Jharkhand high Solar Tariffs The two biggest risks in India’s utility solar market came to haunt India’s tribal state of Jharkand’s solar reverse auction for 1.2 GW. The state has put out tenders for two categories of solar projects – below 25 MW and 25-500 MW. The bids were in a wide range of INR […]

India suffers from lack of good windy sites One of the biggest problems for the India’s wind energy sector is the paucity of good windy sites for locating the wind farms. Most of the good locations have already been used up and finding a new site is a major problem for wind energy developers. In […]

China’s Industrial Overcapacity The Chinese economy always had a huge problem of industrial overcapacity, due to the state directed policies and central planning. Artificial suppression of interest rates had allowed companies to fund themselves using cheap loans. This has led to a situation of chronic overcapacity in a number of industries such as steel, coal, […]

Solar Growth in India – 2016 & 2017 Solar power in India is set to double to 4-5 GW in 2016, from around 2 GW in 2015 as the market heats up due to government’s strong intent to achieve the 100 GW solar target. Even as other infrastructure and power sectors remain moribund, the solar […]

Top Chinese Solar Companies Performance – 2015 As FY2015 comes to an end, and most of the solar companies have declared their full year results, let us assess their performances. I will concentrate on teh Chinese solar companies now. Some of my favorite Chinese solar stcosks are Trina Solar (TSL), Jinko Solar (JKS), CanadianSolar (CSIQ), […]

Coal Tax in India While India has not given up its right to develop large new electricity power capacities using coal, the government is consistently increasing the cost of this power using a clean cess. The coal tax which started 2 years ago at Rs.100/  ton ($1.5 ton) was first doubled last year to $3/ton. […]