South India Records No Curtailment as India Loses 300 GWh
ECONOMY & POLICY

South India Records No Curtailment as India Loses 300 GWh

Ember research found that South India recorded no curtailment even as India logged 300 GWh of renewable energy losses in Q1 2026. The study, which measures output in gigawatt-hour (GWh) and capacity in gigawatt (GW), attributed about 470 GWh of inter-state curtailment in Q1 2026 to a mix of transmission constraints and system inflexibility, with roughly 300 GWh linked directly to transmission. The report noted that the Northern and Western regions accounted for the bulk of congestion.

Transmission expansion has consistently trailed targets, with completed additions at about 80 per cent over the past five years, the study said. India requires 61,411 circuit kilometres of additional Inter-State Transmission System (ISTS) capacity by FY2029–30, yet one in four major transmission schemes is delayed by a year or more and nearly 20 GW of renewable capacity faces connectivity delays exceeding four months in FY2026–27. These connectivity shortfalls impose material financial costs because projects under Temporary-General Network Access (T-GNA) do not receive compensation during curtailment and typical project delays can reduce internal rates of return by 100–200 basis points.

Battery energy storage systems (BESS) at renewable pooling stations were identified as the most credible near-term remedy to ease congestion, but deployment has been hindered by absent regulatory frameworks and weak commercial incentives. Ember proposed an intermediary government-backed entity to aggregate output from T-GNA projects and contract it to BESS developers, which would reduce contracting risk for transient projects. The report also recommended treating BESS as a transmission asset with capacity payments socialised across states in the same manner as transmission charges.

The analysis noted that falling storage costs strengthen the economic case for renewable-plus-storage solutions and that roughly three to four GW of two-hour storage capacity could absorb most curtailed generation. It highlighted nearly 236 GW of plug-and-play BESS connectivity headroom at major pooling stations and reported that the levelised cost of storage has fallen to around Rs 4.0–4.5/kWh while solar generation is near Rs 2.5/kWh, yielding combined delivered costs well below the Rs 10/kWh many states pay for peak procurement. The study urged co-optimised planning of transmission and project siting and recommended mandatory co-location of storage to reduce persistent congestion.

Ember research found that South India recorded no curtailment even as India logged 300 GWh of renewable energy losses in Q1 2026. The study, which measures output in gigawatt-hour (GWh) and capacity in gigawatt (GW), attributed about 470 GWh of inter-state curtailment in Q1 2026 to a mix of transmission constraints and system inflexibility, with roughly 300 GWh linked directly to transmission. The report noted that the Northern and Western regions accounted for the bulk of congestion. Transmission expansion has consistently trailed targets, with completed additions at about 80 per cent over the past five years, the study said. India requires 61,411 circuit kilometres of additional Inter-State Transmission System (ISTS) capacity by FY2029–30, yet one in four major transmission schemes is delayed by a year or more and nearly 20 GW of renewable capacity faces connectivity delays exceeding four months in FY2026–27. These connectivity shortfalls impose material financial costs because projects under Temporary-General Network Access (T-GNA) do not receive compensation during curtailment and typical project delays can reduce internal rates of return by 100–200 basis points. Battery energy storage systems (BESS) at renewable pooling stations were identified as the most credible near-term remedy to ease congestion, but deployment has been hindered by absent regulatory frameworks and weak commercial incentives. Ember proposed an intermediary government-backed entity to aggregate output from T-GNA projects and contract it to BESS developers, which would reduce contracting risk for transient projects. The report also recommended treating BESS as a transmission asset with capacity payments socialised across states in the same manner as transmission charges. The analysis noted that falling storage costs strengthen the economic case for renewable-plus-storage solutions and that roughly three to four GW of two-hour storage capacity could absorb most curtailed generation. It highlighted nearly 236 GW of plug-and-play BESS connectivity headroom at major pooling stations and reported that the levelised cost of storage has fallen to around Rs 4.0–4.5/kWh while solar generation is near Rs 2.5/kWh, yielding combined delivered costs well below the Rs 10/kWh many states pay for peak procurement. The study urged co-optimised planning of transmission and project siting and recommended mandatory co-location of storage to reduce persistent congestion.

Related Stories

Gold Stories

Next Story
Products

Koemmerling opens Navi Mumbai experience centre

Koemmerling, a brand of the profine Group, has expanded its presence in the Mumbai metropolitan region with the opening of a new experience centre in Navi Mumbai and launched its Allure S46 minimal sliding door system for the Indian market.Located in CBD Belapur, the facility was inaugurated by Peter Mrosik, Owner and CEO, profine Group, along with Farid Khan, Chairman and Managing Director, profine India, and Kamal Bajaj, CEO, profine India.The company said the new centre will showcase its portfolio of uPVC and aluminium window and door systems to architects, developers and homeowners.The ina..

Next Story
Products

India's waterproofing market nears Rs 150 bn milestone

India's waterproofing industry is approaching a market size of Rs 150 billion and is expected to surpass the $2 billion milestone, according to speakers at the 2nd India International Waterproofers Conference & Expo 2026 organised by the Waterproofers Association of India (WAI) in New Delhi.The two-day event brought together more than 20 speakers, 55 international delegates and 53 exhibition booths, with discussions focusing on climate-resilient construction, advanced waterproofing technologies and international collaboration.Inaugurating the event, Durga Shanker Mishra, former Secretary, ..

Next Story
Real Estate

Dilip Buildcon Q1 FY27 Revenue at Rs 23.78 billion

Dilip Buildcon Limited reported consolidated revenue from operations of Rs 2,378 crore in Q1 FY27, along with EBITDA of Rs 429 crore and profit after tax of Rs 128 crore.Consolidated EBITDA margin stood at 18.1%, improving from 17.1% in Q4 FY26. On a standalone basis, revenue from operations was Rs 1,930 crore, EBITDA stood at Rs 199 crore and PAT was Rs 39 crore, with an EBITDA margin of 10.3%.The company’s order book stood at Rs 27,691 crore as of 30 June 2026, compared with Rs 28,830 crore as of 31 March 2026. Roads and highways accounted for 17.1% of the order book, irrigation and water ..

Advertisement

Subscribe to Our Newsletter

Get daily newsletters around different themes from Construction world.

STAY CONNECTED

Advertisement