‹ All Posts
Jeet B Bhayani (SEBI RA)

25th Oct · SEBI-Registered Analyst

India's renewable energy industry reached a notable achievement in the first half of 2025, with unprecedented output from solar and wind sources, leading to a marked decrease in emissions from the power sector, as reported by the global energy think tank Ember. Solar energy production increased by 17 terawatt-hours (TWh), representing a 25% rise from H1 2024, which elevated its portion of total electricity generation to 9.2% from 7.4%. Wind energy generation increased by 11 TWh, or 29%, now representing 5.1% of overall electricity. Other renewable energy sources also saw increases, with nuclear energy rising by 14% and hydro energy bouncing back by 17% following a drop last year. Due to the increase in renewable energy production, coal power decreased by 22 TWh (3.1%) and gas generation dropped by 34%, resulting in a 24 million tonne reduction in carbon dioxide emissions relative to H1 2024. The report pointed out that electricity demand increased slightly by 1.3% in H1 2025, marking the slowest growth since the COVID-19 pandemic, attributed to milder weather, decreased industrial activity, and reduced cooling needs, as air conditioners account for nearly one-fifth of India’s overall power capacity. Even with this weakened demand, renewable energy almost fulfilled all new electricity needs, reducing dependence on fossil fuels. Ember observed that electricity consumption is expected to grow in the second half of 2025, possibly resulting in a modest rise in coal-powered generation. Nonetheless, the expansion of solar, wind, nuclear, and hydroelectric power is anticipated to continue being the main factor in India's shift towards a cleaner, more sustainable energy mix

INOXWIND
INOXGREEN
ADANIGREEN

#FundamentalViews#TrendingSectors#EquityResearch#Miscellaneous#MacroViews
842 likes·54 comments