Whalesbook
Dekho, ye ek bohot interesting trend hai. Q4 FY26 mein, matlab January se March 2026 ke beech, 90 mein se 88 din aise the jab India ki peak power demand solar energy banne ke time par hui. Ye dikhata hai ki daytime renewable energy production ab humari sabse zyada electricity use ke timings se match kar rahi hai.
Par is match ka matlab ye nahi ki sab kuch changa si. Ulta, ye dikha raha hai ki humari grid capacity kam pad rahi hai. Q4 FY26 mein hi, almost 27 GW solar aur 4 GW wind energy waste ho gayi. Aur alag se, 83 GW solar aur 11 GW wind energy ko TRAS (Tertiary Reserve Ancillary Service) ke under band karna pada kyuki grid mein capacity nahi thi. Gujarat mein ye problem sabse zyada dikhi hai, jo clearly integration challenges ko point karta hai.
Is excess energy ki wajah se market mein prices itne gir gaye hain ki lagbhag zero ho gaye hain. Example ke liye, April 5, 2026 ko Indian Energy Exchange (IEX) par Real Time Market (RTM) price sirf ₹0.0003 per kilowatt-hour tak gir gayi thi! Ye tab hua jab market mein solar power ka flood aa gaya aur demand kam thi. Aise price crash se utilities ko bhi cost management ki zarurat hai.
Ab experts kya keh rahe hain? Akshay Hiranandani, jo Serentica Renewables ke CEO hain, unhone kaha ki sirf renewable energy capacity badhana kaafi nahi hai agar hum use sahi se use nahi kar rahe. Unka kehna hai ki battery storage jaldi install karna chahiye, market reforms hone chahiye, aur renewable purchase obligations ko properly enforce karna chahiye taaki fair pricing ho sake. Sanjeev Aggarwal, Hexa Climate Solutions ke Chairman, ne bhi same baat kahi. Unhone bataya ki dopahar mein jab solar power surge karta hai, toh utilities ko shaam ki peak demand ke liye expensive thermal power par depend karna padta hai.
Government aur companies storage solutions par kaam kar rahi hain. March 2026 tak, 247 GWh storage capacity ke liye tenders aa chuke hain. Isme 138 GWh pumped storage projects (PSP) ke liye aur 111 GWh battery energy storage systems (BESS) ke liye hain. Abhi tak sirf 1.2 GWh BESS operational hai, aur 6 GWh aur 2026 ke end tak expect hai. Main goal yahi hai ki renewable energy ko better time par shift kar sakein aur grid ko stable rakha ja sake.