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Markets & Policy
India’s solar module capacity outpaces demand, leaving factories running at just 35–40% utilization India has emerged as the world’s second-largest solar module manufacturing hub, with 233 GW of capacity. However, capacity remains heavily concentrated downstream and is set to outstrip demand through 2030, according to a new report by the Institute for Energy Economics and Financial Analysis (IEEFA) and JMK Research.
Uma Gupta
Sep 01, 2026
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Markets & Policy
Can Delhi’s new EV policy deliver 95% EV registrations by 2027? Delhi’s EV penetration stood at 12.6% of new vehicle sales in FY2026, while the policy aims to increase the share of EVs in the overall vehicle fleet to around 30% by 2030, alongside a target of 95% of all new vehicle registrations being electric by 2027. Achieving these milestones within the next four years will require not only sustained consumer adoption but also effective implementation of registration mandates, charging infrastructure expansion and supporting ecosystem development.
JMK Research
Jul 02, 2026