Executive Summary In corporate energy procurement, relying on outdated benchmarks is the fastest way to strand capital. Between January and December 2025, India ran 10 reverse auctions for standalone battery storage. In just 11 months, tariffs collapsed by 33%. Every single one of these auction results is public, yet almost nobody in the corporate world […]
Category Archives: News & Regulatory Updates
News & Regulatory Updates
₹9.50 Grid Peak vs. ₹6.45 BESS: Why Your Evening Power Strategy is Bleeding Capital
20
May
May
Executive Summary In corporate energy procurement, the most expensive line item has historically been dispatchable, on-demand power during the evening peak. When the sun sets, factories are forced back onto standard grid tariffs, paying between ₹7.50 and ₹9.50 per unit. Most corporate energy consumers haven’t realized that the math just permanently changed. In May 2026, […]
News & Regulatory Updates
Uttarakhand FY27 Tariff Order: Grid Drops to ₹7.71, But Here is Why Open Access Solar Still Wins
07
Apr
Apr
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 […]
06
Apr
Apr
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 […]
News & Regulatory Updates
CERC REC 2026 Amendment: The 51% Rule is Dead. Why VPPAs Are Now a Boardroom Reality.
01
Apr
Apr
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. […]
News & Regulatory Updates
Solar + BESS in Maharashtra: The ₹6.20/Unit Peak Arbitrage Unlocked by the 2026 RE Policy
23
Mar
Mar
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 […]
News & Regulatory Updates
₹3/Unit Savings Without the CSS Trap: Decoding the 2026 MoP Group Captive Amendment
23
Mar
Mar
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 […]