Saurenergy International Magazine June Issue 2020

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June 2020 | Rs. 200

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DCP LICENSING NO. F.2(S-29) PRESS/2016 l VOL 4 l ISSUE 10 l TOTAL PAGES 64 l PUBLISHED ON 1ST OF EVERY MONTH

The Many Routes To Growth

RAJAT VERMA Founder Lohum Cleantech

SUNIL BADESRA

Vivek Chaturvedi

Business Head Sungrow (India) Pvt Ltd

Regional Business Director Solar – (India, ME & Africa), DSM

AMPLUS | TATA POWER | GREENKO | JINKO | REC GROUP | GROWATT

From The Editor PRASANNA SINGH Group Editor

prasanna@meilleurmedia.com

A

s the monsoons start their annual coverage of the country to deliver relief from the heat, the country's Renewable Energy sector is also seeking succour of sorts.

Be it policy, the Coronavirus disruptions, or wishing a quick recovery for state discoms, the sector faces multiple challenges. On policy, the biggest question is the treatment of imports from China, the key industry supplier. Will the new duty be 20 percent, 25 percent or is there a surprise in store still? Either way, the friction caused by any significant change cannot be avoided. On the other hand, the Coronavirus inflicted lockdowns continue to linger on, making business as usual very difficult. It remains to be seen if the 6 month leeway that has been sought will truly help.

Renewable+ Storage, the new flavour of the season, continues to surprise, without a really clear picture of how winning firms will execute on their promises. But we still managed to catch up with a really interesting firm in the business, Lohum Infotech, which is focused on recycling, and the mobility sector. Sungrow India has been one of those few China based firms to invest in make in India, and the firm has reaped the benefits. Catch that interview too.

On the discom front, all bets are off on whether the Electricity Amendment Bill 2020 will pass. If it doesn't, then it will be a blow for the whole power sector. But nothing quite changes the mood, and the situation on the ground in India, like a good monsoon. So lets hope and pray for a good one, everyone needs it!

Prasanna Singh prasanna@meilleurmedia.com

DIRECTOR

STAFF WRITER

EDITOR

MANAGER - MEDIA SOLUTION

PRATEEK KAPOOR prateek@meilleurmedia.com

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ASSOCIATE EDITOR

MANU TAYAL manu@meilleurmedia.com Saur Energy International is printed, published, edited and owned by Manas Nandi and published from 303, 2nd floor, Neelkanth Palace, Plot No- 190, Sant Nagar, East of Kailash, New Delhi- 110065 (INDIA), Printed at Pearl Printers, C-105, Okhla Industrial Area, Phase 1, New Delhi.

04 n June 2020 n Saur Energy International

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Editor, Publisher, Printer and Owner make every effort to ensure high quality and accuracy of the content published. However he cannot accept any responsibility for any effects from errors or omissions. The views expressed in this publication are not necessarily those of the Editor and publisher. The information in the content and advertisement published in the magazine are just for reference of the readers. However, readers are cautioned to make inquiries and take their decision on purchase or investment after consulting experts on the subject. Saur Energy International holds no responsibility for any decision taken by readers on the basis of the information provided herein. Any unauthorised reproduction of Saur Energy International magazine content is strictly forbidden. Subject to Delhi Jurisdiction.

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www.saurenergy.com | vol 4 | issue 10

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POINT OF VIEW

06 n June 2020 n Saur Energy International

08 12 18 20 32

POLICY SECI Disburses Rs 10.3 Cr in GST Claims to 6 SPDs in May Payments

TECHNICAL FEATURE The Missing Element in the Proposed Electricity Act Reforms

TECHNICAL FEATURE Future of Residential Solar: Post Covid Period

THE CONVERSATION Vivek Chaturvedi, Regional Business Director Solar – (India, ME & Africa), DSM

THE CONVERSATION SUNIL BADESRA Business Head, Sungrow (India) Pvt Ltd

PROJECTS Tata Power Wins LoA for 120 MW Solar Project in Gujarat

EVs Global Report lauds E-Buses Deployment in Kolkata

MARKET India to add 15 GW of Wind-Solar Hybrid Power Over Next 5 Years: CRISIL

WEEKLY TOP ‘X’ SERIES The Leading Electric Two-Wheeler Companies in India

OPINION Dark Clouds Gathering Over C&I Segment, Says ICRA

24

34 38 42 48 52

STARTUP FEATURE

36

THE CONVERSATION

RAJAT VERMA Founder, Lohum Cleantech Saur Energy International n June 2020 n 07

POLICY UPDATES

Andhra Govt Renegotiates Greenko IREP Contract, Secures Rs 3495 Cr Extra Revenue The Andhra Pradesh (AP) Government has announced that it has secured an additional revenue of Rs 3495 crore after it successfully renegotiated the contract, for the proposed Integrated Renewable Energy Project (IREP), with the implementing firm Greenko group. As part of the IREP, the Hyderabad headquartered Greenko Group is currently setting up a 550 megawatt (MW) wind power project, 1,000 MW of solar energy project and 1,680 MW of reverse pumping project in the state.

“This significant financial gain is achieved owing to the efforts of the present government which has renegotiated the project terms and compensation payable by the Greenko group which is currently setting up this project in Andhra Pradesh,” an official statement said. As a result, the state stands to receive an additional revenue of Rs 3,495 crore from the proposed project. “It is purely additional to the already agreed proceedings of the erstwhile government,” it said.

As per the renegotiations, the state government said it has doubled the land prices to Rs 5 lakh per acre from the existing Rs 2.5 lakh the rate which was fixed by the erstwhile TDP government. This decision will alone fetch the state government about Rs 119.16 crore which is equivalent to the one-time compensation fixed by the previous TDP government, it said, and added the government will allot 4,766.28 acres of land to Greenko group for setting the proposed project.

In addition to this, the government has also levied a ‘Green Energy Development Charge/Cess’ of Rs 1,00,000 per annum on each megawatt of power being produced by the group in all the three formats wind, solar and reverse pumping project. It is unclear if Greenko will be allowed to recover the additional cost by pricing its final power sales higher.

08 n June 2020 n Saur Energy International

SECI Disburses Rs 10.3 Cr in GST Claims to 6 SPDs in May Payments The Solar Energy Corporation of India (SECI), the nodal agency for implementing renewable energy projects in the country recently published a list of all the payments (solar/ wind power procured, transmission fees, and GST rebates) it has made to solar/ wind power developers for the month of May 2020. The agency has also detailed that it has reimbursed six firms or SPDs (across their multiple subsidiary special purpose vehicles) for GST claims to the tune of Rs 10.35 crore. with this payment, Power and MNRE Minister R.K. Singh can claim t have met a key promise made to the industry in recent interactions. Although, a counter view would of course be that problems that should not have arisen at all have been solved.

The six firms that have been reimbursed include: • ACME Solar (ACME Vijayapura Solar Energy, ACME Koppal Solar Energy, ACME Karnal Solar Power, ACME Kaithal Solar Power, ACME Hisar Solar Power, ACME

Bhiwadi Solar Power, ACME Babadham Solar Power, ACME Jodhpur Solar Power and ACME Rewa Solar Energy) • Azure Power (Azure Power Venus, Azure Power Thirty Six) • Phelan Energy India RJ • Fermi Solar • Wardha Solar (Maharashtra) (PSEPL Subsidiary) • Parampujya Solar Energy (Adani Green Energy Subsidiary) It was in February 2019, that the Central Electricity Regulatory Commission (CERC), after hearing on the matter raised by local solar project developers, had issued an order accepting the Goods and Services Tax (GST) as a change in the law in case of Power Purchase Agreements (PPA). The developers had petitioned for the central commission to declare the introduction of GST as Change in Law in case of the PPA(s) which had led to an increase in the recurring and non-recurring expenditure for the projects.

AIPEF Appeals to the PM to put new Electricity Bill on Hold The All India Power Engineers Federation (AIPEF) has appealed to the prime minister to put the draft Electricity (Amendment) Bill on hold as it is against the federal structure of the country wherein electricity is a concurrent subject. The Ministry of Power had circulated the draft bill for feedback of the stakeholders in April this year.

In a letter dated June 13, 2020, to the prime minister, the Federation said, a large number of states have raised serious objections to the proposed amendments as these are against the federal structure of the country.

The amendments seek to erode the working of Regulatory Commissions and dictate on issues of the tariff, DBT (Direct benefit Transfer), subsidy, Electricity Tribunal ECEA (Electricity Contract Enforcement Authority), payment security issues, etc, which are clearly in purview of the state policy, it stated. Under such circumstances, the bill must be withdrawn. Tamil Nadu,

Telangana, Andhra Pradesh, Maharashtra, Kerala, Chhattisgarh, West Bengal, Bihar, Jharkhand and Puducherry have already expressed their strong objections, it said. In view of objections from states, the bill would certainly require extended discussion and debate in both Houses of Parliament which would not be possible under constraints of virtual participation, the AIPEF said.

It makes it all the more necessary and urgent that the bill must be referred to the Standing Committee on Energy so that states and stakeholders including consumer organisations and employee and engineers associations can submit their objections in detail, it said. The amendments sought are far too draconian to be rushed through and certainly deserve the detailed feedback from states, it opined. The amendments are further based on the agenda of privatisation which is not justified for key infrastructure such as electricity, it added.

POLICY UPDATES

MNRE Creates FDI Cell to Process Foreign Investment Proposals In order to keep a closed eye on the investment made by neighbouring countries in India, the Ministry of New & Renewable Energy (MNRE) has set up a new cell in the ministry for taking care of the foreign direct investment (FDI) into the sector.

The Ministry said in a statement that, the FDI cell will be comprised of two members i.e. Amitesh Kumar Sinha, Joint Secretary (Solar), MNRE, who is the Nodal Officer; and Ruchin Gupta, Director, MNRE. This Cell will further process FDI proposals.

The move came after the Central Government had recently reviewed the FDI policy for curbing opportunistic takeovers and acquisitions of Indian companies on the back of current coronavirus pandemic.

The move was widely taken as an attempt to better track and monitor China-based investments into the country.

In line with this, the Department for Promotion of Industry and Internal Trade (DPIIT) has informed that “an entity of a country, which shares a land border with India or where the beneficial owner of investment into India is situated in or is a citizen of any such country, can invest

only under Government route and the FDI proposals involving investments from these countries shall now be processed by the concerned Administrative Ministry and Department.” Now, India’s neighbouring countries which share land borders – Bangladesh, Nepal, Pakistan, China, Myanmar, Bhutan and Afghanistan, will now be permitted to invest only through approval

route. This new policy had blocked the indirect acquisition of investments by entities based in neighbouring countries. With this, change in ownership of the investment will also have to be cleared by the government.

On April 18, 2020, DPIIT had issued a press note regarding this change in policy, which would impact both direct & indirect FDI from China.

RK Singh Unveils Real Time Market in Electricity Power and New & Renewable Energy Minister RK Singh launched the pan-India Real-Time Market (RTM) in electricity, placing India amongst a league of electricity markets in the world having such a system. RK Singh launched the RTM through video conference in New Delhi Explaining the significance of the RTM, RK Singh said that it is an organized market platform to enable the buyers and sellers across the country to meet their energy requirement closer to real-time of operation.

He further said “introduction of the real-time market will bring required flexibility in the market to provide real-time balance while ensuring optimal utilization of the available surplus capacity in the system. It will also help manage diversity in demand pattern in India with an organized market at a national level.”

Further, RTM would be for every 30 minutes in a day based on double-sided closed auction with a uniform price.

In this ‘Gate Closure’ concept has been introduced by the government for bringing in the desired firmness in schedules during market operating hours.

Here, buyers and sellers will have the option of placing their buy and sell bids for each 15-minutes time block. Besides, the proposed RTM will provide an alternate mechanism for power distribution companies (Discoms) to access a larger market at a competitive

price. For power generators (Gencos) it will provide a benefit by participating in the RTM with their un-requisitioned capacity. A mechanism has been provided for Gencos having a long-term contract and participating in this market to share the net gains with Discoms.

Saur Energy International n June 2020 n 09

POLICY UPDATES

MoP may Consider Extending ISTS Charges Waiver beyond 2022: RK Singh Union Power Minister RK Singh has said that the power ministry (MoP) may consider extending beyond 2022 the waiver of Interstate Transmission System (ISTS) charges for renewable energy projects. Last year in November, the ministry had extended the ISTS charges waiver to wind and solar energy projects by nine months till December 2022. Initially, the waiver was for the projects commissioned till March 31, 2022.

Under the waiver, all these projects commissioned by December 2022 are eligible for availing exemption of ISTS charges and losses on the transmission of electricity for 25 years.

Singh said his ministry “may consider extending the ISTS waiver for renewable energy projects by at least six months�, according to a statement issued by FICCI after a CEO’s interactive session with the minster.

It is believed that industry bodies are pressing for the extension of at least one year beyond December 2022 in the wake of the COVID-19 pandemic.

Addressing CEOs Interactive Session organised by FICCI Renewable Energy CEOs Council and FICCI Power Committee, Singh said power generation will have to be doubled, as per the statement. He

urged the industry to start adding capacity without waiting for bids to come out as the RPO penalty will be made more stringent.

Alluding to reforms in the sector, Singh said that amendments in the Electricity Act are essential to make the sector viable and sustainable. The minister urged the industry to communicate the importance of these reforms. He added that the sanctity of contracts has to be maintained and this applies to all parties involved, failing to do so will result in blacklisting of companies.

Duties on Solar Imports Coming, Govt Hopes for Orderly Transition At his press conference on June 25, Power Minister R.K. Singh confirmed that duties, possibly starting at 20-25 percent, will be imposed on module imports from August 1. He wasn't absolutely certain on duties for cell imports, but indicated they would be treated at a lower rate, possibly 15 percent. It is also not clear if customs duties on imports may be spread wider this time, beyond China and Malaysia as was done in the case of the safeguard duty. Without a clear case for dumping, doing that again might not be as simple. Besides, with China-based firms able to supply from plants in Vietnam, Singapore etc, it also may lead to leakages in the original intent.

What is interesting is the plan to raise duties to almost 40 percent after one year on modules, and 30 percent on cells. While a formal announcement with details is awaited, this is broadly in line with what we have been predicting for sometime now. By starting off duties at a lower rate, the difference would be minimal with existing charges, like the safeguard duty at 15 percent. More importantly, the intent 10 n June 2020 n Saur Energy International

to increase duties gradually makes it clear that the government will do what it can to encourage domestic manufacturing in the meantime.

Anything over 20 percent protection from imports is a massive advantage, after taking into account freight and other costs, and a lac of interest despite this would be frankly inexplicable. the lower duties on cells is also understandable, as cell manufacturing is a much more complicated and capital intensive process. Almost 100 percent of the existing capacity in the country, especially among smaller firms, is in module manufacturing. Duties on ingots and wafers, which have not been indicated, will presumably stay low or even zero, as India produces almost none of those.

During his discussions with the media, Mr Singh indicated that duties on solar cells might move to 30 percent after a year, indicating a strong hope to see some steps in manufacturing those too.

The minister also remained adamant that the 175GW target for renewable energy, set

for end 2022, will be met.

While the optimism is welcome, and his feisty defence of the proposed amendments to the electricity act were also convincing, it remains to be seen if India's manufacturing dreams actually take shape over the next 28-24 months. Failure to do so will not only make solar power more expensive, it could also add to the end consumer cost, as RPO's make a higher share of solar mandatory after the act is passed. For Chinese firms, the situation post 2021 is becoming quite clear.

Either invest in manufacturing in India, or consider the viability of their India business anew.

Interestingly, we have not heard much on the impact of assemble in India versus make in India. That remains an opening global manufacturers could yet exploit after due clarifications, as the government in its Union budget clearly indicated that even assemble in India will be an acceptable solution in cases. In solar modules particularly, besides solar inverters, that is a relatively easier way to sidestep possible duty impact. We should know soon enough on the actual plans.

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OPINION

The Missing Element in the Proposed Electricity Act Reforms

JAIDEEP MUKHERJI CEO, Smart Power India

India is the third largest producer and consumer of electricity worldwide. But it still has one of the lowest per capita power consumption (1,181 kWh) as compared to the world’s average per capita power consumption, which stands high at nearly 2,700 kWh. Because of this, our nation faces the challenge of ensuring sound financial health of the power sector, which is currently dealing with a unique challenge, wherein there is surplus power generation capacity but adequate distribution infrastructure is lacking. This leads to lower utilisation of power plants and increased losses in power distribution sector, which brings in liquidity stress in the sector.

The country is currently grappling with the effects and impact of COVID – 19 hurled across sectors in these trying times. As power comes under essential services and is exempted from the effects of the nationwide lockdown, the utilities across the country have strived to providing interrupted supply to all customers. But due to nationwide lockdown the industrial consumption has been subdued leading to average Plant Load Factor (PLFs) of thermal power plants declining to 56.08 per cent for FY20 compared to 60.30 per cent for FY19. Apart from this the sector now faces an aggravating problem of poor financial performance of Distribution utilities (DISCOMS), which are now faced with dual challenge of subdued demand from Industrial & Commercial customers and lower collection efficiency during the lockdown.

It is now imperative to address these issues at earliest to boost the economy.

One such development to ease the ongoing menace, is the structural reforms proposed, through the announcement of the Draft Electricity (Amendment) Bill, 2020. This Bill has reinforced the spirit of Electricity Act, 2003 and has suggested measures for the development of the sector. The key focus lies 12 n June 2020 n Saur Energy International

on promoting competition, protecting interest of consumers and universal access to electricity, tariff reforms, transparent subsidy management and promotion of renewables. The key initiatives are the reforms towards cost reflective tariffs, shift towards a Direct Benefits Transfer (DBT) mechanism for transfer of subsidies to customers, more powers to the Distribution Franchisees and Distribution Sub-Licensees player which will be now recognized by the regulator and notification of a National Renewable Energy Policy. All these measures, if implement effectively, has the potential to transform the electricity sector in India and usher in socio-economic development for the citizens.

In order to make the reforms more effective, certain recommendations can be taken into consideration by the Ministry of Power. This will play a big role in introducing competition and bring in technology & innovation in last mile electricity service to provide clean, affordable and reliable electricity to all citizens.

Provisions for promoting Decentralized distributed generation The idea of introducing decentralized distributed generation systems will pave the way for innovation in rural remote areas and help in providing affordable and reliable electricity to all customers, through integration of off grid and grid electricity technology.

