Whalesbook
Budget 2026: System Ko Strong Banane Ki Tayari
Last decade mein India ne renewable energy capacity toh badha li, par ab asli challenge hai uss energy ko store karne aur manage karne ka. Isliye, Budget 2026 mein government policy ko energy system ko ready karne par zyada dhyan degi. Target hai 2030 tak 500 GW non-fossil fuel capacity aur 2070 tak net-zero emissions. Iske liye system ki design aur financial stability bahut zaroori hai.
Kya chahiye Budget Se?
Sab log expect kar rahe hain ki Budget 2026 mein structural reforms honge jo infrastructure ko mazboot banayenge, na ki sirf electricity banane pe focus hoga. EY India ka kehna hai ki ek dedicated climate-finance facility se private paisa aa sakta hai, par DISCOMs (electricity distribution companies) ki financial health aur storage solutions ki bankability pe bhi dhyan dena hoga. Achhi baat yeh hai ki FY 2024-25 mein DISCOMs profits mein laut aayi hain, par abhi bhi states mein uneven performance hai.
Storage, Grid, Aur Green Hydrogen Ka Future
Energy storage, jaise ki Battery Energy Storage Systems (BESS) aur pumped storage projects, bahut zaroori ban gaye hain. Is sector ko grow karne ke liye clear rules, sahi charges aur tax rules chahiye jo investment ko attract karein. Sath hi, grid ko upgrade karna taaki renewable energy ko easily integrate kar sakein, yeh bhi critical hai. Smart meters aur inter-state transmission projects pe bhi kaam expect hai. National Green Hydrogen Mission ne direction toh de di hai, par production, storage aur transportation ko scale karne ke liye continuous support chahiye.
India Mein Manufacturing Ko Boost
India ki energy transition mein manufacturing ka bhi bada role hai. Government chahti hai ki solar modules, cells, batteries aur electrolyzers ka domestic production badhe. PLI schemes ne module assembly ko help kiya hai, par polysilicon, wafer manufacturing aur battery cell production mein challenges hain aur raw materials imported hain. Industry leaders ko ummeed hai ki PLI schemes extend honge, new manufacturing facilities ke liye accelerated depreciation milega, aur import duties ko rationalize kiya jayega.
Investment Confidence Aur Taxation
Budget mein taxation, levies aur exit structures ko lekar clarity investors ka confidence badhayegi. Taxation reforms jaise GST rationalization, import duty adjustments aur clean energy assets ke liye accelerated depreciation se project economics sudhrengi. Ultimately, Budget 2026 ko yeh dikhana hoga ki India ki energy transition sirf ambitious nahi balki bankable aur sustainable bhi hai.