India Crosses 300 GW of Non-Fossil Power Capacity, Meets Over 60% of 2030 Target
Visual Credits: Canva
India crossed 300 GW of installed non-fossil electricity capacity, that’s over 60% of the 500 GW by 2030 capacity target the government set, reported HT.
On July 31, 2026, India’s total non-fossil electricity capacity stood at 300.50 GW, comprising 164.59 GW from solar power, 58.14 GW of wind power, 57.24 GW of large and small hydropower, 11.75 GW of bio-power and 8.78 GW through nuclear power.
The newspaper noted that the rise was most rapid in the solar sector. India’s solar capacity has increased from just 2.8 GW in 2014 to 164.59 GW at present, while wind capacity has grown from around 21 GW to 58.14 GW over the same period.
Renewable energy generation has risen from 190.96 billion units in 2014-15 to 477.79 billion units in 2025-26, demonstrating that the transition is being reflected not only in installed capacity but also in actual electricity generation. In 2025-26 alone, India added a record 55.29 GW of non-fossil electricity capacity, including 44.6 GW of solar and 6 GW of wind capacity, the highest annual addition of non-fossil capacity recorded in the country.
While surpassing 300 GW of installed non-fossil capacity is a major milestone, India is losing and curtailing a significant portion of this clean electricity because transmission grids and storage capacity are lagging behind power generation.
In the first quarter of 2026 India lost 300 million units of RE due to transmission constraints.
Frantic buying ahead of ALMM II deadline to trigger spike in Solar Module Prices
Solar module prices in India are rising as developers rush to buy components before the December 31, 2026, Approved List of Models and Manufacturers (ALMM) List-II solar cell deadline, Mercom reported. This frantic buying spree is tightening the supply of advanced TOPCon and Mono PERC modules and driving up overall project costs.
Strict local sourcing mandates under ALMM limit cheap foreign cell inflows, bottlenecking module assemblers who lack vertical integration
India added 34 GW of solar capacity in the first half of 2026, which is 38% above 2025 levels, as developers raced to commission projects ahead of the June deadline for the Approved List of Models and Manufacturers-II (ALMM-II) for solar cells, according to Wood Mackenzie’s ‘From Modules to Cells: India Deepens its Solar PV Push’ report, the Business Standard reported.
The company forecast the additions in 2026 to exceed 50 GW. “India is set to commission more solar capacity in 2026 than in any year in its installation history, even as the policy driving that surge simultaneously creates a supply crunch that will push system prices significantly higher,” it said.
“The near-term cost impact is unavoidable, and developers will need to navigate a difficult transition period before prices stabilise,” said Sureet Singh, Research Analyst, Wood Mackenzie.
Govt’s Solar Company SECI Boosts Domestic Green Ammonia Supplies to Fertiliser Sector
The Government's Solar Energy Corporation of India plans to supply an additional 1 million metric tons of locally produced green ammonia to fertiliser makers annually, as India seeks to reduce reliance on imports, reported Reuters.
In March fertiliser companies and local suppliers, including clean energy solution company ACME Cleantech and NTPC Green, had signed offtake agreements for 724,000 tons of green ammonia (a derivative of green hydrogen)?which could cover one third of the country's requirements of the low-carbon fuel, the report said.
India's fertiliser sector uses about 20 million tons of grey hydrogen annually, produced from imported natural gas, whose supplies have been disrupted by the Iran war.
Green hydrogen is extracted using solar while grey hydrogen is made using coal or natural gas using steam-methane reforming.
India Plans Polysilicon Incentives to Reduce Reliance on China
India is preparing a production-linked incentive scheme for domestic polysilicon manufacturing, reported Reuters. The manufacturing incentives will be distributed deeper into the solar supply chain to reduce import dependence.
Polysilicon, a key raw material used in solar photovoltaic panels, is entirely imported from China. India earlier offered 240 billion rupees ($2.52 billion) in incentives for solar panel and cell production.
The new scheme could cover more than 10 GW of production capacity. India has already built more than 200 GW of solar panel manufacturing capacity and more than 32 GW of solar cell capacity, while another 100 GW of cell capacity is expected to come online within about a year, the report said adding that the country is also targeting at least 80 GW of solar ingot and wafer manufacturing capacity by June 2028.
Trump Slaps 15% Tariff to Compete with China on Solar and Chips
The US imposed a series of price floors and a 15% tariff on polysilicons, the raw material used in semiconductors and solar panels that is primarily produced by China, reported Reuters.
U.S. President Donald Trump's tariffs are aimed at supporting domestic chip and solar supply chains needed to compete with Beijing on artificial intelligence and energy.
Polysilicon, an ultra-pure form of silicon, sits at the start of the semiconductor and solar manufacturing supply chains, the newswire explained adding that manufacturers turn silicon wafers into solar cells and then assemble those into panels used in solar projects.
Domestic semiconductor manufacturing depends on solar because the solar industry's larger demand for polysilicon helps support production of the material required for chips. The chip industry accounts for 2.4% of global polysilicon demand, according to the Semiconductor Industry Association.