Providing model structure, detailed guidelines and roles & responsibilities of Distribution Sub-Licensees Distribution Sub-licensee can add an interesting dimension to the industry structure in last mile electricity distribution supply and can empower the customers. This mechanism if implemented with full effectiveness can bring in multiple players operating in the same licensee area offering, the much

OPINION needed, electricity service choice to customers. It also offers a huge scope for bringing in newer players into electricity supply business who can leverage technology and bring in novel customer centric practices in electricity service. To make the concept of Distribution Sub-licensee effective, the model structure, detailed guidelines and responsibilities may be clearly defined, either in the Act or in the subsequent guidelines issued by authorities.

Guidelines on Distribution Franchisees Currently, different models and terms & conditions are being followed for the appointment of distribution franchisees across states. This has in turn led to mixed outcomes of success and failures of the franchisees. To increase competition, the distribution franchisee agreements should be drafted in a manner, so that the risks and incentives are aligned to provide a win-win proposition to Discom, Private sector and Customer. A similar initiative has been taken

by Ministry of Power in the past, wherein a standard set of business models and bidding documents, was provided that served as an effective guidance to States for adopting distribution franchisees in the states.

Provisions for promoting Smart Grids Introducing Smart Grids and associated technologies e.g. smart meters and grid resilience, will attract investments in technology

and innovation, that will contribute to providing affordable and reliable electricity to all customers.

Undoubtedly, India has made massive gains in the power generation sector, to the extent of becoming a power generationsurplus country. But the battle is far from over. To achieve its aim to ensure 24x7 power supply to all, the government needs to focus on developing a sustainable and robust transmission and distribution network as electricity is the driver of India’s development goals.

It is also critical to keep tariffs at optimum levels to benefit rural citizen of the country. At the same time, the government also has the 225GW renewable energy mission which, again, will depend on the creation of a robust, cost-effective network. So, while the government has been quick to act, by introducing structural reforms through this Amendment Bill, the effectiveness depends on implementation of the measures by the states, which is a challenging task .

This amendment bill has the potential to transform the electricity sector in India and now is the opportune time – On one hand, promoting renewable energy to achieve 175 GW target by 2022 and on the other hand introduce reforms to make the last mile electricity distribution supply viable. Together, the country now has potential to meet SDG-7 Goal of providing affordable, reliable, and modern energy services to all citizens.

Saur Energy International n June 2020 n 13

GRID UPDATES

NTPC To Give Rs 1363 Cr Discount on Fixed Charges to Discoms NTPC Limited, the largest electricity generator in the country has announced that it will be giving a discount of Rs 1363 crore to distribution companies (Discoms) on fixed or capacity charges that they owe during the lockdown period this fiscal year. The fixed charges are paid by Discoms under power purchase agreement for the cost of setting up of a power plant.

As per the company announcement, its Board has also approved deferring the collection of Rs 2,064 crore fixed charges from discoms till the end of lockdown, imposed to contain the coronavirus pandemic. The charges would be collected in three equal installments without any interest, the PSU said. Normally these attract a 12 percent interest rate for late payments The revenues of power distribution companies was hit due to demand constriction as well as collection issues after the lockdown was imposed to contain the

spread of COVID-19 in the country. The government had subsequently announced a liquidity infusion of Rs 90,000 crore through REC and Power Finance Corp into crisis-hit Discoms. The liquidity shot will be securitised against the receivables of Discoms from consumers.

NTPC said that its board of directors in a meeting on June 9, 2020, “approved deferment of capacity charges of Rs 2,064 crore to Discoms, to be payable without interest after the end of the lockdown period

in three equal monthly instalments.” The board also approved a rebate of Rs 1,363 crore on the capacity charges billed during the lockdown period to discoms on account of COVID-19, in the financial year 2020-21, it stated.

The PSU on May 17, 2020, had announced that it would consider deferment of capacity charges and rebate to distribution companies and a rebate of 20-25 percent on fixed charges to discoms following the direction of the power ministry.

PG&E Gets Approval for Microgrid Proposal from California Commission The California Public Utilities Commission (CPUC) has approved the Pacific Gas and Electric Company’s (PG&E) comprehensive and cost-effective microgrid proposals, which are designed to reduce the number of customers affected by Public Safety Power Shutoff (PSPS) events and mitigate the impacts to those who remain affected.

A PSPS may be used when severe weather threatens a portion of the electric system and PG&E determines it’s necessary to turn off electricity to reduce the risk of catastrophic wildfire.

With the increased incidence of wildfires in California, PG&E is enhancing and expanding its efforts to reduce wildfire risks and keep its customers and communities safe. High temperatures, extreme dryness and record-high winds create conditions where any spark at the wrong time and place could lead to a major wildfire.

PG&E’s Community Wildfire Safety Program includes short-, medium- and long-term plans to make its electric system safer.

These plans include installing new grid technology, hardening the electric system, and performing enhanced vegetation management, all with the goal of making PSPS events smaller in size, shorter in length, and smarter for customers. Microgrids are one tool in these efforts. “As PG&E continues our enhanced and expanded efforts to reduce wildfire risks, we are also working to reduce the scope, duration and impact of future PSPS events. A key piece of this 14 n June 2020 n Saur Energy International

strategy is developing and deploying microgrids,” said Andy Vesey, Utility CEO and President. For 2020, PG&E’s microgrid solutions focus primarily on building grid resilience and keeping the power on for customers in communities that have a high likelihood of experiencing a future PSPS event. To that end, PG&E has reserved more than 450 megawatts of temporary mobile generation to be deployed in four ways, each with a unique objective.

GRID UPDATES

Power Demand Drop Expands to 19.7% in June First Week A relatively cooler first week of June in many parts of the country has seen the power demand slump widen from 8.8 percent in May to 19.7 percent in June. The spurt in power demand due to intensifying heatwave and spur in commercial and industrial activities across the country after easing of the lockdown in the second half of May had raised hopes that power consumption would inch towards normal levels (of last year) in June.

According to power ministry data, the peak power demand met ranged between 138.28 GW (on June 4) to 146.53 GW (on June 6) in the first week of June. Thus, the peak power demand for this week was 146.53 GW, which is 19.7 percent less than the 182.45 GW recorded in June last year.

The peak power demand met in May stood at 166.42 GW (recorded on May 26), which was 8.82 percent less than 182.55 GW in the same month a year earlier. Similarly, the peak power demand met in April stood at 132.77 GW, 25 percent less than 176.81 GW in the same month a year earlier. Therefore, the power demand slump had narrowed down to 8.8 percent in May from 25 percent in April this year. Power consumption in May this year had also declined by 14.16 percent to 103.02 billion units (BU) compared to 120.02 BU a

year ago. But, the slump in power consumption had narrowed down in May this year to 14.16 percent from 22.65 percent recorded April in this year. Power consumption had improved after the government started giving relaxations for economic activities and mercury soared beyond 45 degrees intensifying heatwave in the country in May. The total electricity consumption was 103.02 billion units in May this year compared to 120.02 BU in the same month a year ago.

Power consumption in April dipped 22.65 percent to 85.16 billion units (BU) compared to 110.11 BU.

UPPCL Gets Recognition from CM for Achieving Good Results During Crisis The Uttar Pradesh Power Corporation Limited (UPPCL), the company responsible for electricity transmission and distribution within the state of Uttar Pradesh, has drawn recognition from Chief Minister Yogi Adityanath for achieving good results in ensuring electric supply amid the Coronavirus crisis.

In line with Prime Minister Narendra Modi’s ‘Power for All’ resolution, efforts are continuously being made towards 24/7 power supply to every household in the coming time, the chief minister said.

The power corporation has achieved good results in ensuring power supply amid the coronavirus crisis, he said. The chief minister also inaugurated and laid the foundation stones for 28 transmission sub-stations worth Rs 3,135 crore at his government residence. Out of these, projects worth 1,881.78 crore were inaugurated, and foundation stones laid for projects worth Rs

1,253.56 crore. Adityanath said this is a new series of steps being taken towards achieving the goal of ‘Power for All’.

He said the UPPCL had the biggest target to achieve. “After Independence, there were over 1 crore 24 lakh families who had never witnessed the electricity. By providing a free electricity connection to them, their homes were lit. The government has also achieved the goal of electrification of 1.75 lakh

majras,” he said.

In December 2019, we had reported that the Uttar Pradesh Electricity Regulatory Commission (UPERC) had approved the Power Sale Agreement (PSA) signed between the Uttar Pradesh Power Corporation Limited (UPPCL) and the Solar Energy Corporation of India (SECI) for sourcing 200 MW of solar power at a tariff of Rs 2.89/kWh. Saur Energy International n June 2020 n 15

GRID UPDATES

POSOCO Braces for Impact of Eclipse on Solar Power Generation The Power System Operation Corporation (POSOCO) has in a new report detailed the likely impacts of the annual solar eclipse, that India will be experiencing on June 21 this year, on the country’s power sector/ solar generation and all the preparations that have been made to try and lower the impact on the system. During a solar eclipse, the Sun is partially/fully covered by the Moon, as a result, there will be a reduction in solar irradiance and hence the corresponding reduction in power generation from solar PV cells.

Solar generation, which accounts for 9 percent (34.6 GW as on March 31, 2020) of the total installed generation capacity in the Indian grid, will be adversely impacted by astronomical events such as solar eclipse, due to variation in the solar generation (reduction followed by a rise in generation) and associated large ramp rates. As a

consequence of which the grid can take a big hit. Variation of solar generation disturbs load generation balance (LGB) leading to deviation of the grid frequency from the nominal and the same needs to be maintained by flexing fast ramping sources like Hydro and Gas generating stations. Low generation from solar power parks results in high voltages at pooling substations, which needs to be maintained by timely switching of Reactors/ Transmission lines.

Thus, “maintaining load generation balance and system voltages within pre-specified IEGC band in the grid are the important tasks of system operator during a solar eclipse,” the report stated.

As per the report the following steps have been undertaken to mitigate the impact and maintain grid stability: 1. A ssessment of eclipse impact on solar power generation

2. Electricity demand forecast for the period 3. Operation planning for maintaining load generation balance (LGB) in the grid 4. Maintaining the voltages at pooling substations 5. Coordination across different utilities of the power system

Sunrun Finds Partners to Demonstrate use of Home Batteries as Grid Resources Sunrun, a leading US home solar, battery storage and energy services company, has partnered up with two major utilities in California and New York to demonstrate the use of its home batteries as grid resources or residential energy storage virtual power plants.

The firm has partnered with Southern California Edison (SCE), the largest utility in Southern California and one of the largest in the country to together launch one of the first such virtual power plants in operation in the United States.

Beginning this month and continuing through mid-2021, Sunrun and SCE will network up to 300 of Sunrun’s Brightbox home solar and rechargeable battery systems across Southern California to demonstrate how clean energy stored in the rechargeable solar battery systems can provide peaking capacity to the electrical grid for Southern California residents. The virtual power plant will provide a resilient, clean source of energy at times when electricity is needed most, such as during a hot summer day and other times when there is high demand for energy. Families with Sunrun’s Brightbox rechargeable solar battery systems will also have access to reliable backup power to keep their lights on and food fresh during outage events.

In New York, the firm has received approval to deploy its rooftop solar and battery systems as part of an innovative virtual power plant project supporting the state’s transition to clean, reliable, locally generated electricity.

16 n June 2020 n Saur Energy International

Beginning this year, the company will bundle rooftop solar energy stored in more than 300 of its battery systems and deliver it to the electricity grid when called upon by O&R. O&R and Sunrun’s implementation plans were accepted by the New York Public Service Commission (NYPSC) recently. By bundling and coordinating the energy stored in Sunrun’s Brightbox home battery systems, the firm will, just like in California, form a virtual power plant to partially offset demand on O&R’s electricity grid in key areas, while providing clean, reliable, locally-generated solar power to residents in Orange and Rockland counties.

ELEGANT YET POWERFUL

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TECHNICAL FEATURE

Future of Residential Solar: Post Covid Period

PANKAJ MOHANPURIA Brand Manager, HomeScape Solar – Residential Arm of Amplus Solar

Till Dec 2019, India was having 757 MW of cumulative installed solar capacity by the residential segment, out of 5440 MW of rooftop solar (RTS).

As per Phase II of Grid connected RTS implementation plan by MNRE released in Aug 2019 last year, India has set for itself a modest and calculated target of 4GW of installed solar capacity by residential sector for its 2022 renewable energy targets. But, if you compare the growth of solar adoption in residential sector, it’s not very great, and definitely not good enough to take us to the above target of 4GW by 2022.

Ref. Source: Bridge to India RTS Maps

18 n June 2020 n Saur Energy International

If you see the y-o-y of growth rate of residential sector, it has increased gradually, from 14% in 2016, to 11%, 10% and 12% in the years 2017, 2018, 2019 respectively as per the latest capacity addition report by Bridge to India. So, it is not so great after all.

All this growth about rooftop solar that is circulated, around 70% of it is being fuelled by commercial and industrial (C&I) sectors.

So, in reality, it’s the C&I segment that is responsible for gaining appreciation countrywide.

Ref. source: Bridge to India RTS Maps

TECHNICAL FEATURE Looking closely, as compared to last year (2018), India has added 184 MW installed capacity in year 2019.

Road ahead Residential segment in India has always been enjoying lower tariffs as compared to all other segments, so unless the subsidy provided is really high, adoption of solar is going be gradual, the way it has been, which is why MNRE in its latest guidelines for Phase II of RTS, is offering straight 40% subsidy of the benchmark cost for first 3KW solar system, followed by 20% for the next slab, which is above 3 KW upto 10 KW. Many states are coming up with tenders for quicker adoption of residential rooftop solar and also to avail benefits of Central Financing Assistance (CFA) by MNRE. Some of the states are even offering state subsidies over and above MNRE CFA to make the rooftop solar more attractive for consumers, but still there are many hurdles.

States that have floated tenders to avail CFA under RTS segment are as follows Gujarat1 – 600MW in residential segment Delhi2 - 24MW of residential segment

by the innovators (top 2.5%) and early adopters (next 13.5%).

They are someone with lesser risk appetite, and would only buy a product, when situation is kind of perfect, unlike present times of uncertainty, less liquidity in the market and consolidation phase of the highly fragmented solar industry.

Solar plant being a high involvement product with a life of more than 25 years, will come after health, food, housing which has become the topmost priority for many of us now which also includes this early majority. These are also the people that will determine the ultimate success of the innovation/ product. So, it is a make or break situation.

Madhya Pradesh3 - 45MW for residential segment

Uttar Pradesh7 – 60MWfor RTS

Raghuram Rajan in one of his recent webinars, conducted by IMF has said that there will be reduction in discretionary spending by the individuals. Ticket size of the spending will also reduce significantly. Solar plant being a product which is not a necessity and also the cost, being on the higher side, will take a backseat for now, with health and safety becoming top priorities. Customers will although, not reject the idea of solar altogether, but will delay the decision making regarding solar installations for some time now.

Gujarat is the leader when it comes to rooftop solar installations by the residential segment. Out of total 79,950 residential RTS customers availing subsidy, a biggest pie of 64%, around 51,000 customers are from Gujarat .This is followed by Maharashtra with just 5500 residential customers availing subsidy in this segment.

Both demand side as well as supply side constraints are one of the main reasons attributed for this scanty growth. When I say supply side, that would include state policies, such as net metering caps, lack of willingness by DISCOMs towards RTS etc. and demand side include lack of awareness and available information about solar power among the consumers.

Having said that, it does not mean that people are not going to buy solar plants anymore, its just that it is being delayed for the time till situation becomes normal and people get to their initial spending capacities. Until then, we as developers should use this available time afforded to us due to lockdown in increasing awareness about solar and benefits a consumer will get after its installation. As per our experience so far during our interactions with potential customers, we still spend 30-40% of our time teaching them basic benefits of getting a solar plant. This will not only help them in making better and quick decisions but also help bring solar industry on track by closing sales quickly.

Assam4 - 8MW for residential segment Bihar5 - 5MW for residential segment Punjab6 - 10MW for government & private segment

How does COVID-19 affect this growth?

India has surpassed the 16% tipping point on the product diffusion curve. So, if we assume 2022 target of 4GW by residential segment as the total available market, out of that 757MW is already installed as on Dec 2019.

n

So, any more installations happening after 640MW are driven by the fact that customers who lie after initial innovators and early adopters, belong to the early majority category. These are the kind of people who adopts a product based on its use and recommendation Saur Energy International n June 2020 n 19

THE CONVERSATION

Vivek Chaturvedi Regional Business Director Solar – (India, ME & Africa), DSM

Our Fluorine-Free Endurance Backsheets are Fully Recyclable, Helping to Make Solar Even More Sustainable India is 2nd biggest market for DSM for our relatively newer offering - Endurance backsheets. These backsheets do not contain fluorine and are fully recyclable, helping to make the solar industry even more sustainable. India is at a cusp of exponential growth, hence is a market of strategic importance to DSM. We have been in India for the last 31 years and solar provides an exciting opportunity to add to our portfolio. We are already number 1 in coatings and among the highest growing backsheet brands in India, believes Vivek Chaturvedi, Regional Business Director Solar – (India, ME & Africa), DSM, a globally recognized science-based company actively working in solar space in India. In a chat with Manu Tayal, Associate Editor, Saur Energy International, Chaturvedi shared his views on various topics including his company’s product offerings for the Indian market, business strategy amid Covid-19, business plans for India, how they overcame challenges while working in India, suggestions for the government etc. Here’re the excerpts from that exclusive interview.

Shed some light on DSM and its product offerings for India’s clean and green energy space?

DSM is a global science-based company active in Nutrition, Health and Sustainable materials. We have a long and successful heritage in materials innovation. In recent years we’ve applied this wealth of knowledge to the solar industry, with one clear ambition: to make clean and affordable solar energy available for all. Our family of solar materials’ technologies boosts, power generated by solar PV systems and reduce the cost of solar energy. These materials include various anti-reflective coatings, with an increasing focus on the back sheets. This is based on the Sustainable Development Goals (SGDs) outlined by the United Nations which are essential to our future prosperity; with higher focus on three SDGs: SDG 7 ‘Ensuring access 20 n June 2020 n Saur Energy International

to affordable, clean energy for all’; SDG 12 ‘Ensuring responsible consumption and production’; and SDG 13 ‘Taking urgent action to combat climate change’.

What is the significance of anti-reflective and anti-soiling coatings for solar panels? Explain with an example.

Our Anti-Reflective coatings lead the industry by enabling a 3-4% power gain compared to untreated glass. This technology has been extended to create a broad portfolio for specific applications that add extra features to the overall benefit of boosting power output; an Anti-Soiling coating for desert-like environments that adds an anti-soiling property to the AR function; an aesthetically pleasing Neutral coating for residential solar panels and an extreme transmission AR coating XT with best-in-class transmission for 10%

THE CONVERSATION extra power boost compared to our regular coating designed for high power solar modules. Our latest coating development is an Anti-Reflective coating for aftermarket applications (for existing solar parks) that boosts solar output by up to 3% (as compared to uncoated panels).

