potential and 27 percent of solar potential in areas with a population density lower than 250 people/km2.
  • Land conflicts: About 35 percent of onshore wind potential and 41 percent of solar potential located in areas free from historical land conflicts.

However, earthquakes are less of a concern, as 83 percent of onshore wind and 77 percent of solar potential are located in low to moderate seismic zones.

States with high unconstrained RE potential:

As per the CEEW study:

  1. Rajasthan (6,464 GW), Madhya Pradesh (2,978 GW), Maharashtra (2,409 GW) and Ladakh (625 GW) have significant low-cost solar potential
  2. Karnataka (293 GW), Gujarat (212 GW), and Maharashtra (184 GW) offer considerable wind potential.
  3. Odisha and Madhya Pradesh, with high RE potential backed by land banks and infrastructure to evacuate renewable power and manage seasonality, could emerge as key players in meeting India’s renewable energy ambitions in the coming decades.
Green hydrogen push:

CEEW opines that green hydrogen could play a significant role in India’s clean energy transition.

The study estimates that the country could produce around 40 MTPA at a cost lower than $3.5/kg. Water availability and management impact the cost of green hydrogen projects.

This cost is expected to decrease further with advancements in electrolyzer technology and more efficient RE systems.

Low-cost green hydrogen could be produced in western and southern India, with Gujarat leading the production with an estimated potential of 8.8 MTPA at less than $3.5/kg, followed by Karnataka and Maharashtra with 5 MTPA each.

CEEW states:

Dr Arunabha Ghosh, CEO, CEEW, said, “India stands at a pivotal juncture in its energy transition. It has set out to do the near impossible: provide energy access to millions of people, clean up one of the world’s largest energy systems, and become a green industrial powerhouse. While our RE potential is vast, the road to net zero is fraught with challenges. From land conflicts and population density to the unpredictable but undeniable impact of climate change, every step forward will demand resilience and innovation.”

According to her, the scale of the task ahead is monumental. “Yet it is precisely this challenge that will define India’s legacy as a trailblazer for the Global South—a country that charts a low carbon pathway to prosperity against all odds.”

Hemant Mallya, Fellow, CEEW, said, “Land and water are critical resources for scaling up RE and green hydrogen in India. Prevention of desertification and innovative solutions to address land availability, such as agro-voltaics in horticulture and rooftop solar in dense Indian cities, will be essential. Moreover, as RE projects move into areas with higher climate risks, insurance companies could increasingly hesitate to provide coverage. Involving all stakeholders in the early stage of renewable project development and addressing climate risks will help ensure projects are commercially viable in the long run.”

Key takeaways:

The CEEW study recommends a comprehensive approach that includes all stakeholders to ensure that India’s ambitious RE and green hydrogen targets are met sustainably and equitably. The steps include:

  • Validating potential using higher-quality data and on-ground assessments is crucial, as current data may not fully reflect real conditions.
  • States should establish graded land banks that consider RE quality, water availability, and proximity to infrastructure to ensure rapid project development.
  • Evaluating and enhancing grid infrastructure resilience, particularly in regions with high RE seasonality, to support large-scale deployment.
  • Revising water management policies to prioritize energy production and assessing the need for surface water storage will be vital to sustaining green hydrogen production and mitigating resource challenges.

Link to the  report

 

 


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India can Become a Circular Economy Hub in the Solar Industry

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India has the potential to become a significant center for the circular economy in the solar industry. Robust recycling of increasing solar waste is critical for India’s energy security.

Findings:

By 2030, India hopes to have installed about 292 GW of solar power, so solar PV waste management is essential for social, economic, and environmental reasons. In a new study, “Enabling a Circular Economy in India’s Solar Industry: Assessing the Solar Waste Quantum,” the Council on Energy, Environment and Water (CEEW) estimates the amount of solar waste generated in India specifically from different streams, excluding manufacturing.

The authors note that cumulative waste from India’s existing and new solar energy capacity (deployed between FY24 and FY30) could reach up to 600 kilotonnes by 2030—equivalent to filling up 720 Olympic-size swimming pools—as the country expands its renewable capacity to go net-zero.

The remaining 260 kilotonnes of waste will originate from newly installed capacity during this decade. India has a chance to secure robust solar supply chains and become a prominent hub for the circular economy in the solar industry, the study states.

The five states of Rajasthan, Gujarat, Karnataka, Andhra Pradesh, and Tamil Nadu will produce the majority of this waste. By 2030, the waste from India’s installed solar capacity alone will reach 340 kilotonnes, with the majority of the minerals—silicon, 12–18 tonnes of silver, and 16 tonnes of cadmium and tellurium—being essential to the country.

Although solar modules have a 25-year design life, some experience an early end of life as a result of damage sustained during transportation, handling, and project operations. CEEW suggests that the Indian solar sector should set up reverse logistics, storage, dismantling centers, and recycling plants to get ready for these new duties.

Data:

The study indexes 503 urban local bodies from 10 states with a treated used water reuse policy
Western, north-western states and Karnataka lead, with eastern states catching up
90% of ULBs, however, need targeted financial planning & investments for used water management

The way forward:

The industry should explore innovative financing options and business plans for solar waste management. Furthermore, to precisely map conceivable waste generation centers and strategically deploy waste management infrastructure, a database of the installed solar capacity should be updated regularly. This database should contain details like module technology, manufacturer, and commissioning date.

India has already started to address the waste with several initiatives. The E-waste Management Rules 2022, published by the Ministry of Environment, Forests, and Climate Change (MoEFCC) last year, will control the disposal of waste solar PV cells and modules in India. The extended producer responsibility (EPR) framework for waste management is mandated by these regulations for manufacturers of solar cells and modules.

CEEW experts:

Dr Arunabha Ghosh, CEO, CEEW, said, “India must proactively address solar waste, not just as an environmental imperative but as a strategic necessity for ensuring energy security and building a circular economy. As we witness the remarkable growth of solar from only 4 GW in March 2015 to 73 GW in December 2023, robust recycling mechanisms become increasingly crucial. They safeguard renewable ecosystems, create green jobs, enhance mineral security, foster innovation, and build resilient, circular supply chains.”

Neeraj Kuldeep, Senior Programme Lead, CEEW, said, “India’s G20 Presidency had identified a circular economy as a thrust area for sustainable development. A circular solar industry and responsible waste management will maximize resource efficiency and make domestic supply chains resilient. The CEEW study provides robust evidence of the opportunity in solar waste management. However, solar recycling technologies and the industry are still at a nascent stage and require policy push and support.”


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