According to internal letters from the Sustainable Projects Developers Association (SPDA) reviewed by Reuters, projects awarded under solar and wind tenders now exceed 50 GW but remain stranded—still waiting for power purchase agreements (PPAs) to be finalized. That’s more than double the stranded capacity reported just nine months earlier (around 20 GW)
🚧 Major Causes of Delay
- Lack of PPAs: Developers have not secured buyers for electricity from awarded projects
- Transmission issues: In states like Rajasthan and Gujarat, critical grid infrastructure remains unfinished
- Regulatory and legal obstacles: Project approvals stalled due to court cases and bureaucratic delays 📊 Why It Matters
- The stalled capacity accounts for roughly 25% of India’s total renewable capacity (~184.6 GW) Major companies affected include JSW, NTPC, Adani Green, ACME Solar, Renew Power, and Sembcorp
🏛️ Industry’s Request to Government
The SPDA is urging the Ministry of New & Renewable Energy to:
- Classify delays as “force majeure” to protect developers from penalties
- Speed up regulatory and transmission approvals to prevent further stalling of renewable capacity
⚖️ India’s Renewable Ambitions at Risk
Despite recording nearly 22 GW of new solar and wind installations in the first half of 2025, these bottlenecks threaten India’s goal of reaching 500 GW of non-fossil fuel capacity by 2030
📋 Snapshot Table
Issue | Details |
Total stranded capacity | Over 50 GW (vs 20 GW nine months ago) |
Core issues | Missing PPAs, transmission delays, regulatory/legal hurdles |
Impacted developers | JSW, NTPC, Adani Green, ACME Solar, Renew Power, Sembcorp |
Industry demand | Recognition of projects as force majeure; faster clearances |
National clean energy goal | Risk to 500 GW target by 2030 due to stalled installations |
✅ Bottom Line
India’s ambitious renewable targets are being hindered not by a lack of supply or finance, but by operational and regulatory roadblocks—delaying over 50 GW of projects and putting the green transition at risk unless government action accelerates.
SOURCE : RECUTERS