Example: Application of our DSM AntiSoiling coating in India, Andhra Pradesh State.

This state has a semi-arid climate, with hot & dry conditions for most of the year and average rainfall of ~500mm. Two types of modules are being tested: Modules with DSM Anti-Soiling coating and modules that have a standard (non-DSM) AR coating. The test is carried out on a ~1 MW scale within the 150-MW park. Data is collected at string level and recorded since September 2018. The result so far is a performance improvement of ~2.5% and a reduction of daily soiling rate ~50%, which impacts cleaning costs, reducing consumables such as scarce water and labor costs.

Do the company’s business operations feel the heat of the coronavirus crisis? How do you deal with it? Your strategy.

Recently DSM and Lightyear joined forces for electric vehicles (EV) adoption, is there any plan of DSM to enter into this segment in India as well in near future?

I BELIEVE THE BIGGEST CHALLENGE TODAY IS AROUND FOCUSING ON THE COST OF WP

COVID-19 has impacted the global solar market and increased uncertainty in what was an already dynamic business driven by local requirements (tariffs, laws, etc.).

Fortunately, our production continued, and we were able to swiftly act upon changing demands. We are now taking a more regionally focused, customer-centric approach to ensure we are best positioned to swiftly meet local needs in today’s dynamic market.

AND NOT ON THE COST OF KW HR.

What are DSM’s plans for the Indian solar market in next few years? What scope do you see here?

India is amongst the world’s 3rd biggest market in terms of installations for the industry and is 2nd biggest market for DSM for our relatively newer offering - Endurance backsheets. Featuring the strongest core layer in the industry, DSM Endurance backsheet is the most durable PV backsheet on the market today - delivering long-term protection against moisture, mechanical stress, sand abrasion and UV. Since 2013, with 15 million modules installed, and 0 failures, it’s built to last. Moreover, our Endurance backsheets do not contain fluorine and are fully recyclable, helping to make the solar industry even more sustainable. India is at a cusp of exponential growth, hence is a market of strategic importance to DSM. We have been in India for the last 31 years and solar provides an exciting opportunity to add to our portfolio. We are already number 1 in coatings and among the highest growing backsheet brands in India.

This is an exciting development. Lightyear and DSM see an opportunity to jointly scale the commercialization of Lightyear’s unique solar-powered roof for the electric vehicle market. Specifically, the partnership aims to integrate solar-powered roofs, based on back-contact solar technology, in a variety of electric vehicles, including cars, vans and buses – thus enabling users to charge their vehicles directly with clean energy. We are focusing on Germany, UK, Netherlands and the USA right now.

What kind of challenges do you find while working in India in the solar segment?

Our biggest challenge was about 3 years back, when we were launching our Endurance backsheets, which are fully recyclable and made using sustainable materials. The bid conditions blocked our entry into the market. However when we brought this to the notice of appropriate authorities, their action was swift and this is how we overcame that challenge.

I believe the biggest challenge today is around focusing on the cost of Wp and not on the cost of Kw Hr. But it is changing fast for the better. Our growing market share in backsheets and Anti-Soiling coating is a testimony to this fact.

In your view, what steps on the policy level should be taken in order to boost the solar sector in India?

I believe the Indian Government has done well on policy front till now and is continuously striving to make them fair and long term.

Some additional predictability will go a long way in reassuring the industry and bring greater investments in generation and manufacturing segments.

Recently, DSM completed 100 GW of installations with its recyclable backsheets and anti-reflective coatings. Shed some light on the achievement.

Indeed, we reached a milestone well worth celebrating. Specifically, 100 GWp of solar plants now include a DSM coating and/or backsheet. This is equivalent to 150,000 soccer pitches! This means that, till date, one out of every six solar modules worldwide is produced using one of our solutions. It all started back in 2011 when we introduced our AR coating, which today enables more than 300 million solar panels to capture more of the sun’s power.

Saur Energy International n June 2020 n 21

POINT OF VIEW

Can India become self-reliant in solar equipment, especially modules and cells, in 5 years?

During the current scenario where a wave of ‘AatmaNirbhar’ and ‘Vocal for Local’ is gaining traction amid global economic turmoil on the back of coronavirus pandemic, there is also a need to check that how far we have reached till now, what will be the challenges and how far will be the road ahead in order to become self-reliant. Here’re some views and suggestions from the industry stakeholders on the scope for solar equipment manufacturing in India, especially modules and cells, in the next few years:

Avinash Hiranandani Global CEO & Managing Director RenewSys India Pvt. Ltd. Yes, definitely! India already has a manufacturing capacity of over 10 GW of modules and 4 GW+ of cells and a further capacity increase of 3-4 GW is expected. This will take care of the 12- 15 GW planned installation every year for the next 4-5 years. Developing a robust manufacturing and value chain ecosystem including polysilicon, wafer, and component production is crucial to ensure this planned growth. The Ministry is also focussing on maintaining the quality and reliability of solar products through initiatives like the ALMM. Together these will greatly enhance India’s position as a supplier of choice worldwide. The Government is taking proactive measures to help the industry grow. MNRE has been interacting closely with the industry throughout this COVID period and is working to bolster the growth of the domestic industry. DCR Projects (Domestic Content Requirement) are examples of a great initiative to support Indian manufacturers, as they require the use of domestically manufactured solar cells and solar modules. Such schemes are important and should continue as they offer significant support to the domestic industry.

Yash Jain Chief Marketing Officer MicroSun Solar Tech Pvt Ltd PM Modi’s aggressive push for ‘Make in India’ to reinforce domestic manufacturing and make its economy ‘AatmaNirbhar’ in the post-pandemic era is a welcome opportunity for India’s solar sector. India can take due advantage and full opportunity only if it’s capital, land and labour reforms are restructured as per today’s market situation. Lack of consistent govt policy and financial support to match the scale, quality and low price of Chinese imports, have undercut the growth of India’s solar technology and manufacturing.

An aggressive strategy for the long-term development of industry in line with the National Solar Mission that addresses price competitiveness, profitability, feasible finance and capacity gaps is an immediate imperative. The sustainable domestic manufacturing industry can save approx USD 22 billion in equipment imports by 2025, provide equipment supply security, and create 40,000 direct and 100,000 indirect jobs in the next 5 years. Our vision at MicroSun Solar is to make energy increasingly affordable in the next 5 years.

Manish Das Co-Founder Skilancer Solar India is working on the ambition to make the solar industry self-reliant with the ongoing vocal for local campaign during this coronavirus outbreak. The supply disruptions from China and other foreign countries have led to a subsequent shortage of solar components and modules, which have impacted India’s ambitious energy target of achieving 100 GW of solar capacity by 2022. The only way to achieve this would require consistent government policy and support to the domestic manufacturing solar equipment industry which would then enable them to save approx USD 42 billion in equipment imports by 2030 and create direct and indirect opportunities in the job market. And we can say that if these efforts are continued, India will be on the way to become self-reliant in terms of domestic solar panel manufacturing.

-MANU@MEILLEURMEDIA.COM

22 n June 2020 n Saur Energy International

THE CONVERSATION

RAJAT VERMA Founder, Lohum Cleantech

Let’s Make India The Recycling Hub Of The World As India takes slow and steady steps towards e-mobility, the big opportunity you won’t hear about is recycling of batteries. Especially critical considering the high cost of Lithium-Ion batteries, and the sourcing risk for raw materials. Enter Rajat Verma, Founder at Lohum Cleantech. The firm is into manufacturing of 1st and 2nd life battery packs for low-power mobility applications , besides recovering critical battery materials through extraction at the end-of-life. The potential to perform full stack li-ion battery recycling technology to recover cathode & anode raw materials is what makes Lohum a key driver of growth in the Indian EV eco-system.

The firm claims an impressive start, with clients including a government organization into manufacturing of tricycles for the differently abled, an e-bike rental service provider in Bengaluru and a leading e-vehicle manufacturer of Two Wheelers among others. Verma, a serial entrepreneur with over 18 years of experience in start-ups and in technology investing internationally has previously worked with companies that specialize in enterprise software & e-waste management. An Alumnus of Indian Institute of Technology (Kanpur) , he did his MS at Stanford & MBA from Harvard Business School. We spoke to him to bring you an entrepreneurs view on the opportunities in electric mobility.

24 n June 2020 n Saur Energy International

THE CONVERSATION Why lithium. Why did you start with this business?

So I had been an investor and an operator in the electronic waste management space for the last almost 12 years and got a very good perspective on recycling associated with various kinds of electronics. In 20152016 I started seeing lithum-ion batteries coming into the mainstream and creating e-waste, the battery space in particular.

From an initial focus on recycling, we extended our thoughts to the larger problems associated with the entire battery life cycle in India, right from first life to second life to end of life problems associated with them. So that was basically the Genesis of Lohum.

When we say lithium ion battery space, what does it include?

In a very generic sense of the word, yes.

But broadly, it includes Lithium-Ion , lithium polymer, Lithium Ferro phosphate, all kinds of variants of lithium cathode chemistry In the telecom sector today, we are producing almost 20,000 tons of lithium-ion battery waste every year. If handled right, (recycled ), that has the potential to do a lot for the lithium-ion ecosystem in the country.

How big can the recycling sector become?

and sourcing market. Kabariwala’s and other specialised aggregators have their presence, both in the formal and informal supply chain. It is these set of aggregators who aggregate the batteries for us and provid them to us. We also work directly with organized recyclers, organized waste recyclers, and we also work directly with some of the organised OEM’s in the market who have large bulk consumers in the market who want to dispose of batteries.

We are also developing relationships internationally, particularly in the US and China.

IN THE TELECOM SECTOR,

What does the law in India expect, when it comes to recycling of lithium- ion batteries?

WASTE EACH

In India, we’ ve got a bunch of different laws associated with electronic waste in general, but in particular lithium ion battery. When it is part of consumer electronics, it falls under the electronic waste management rules, but where the battery is used in automotive solutions, there are no rules yet. We just have what are known as lead acid battery management rules. As of February, 2020, the government ‘s pollution control board, came out with a draft set of notifications for generic battery waste management, which included both lead acid and lithium ion. And right now the notifications are available for public commentary. We expect these notifications, to get formally notified in the next couple of months, maybe three months. The new rules will essentially place the onus from cradle to grave on the producer or importer of the battery.

YEAR

Where are your current batteries under production being used?

WE ARE PRODUCING ALMOST 20,000 TONNES OF LITHIUM ION BATTERY

We are still in very early days of the recycling value chain. In the lithium-ion industry today China is the largest user.

Because they put it into their buses and their early electric vehicles way back in 2010. The US is playing catch up. Those early first life batteries are largely making their way to the second life battery space now. When it comes to recycling all the chemicals, very few companies globally right now have the expertise to recycle all the chemicals . Not just lithium, but also some of the other critical materials such as nickel, manganese, cobalt, which are much more difficult to separate from each other. Our goal is that just like in the base metal market, for example, aluminum ,iron, copper, and in the precious metal markets, such as gold and silver, where almost 50% of the produced material is recycled material the Lithium ion market and associated metals should also see a similar level of recycling.

How do you source your raw materials for production?

One of the beautiful things about India is a highly efficient recycling

We work very closely with the two wheeler and the three wheeler segment. The three Wheeler segment in India is actually one of the most voluminous segment, though largely unorganised. That remains attractive for us too.

A recent report claims that the two wheeler market will grow from 150,000 in 2019 to 2 million strong by 2025. That should attract a lot of firms. How do you see that impacting your own growth and plans ?

At this stage, if we look at the market, by and large, the same three or four players who have created what could be known as credible, warranty-able, and serviceable batteries in the market, even though you'll find a lot of smaller players who are putting together some Saur Energy International n June 2020 n 25

THE CONVERSATION solutions . We expect the market to consolidate around the larger players eventually. Our differentiator is that we are we are the (only) ones providing a full life cycle solution, which includes a second life and an end of life solution, which is not being provided by anyone.

So today actually both the OEM, as well as other battery manufacturers are both our customers. So we treat the entire market as our customer base, and we may be provisioning different parts of our complete solution to different players.

We certainly look forward to a strong play in the second life and the recycling market where can aim for a significant market share . With one of the most economical solutions in the market compared to anyone else, we believe it’s a real opportunity for us.

So cost and rarity of compoments makes a case for recycling in Lithium-Ion batteries.

Do they all perform similarly?

Typically most manufacturers will not give more than a 1000 cycle warranty on the battery pack. As assuming a battery being cycled (charged) each day broadly, that’s a 3-4 year time period. In more sophisticated use cases where you will have advanced cooling systems to manage battery life, the life could go up to 6-7 years.

Remember, India has very high temperature conditions, which are terrible for any kind of battery.

We have seen an emerging trend where mobility firms are effectively giving the batteries on lease.

How do you see that trend playing out ?

That's a very critical point and secondly if you look at the financing ecosystem, it has just started making its inroads into the electric vehicle ecosystem in the country. As we know, the Indian automotive industry largely works on finance. Electric vehicle’s too need financing . The critical questions that every financier will ask is what is the salvage value of the vehicle? And then if you have to address that question, you have to address the question of salvage value of the lithium ion battery, since the battery is such a key cost item in the vehicle. That is where we come into play. We expect to help financiers understand the salvage value of the battery based on number of cycles etc.

What is your current manufacturing capacity for batteries? And production capacity for extraction? Revenues potential from batteries and extraction business?

We can produce approximately 10,000 battery packs of varying configurations per annum. And we have the ability to recycle close to 500 tons per annum (TPA)of end of life packs to produce chemicals from them you know at our set up in Greater Noida , Delhi NCR region.

We are targeting a revenue of approximately 35 crores this year, although technically with a 10,000 battery pack capacity, you have the ability to generate revenues of close to Rs 200 odd crores at current prices.

A thousand TPA extraction business, is potentially $ 6 million of revenues. We have a 500 TPA capacity so that's approximately 3 26 n June 2020 n Saur Energy International

million potential. The big difference between the two businesses, of course, is the technology. If we've got the ability to extract all the materials, the profit potential is much, much higher in the extraction business when compared to battery packs

The metals you extract, are those used in batteries again?

No, today we don't put it back into a cell, because India doesn’t have a cell manufacturing capacity for what we do. I mean, lithium, Cobalt and Nickel have lots of use cases outside of the cell manufacturing industry. And all three today are commodities listed on the London metals exchange. So we trade them like any other commodity with the larger community in India. We've got key use cases around micronutrients, around lubrication, around electroplating, et cetera, associated with these chemicals. We are now working with some of the early starters in the manufacturing space in India. As you know India has announced a 50 GWh cell manufacturing capacity. Some of the leading players in the country, including the likes of Tata’s, Exide, TVS have announced the intention to put up cell manufacturing capacity . We are working with all of them in seeing how we can fit into that larger ecosystem.

So you don't see yourself as a part of that 50 GW number in terms of turning into a full fledged, greenfield manufacturer?

I don't think we want to get into the cell manufacturing business.

Our expertise remains around extracting the raw materials and then putting the cells into useful applications Cell manufacturing capacity now in our observation is a very high capex business and best left to extremely large and established players in the market.

As an insider, how do you see India’s manufacturing plans unfolding in the future?

We always believe more can be done on the policy side. We always believe the government can move faster. I think that that's a truism for not just India in particular but the world in general . India has shown a positive mindset when it comes to thinking about this space , the nuances of this space. It is very encouraging that key institutions in the country, whether it is BIS, BSP, whether it is CPCB, Niti Aayog, they are all thinking through recycling related policies. Even though the primary market for lithium ion battery, is still fairly nascent. After a long time we are thinking very holistically about an industry. India is certainly looking at EVs as probably sunrise sectors or the country over the next few years, which will probably generate a lot of jobs for the country.

OK, beyond mobility, what about using Lithium ion batteries for storage solutions?

In Renewable energy, for instance?

Globally, the prevailing mindset is that second life battery is best used for storage. It makes sense, but in India, what we've proven is that second life batteries can go and perform well in mobility applications as well. That is where we have truly differentiated

THE CONVERSATION ourselves. That is partly due to a very unique situation here. We can see low power vehicles functioning, coexisting with high powered vehicles in the country and these low power vehicles lend themselves very well to second life batteries. The storage case for these batteries is because they can afford to charge and discharge at low current rates. But the India market actually provides a lot of similar mobility applications.

So we've decided to focus on mobility, but storage is certainly there at the back of our mind. We have created a bunch of storage prototypes particularly integrating batteries with home inverter. But our focus remains mobility. As we demonstrate that the technology can actually go into what are known as low speed and low power electric vehicles in India, it has potential in Africa, Southeast Asia and other developing parts of South America.

A huge segment of the three wheeler, two wheeler market for EV’s market is still running on lead acid batteries.

How quickly do you see this market changing?

So the lead acid battery for an e-rickshaw probably costs about Rs 25,000. A Li-ion pack imported from China will probably cost about Rs 65,000 rupees.

We, with our second life solution stand at Rs 45,000 rupees, while we with our first life solution stand at Rs 55,000 So remember, we've already bridged that gap of 40,000 rupees substantially down to 20,000 rupees. Now, if you look at the total cost of ownership lead acid battery arguably goes bad every six months. While a lithium ion battery over a three year time period will have ownership costs of Rs 70,000 . So that’s the total cost of ownership argument. How do we remove that upfront cost parity? The classic solution is financing, and the additional impetus is FAME 2. So Fame 2 is providing a 10,000 rupee /Kwh subsidy for Lithium ion batteries. That’s almost Rs 40,000 for the lithium ion battery.

That means our battery, which was costing about 55,000 rupees comes down to 15,000 rupees, right? The government has earmarked Fame 2 for 500,000 e-rickshaws at this stage. A fairly substantial number to be deployed over the next two and a half years. We have started seeing evidence of deployment of FAME 2 from January this year. We saw a lot of our automotive, a lot of our three wheeler OEM customers wanting to do FAME 2 registration. So all the good early indications are there. I do believe we are at the tipping point and over the next year you can never predict how quickly things change. We are more than hopeful that things will change very, very quickly, largely because both financiers and FAME 2 seems to have come into effect.

How do you feel about the battery swapping model being tried for Li-Ion batteries?

I'm not sure if it is necessarily useful for every use case out there.

Remember with your single battery, you can get an almost an 80 kilometers range, right? And the average guy from the numbers that have been published out in various surveys doesn’t do more than more than 30 kilometers a day . Most people can charge these batteries at their home quite conveniently. Of

course , there are certain other use cases where the vehicle utilization is probably important. That is where swapping becomes a critical solution. When you start thinking of B2B solutions like delivery firms, they're the ones who really need a swapping solution to ensure the utilization of the vehicle stands at 70-80% of its potential.

