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A strategic alert for Directors and CXOs: How simultaneous policy shifts in India and China create a "Procurement Cliff." ...

For over a decade, industrial consumers benefited from a simple truth: solar prices kept falling. That era is over. A structural shift driven by global commodity inflation, China’s trade policy changes, and India’s upcoming ALMM enforcement has pushed solar project costs up by ~25% in the last year, with further increases expected through 2026. With silver prices tripling, metal markets tightening, and DCR module pricing surging far above earlier expectations, waiting even 3–4 months now erodes ROI, extends payback periods, and increases capex by crores. The message is clear: 2026 rewards action — not delay. ...

India’s growing position as a global climate leader needs to be maintained and strengthened with policies that support it. It has been more than 15 days since safeguard duty on solar modules ended. However, there has been an unprecedented and uncanny silence from the government and industry participants. There is a clear 40% customs duty to be enacted from 1st April 2022, and there was a safeguard duty at 14.5% until 29th July 2021. This duty-free window is a policy tool that is hard to understand. Moreover, the silence of an official announcement presents multiple risks. Should one place a bid based on the assumption of Zero duty, or should one assume a certain number? How much will this hurt domestic manufacturing? ...

The best way to understand how renewable projects work is to compare it to a bond or an annuity. A bond involves an investment of a fixed amount upfront from an investor to a borrower. After the investment, the borrower pays an interest (fixed or variable) at fixed intervals till he returns the principal borrowed. ...

With the recent IPO of Sterling & Wilson in India, more awareness and interest has been generated in renewable energy within the investor community. Many investors approach me with questions on the technology, its future viability and how and where to take exposure, how to manage the investment and its associated risks. Hence, I thought of putting my knowledge as a Developer, Investor, 4th generation entrepreneur, Asset Owner and Operator into a series of articles. These articles aim to create awareness amongst the investor community on the viability, safety and financial returns from investing in Renewable Energy, as well as alert them of common pitfalls and how to navigate through them. This is the first in the series and should lay the foundation argument for investing in Renewable Energy ...