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JMK Research & Analytics

2021: A year of ascent for solar PV

The solar sector in India bounced back to make 2021 the best year in new PV capacity addition. The year also witnessed a massive response to PLI tender for solar manufacturing and launch of 50 GWh battery cell tender and green hydrogen mission.

Power banking restrictions will curb open-access solar

A new report analyzes the current status of banking provisions across solar and wind energy rich states in India, along with the implications of these restrictive provisions upon the renewables sector.

How round-the-clock renewables point to optimum use of energy generation and infrastructure

Amid the troubles of the coal-dominated grid, variable renewable energy has a place in ensuring reliable supply

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India added 2 GW of utility-scale solar in Q3 CY2021

JMK Research analysts expect the solar installation activity to further pick up in the fourth quarter. They estimate around 3.5 GW of new utility-scale solar capacity and 1 GW of hybrid capacity addition in the October-November-December period.

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India added 8.8 GW of solar in the first nine months of 2021

The solar capacity addition for the calendar year 2021 is expected to touch 14 GW (11 GW utility scale and 3 GW rooftop) if the third Covid wave does not strike between November and December.

Gujarat’s 500 MW solar auction sees aggressive tariff of INR 2.20/kWh despite BCD impact

JMK Research analysts attribute the comparatively lower tariffs to good ratings of the Gujarat State Discom Gujarat Urja Vikas Nigam Limited, choice of project location for developers, and anticipation that mono PERC module prices would fall 10-15% by 2022.

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GoodWe is the biggest rooftop solar inverter supplier in India

The Chinese manufacturer commanded a 17% share of the total 3268 MW of rooftop PV inverter shipments in India in the January-December 2020 period.

LONGi Solar was India’s biggest module provider in 2020

The Chinese manufacturer shipped over 1,500 MW (DC) of modules last year, accounting for a 15.6% share of the total 9,478 MW module supplies in the nation. 

JMK says India could install 9.7 GW of new utility-scale solar in 2021

The nation is going to make great strides in new utility-scale solar installation this year after adding just about 2.6 GW in 2020.

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Rooftop solar: How to mitigate the impact of a new net metering limit

A net feed-in tariff could offer a solution for consumers, developers, and distribution companies.

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