From a marketing perspective, do you see scope for brand building in your segment?

I think there's a huge scope for branding because at the end of the day, you're providing a product with a three to five year warranty. Where there is a warranty, the market, people, seek brands because they know that you've got to service the warranty. That means a countrywide network. The moment you start building a Countrywide network, you start creating a brand.

As part of our strategy, we certainly have a plan to build brand equity as one of the key pillars of our own growth strategy.

How do you see the price for lithium batteries evolving over the next five years? Because we hear lots of number from various experts.

There is a definite price pressure on the cell, and that downward price pressure on the cell translates to downward price pressure on per kwh at the battery pack level. 70 to 80% of the downward price pressure is largely because of scale, not because the raw material itself is becoming cheaper. But we don't expect cell prices to fall below, let's say approximately $70 a kilowatt hour, which means battery packs will probably not fall below $90 a kilowatt hour, in two to three years. Those are excellent prices.

If you start measuring them against traditional sources of energy they will look very economical.

In the next two years, I do expect us to reach a hundred dollars a kilowatt hour

How big is the presence of China when it comes to lithium ion batteries, whether as a source of raw materials, scale manufacturing of cells?

How can a market like India hedge against it?

China has got a huge presence at every step of the supply chain. That means presence in Indonesia, presence in Chile or presence in Congo, where some of the key metals are mined. It goes without saying cell manufacturing is largely an industry centered in China. If oil is an oligopoly, lithium ion batteries is almost a Chinese monopoly . It’s not a good place to be in for other markets . We believe we can have a lot of control in the downstream chemical processes. I go back to the earlier statement, about aluminium, copper, gold , silver, iron where 50% of the material produced out there is recycled. So India can get its recycling narrative right. The theme that I like to communicate to everyone else is let's make India the recycling hub of the world. There are solid reasons why we can be the hub of the world today. Today in 2020, we can source almost 40 gigawatt hours of battery material from the world . It’s a huge number, and a huge opportunity for us to shift the narrative from China in the business, if we do this right.

Saur Energy International n June 2020 n 27

FINANCE UPDATES

Azure Announces Financial Results for Q4 2020, 29% Increase in Revenue

Azure Power, one of India’s leading independent power producers (IPP) for utility and commercial scale solar PV power plants, has reported its financial results for the fiscal fourth quarter ended March 31, 2020. The firm has reported a 29 percent increase in its revenue (YoY), amongst other developments. As per the results, the firms operating assets were 1,808 MW, as of March 31, 2020, an increase of 25 percent over March 31, 2019. Operating and Committed Megawatts were 7,115 MW, as of year ended March 31, 2020, an increase of 112 percent over the year ended March 31, 2019. 2,000 MW of Committed Capacity is a greenshoe option that has been exercised by the Company as part of an auction that was won but this capacity has yet to receive a Letter of Award. Furthermore, revenue for the quarter ended March 31, 2020, was Rs 3,675 million, an increase of 29 percent over the quarter ended March 31, 2019.

And, the net loss for the quarter ended March 31, 2020, was Rs 394 million. During the quarter, the firm claimed that results were negatively impacted by higher charges amounting to Rs 551 million, partially offset by higher revenue. The firm also reported that the electricity generation during the quarter and year ended March 31, 2020, was 868 million kW and 2,870 million kWh, respectively, an increase of 343 million kWh or 65 percent, over the quarter ended March 31, 2019, and an increase of 1,136 million kWh, or 66 percent, over the year ended March 31, 2019. The increase in electricity generation was principally a result of additional operating capacity commissioned during the period 28 n June 2020 n Saur Energy International

90% Rise in Digital Payments Recorded During Lockdown by Discoms The power Discoms have registered a significant rise to 90 percent in digital payments of electricity bills in Delhi during the coronavirus-induced lockdown.

Tata Power Delhi Distribution Limited (TPDDL), serving around 70 lakh consumers in north and northwest Delhi, received over 90 percent of its bill payments through digital modes during the lockdown. Earlier, only 65 percent of its consumers used digital modes of payment, said a spokesperson of the company.

The BSES discoms — BRPL and BYPL — are also receiving 90 percent of payments of electricity bills through digital modes and only about 10 percent through cheques and demand drafts, a spokesperson for the company stated. Before the COVID-19 pandemic and the lockdown, around 72 percent of consumers used to pay online and around 22 percent through cheques and drafts, he said.

“We at Tata Power-DDL have been working towards various strategies over the years to revamp the process of bill payments for consumer convenience and contribute

towards Digital India. We have now reached a number where more than 90 percent of our bill payments is received via digital modes,” Ganesh Srinivasan, CEO, TPDDL, said. All the segments of consumers — domestic, industrial or agricultural — overwhelmingly opted for e-payments with a 94.75-percent, 92.18-percent and 72-percent share respectively, the company spokesperson said.

“Of all the available e-payment modes, e-wallets have emerged as the most preferred one with a share of 40-43 percent use, followed by net banking with a 20-21 percent share in bill payments,” he added.

The main reason for the popularity of e-wallets is cashback offers. In April and May, zero-cash bill payments were made due to lockdown restrictions.

The BSES firms have also reached out to consumers to support the firms with meter reading, by taking a picture of the meters and sending those through unique links.

Otherwise, billing has been done done based on corresponding usage in the period last year.

EIB Grants €450 Mn Credit Line for 497 MW Offshore Wind Farm The European Investment Bank (EIB) has announced that it has granted a EUR 450 million credit line to a consortium made up of EDF Renouvelables, Enbridge and wpd to co-finance the construction of one of the largest offshore wind farm projects in France off the coast of Fécamp. This financing will be guaranteed by the European Fund for Strategic Investments, otherwise known as the Juncker Plan.

Totalling EUR 2 billion, the project involves the construction of 71 wind turbines located over 13 km off the French coast. It is scheduled to be brought into service in 2023 and will have a capacity of 497 MW, which is equivalent to the annual electricity consumption of 770 000 people. According to the promoters, the works will create over 1400 jobs in the local area for a period of three years plus around 100 permanent jobs

in maintenance at the port of Fécamp.

The EU bank has recognised expertise in financing offshore wind turbines, having funded numerous operations in other EU countries such as Belgium, Germany, the United Kingdom and the Netherlands.

However, this is the first such operation that it is financing in France, reinforcing the objectives set by its shareholders in November 2019 to make it the EU climate bank.

“Financing this offshore wind farm off the coast of Fécamp is a major operation for the EIB and marks an important milestone for us as the EU climate bank,” said EIB Vice President Ambroise Fayolle. “Like other innovative projects that we are financing elsewhere in Europe, it consolidates our general expertise in fixed and floating offshore wind turbines.”

FINANCE UPDATES

ARENA Receives $1 Bn in Grant Requests for Green Hydrogen Projects More than $3 billion worth of green hydrogen projects are vying for close to $1 billion in funding from the Australian Renewable Energy Agency (ARENA) to build the first commercial-scale hydrogen projects in the country.

In April, ARENA opened the $70 million Renewable Hydrogen Deployment Funding Round to help fast track the development of renewable hydrogen in Australia.

With the initial application stage closing, ARENA announced that it had received 36 expressions of interest (EOI) in the funding round seeking grants worth over $1 billion.

The funding round is expected to play a significant role in supporting commercialscale deployments of renewable hydrogen in Australia and commence the pathway to achieving the Australian Government’s goal of ‘H2 under $2’. Through the funding round,

ARENA aims to support two or more large scale renewable hydrogen projects, with electrolysers of a minimum 5 MW capacity and with a preference for 10 MW or larger.

These projects will be expected to be among some of the largest electrolysers in the world.

An overview of the expressions of interest received includes: •O ver $1 billion in total grant requests •O ver $3 billion in total combined project value when accounting for private sector

investment in the EOIs • Almost 500 MW of electrolysis capacity, with the size of projects ranging from 5 MW to nearly 80 MW • A wide range of demand or end-use case applications • Expression of interest applications from every state and territory in Australia Each project will need to be powered by renewable electricity, either directly or through a contracting approach.

EESL Plans to Invest £150 Mn in UK and Ireland Power Market in 2020 India’s Energy Efficiency Services Limited (EESL), a joint venture of PSUs under the Ministry of Power, has plans to invest around GBP 150 million over the course of this year in the UK and Ireland market. The investment, as part of EESL’s UK joint venture EnergyPro Assets Limited (EPAL), will be focussed on decentralised energy systems that provide efficient power as well as heating and cooling.

“The investment (GBP 150 million) will be on expanding the base for combined heat and power and ancillary services market (Short Term Operating Reserve) projects in the UK and Ireland, financing these projects, and expanding EDINA’s base in Australia,” EESL said.

EPAL, created as a tie-up between EESL and UK-based advisory company EnergyPro Ltd, recently emerged as the UK’s fastestgrowing Indian company in the wake of its acquisition of Britain’s heat and power firm Edina.

“The formation of EPAL is a significant milestone in strengthening the UK-India partnership on climate change and energy transition,” said Saurabh Kumar, managing director of EESL. “The strategy was to grow organically and EPAL acquired an EPC (engineering, procurement and construction) company in the UK

working in clean energy looking at the emerging market for this in India. The acquisition has provided EESL an instrument to scale up the implementation of gas-based generation, cooling and provision of hot water,” he said.

EPAL’s focus is now on the concept of convergence, to align previously separately viewed sectors such as power, transportation and climate change. “There is an imperative need to take a holistic view of the clean energy transitions in all economies, particularly in India where drivers of energy demand are more profound…

This is where we can garner key learnings from our international counterparts, the UK being one such example,” Kumar explained.

Saur Energy International n June 2020 n 29

MODULE UPDATES

REC Group Wins Patent Infringement Case Filed by Hanwha Q Cells The REC Group, an international pioneering solar energy brand with Scandinavian heritage, has reported that on June 3, 2020, the United States International Trade Commission (ITC) had issued its Final Determination that REC Group’s products do not infringe the asserted claims of Hanwha Q-Cells’ US Patent 9,893,215 (‘215 patent). The Final Determination affirms the Initial Determination (Order No. 40) by the Administrative Law Judge (ALJ) dated April 10, 2020.

The Final Determination also terminated the investigation, which began when Hanwha Q-Cells filed a complaint in the ITC against REC Group, JinkoSolar and LONGi Solar in March 2019. The ITC found no violation by REC Group’s accused solar cells in REC TwinPeak panels based on clear differences between the cell structure claimed in the patent and REC Group’s accused products. Previously, the ALJ’s Initial Determination also confirmed that REC Group’s N-Peak and Alpha solar cell technologies do not infringe the asserted claims of the ‘215 patent.

For context, on April 10, 2020, the Administrative Law Judge in the 1151 Investigation had ruled that JinkoSolar’s products do not infringe the ‘215 patent.

ALJ MaryJoan McNamara issued an initial determination granting JinkoSolar’s motion for summary determination of noninfringement.

Steve O’Neil, CEO of REC Group said “since the ITC investigation began, we have believed that Hanwha Q-Cells’ accusations against us were without technical and legal merits. We are pleased to be vindicated by the ALJ’s decision on summary determination earlier this year and the ITC’s affirmation of that decision now.”

Earlier, we had reported that Chinese solar PV cells and modules manufacturer, JinkoSolar had also received a favourable final determination from the US ITC, concluding that JinkoSolar’s products do not infringe a patent asserted by Hanwha Q CELLS. 30 n June 2020 n Saur Energy International

JinkoSolar Tiger Pro Series Gets World’s 1st Salt Mist Corrosion Standards Certification JinkoSolar, one of the largest solar module manufacturers in the world, has announced that its Tiger Pro Series of high-efficiency modules received the world’s first IEC 61701 Ed 3 (FDIS) certification for salt mist corrosion test issued by TÜV Nord AG, an independent provider of technical services for testing, inspection, certification, consultation and training.

“Being the first solar module manufacturer in the world to receive such certification for salt mist corrosion reflects JinkoSolar‘s continued investment into R&D, extensive technical capabilities, and highlights the strength and quality of its solar products,” said the firm in a statement.

Prolonged exposure to high salt concentrations in coastal regions and offshore environments affect the operating performance of solar modules and impact the return of the entire system. To weather

these extreme conditions, solar module components must meet higher standards for salt mist corrosion and reliability under CX (extreme marine) testing conditions to maintain optimum performance for module power output.

“As a highly innovative module supplier, we are constantly innovating and improving our high-efficiency products to set standards for the industry going forward,” said Dr. Hao Jin, Chief Technology Officer of JinkoSolar.

The Shanghai-headquartered manufacturer had launched its 2020 flagship Tiger Pro module series in a virtual product launch in May. The latest module series can generate a maximum power output of up to 580Wp, which is 40 percent higher as compared to current mainstream products installed in the utility-scale projects. This series displays multiple solar power efficiency innovations across 3 flagship models.

JA Solar Signs Cooperation Agreement With Mexican Distributor JA Solar, a manufacturer of highperformance solar photovoltaic (PV) products, recently signed a partnership agreement with Exel Solar, a leading distributor of PV products in Mexico. As part of the agreement, the two parties are set to strengthen cooperation in providing more high-quality solar modules to the consumers in Mexico, driving forward the development of the solar energy market in the country.

The firm had formed a strong relationship with Exel Solar when the Company entered the Mexican market in 2016.

As the Mexican government started to ramp up the development of renewable energy, the solar energy sector in Mexico is experiencing substantial growth. Riding on this momentum, JA Solar, as the partner of Exel Solar – one of the top solar distributors in Mexico, is hoping to have a successful

presence in the market.

Exel Solar has more than 12 years of experience in the Mexican solar market and has specialized in distributing the leading solar brands to system integrators who in turn provide solutions to their residential, commercial and industrial customers in Mexico. “We are very happy to continue being JA Solar leading distributor in Mexico,” said Horacio Duhart, CEO of Exel Solar, “JA Solar has been an outstanding partner that not only provides top quality solar modules but also their excellent sales and operations support has helped Exel Solar to become the leading distributor in Mexico.”

According to a company release, its highly efficient and cost-effective products have been well-received among the customers in Mexico and achieved great success in both utility-scale solar sector and distribution generation segment in 2019.

MILESTONE UPDATES

Solis Gets BIS Certification for all its Solar Inverters in India

Ginlong Technologies (Solis), a leading global manufacturer of solar photovoltaic (PV) string inverters has confirmed recieving the BIS certification for all its solar inverters in the country. In August 2019, the Ministry of New and Renewable Energy (MNRE) had issued the guidelines for the series approval of solar PV inverters for conducting testing in test labs for the implementation of Quality Control Solar Photovoltaics Systems, Devices and Component Goods Order 2017. The guidelines were meant to facilitate test labs/manufacturers to approve the product family including change in design and materials for the solar inverters for their compulsory registration with BIS and for the implementation of the solar photovoltaics systems order. And were applicable for solar PV based off-grid, grid-tied, and hybrid inverters of capacities up to 150 kW. Under the guidelines, the manufacturers had to submit a declaration about the series of their products while submitting the samples of a particular series for testing to test labs.

Out of the entire range of models intended to be covered under registration, the highest-rated model is being tested to cover the entire range of family. The deadline for self-certification of solar inverters through the BIS has been extended a few times, and now Solis’s inverters have also made the grade for the certification. In May, we had reported the firm was planning to raise over USD 100 million (~700 million Chinese Yuan), through a non-public offering to finance the expansion of its manufacturing capacity. Facing a rise in the global string inverter market, the firm announced that it would use the funds to double its production capacity of Solis products to 20 GW per year.

Ørsted Reaches Offshore Milestone, Installs 1500th Turbine Global offshore wind major – Ørsted has announced that it has reached another milestone in its expanding offshore wind business with the installation of offshore wind turbine number 1,500. The firm claims that it is set to more than double its offshore wind capacity in the coming five years using ever-larger turbines.

When the firm recently installed the 25th of Borssele 1 & 2’s 8MW wind turbines, it was also the 1,500th offshore wind turbine installed by Ørsted. That makes it the first offshore wind developer to reach this significant milestone.

Before construction start at Borssele 1 & 2, the firm had already installed 6.8 GW offshore wind capacity globally, which annually supplies green electricity for the equivalent of 6.6 million households. It is currently constructing 3GW of offshore wind and aims to have an installed capacity of 15 GW by 2025. Spread across Denmark, Germany, the Netherlands, Taiwan, UK and

the US. The firm also installed the world’s first offshore wind turbine at Vindeby, Denmark, in 1991. The entire offshore wind farm, consisting of 11 turbines, had a capacity of 5MW – a lot less than the capacity of a single modern offshore wind turbine. In 2012, 21 years after Vindeby, Ørsted installed its 500th turbine, which was achieved at Walney Offshore Wind Farm in the UK. The 1,000th followed only four years later at the German Gode Wind 1 & 2 project.

Growatt Third Behind SolarEdge, SMA in Single Phase Inverter Shipments Growatt, a leading Chinese manufacturer of PV string inverters took over 11 percent market share of single-phase inverters worldwide in 2019, coming in at third-place after SolarEdge and SMA according to PV Inverter Market Tracker by IHS Markit. By the end of last year, the firm had shipped more than 1.7 million inverters worldwide and its inverters have been installed in over 100 countries and regions.

In 2019, the firm had expanded its businesses aggressively in key solar markets across the globe. The company continues to increase investments and strengthen its network in the Americas, Europe and APAC. Its new X generation single-phase inverters, MIN 2500-6000TL-X series and battery ready MIN 2500-6000TL-XH series are well received by the market and sales of the new inverters increased significantly last year.

Lisa Zhang, Growatt marketing director attributed the achievement to the company’s strong and extensive supply-

chain network built through the years as well as its focus on innovation, quality and service. “The string inverter segment is where Growatt has its strategic competitive advantages. Besides the X single-phase inverter series, we are launching new generation three-phase inverters this year, including MOD 3-15KTL3-X series for residential applications and MID-1540KTL3-X series for the C&I sector. These smart and high-efficiency innovations will generate higher yields for customers,” said Zhang.

Looking ahead, the firm has a vision where households and businesses will have clear access to smarter and safer green energy.

“For this purpose, we’ve developed our solar storage products, OSS(Online Smart Service) system and smart energy solutions,” Zhang pointed out. “In the future, we’ll continue to focus on R&D to increase electricity generation, enhance system safety, and smart O&M!” Saur Energy International n June 2020 n 31

THE CONVERSATION

SUNIL BADESRA Business Head, Sungrow (India) Pvt Ltd

We would like to contribute to the success of “Make in India� and the growth of solar in India Its 3 GW manufacturing plant in India is the only one outside China for Sungrow.

2 years later, the investment has been vindicated, with the plant serving the domestic as well as export market successfully. We caught up with Sunil Badesra, Business Head , Sungrow India on the story so far.

