Category Archives: News & Regulatory Updates

Executive Summary Uttarakhand has officially released its FY 2026-27 tariff order, and the math has fundamentally shifted for Corporate Energy Consumers. The industrial grid tariff has dropped by ₹0.51 to ₹7.71/unit. However, this Discom reduction comes with a catch: Open Access Solar savings have simultaneously shrunk by 18%. At first glance, a cheaper baseline Discom […]

Executive Summary ₹2.56 per unit vs ₹5.06 per unit. Same government. Same grid. Same 18 months. Over the last year and a half, the Indian government ran 15 reverse auctions for renewable power, covering Solar, Wind, Hybrid, Storage, and Round-The-Clock (RTC) generation. Every single result is public. Yet, almost nobody in the corporate world reads […]

Executive Summary For years, large corporate consumers and data centers relied on spot-market Renewable Energy Certificates (RECs) to hit their 100% green targets without depending on physical grid supply. While it avoided heavy cross-subsidy surcharges, it was fundamentally a short-term gamble that lacked the 15-year predictability a CFO needs to underwrite a massive ESG commitment. […]

Executive Summary For Commercial & Industrial (C&I) consumers in Maharashtra, the math on renewable energy just fundamentally changed. On 18 March 2026, the state notified its Renewable Energy and Energy Storage Policy for FY 2025-36. This was not an incremental update; it was a structural reset for every heavy-power manufacturing plant in the region. The […]

Executive Summary For years, Group Captive has been the most attractive Open Access structure available to Commercial & Industrial (C&I) consumers in India. The paper returns were undeniable: ₹3 per unit savings over DISCOM tariffs and an IRR exceeding 19%. Yet, when presented to the Board, these projects were frequently paused or outright rejected. The […]