32 n June 2020 n Saur Energy International

Tell us about the Sungrow journey so far in India .

Sungrow was one of the earliest global firms to sense the future potential of Indian solar market. Our stateof-the-art manufacturing facility near Bengaluru, with a capacity of 3GW per annum was a backing of this insight. The facility spread across 130,000 sqft area can produce 2GW central inverters and 1GW string inverters annually. Our India manufacturing unit now employs more than 75 people. So far, we have supplied more than 3.5GW of PV inverters to India and global market while exports having higher share.

After 6 years in the India market today, we sell our products through both Direct Sales and Distributors Network to cater to every consumer segment.

THE CONVERSATION We understand this is the only overseas production facility for Sungrow outside China. How did you pick India for the same? What are the future plans for expansion if any, or product mix from the plant?

Undoubtedly, India is one of the big solar markets in the world today. Back in 2014, India had also set a clear and ambitious road map for solar capacity addition which made it one of the most attractive solar markets. Sungrow as an industry leader and staying ahead of the curve, took a long-term view of Indian market strategically. Looking at the market potential in India and its geographical advantage to export to other regions, it became a natural choice to set up the factory in India. We have built a strong foundation here and as the market grows further, we are open to explore further expansion in plant capacity.

as available in India which meet our quality requirements.

The entire supply chain of power electronic components and materials are still at a very nascent stage and evolving in India for the PV inverters. We will increase the local components as the supplier’s base increases and the supply chain becomes robust in due course of time.

How has 2019 been for Sungrow globally? A brief on the company's future plans.

2019 was a very good year for Sungrow as we achieved 25.4% yearon-year increase of our revenue to $1.864 billion. At the end of 2019, we also became the first company in the industry to achieve the record of accumulative installations surpassing 100GW, equivalent to generating about 129,000 GWh of clean electricity per year and eliminating 103 million tons of carbon dioxide.

How has having a production base in India helped Sungrow Sungrow has a very clear and elaborate strategy to be the leader in the Power Conversion Technology. In line with its mission with its sales, customer acceptance and service quality?

In today’s globalized market, if any company invests in domestic “Clean power for all”, Sungrow will continue to explore the manufacturing, then it reflects the company’s long-term plans. other avenues in the clean energy sector and invest in future Local manufacturing has helped us to reduce the lead time with technologies to create competitive product portfolio and better forecasting and production planning, and thereby serving our comprehensive global service. customers timely and efficiently.

Does Sungrow see the rooftop segment expanding faster Has Sungrow found it easy to find quality manpower for the in India? Do the domestic content requirements for plant? How much does the firm have to invest in training? rooftop subsidies help the firm sell more in India?

We acknowledge that developing pool of quality and skilled manpower is always a challenge. It is a foundation for technical innovation & one of the most essential factor in retaining competitiveness in the market and we were fortunate to set this at early stage. We are organizing internal trainings and skill competition programs at regular intervals to improve their skills and make them more efficient and versatile to handle the required job. Not only do such trainings help our employees deliver better on their routine jobs, but it will also support their future career prospects.

Can you give some instances of engagement with the local community for Sungrow? In the region around your factory, or otherwise in India?

Our employees at Sungrow India come from all over the country.

So we celebrate all local festivals, birthdays, anniversaries together in Sungrow India as a closely knit family. We also organize an annual family get together to increase our bonding and emotional engagements. We are glad to share that we have minimum attrition rate in last two years since the India factory was set up, as we have created a good learning atmosphere for our employees. We are actively into various CSR activities like organizing free seminars for school / college students, tree plantations etc. to fulfil our commitments as a socially responsible organization.

What is the present product portfolio being made at the factory? Do you have a breakup of the components in terms of domestic sourcing versus imports from China?

We are manufacturing both string and central inverters here in our India factory. We are presently using local components

Rooftop market segment is expanding faster in India with more and more awareness and adoption by the C&I segment. We have also achieved 100% year-on-year growth of our sales for string inverters over last two years consecutively. The subsidy in the Indian rooftop market is mainly driven by the category of the end user and not by domestic content.

Rooftop solar has a tremendous potential to add the capacities in India and scale up. It is right time for the govt to encourage the locally manufactured products to be used for these rooftop solar projects in India. With our local manufacturing unit in India, we would like to contribute to the success of “Make in India” and the growth of solar in India.

Inverters, despite being the 'brains' of the solar plant today, take up only 6-8 percent of total costs. Do you see that changing anytime? How do you see the future trend of inverters?”

Inverter is the core of the entire system and acts as a bridge between PV components and grid. Inverters have significant impact on project design, BoS optimization, annual yield and hence are key to sustained ROI. Sungrow being the technology leader, we are working on various innovations to upgrade the inverter technology for better integration with the grid network and smoother optimization of entire system solution. As the solar project sizes are growing bigger and being set up across climatic areas and difficult terrains, the quality of the products, thermally efficient designs for both extreme hot and cold climate, adherence to the stringent requirements for grid stability and seamless integration of large scale battery storages will become more and more critical requirements for inverters.

Saur Energy International n June 2020 n 33

PROJECT UPDATES

RITES to Tender for 400 MW Solar Projects on Railways Land

RITES Ltd, an engineering consultancy company that works under the aegis of the Indian Railways is soon going to tender for deployment of solar projects worth 400 MW on vacant railway land.

As per the brief notice, the last date for bid submission under the tender will be September 16, 2020, and the technocommercial bids will be opened on September 17, 2020. A pre-bid meeting has been scheduled for July 16, 2020, to address the concerns raised by prospective bidders.

All the selected bidders will have a period of 420 days to complete the work on solar projects. Prospective bidders are also required to submit an Earnest Money Deposit of Rs 4 lakh per MW of bid capacity along with their bids It is believed that the tender quantity might fall under the tender issued in April for setting up of 1 GW of solar PV projects on vacant railways land. Drawing from that tender, the scope of work for the selected bidders will include (but not be limited to) design, procurement, installation, supply, testing and commissioning of the grid-connected solar power projects on various zonal railways land across India.

The tender documents have not been made available yet, detailed coverage of the same is expected to follow once the tender is released on June 20, 2020. Earlier, RITES Ltd, which executes key projects specifically for the Indian Railways, had announced that its subsidiary Railway Energy Management Company Ltd (REMCL) had secured its largest mandate from Indian Railways for tendering, installation, supervision and managing power supply for three GW solar energy installations.

34 n June 2020 n Saur Energy International

Tata Power Wins LoA for 120 MW Solar Project in Gujarat Tata Power Renewable Energy Ltd (TPREL), the renewable arm of utility giant Tata Power, has received a Letter of Award (LoA) from Gujarat Urja Vikas Nigam Ltd (GUVNL) to develop 120 MW solar project in Gujarat.

Mumbai-headquartered Tata Power said in a statement on June 12 that “it’s whollyowned subsidiary TPREL has received a Letter of Award from GUVNL on June 12, 2020, to develop a 120 MW solar project in Gujarat.”

Further, the company has won this solar photovoltaic (PV) project in a bid announced by GUVNL under phase-VIII during February this year.

As per the conditions of the tender, the successful bidder will supply power generated through solar energy to GUVNL, and will also sign a power purchase agreement (PPA), valid for 25 years from the scheduled commercial operation date.

Commenting on the achievement, Praveer Sinha, CEO and MD, Tata Power, said that “we are proud to announce that we have been awarded 120 MW solar project in Gujarat, and are thankful to the Government

BHEL Tenders for Supply of 1.2 Crore 4.62 Wp Solar Cells The electronics division of Bharat Heavy Electricals Limited (BHEL) has issued a tender, seeking sealed quotations for the manufacturing and supply of 1.2 crore (12 million) multi-crystalline solar cells (156.75 mm-5BB-4.62 Wp) as per BHEL technical specification.

As per the tender, BHEL is seeking the supply of 12 million solar cells, and the deadline for delivery of the cells is July 31, 2020, for the first 4 million cells, followed by September 30, 2020, for the delivery of the remainder of the 8 million solar cells.

To be eligible, the vendor should have supplied at least 10 million pieces of 156 to 157 mm multi-crystalline silicon solar cells to Indian PV module manufacturers

of Gujarat and the officials at GUVNL for this opportunity. With this award, the cumulative capacity of renewables will be 3,457 MW.” Besides, the said project is expected to be commissioned within 18 months from the date of execution of the PPA. Also, this plant is likely to generate about 300 MUs of energy per year and will annually offset approximately 300 million kg of CO2.

On the company’s significant win, Ashish Khanna, President-Renewables, Tata Power, said that “with this win we continue to demonstrate our strong commitment towards renewable energy as well as our project development, engineering and execution capabilities”.

or PV module manufacturers of countries other than the country of origin of the vendor during the two years preceding RFQ date of this tender. And, the vendor should have a minimum of 300 MW/ annum in-house crystalline silicon solar cell manufacturing capacity.

The tender is open to international vendors as well, and thus all prospective bidders must specify the country of origin since the safeguard duty will be applicable. Wherever applicable, the same will be considered for arriving cost to BHEL. As per the tender, BHEL also reserves the right to split the purchase order into L1 and L2 in the ratio of 60:40 for the two lowest bidders. However, for that, the L2 bidder must accept to supply the solar cells as per the L1 negotiated price.

Recently, the firm had issued a tender for the balance of systems (BOS) works for a 22 MW floating solar plant for an NTPC project in Kerala.

PROJECT UPDATES

West Bengal Seeking EPC Contractors for 125 MW Solar Power Plant The West Bengal State Electricity Distribution Company (WBSEDCL) has issued an Expression of Interest (EOI) for the participation of the EPC contractor to express interest through e -tendering for “engineering, procurement and construction of turnkey solar power plant under the 125 MW phase-1 of solar park project in Mouzas Dadanpatrabar, Mania & Dakshin Purusottampur in Purba Medinipur, West Bengal. WBSEDCL is developing the Solar Power Plant with a capacity of 125 MW in the state. Funds from German Bilateral Finance Cooperation and matching equity of the Government of WB are earmarked for the Solar Park Project. The scope of work for the successful bidders besides the EPC work for the project on a turnkey basis will also include comprehensive operation & maintenance (O&M) of the

plant for a period of three years. The last date for bid submission is June 30, 2020, and the techno-commercial bids will be opened on July 3, 2020. The Contractor must hold at least the following certifications (or internationally recognised equivalents). i) Quality Management Certificate ISO 9001. (ii) Environmental Management Certificate (ISO)14001:2014 (iii) Health and Safety Certificate OHSAS 18001. Earlier in May, the WBSEDCL had issued a tender for the geotechnical investigation and measurement of Earth resistivity at the proposed 200 MW (125 MW in 1st Phase & 75 MW in 2nd Phase) solar park site located in Medinipur, West Bengal. The scope of work for the selected firms includes the testing of the soil resistivity in the area as directed by the Controlling Officer of the work by ‘Wenner for electrode method’.

Maruti Suzuki Commissions 5 MW Carport Solar Plant in Gurugram Maruti Suzuki India Limited has announced that it has strengthened its commitment towards a greener future by advancing its efforts in creating sustainable manufacturing with the commissioning of a 5 MW carport style photovoltaic solar power plant in Gurugram. With an investment of more than Rs 20 crore, the solar power project will offset 5,390 tonnes of CO2 emissions annually, for the next 25 years. Additionally, it will give an output of 7,010 MWh of power annually. Harnessing solar power has been a constant endeavour for Maruti Suzuki, the firm stated. The Company had set up its first solar power plant of 1 MW at the Manesar facility in 2014, which was further upgraded to 1.3 MW in 2018. With the latest project, Maruti Suzuki’s total installed solar power capacity has increased to 6.3 MW. Talking about the Company’s green initiatives, Kenichi Ayukawa, Managing Director & CEO, Maruti Suzuki India Limited, said, “we are committed to enhancing sustainable manufacturing and to achieve self-sufficiency in many of our functions.

The new solar power plant will complement our efforts to adopt environment-friendly technologies and lower the carbon footprint.

We are consistently exploring new ways to harness the abundantly available clean resources and implement them in our business operations.”

The 5 MW solar power plant will cater to the internal energy requirements of the Gurugram facility by synchronising with the captive power plant. As a unique feature of this state-of-the-art plant, photovoltaic solar panels of the power plant will also work as a roof for the newly constructed car parking area. So while generating clean energy, it will also enhance the safety of the new cars parked underneath, from harsh climatic conditions.

Empanelment of EPC Contractors for BOS Work for NHDC Solar Projects NHDC Limited, the JV of NHPC and the Government of Himachal Pradesh, responsible for planning, design, construction, operation and maintenance of hydroelectric power projects, has now diversified into solar power projects and is seeking to empanel Engineering, Procurement and Construction (EPC) contractors for undertaking the Balance of System (BOS) work for its solar power projects.

This tender follows another recent tender by the entity for the empanelment of solar PV module manufacturers for the development of solar power projects by NHDC. As per the tender, the bidders will be empaneled under two categories i.e.

‘Category A’ for projects up to 100 MW capacity and ‘Category B’ for projects above 100 MW capacity.

To be eligible for participating in the bidding process, The bidder (for Category-A) should have designed, supplied, erected/ supervised erection and commissioned/ supervised commissioning of solar PV based gridconnected power plant(s) of cumulative installed capacity of 40 MWp or higher, out of which at least one plant should have been of 10 MWp or higher capacity.

The reference plant of 10 MWp or higher capacity must have been in successful operation for at least one year prior to the last date of submission of application for enlistment.

The bidder (for Category-B) should have designed, supplied, erected/ supervised erection and commissioned/ supervised commissioning of grid-connected solar power plant(s) of cumulative installed capacity of 80 MWp or higher, out of which at least one plant should have been of 20 MWp or higher capacity. The reference plant of 20 MWp or higher capacity must have been in successful operation for at least one year prior to the last date of submission of application for enlistment.

Saur Energy International n June 2020 n 35

STARTUP FEATURE

IOTomation Dharmendra Rathore Founder and CEO, IOTomation

Total Employees: 30 Recurring Revenue: Rs 1.25 crore for FY 2019-20.

Key operational areas (Products, Regions, Clients) – IOTomation offers Intelligent Building IoT Platform – a comprehensive dashboard brings all equipment and smart systems into one screen for energy and maintenance efficiency and safety.

Founding Members detail: Dharmendra Rathore is the founder & CEO of IOTomation, while Priyank Garg is the Director and Investor of the company.

Dharmendra Rathore is having over 15 years of experience in the Building sector holding various positions in management and sales. He embarked on his entrepreneurial journey in the field of HVAC as founder of Astitva Energeers Pvt. Ltd. and subsequently Energeers Facilities Solutions Pvt Ltd. He is a qualified Mechanical Engineer with Management Certification from Indian Institute of Management (IIM), Ahmedabad, and also held various positions in ASHRAE, India Chapter and is to assume position of President of AIC (Society Year 2020-21). As Danfoss alumnus, Rathore was the Country Manager – Heating Division, and over the past 3 years he has been the CEO & Founder of IOTomation.

Priyank Garg is having over 11 yearlong robust association with the Silicon Valley in virtualization startup, Ensim; and Director Products, Yahoo! Search. Co-Promotor and CTO, B.Tech CS (IIT Delhi), MS CS (Stanford University). 7 patents. ASHRAE India pastPresident; ISHRAE National Committees.

Priyank Garg Director and Investor, IOTomation

Turning Point for the firm We were passionate about making buildings the best place to live and work. So we intended towards providing solutions for energy savings, ensure reduction in carbon footprints and provide a safe and comfortable environment to the occupants. Another key driver is our undivided focus on environment and energy efficiency.

Plans in next 3 to 5 years We were recently shortlisted for the Shell E4 accelerator program and aim to go global with it’s support. We hope to set up a world class command centre.

Biggest Attraction in the sector The biggest attraction is that people are getting more and more concerned about the environment these days, so we decided about IOTomation and offer a perfect building management solution through our unique subscription plan called “PaYu”. This is first in the industry, which answers your concerns regarding investment/ finance, technology, and manpower management. Under this model, the client has to pay only for the service they choose; thus, reducing risk and securing a higher degree of flexibility.

Present State of Mind As an entrepreneur one is never satisfied but we are happy to be the only Indian company with full stack IoT platform and IoT enabled controller in building sector with noteworthy names in our list of happy customers, however we still have a long way to go. We assure confidence to consumers with our unique business model, which offers flexibility.

-MANU@MEILLEURMEDIA.COM

36 n June 2020 n Saur Energy International

EV UPDATES

EVs Expand Share In Shrinking Auto Market: IEA

The global electric vehicle (EV) fleet expanded significantly over the last decade, underpinned by supportive policies and technology advances. And while in 2019, the global sales of passenger vehicles tanked, electric vehicles (EVs) had another banner year. In its recently published report “Global EV Outlook 2020”, the International Energy Agency (IEA) details that the sales of EVs topped 2.1 million globally in 2019, surpassing 2018 – already a record year – to boost the stock to 7.2 million electric cars. EVs, which accounted for 2.6 percent of global car sales and about 1 percent of global car stock in 2019, registered a 40 percent year-on-year increase.

The report highlighted that as technological progress in the electrification of two/threewheelers, buses, and trucks advances and the market for them grows, electric vehicles are expanding significantly. Ambitious policy announcements have been critical in stimulating the electric-vehicle rollout in major vehicle markets in recent years. In 2019, indications of a continuing shift from direct subsidies to policy approaches that rely more on regulatory and other structural measures – including zero-emission vehicles mandates and fuel economy standards – have set clear, long-term signals to the auto industry and consumers that support the transition in an economically sustainable manner for governments.

Further adding that after entering commercial markets in the first half of the decade, electric car sales have soared.

Only about 17,000 electric cars were on the world’s roads in 2010. By 2019, that number had swelled to 7.2 million, 47 percent of which were in The People’s Republic of China. Nine countries had more than 100,000 electric vehicles on the road. At least 20 countries reached market shares above 1 percent.

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Global Report lauds E-Buses Deployment in Kolkata As part of its extensive work on electric vehicles (EVs), the International Energy Agency (IEA) as a part of its latest flagship report – the “Global EV Outlook 2020”, also presented a case study on the impact of increasing the share of electric buses (e-buses) in Kolkata, India. The report showcases the study of the deployment of e-buses in Kolkata, as well as studies from cities such as Shenzhen, China; Helsinki, Finland; and Santiago, Chile.

The Energy and Resources Institute (TERI) conducted the case study with support from the IEA, the West Bengal Transport Corporation (WBTC), and the Department of Transport, Government of West Bengal.

The study stated that currently, a third of particulate matter pollutants from transport in Kolkata come from buses, due to the comparatively high pollution associated with the conventional fleet. However,

since 2019, the WBTC has introduced 80 domestically manufactured e-buses and a further 150 will enter service in the midterm, with the aim to fully electrify the fleet by 2030, which would entail 5,000 e-buses in operation. Increased deployment of e-buses like these also incentivises local manufacturing and stimulates the industry to move towards electrification.

“Electrification of public transport is an effective way to bring down air-pollution levels in cities, and e-buses are one of the most potent solutions to initiate this transition to sustainable at-scale mobility.

TERI is delighted on the launch of its case study on the successful implementation and operation of the e-buses model in Kolkata.

The support received from the WBTC as well as from Government of West Bengal for this study is deeply appreciated,” said Dr. Ajay Mathur, Director General, TERI.

EESL Plans to set-up 2000 EV Charging Stations in 2020-21 Energy Efficiency Services Limited (EESL), a home-grown Super Energy Service Company (ESCO) under the administration of the Ministry of Power, Government of India, has announced plans to step up its efforts for installation of electric vehicle (EV) charging stations in the country during fiscal 2020-21.

The firm has been in charge of the project to boost the e-mobility ecosystem in India.

It is targeting 2,000 EV charging facilities across the country during this fiscal year.

At present, it has installed over 300 such charging stations in India.

However, some of them have not come online due to supply-side disruptions caused by the COVID-19 outbreak. “We have resolved the supply-side constraints.

Most of the new charging stations will become operational soon,” EESL Managing Director Saurabh Kumar told a local news agency.

“We have exceeded our target of EV charging stations for FY20. Now we have over 300 such charging stations across the country.”

For FY21, Kumar pointed-out, that company plans to accelerate the installation process and targets to set-up 2,000 new EV charging stations. “Our installation plans have not at all slowed down. In fact this year (FY21) we have set a target of 2,000 charging stations,” Kumar said. “With the supply side back on track, we will be able to achieve this target.”

In the Delhi-NCR region, EESL aims to install around 500 charging stations in the current fiscal. Eventually, the company plans to set up 10,000 charging stations over the next two to three years across India.

EV UPDATES

Tata AutoComp, Tellus in JV to set up EV Charging Stations Tata AutoComp Systems, a leading autocomponent conglomerate in India has signed a Memorandum of Understanding (MoU) with USA based DC charging infrastructure company Tellus Power Green to supply AC and DC Fast Chargers for the entire range of electric vehicles (EV) – Two Wheelers, Three Wheelers, Passenger Vehicles and Commercial Vehicles in India.

Arvind Goel, MD, Tata Autocomp Systems said that as part of the Tata Group initiative, Tata AutoComp has been planning a significant play in providing systems and components for Electric Vehicles, as well as provide enabling systems for establishing charging infrastructure. Tata AutoComp has already established joint ventures for providing Electric Driveline as well as Battery Packs for Passenger Cars, Commercial vehicles as well as fast-developing two-wheelers and threewheelers in India.

“Tata AutoComp and Tellus will now provide

various sizes of AC chargers from 3 kW to 11kW for home and residential complexes as well as DC Fast Chargers from 20kW to 300kW to meet the needs to charge various types of vehicles in public places such as office and commercial parking lots, convenience public charging stations within cities as well as highways, dedicated depots for commercial vehicles, etc. to name a few.

This arrangement is another step in fulfilling the strategic intent of Tata AutoComp to

provide ‘Charge to Drive’ solutions for the electric vehicles,” he said.

The firms’ offerings in the emerging EV segment now include Motors, Controllers, Integrated Drivetrain (Integrated Motor, Inverter, and Reducer), Battery Pack, BMS, Battery Thermal Management System, Batter Cooling Plates, Inverter Cooling modules, Chillers, E- Compressors, Radiators as well as EV Chargers required to charge the electric vehicle.

Ford, VW Sign Agreements for Joint Projects Including EVs Two of the leading global automobile manufacturers, Ford and Volkswagen AG (VW) have announced they have signed agreements that expand their global alliance to meet rapidly evolving needs of their respective customers in Europe and other regions by leveraging complementary strengths in midsize pickup trucks and commercial and electric vehicles (EVs). The plans for the agreements were first announced by Ford and Volkswagen in July last year.

The two firms expect the alliance to enhance ownership experiences for current and future customers by more rapidly innovating vehicle offerings, incorporating relevant new technologies, delivering better utility and offering more model choices. They anticipate continued growth in global industry demand for commercial vehicles and for high-performing electric vehicles to add valuable scale to their individual product portfolios.

The companies are planning to lead to a highly differentiated Ford electric vehicle for Europe by 2023 built on Volkswagen’s Modular Electric Drive, or MEB, toolkit, expanding on Ford’s zero-emission capabilities in the region.

“In light of the COVID-19 pandemic and its impacts on the global economy, more than ever it is vital to set up resilient alliances between strong companies,” said Volkswagen Group CEO Dr. Herbert Diess. “This collaboration will efficiently drive down

development costs, allowing broader global distribution of electric and commercial vehicles, and enhance the positions of both companies.”

Ford’s use of Volkswagen’s MEB architecture in Europe will represent another cornerstone in Volkswagen’s electric vehicle strategy, and further efforts by both companies to fulfill their commitments to the Paris 2015 Agreement. The two firms plan to explore additional ways to cooperate on electric vehicles.

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EV UPDATES

Leading Electrical Equipment Firm RR Global Enters EV Segment

RR Global India, a leading electrical equipment company has announced its entry into the electric vehicle (EV) segment with the proposed launch of two electric scooter models under the firms’ new venture in ‘BGAUSS’. The firm will reportedly invest close to Rs 125 crore in the next three years on the venture which will launch its first two models in August this year. The two electric scooter models are expected to be priced at Rs 50,000 and Rs 60,000. “The reason why we entered into this (electric vehicles) space is because of the forward integration we are trying to do. We understand this space, power train – motor controller, cluster, battery, wire harness, lightning, etc and 70 percent of the components, we do day in and day out. We understand it very well,” RR Global Director Hemant Kabra told local press. When asked how much investment is the company putting in for its foray into the EV space, Kabra said, over the next 3 years it is planning to put Rs 125 crore in this business and that there is no external investor, it is all an internal funding.

Elaborating on the company’s plans for the EV journey he said, “Currently we have developed our own motor and controller and wire harness internally but to launch and to start with the first two products we are going (for components) outside India.”

Currently, the firm is using Bosch motor and controller, but eventually, within the next 8 months to 1 year onwards, the company will have its own products in its bikes, he added.

Kabra said the company is developing its own products, which are undergoing endurance test. “…we need at least one year of the endurance of our motor, controller, and wire harness before we put it on our product,”.

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Ather Energy Roll’s out Exchange Program on Completing 2 years The electric vehicle startup Ather Energy on June 5, 2020, completed two years of operations since the launch of its flagship electric scooter, the Ather 450 in Bengaluru.

The company, in a press statement, said it is planning to come up with a vehicle exchange program to attract scooter owners to upgrade to an electric vehicle. The EV maker is also piloting other ownership which will be rolled out over the next few months. The company had earlier rolled out the battery subscription model in January 2020 with the launch of Ather 450X under which the consumer pays for the scooter, without the cost of the battery. The battery is paid for under a monthly subscription model. The startup will be expanding to eight new cities with new financing and ownership models. The company is gearing up to open experience centres through dealerships in Hyderabad, Kochi, Ahmedabad, Kolkata, Coimbatore, NCR, etc. Tarun Mehta, Co-founder and CEO Ather Energy said “The lockdown helped us reevaluate and reassess our long term goals.

We are going to open as many avenues as possible to promote electric vehicles. From introducing new ownership models and to continue offering the most varied financing options, we will ensure that owning an E2W is a hassle-free proposition for any consumer.

Exciting times ahead for Ather and the EV industry” The company’s new 400,000 sq. ft. manufacturing facility in Hosur will also open later in the year. The electric scooter company currently has three products in its portfolio- Ather 450, Ather 450 Plus, and current flagship, Ather 450X.

EV Boom to Cause Nickel Sulphate Peak in 2027: WoodMac Nickel sulphate production is expected to rise from 211 kilo-tonnes (Kt) in 2019 to its peak at 450 Kt in 2027, while demand driven by the electric vehicle (EV) sector continues to accelerate, reaching approximately 800 Kt by 2035, research agency Wood Mackenzie has predicted. Historically, nickel sulphate is used in solution form as the electrolyte in nickel plating, with other minor applications, such as in the manufacture of catalysts. More recently, it has become increasingly important as a feed chemical in the production of battery cathode materials, particularly in lithium-ion batteries for EVs. Wood Mackenzie research director Andrew Mitchell said, “existing and would-be nickel producers are being drawn to the possibility of manufacturing sulphate to benefit from perceived premiums payable on nickel sulphate sales. While premiums have long been recognised in the plating sector, it is less clear in the EV battery space.

The only visibility on pricing is Chinese selling prices.” Between 2018 and the first half of 2019, nickel sulphate in China sold at a premium to the nickel price on the Shanghai Futures Exchange (SHFE), but the situation reversed in July 2019 and through to the end of December, to a discount of up to 10 percent. The move to a discount corresponds to a period where the Chinese government removed subsidies on EV sales as well as a jump in nickel price. In effect, sulphate consumers could not afford any premium and demand was impaired.

However, the analysis expects the nickel sulphate market to move into surplus this year, and potentially remain oversupplied through to at least 2025. The main reason for the oversupply is the additional material to be generated by three high-pressure acid leach plants currently under construction by Chinese groups in Indonesia.

EV UPDATES

Electric Two-Wheeler Market to Cross 2 Mn Units in India by 2025: CXO Survey The electric two-wheeler market in India is expected to cross 2 million units over the next five years according to a CXO Survey

by JMK Research & Analytics. As per the “E2W CXO Survey”, most industry experts feel that the electric two-wheeler (E2W) market size is likely to cross 20 lakh units in the next 5 years in India. 60 percent of the survey respondents also predicted that the expected share of E2Ws in total two-wheeler sales in the next 5 years could vary from 6 percent to 15 percent. (The current share of E2W in total two-wheeler sales in FY2020 is about 0.7 percent).

The survey says that the market for highspeed E2Ws could grow by 5 times Vs. 3-fold growth for low-speed E2Ws in the next five years. According to FAME II guidelines, only

those E2Ws with speed higher than 40 km/h are eligible for incentives, which is one of the reasons for superior growth prospects for high-speed E2Ws. Rising consumer awareness, strong government push, and falling battery prices would favour robust growth outlook for the E2W market.

More than 50 percent of survey respondents expect battery prices to be below USD 100/ kWh before 2024, which is the key factor driving EV market growth. Batteries

constitute about 50 percent cost of an E2W and this price is seen as the inflection point around which EVs would reach price parity with the Internal Combustion Engine (ICE) vehicles.

Despite the fact that there is a sudden disruption in the EV space this year because of the COVID-19 pandemic, 50 percent of the respondents still foresee 2-3 times growth in their business next year.

EV Sales Rise with Implementation of Stringent Emission Norms: Frost & Sullivan Frost & Sullivan’s recent analysis, Global Electric Vehicle Market Outlook, 2020, finds that the COVID-19 uncertainty will globally dent electric vehicle (EV) sales, which are estimated to stand somewhere between ±9 percent in 2020 compared to 2019 under three different scenarios—gradual containment, severe pandemic, and global emergency. But as the market recovers, which is probably after June in the best-case prospect, it is predicted to experience healthy growth. In an optimistic scenario, EVs are estimated to grow by 8.6 percent year-on-year (YoY), registering 2.5 million unit sales (battery electric vehicles plus plug-in hybrid electric vehicles) globally in 2020.

“EV sales will be driven by the implementation of stringent emission norms across countries and global policies favouring the adoption of battery electric vehicles (BEVs),” said Prajyot Sathe, Automotive and Transportation Industry Manager at Frost & Sullivan.

“Additionally, non-monetary or tax incentives are likely to be more attractive for buyers as countries with the highest EV penetration ratio such as Norway and the Netherlands offer these rather than cash incentives.”

As per the analysis, to tap into the growth prospects exposed by EV,

market participants should focus on the following: • The introduction of new models will help OEMs increase the percent penetration of EVs. • A huge number of recyclers and dismantlers will come into play as the first phase of batteries will be available for second life or recycling.

• Charging as a service is an emerging trend. Hence, partnerships will be necessary for traditional participants to compete with startups.

• Capitalizing on existing expertise will help component manufacturers sustain the transformation of the industry.

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MARKET UPDATES

India to add 15 GW of Wind-Solar Hybrid Power Over Next 5 Years: CRISIL In a new report, ratings and research agency CRISIL has explored the case of wind-solar hybrid (WSH) projects in India.

A segment that it believes is fast becoming the preferred renewable energy (RE) option in India, and it estimates will reach 15 GW of generational capacity over the next 5 years.

The Ministry for New and Renewable Energy (MNRE) has not yet set a generation target for the nascent sector, however, WSH has received strong support from the central public sector undertaking Solar Energy Corporation of India (SECI) and several state governments. SECI intends to set up 5 GW of solar and wind projects with storage under the engineering, procurement and construction (EPC) mode over the next 10 years, adding to the country’s total of 37.69 GW of wind energy capacity and 35 GW of solar capacity as of fiscal 2020. WSH

projects, which harness both solar and wind energy, are expected to account for a good chunk of the pipeline.

In January this year, SECI invited bids for 1.2 GW wind-solar hybrid capacity under its tranche-III tender for RE projects.

Among the states, Andhra Pradesh formulated a Wind-Solar Hybrid Power Policy in 2018 and has set a 5 GW generation target from WSH projects by 2022. Other windy states such as Gujarat and Maharashtra have also identified land parcels to develop WSH projects.

Given this, CRISIL Research estimates ~15 GW of WSH power to come up in the country over the next five years, compared with only ~100 MW today. Of this, ~10 GW is already in the works – either under construction or being tendered – and will start feeding the grid by 2024.

India Wind Targets are Sensitive to Policy and Regulations: GWEC India is the world’s fourth-largest onshore wind market by installations, with 37.5 GW of capacity as of 2019. The technical potential at 120-meter hub height is a whopping 695 GW, according to the National Institute of Wind Energy, and the government has set a wind capacity target of 60 GW by 2022 and 140 GW by 2030. Wind is already the second most competitive energy source on India’s grid. However, project installation has been decelerating recently, with only 2.3 GW installed in 2019.

That is around half of the 4.1 GW of volume installed in 2017 and reflects slow execution when held against the 12 GW of capacity awarded in central and state tenders since 2017.

The India wind sector and installations have been traditionally erratic in nature and highly sensitive to policy changes.

After the introduction of central auctions which transformed the wind procurement 42 n June 2020 n Saur Energy International

mechanism in the country, the market entered a state of limbo. Infrastructure was not ready to facilitate the capacity auctioned via central auctions. And states – the traditional wind procurement channel in India – took an extremely reclusive approach to create new demand. This resulted in declining installations from 2018-2020.

The market continues to be a bag of juxtapositions towards 2022, MEC+ and GWEC’s latest report, “India wind outlook towards 2022: Looking beyond headwinds”, analyses the factors which have led to a drag on the market growth for India’s wind energy industry over the past two years, and provides an assessment on the forecast along with a pathway to overcoming these challenges to realise the high potential of the market.

Equinor Investing More in RE Projects Than all Other Oil Majors Combined

Investments in solar and wind (RE) energy projects by the world’s major oil majors until 2025 are expected to exceed USD 18 billion, a new analysis by Rystad Energy has found. However, a closer look at the numbers reveals that some USD 10 billion, or 55 percent of the amount, is expected to be invested by a single company – the Norwegian state-controlled energy giant, Equinor. Based on the report it appears to be the only operator poised to direct a majority of its greenfield capex towards renewable energy projects. The energy giant will drive renewable investment among majors, spending USD 6.5 billion in the next three years to build its capital-intensive offshore wind portfolio. “We do not expect this forecast to be heavily affected by the fluctuating oil price or capex cuts, as much of the company’s renewable portfolio is already committed, such as the massive 3.6 GW Dogger Bank offshore wind project under construction in the UK,” the report stated. The analysis takes into account solar and wind investments that were announced prior to 1 June 2020 and that can be pinpointed to specific projects. Oil majors have pledged more funds to renewable energy targets than those listed in this outlook, but we have chosen with this analysis to exclude spending plans that are not project-specific, given the heightened uncertainty of those investments actually being made. The report highlights that if Equinor is removed from the outlook, renewable investments from major oil and gas companies can be seen in a very different light, showing a decline over the next three years. And that this fall does not even factor in any of the recent capex cuts announced by the majors.

MARKET UPDATES

India’s Renewable Capacity Additions to Fall in Next 5 Years: BTI India’s total solar and wind (renewable) power capacity additions in the next five years is expected to reach only 35 gigawatt (GW) and 12 GW, respectively, down from previous estimates due to COVID-19 disruptions, according to a recent report.

The earlier base case solar and wind power capacity addition estimates over 2020-2024 were 43 GW and 15 GW, respectively, said the report by clean energy consultancy Bridge to India (BTI).

“With the number of infections in India still rising rapidly, considerable uncertainty remains over the economic outlook. The energy sector has been hit by multiple demand and supply shocks. Short-term impact on the renewable power sector has been relatively mild following a series of ad hoc relief measures announced by the government,” said the report titled ‘COVID-19: Impact on Indian renewables’.

It added that the outlook over the next few years appears gloomier due to weakening power demand growth, deteriorating financial condition of Discoms, and further

constraints in debt financing.

Regarding the short-term impact of the pandemic on the sector, the report said that there would be a loss of 2-3 GW capacity addition in 2020 along with higher working capital and operational costs for developers and contractors.

Further, for the medium-term impact,

the report detailed that there would be lower capacity addition due to sustained weakness in power demand, higher Discoms offtake risk, reduced appetite of lenders, and greater policy uncertainty risks for rooftop solar. However, it would lead to a push for local manufacturing as well.

Renewables Increasingly Cheaper Than new Fossil Fuels Based Capacity: IRENA Renewables are increasingly cheaper than any new electricity capacity based on fossil fuels, a new report by the International Renewable Energy Agency (IRENA) finds. The report, ‘Renewable Power Generation Costs in 2019’, shows that more than half of the renewable capacity added in 2019 achieved lower power costs than the cheapest new coal plants. The report highlights that new renewable power generation projects now increasingly undercut existing coal-fired plants. On average, new solar photovoltaic (PV) and onshore wind power cost less than keeping many existing coal plants in operation, and auction results show this trend accelerating – reinforcing the case to phase-out coal entirely. Next year, up to 1 200 gigawatts (GW) of existing coal capacity could cost more to operate than the cost of new utility-scale solar PV, the report shows.

Further, replacing the costliest 500 GW of coal with solar PV and onshore wind next year would cut power system costs by up to USD 23 billion every year and reduce annual emissions by around 1.8 gigatons (Gt) of carbon dioxide (CO2), equivalent to 5 percent of total global CO2 emissions in 2019. It would also yield an investment stimulus of USD 940 billion, which is equal to around 1 percent of global GDP. Renewable electricity costs have fallen sharply over the past decade, driven by improving technologies, economies of scale,

increasingly competitive supply chains and growing developer experience. Since 2010, utility-scale solar PV power has shown the sharpest cost decline at 82 percent, followed by concentrating solar power (CSP) at 47 percent, onshore wind at 39 percent and offshore wind at 29 percent.

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MARKET UPDATES

Cheap Renewable Energy an Asset for COVID-19 Recovery Packages: Report As COVID-19 hits the fossil fuel industry, a new report shows that renewable energy is more cost-effective than ever – providing an opportunity to prioritise clean energy in economic recovery packages and bring the world closer to meeting the Paris Agreement goals. The report ‘Global Trends in Renewable Energy Investments 2020’ from the UN Environment Programme (UNEP), the Frankfurt School-UNEP Collaborating Centre and BloombergNEF (BNEF) – analyses 2019 investment trends, and clean energy commitments made by countries and corporations for the next decade.

The report found commitments equivalent to 826 GW of new non-hydro renewable power capacity, at a likely cost of around USD 1 trillion, by 2030 (1GW is similar to the capacity of a nuclear reactor). Getting on track to limiting global temperature rise to under 2 degrees Celsius – the main goal of the Paris Agreement – would require the addition of around 3,000 GW by 2030, the exact amount depending on the technology mix chosen. The planned investments also fall far below the USD 2.7 trillion committed to renewables during the last decade.

However, the report shows that the cost of installing renewable energy has hit new lows, meaning future investments will deliver far more capacity. Renewable energy capacity, excluding large hydroelectric dams of more than 50 MW, grew by 184 GW in 2019. This highest-ever annual addition was 20 GW, or 12 percent, more than the new capacity commissioned in 2018. Yet the dollar investment in 2019 was just 1 percent higher than the previous year, at USD 282.2 billion.

Further, the all-in or levelised cost of electricity (LCOE) continues to fall for wind and solar, thanks to technology improvements, economies of scale and fierce competition in auctions. Costs for electricity from new solar photovoltaic plants in the second half of 2019 were 83 percent lower than a decade earlier.

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US Solar Market Sets Q1 Record, Impact of COVID-19 Likely on Q2: Report The US solar market installed 3.6 gigawatts (GW) of new solar photovoltaic (PV) capacity in Q1 2020, representing its largest first quarter (Q1) ever in the United States.

According to the US Solar Market Insight Q2 2020 report, released by the Solar Energy Industries Association (SEIA) and research agency – Wood Mackenzie, the coronavirus pandemic is having a significant impact on the US solar industry which will be better witness in the second quarter of the fiscal. Construction has been delayed, customer demand has dropped and access to financing for projects of all sizes has been challenged. “The solar industry has certainly been impacted by the pandemic, resulting in uncertainty for businesses and 72,000 Americans out of a job,” said Abigail Ross Hopper, SEIA’s president and CEO, in reference to recent analysis from SEIA. “Our industry remains one of the fastest-growing industries in the country, and with simple policy action now, we are ready to lead our economic recovery and provide new hope

Majority of Clean Energy Technologies Failing to Keep Pace: IEA A new assessment of clean energy transitions finds that a majority of technologies and sectors are failing to keep pace with long-term climate, air pollution and energy access goals. And that the COVID-19 crisis could further impede clean energy progress, underscoring the urgent need for ambitious government action to meet sustainability goals. The latest ‘Tracking Clean Energy Progress” report by the International Energy Agency (IEA) assesses a full range of energy technologies and sectors to provide a definitive snapshot of clean energy progress in 2019. As per the report, only 6 out of 46 technologies and sectors were “on track” with the IEA’s Sustainable Development Scenario, which maps out

for out of work Americans in the second half of this year.” Forecasts show that in 2020 the residential and non-residential markets will see 25 percent and 38 percent decreases in year-over-year installation volumes, respectively, as the segments face challenges posed by work stoppages, permitting delays and drops in consumer demand. Distributed markets will see a combined 32 percent less solar installed in 2020 than forecast before the pandemic. Overall, however, Wood Mackenzie forecasts 33 percent growth in 2020, owing entirely to the strong performance of the utility-scale segment, which is expected to account for more than 14 GW of new installations this year.

a pathway to reach the goals of the Paris Agreement on climate change, deliver universal energy access and significantly reduce air pollution. Another 24 technologies showed some progress while 16 technologies were “off track.”

Examples of technologies that remained “on track” by the end of 2019 include electric vehicles, lighting and data centres, but these account for only a small share of potential emissions reductions in the Sustainable Development Scenario.

Further, two technology areas have been downgraded in this year’s update, and not a single technology or sector has been upgraded. Nuclear power is now “off track” as new nuclear capacity brought online in 2019 was only half the amount added in 2018. Energy storage – previously “on track” – has been downgraded as annual installations fell for the first time in nearly a decade. Many of the largest sources of global emissions remain “off track.” The power sector accounts for around 40 percent of energy-related CO2 emissions but remains “off track” for the third year in a row.

MARKET UPDATES

Dramatic Fall in Cost of Funding Behind Record Breaking Solar Tariffs: IEEFA The Institute for Energy Economics and Financial Analysis (IEEFA) in a new report has detailed that despite the devastating impact of the COVID-19 pandemic, during the months of April and May, renewable energy continued to break records. And at the helm of it was solar, as costs continued to decline thanks to dramatic falls in the two most important inputs in capital cost of solar (driven by a 20 percent fall in solar module costs in the last year) and dramatic falls in the cost of funding.

The report “Renewables Continue to Break Records Despite COVID-19 Impacts” goes on to add that in April, the Emirates Water and Electricity Company (EWEC) awarded a 1.5 gigawatt (GW) solar tender to French energy group EDF and Chinese solar company JinkoPower. The consortium offered USD 13.50/MWh for the power generated at Al Dhafra, Abu Dhabi. This result was 13 percent below a January 800 megawatt (MW) solar award

by the Qatar General Electricity and Water Corp (Kahramaa) at a then-record low of USD 15.60/MWh to Total and Marubeni Corporation. Author Tim Buckley, IEEFA’s director of energy finance studies said one of the most relevant impacts of COVID-19 has been the collapse of interest rates in global developed markets collapse.

“For solar, the tariff required is a direct

function of the solar resource, the capital cost of installation, and the required rate of return for debt,’ said Buckley. “With dramatic falls in the capital cost of solar (driven by a 20 percent fall in solar module costs in the last year) and dramatic falls in the cost of funding, the two most important inputs into the solar tariff have fallen hugely relative to even two years ago.”

Renewables Contributed Largest Increase in Energy Terms on Record in 2019: BP BP plc, a multinational oil and gas company headquartered in London, has issued its 69th annual edition of the bp Statistical Review of World Energy (bp Stats Review). The report found that renewables contributed their largest increase in energy terms on record (3.2 exajoules) during 2019, while also being the biggest contributor to global growth in primary energy during the year.

This year’s edition – which collects and analyses energy data for 2019 – highlights the global energy trends emerging prior to the current COVID-19 pandemic. The report stated that while some aspects – such as the continuing strong growth in renewables – offer encouragement that the world is moving onto a more sustainable path, others – including continuing persistent growth in carbon emissions – underline the scale of the challenge for the world to reach net zero.

Key findings from the Stats Review include: Growth in primary energy consumption slowed to 1.3 percent in 2019, less than half the rate of growth the previous year (2.8 percent). Carbon emissions from energy use grew by 0.5 percent in 2019, only partially unwinding the unusually strong growth of 2.1 percent seen in 2018. The average annual growth in carbon emissions over 2018 and 2019 was greater than its 10-year average.

Renewables contributed their largest increase in energy terms on record (3.2 exajoules). They accounted for over 40 percent of the global growth in primary energy last year, more than any other fuel. Their share in power generation (10.4 percent) also surpassed nuclear for the first time.

Coal’s share of primary energy fell to its lowest level in 16 years (27 percent), after consumption fell by 0.6 percent, led by a sharp drop in OECD demand. However, coal remained the single largest source of energy for power generation, accounting for over 36 percent of global power. China accounted for more than threequarters of net global energy growth, while the US and Germany posted the largest declines.

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STORAGE UPDATES

IESA Proposes to Have Policy Framework for Energy Storage in Electricity Act India Energy Storage Alliance (IESA), India’s leading alliance working in the space of energy storage, electric vehicle, renewable integration & microgrids has submitted its comments/recommendations on the proposed Draft Electricity (Amendment) Bill, 2020 recently.

The recommendations submitted to the Ministry of Power (MoP) have been put forward by consulting over 100+ energy storage ecosystem players from IESA. The proposed amendments are expected to address a series of challenges facing the sector and provided measures to improve regulatory discipline, private sector participation, next-gen reforms, the financial health of Discoms, and give a thrust on renewable energy sector among others.

Debi Prasad Dash, Executive Director, IESA said that IESA welcomes the amendment in The Electricity Act 2003 by the Ministry of Power. “We have proposed the ministry to have a clear policy framework regarding energy storage in the act. India has emerged as one of the fastest-growing markets for renewable energy and energy storage technologies could be the key enabler for RE Integration and grid stability. Defining energy storage under the electricity act could be helpful to start ancillary services & frequency regulation through energy storage as a flexible asset.

“It will also help to enable Electric Vehicles charging infrastructure, V2G concepts and Microgrids integration with expanded grid connectivity in the long run. We hope the ministry will consider IESA ‘s recommendations to make the Indian electricity grid more resilient and reliable.”

However, several current issues and technological developments in recent years were majorly missing from the amendment.

The alliance has highlighted these issues and recommendations in its submission on behalf of energy storage and electric vehicle industry.

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Neoen Builds Nordics’ Largest Battery Storage Unit in Finland Neoen, one of the world’s leading independent producers of exclusively renewable energy, has announced the construction in Finland of the Yllikkälä Power Reserve One, a new 30 MW battery energy storage plant with a storage capacity of 30 MWh. The facility will be located close to Lappeenranta in the south-east of the country.

“Following on from the Hornsdale Power Reserve in Australia, Azur stockage in France and Albireo Power Reserve in El Salvador, this first roll-out of lithium-ion stationary batteries in Finland underpins Neoen’s leadership in battery-based grid services,” the firm issued in a statement.

The facility is set to play a key role in stabilising the national electricity system managed by Fingrid. With Yllikkälä Power Reserve One, the firm aims to establish itself

as a leading force in frequency regulation in Finland. Aside from greater reliability and lower electricity grid Stabilisation costs, the plant will facilitate the integration of future renewable energy projects.

Xavier Barbaro, Neoen’s Chairman and CEO, said “we strongly believe in the potential for renewable energies in Finland and continue looking at development opportunities. We have demonstrated the effectiveness of our battery-based grid-balancing solutions with the success we have achieved in Australia, El Salvador, and France over the past few years.

This new investment also demonstrates Neoen’s capacity.

The 30 MWh power reserve will make it possible to harness Finland’s substantial wind resources and speed up progress towards a target of being carbon neutral by 2035.

Strong Q1 for US Energy Storage Market Despite COVID-19: WoodMac The United States (US) energy storage sector saw a strong first quarter, with residential storage setting another record while the non-residential market had its thirdstrongest quarter on record. According to Wood Mackenzie and the US Energy Storage Association’s (ESA) latest ‘US Energy Storage Monitor’ report, residential deployments hit 44.4 MW, up 10 percent from the final quarter of 2019, as markets such as California and Hawaii remained strong and customers in emerging markets looked to storage for resilience.

Non-residential deployments sat at 31.6 MW, down 25 percent on Q4 2019 but nevertheless placing in the top three quarters for the segment.

Though California led in non-residential storage, Massachusetts and New York staked a strong claim on the storage map with a few large community solar-plus-storage projects. These accounted for most of the capacity installed in Massachusetts and New York in Q1 2020.

While a total of 97.5 MW was deployed in Q1 2020, a 48 percent reduction quarter-over-

quarter, and a 39 percent drop year-overyear, the decline was primarily due to a slow front-of-the-meter (FTM) segment which dropped 79 percent in MW terms quarterover-quarter, the report adds. However, FTM deployments are expected to bounce back significantly in upcoming quarters as larger, longer-duration systems come online thanks in large part to utility procurements.

The effects of the coronavirus did not hit the US market until late March, therefore the impact in Q1 was muted. However, Q2 2020 has already seen challenges relating to customer acquisition, installation and interconnection.

STORAGE UPDATES

Bright Canyon Energy’s Solar + Storage Project in Seeking Final Approvals in Hawaii Bright Canyon Energy has announced it is in the final award group for Hawaiian Electric Company’s (HECO) initiative to bring a cleaner energy supply to Hawaii. The firm’s Kūpono Solar plus storage project, located on the island of O‘ahu, includes a 42-megawatt solar field combined with a 168-megawatt hour battery energy storage system (BESS).

Pending successful negotiation of a power purchase agreement with Hawaiian Electric and approval by the Hawai'i Public Utilities Commission, Kūpono would begin supplying electricity to customers in 2022. The project will deliver clean, renewable energy, help stabilise energy costs, reduce dependence on fossil fuels and provide a pathway to increased energy independence for Hawaii.

“This project aligns with the energy priorities and policies set forth by the state of Hawaii, including the 100 percent renewable energy and carbon-neutral goals by 2045,” said Jason Smith, General Manager of Bright Canyon Energy. “We are committed to working with the community as we move forward with this exciting project that will deliver a range of benefits for the clean energy future of O’ahu.”

Renewable electricity generated by Kūpono Solar will replace energy generated by burning fossil fuel, thereby reducing emissions and greenhouse gases. The solar project will deliver 42 megawatts of

clean electricity to the O‘ahu grid and will energise a 42-megawatt, four-hour battery storage system (for a total of 168 megawatt-hours) to provide solar after sunset when electricity use remains high.

Kūpono Solar will deliver enough sustainable, renewable energy to power 10,000 homes on O‘ahu, displacing more than 50,000 tons of carbon dioxide every year from Hawaii’s environment – the equivalent of removing 12,000 cars from the road.

Australia to add 1.2 GWh of Energy Storage Capacity in 2020: WoodMac According to new research, Australia is set to add 1.2 gigawatt-hour (GWh) of energy storage capacity in 2020, more than double the 499 MWh installed in 2019. This takes the country’s cumulative storage capacity at 2.7 GWh this year. In its latest analysis report, research agency Wood Mackenzie highlighted that for the first time, front-of-the-meter (FTM) capacity at 672 megawatt-hours (MWh) will overtake the 581 MWh back-of-themeter (BTM) capacity in 2020, a result of funding programmes by the federal and state governments, as well as the Australian Renewable Energy Association (ARENA).

BTM installations have traditionally led capacity growth as state governments have been issuing subsidies for rooftop solar and residential storage, as well as funding for distributed energy resources. Residential,

commercial and industrial customers are also incentivised to install BTMs to manage rising electricity bills and power outages.

Wood Mackenzie senior analyst Le Xu said the FTM market’s leading position is likely to be short-lived as the industry faces many uncertainties. The coronavirus-led restrictions and economic downturn could cause delays or cancellations to the 4.6 GWh announced projects in the pipeline over the next five years. “South Australia, in particular, is at risk as the majority of the planned deployments are located there.

Developers with strong balance sheets are in a position to push ahead with their project developments, but still face grid connection challenges in the future.”

With ARENA’s advanced renewable funding phasing out, storage developers are pressed to seek private equity to cover 10 percent – 50 percent of initial project investments.

Revenue uncertainties and risks of grid connection may prevent projects from attracting funding. The FTM market is most affected by this and is likely to contract in 2022.

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WEEKLY TOP X SERIES

The Leading Electric Two-Wheeler Companies in India Two-wheelers, perhaps one of the few industrial segments where India does not have a disadvantage vis a vis global scale or technology, are poised to lead the EV transition in India. This is on the back of existing players as well as a host of electric-only startups and firms that have mushroomed to grab market share early.

The electric three-wheelers segment, thanks to its origins in the unorganised sector has been much more difficult to track, though it leads comfortably in gross numbers.

The electric two-wheeler (E2W) segment has, since FY2016, grown at a CAGR of 62 percent, which culminated in sales figures topping 152,000 units in the last fiscal.

However, according to an independent research agency that figure shows that the year-on-year growth for FY2020 is quite low when compared to the previous two years when the market expanded over 100 percent in both years. Though on a very small base.

This drop was largely attributed to the new FAME II scheme, which caught the EV sector, and more importantly the elector two-wheeler segment off-guard. The Society of Manufacturers of Electric Vehicle (SMEV) had gone to the extent of saying that the second phase of the government scheme which was devised to support thrust the EV segment had failed its biggest market in the two-wheeler segment.

SMEV had said that after getting a “shock” when FAME II was implemented from April 1, 2019, the industry had devised ways to keep afloat by selling low to mid-speed vehicles, which don’t qualify for incentives at a heavy discount but incurring losses in the process. And that mass segment electric two-wheeler makers are learning to “live without government support” as the FAME II scheme to promote electric mobility has not met its objective.

As per SMEV data, sales of FAME II qualified electric two-wheelers in April-December 2019 period stood at just 3,000 units as against 48,671 units in the year-ago period when FAME I was in place, a decline of 93.84 percent. On the other hand, as per industry estimates, non-subsidised electric twowheeler sales stood at 49,000 units during the period as compared to around 10,000 units in the year-ago period when FAME I was in place.

Recently we covered a story that stated that 48 n June 2020 n Saur Energy International

based on a CXO survey of Industry experts the electric two-wheeler market in India is expected to cross 2 million units over the next five years. A more optimistic outlook presented in a new report by the same research agency that conducted the survey – JMK Research, predicted that a percentage of E2W in overall two-wheeler sales in India will increase from 0.6 percent (FY2020) to about 13 percent (FY2025), clocking about 34 lakh units of E2W annual sales in FY2025.

Witnessing a CAGR from FY2020 to FY2025 of about 87 percent.

According to the survey, most industry experts feel that the electric two-wheeler (E2W) market size is likely to cross 20 lakh units in the next 5 years in India. And 60 percent of the survey respondents also predicted that the expected share of E2Ws in total two-wheeler sales in the next 5 years could vary from 6 percent to 15 percent. (The current share of E2W in total two-wheeler sales in FY2020 was about 0.7 percent).

The one thing for certain is that the market will grow exponentially as battery prices drop and more feasible policies are introduced. So, here we take a look at the top 10 electric two-wheeler companies in India based on their sales figures for FY2020.

OKINAWA Okinawa Autotech Pvt. Ltd, a 100 percent Indian electric two-wheeler manufacturing company that was established in 2015 ranks first in India for electric two-wheeler sales in FY2020. It is the biggest player in

the segment (<25kmph) selling more than 10,000 units through a 300 strong dealer network that is being expanded further.

The firm is supposed to be a massive 36 percent of the market for now. The firm has a full range of six two-wheeler models, from Raise (Rs 40,000) to iPraise at Rs 1.20 lacs approximately.

HERO ELECTRIC Falling under the umbrella of one of the largest two-wheeler companies in the world in Hero MotorCorp, Hero Electric is the second largest E2W firm in India for FY2020.

Building on a decade of success, the firm sold 7400 units in the fiscal year to hold a 27 percent market share. With its close ties to Ather Energy as a strategic investor, look for more action from Hero soon. The firm offers a wide range of models based on usage, with the Photon Li and Lp its latest offerings. The Li model features two Li-ion batteries that offer a 110 km economy range on a single charge, with charging times as low as 4.5 hours. The product retails for just over Rs 75 thousand.

ATHER ENERGY The newest, flashiest entrant in the segment is Bengaluru-based startup Ather Energy. Expanding at a very brisk rate the Bengaluru-centred electric scooter company has started growing its market for its premium two-wheeler as it looks to go national very soon. The firm sold more than 2900 units in the fiscal year, holding a

WEEKLY TOP X SERIES 10 percent market share just in its second year of existence. It hopes to sell 30,000 units (pre-COVID) in 2020-21, and later this year, start a second manufacturing facility with a capacity of 100,000 vehicles, in Hour, Tamil Nadu. The firm, even as it expands its footprint, has announced some innovative marketing schemes, including exchange offers for scooters from competitors like Honda, TVS, etc. The firms’ flagship scooter – packed with features – the Ather 450 retails for Rs 1.5 lakh upfront or for Rs 1 lakh if the customer opts for the monthly battery subscription.

AMPERE VEHICLES Fourth in the list behind Ather Energy, is the oldest player in the segment – Ampere Vehicles, also from Bengaluru. This 12-year-old firm, which has been powered by women from the very beginning with over 30 percent of its workforce made up of women, has been an ever-present in the India e-mobility transition. The company sold just around 2500 units in the fiscal year, which secured it a 9 percent share of the market. The firm is fresh from the launch of its Magnus Pro scooter, which has a 1.2 kW

BLDC Vector Sine Wave motor that is paired with a 60V 30Ah advanced lithium-ion battery.

> 40 kmph speed, instead of 25 kmph speed.

According to a new report by JMK Research, on comparing the last three years’ sales trend in the high speed (>25 kmph) E2W REVOLT MOTORS space, it is seen that in FY2020, sales have A completely new entrant to the electric dropped significantly for all players except mobility segment is Gurugram based startup Ather, due mainly to the absense of subsidies Revolt Motors. With the former founder of now. Hero Electric took the biggest hits it as Micromax Mobiles, Rahul Sharma behind it, it saw a fall of about 42 percent in its annual expectations are high from Revolt. The firm sales, while Okinawa sales dropped by 4 claims to be selling India’s first AI-enabled percent. electric motorcycle packed with multiple Notable absentees in the list, like Bajaj features. The firm managed to hit the 1000 Electric, or even TVS Motors, both industry mark for sales in the fiscal year, despite majors with a solid reputation to boot, have taking orders for only 6 months. The firm been slow off the block, caught between holds a 4 percent market share. Its featureprotecting their existing market share in packed RV 400 electric bike is offered on a the petrol segment and opening up an monthly subscription model or an upfront electric front. While Bajaj just resurrected cost of Rs 1.03 lakh. its Chetak brand to launch its first electric Other active market players include Avon two-wheeler (Rs 1 lakh) recently, TVS Cycles, NDS Eco Motors, Avan Motors, and has also launched its first, iQube (R 1.15 Electrotherm (Yobikes), which together hold lacs) in Bengaluru first. With their obvious a 4-5 percent market share at the moment. strengths, expect these firms to be more than It is interesting to note that as per the SMEV, honourable mentions in this list next year. high-speed vehicles market in FY2020 is {The data for this story was sourced from the only 15,200 units as it has ( in accordance E2W India Market Outlook Report, May 2020, by with the FAME 2 guidelines) considered high-speed vehicles which have a top speed JMK Research.}

Top 10 States for Wind Energy Installations and Potential in India India has set a target of installing 175 gigawatts (GW) of renewable energy capacity in the country by 2022, of which a majority is proposed to be met by solar (100 GW) and wind (60 GW) energy. As of February 29, 2020, India has installed capacity of about 86.76 GW of gridinteractive renewable power and 37.6 GW of that total has been through wind energy installations.

At that value (37.6 GW), India is the world’s fourth-largest onshore wind market by installations and has the potential for more than 695 GW at 120 metres hub height.

However, according to a new report by the Global Wind Energy Council (GWEC), wind energy capacity in India can only realistically reach 50 GW by 2022. And, efforts by the government to lower barriers around market design, grid infrastructure and land allocation must be intensified, in order to revive auction appetite and resolve the execution challenges facing India’s wind market and reach the country’s ambitious 175 GW renewable energy target

by 2022, of which 60 GW is due to come from wind energy.

It also added that while the country has set a target to reach a total wind capacity of 60 GW by 2022 and 140 GW by 2030, project installation have been decelerating recently, with only 2.3 GW installed in 2019, nearly half of the 4.1 GW installed in 2017.

The report finds that even in the high case scenario, the country is likely to fall short of its ambitious wind energy target for 2022.

Here in this article, we attempt to list the top 10 states for wind energy in the country based on the installed capacity (as on January 31, 2020) and their wind potential (at 120 M ago).

its installed capacity nearly 2 GW more than the second-best state in the country. When it comes to wind potential – at 68.75 GW (at 120 M agl), the state is bested by five others.

The state also ranks fourth for renewable energy installations over the last four years with 4624.925 MW installed, of which 1678.455 MW was through wind.

Gujarat (Installed – 2nd, Potential – 1st) The western state of Gujarat is second on the list for installed wind capacity with just under 7.5 GW of installed capacity (7.46 GW). Overall, the state is, beyond any doubt, the most resource enriched when it comes to wind energy as it is also first on the list for wind power potential with 142.56 GW (at 120 Tamil Nadu (Installed – 1st, Potential – 6th) M agl). Although not a part of the criteria, Just under 800 MW short of breaking the the state also leads the nation for wind 10 GW barrier for installed wind energy potential at 100 m agl of 84.43 GW, nearly 30 capacity, Tamil Nadu is well ahead of the rest GW ahead of the second-best. of the states in the country when it comes to The state also ranks 3rd for renewable wind energy adoption. The state has rushed energy installations over the last four years to the top of the list with the rapid expansion with 5351.99 MW installed, of which 3530.4 of the technology through this decade with MW was through wind.

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WEEKLY TOP X SERIES Maharashtra (Installed – 3rd, Potential–4th) Third on the list is the state of Maharashtra with 5 GW of installed wind capacity. The state also has a wind potential of 98.213 GW (at 120 M agl) which puts it fourth on the list for wind energy potential. At 100 m agl, the state has the third-highest potential of 45.394 GW. In January, Maharashtra Electricity Distribution Corporation (MSEDCL) has issued a Request for Selection (RfS) for the procurement of 200 MW wind power on a long term basis from intra-state wind power projects.

The state also ranks 7th for renewable energy installations over the last four years with 2485.74 MW installed, of which 346.55 MW was through wind.

Karnataka (Installed – 4th, Potential – 3rd) Fourth on the list for installed wind energy capacity is Karnataka with 4754.9 MW capacity installed in the state. For wind potential that state slots in behind the two western states of Gujarat and Rajasthan at third position with a potential of 124.155 GW (at 120 m agl). This southern state has been at the forefront of India’s renewable energy transition for a while now and that is reflected in the 9639.31 MW or nearly 10 GW renewable energy projects implemented in the state since April 2016, just under 1.8 GW of which has been through wind energy projects.

position on the list for installed wind energy capacity in the country with just over 4 GW installed. The state ranks 5th for wind energy at 74.906 GW at 120 m agl.

The state has performed well in the renewable segment over the last four years and ranks second behind Karnataka for installations in that period. The state has Rajasthan (Installed – 5th, Potential – 2nd) installed 5667.11 MW of renewable energy With an installed capacity of 4299.72 capacity in the four year period, 2661.05 MW, Rajasthan is fourth on the list for MW of which has been through wind energy installed wind energy capacity in the projects. country. However, this western state which neighbours Gujarat has the second-highest Madhya Pradesh (Installed–7th, Potential–8th) wind potential in the country after its Seventh on the list for installed wind energy neighbour at 127.756 GW. The two states capacity in the country is Madhya Pradesh together account for a massive ~ 270 GW of with 2519.89 MW of installed capacity. The wind energy potential on India’s west coast. state has a wind potential of 15.4 GW at 120 The state also has a potential of 18.77 GW at m agl, which puts it at 8th position on the 100 m agl. list. It also has a wind potential of over 10 The state also ranks 5th for renewable energy GW at the 100 m level. In January we had installations over the last four years with reported that the state had secured Rs 4000 4074.45 MW installed, of which 305.7 MW crore investment for the development of two was through wind. wind energy projects in the state.

Andhra Pradesh (Installed – 6th, Potential The state has installed 1882.14 MW of – 5th) renewable energy projects in the four year Home to a quagmire of unresolved power period and ranks 8th on the list, with almost purchase agreements unearthed by the all of the capacity being met through new new state government and subsequent solar energy projects. challenges that were introduced in its energy segment, the southern state of Andhra Telangana (Installed – 8th, Potential – 7th) Pradesh has done well to establish its sixth Breaking away from Andhra Pradesh in 50 n June 2020 n Saur Energy International

2014, Telangana has failed to match, what is now, its neighbouring state for wind energy installations with only a meagre 128.1 MW installed in the state which slots it in at the 8th position. While Andhra Pradesh is home to over 31 times more installed capacity.

Besides wind, the state has done well in the renewable energy segment since it has separated. It has installed 3352.3 MW of renewable capacity over the last four years to rank it sixth highest in the country. However, almost all of that has been through solar projects.

Kerala (Installed – 9th, Potential – 11th) The coastal state of Kerala with just over 62 MW of wind energy capacity installed in the state is ninth on the list for capacity installations in the country. However, that capacity still stands at an overwhelming 15 times greater than all the other remaining states in the country (not mentioned above), which have a combined installed wind energy capacity of 4.3 MW. A negligible quantity in the grand scheme of things.

The data for this article was sourced from the Ministry of New and Renewable Energy (for installed wind capacity) and the National Institute of Wind Energy (for the wind potential values at 120 and 100 metres above ground level – agl)

WEEKLY TOP X SERIES

Which States Have the Highest Solar Energy Potential in India?

The solar energy generation potential in a specific area can be assessed based on factors like availability of land, solar radiation etc. The National Institute of Solar Energy (NISE), an apex institute of Ministry of New & Renewable Energy (MNRE), has estimated the potential of solar power in the country to be around 750 GWp. However, India has just reached an aggregate installed capacity of grid-interactive solar energy at 34.6 GW as of March 31, 2020.

Here we look at the top ten states in terms of the estimated potential of solar power generation in India along with their installed capacity.

1). Rajasthan Rajasthan clinched the top position in the list of states with the highest estimated solar energy potential in the country. It is having an aggregate solar power potential of 142.31 gigawatts (GWp). While its total installed grid-connected solar energy generation capacity stood at merely 4,844.21 MW (or 4.8 GW approx) as on March 31, 2020. In recent times, the state has moved ahead with a more aggressive solar expansion plan, ensuring it remains a key contributor to the national goal of 100 GW solar by 2022.

2). Jammu & Kashmir Jammu & Kashmir (Before the bifurcation of the state into two Union Territories of J&K and Ladakh) grabbed the second-highest position in the list of states having significant estimated potential for solar energy generation in India, and its total solar energy potential is estimated at 111.05 GWp. However, the state’s aggregate installed grid-interactive solar power generation capacity remained at a very nascent stage with 19.30 MW by the end of March 2020. A huge part of this potential lies in what is now the union territory of Ladakh, with its vast open cold ‘desert’. The government is on to the opportunity, as shown by the plans for a 7.5 GW solar park on Ladakh, in the pipeline for over a year now.

3). Maharashtra Maharashtra houses the third-largest potential position for estimated solar power generation capacity on pan India. Its aggregate solar power potential capacity is calculated at 64.32 GWp. Maharashtra’s total installed gridconnected solar energy generation capacity, including rooftop and ground-mounted,

stood at only 1,801.80 MW (or 1.8 GW) at the end of March this year. With its high level of industrialisation, this central Indian state has the potential to be a game-changer for the entire energy mix for the country.

4). Madhya Pradesh Madhya Pradesh enjoyed the fourth-highest position in terms of having significant estimated potential for solar energy generation capacity in India and its total solar energy generation capacity is estimated at 61.66 GWp. While, the state’s cumulative installed gridinteractive solar power generation touched 2,258.46 MW (or over 2.2 GW) as of March 31, 2020. Madhya Pradesh has done more installations as compared to Maharashtra and Jammu & Kashmir, thanks to the progress of its massive REWA solar park. However, the state’s recent signing up for more thermal projects will definitely disappoint those expecting better things from the state.

5). Andhra Pradesh Andhra Pradesh secured the fifth-largest potential for estimated solar energy generation across the country. Its aggregate solar power potential is estimated at 38.44 GWp. However, Andhra Pradesh’s total installed grid-connected solar energy generation capacity reached 3,610.02 MW (or 3.6 GW) by the March-end this year. If there were not policy-related hurdles in the recent past these numbers could be much higher.

6). Gujarat Gujarat grabbed the sixth-highest position in the list of states with the highest solar energy generation potential in India. Its total potential solar energy generation capacity is calculated at 35.77 GWp. Whereas, the state’s total installed grid-interactive solar power generation capacity stood at 2,948.37 MW (or 2.9 GW) as on March 31, 2020, and represent the state with quite satisfactory numbers as compared to other higher potential states.

7). Himachal Pradesh Himachal Pradesh houses the seventh-largest position for estimated potential solar power generation capacity across the country. This Hydropower rich state has an estimated solar energy potential of 33.84 GWp. That gives the state one of the best chances to be run 100 per cent on renewable energy if the will is

there. However, Himachal Pradesh’s aggregate installed grid-connected solar power capacity stood at only 32.93 MW at the end of March 2020. Meanwhile, the state government is now putting in efforts to make the state as a favourite investment destination for investors.

8). Odisha Odisha secured the eighth-highest position in the list of states with the highest solar energy generation potential on pan India basis and has an estimated solar power potential of 25.78 GWp. On the other hand, the state’s total installed grid-interactive solar power generation capacity stood at 397.84 MW as of March this year. Meanwhile, the Centre has put its plan on the table for the state by announcing the solarisation of Konark Sun Temple and town with 100 per cent financial assistance. Being in the relatively underdeveloped Eastern region, the mineralrich state has a lot of catching up to do, and a solar first approach could definitely help.

9). Karnataka Karnataka houses the ninth-largest estimated potential solar power generation capacity in India. Its total estimated solar energy generation capacity is close to 24.70 GWp. However, Karnataka’s cumulative installed grid-connected solar power generation capacity too grew significantly to 7,277.93 MW (or 7.27 GW) as on March 31, 2020. Karnataka has performed well in terms of installation as compared to all the other states having a higher potential of solar energy generation.

The state has until recently, offered one of the better open access regimes for renewable power, which has also helped it moved ahead.

10). Uttar Pradesh Uttar Pradesh secured the tenth-highest position for the estimated potential of solar energy generation capacity across the country. It’s aggregate estimated solar energy generation capacity stood at 22.83 GWp. While the state’s total installed grid-interactive solar energy capacity touched 1,095.10 MW (or nearly 1 GW) at the end of March this year.

Uttar Pradesh has also picked up the pace and is targeting now over 10 GW of renewable energy capacity addition including solar in the state. The state has a tough battle ahead if it is to overcome its reputation of high potential and low actualisation.

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OPINION

Dark Clouds Gathering Over C&I Segment, Says ICRA In a report carried by wire agencies, ICRA’s (Formerly Investment Information and Credit Rating Agency of India) sector head and VP Girishkumar Kadam has been quoted as saying that renewable energy developers, based on third party or group captive off-take remain exposed to regulatory risk. The segment, called the C&I or commercial and industrial segment forms an important part of the market today. A hike in open access charges in such agreements between the developer, discom and the corporate firm involved is a real risk now, thanks to the financial hit taken by discoms on both demand and collections, caused by the Covid pandemic.

That will hit RESCO’s or firms offering renewable energy to corporates and industrial units where it hurts. In an opex model, they take on the risk of capital cost and maintainance of the project, and get paid for the power purchased by their clients. The risk of higher open access charges is usually taken on by the RESCO, though some people we spoke to indicated it is not the case every time now. However, there is no doubt that a hike in open access charges will create serious friction, even where a provision exists to pass on the costs to the end customer.

Open access is probably the one area where states have had a field day with respect to policies, varying between the supportive, restrictive and even whimsical. Discoms in most cases have been reluctant participants, seeing open access as an encroachment on their territory, especially when it comes to some of the their best customers. Keep in mind that the C&I category is not only important from a revenue perspective, revenues there usually cross subsidise other categories in many states. That explains the apparent

contradiction in policies becoming regressive, even as solar and wind generated power has actually become cheaper. As of now, it is regularly beating costs from the grid, and on a like to like basis, cost of thermal power in almost all large states.

A start has already been made with the Maharashtra regulator allowing am increase in open access charges recently, blamed on the Covid pandemic. The HERC or Haryana regulator followed suit last week, leading to fears tat this will not be the last one. Some regulators have found other ways, like GERC, which had to be cautioned for delaying the release of fresh regulations in March.

When solar and wind energy was expensive, and their contribution negligible, discoms were able to pass on concessions on a slew of additional charges, be it cross-subsidy surcharge or transmission and wheeling charges.

SECI Confirms Adani, Azure, as Winners of ‘Largest’ Manufacturing Linked Bids 12 GW solar generation capacity, and 3 GW of manufacturing/solar kit capacity.

By putting in motion the January 2020 tender win of what will be the largest single investment in the country’s solar sector.

SECI has formally given the go ahead to Adani Green Energy for a solar panel manufacturing capacity of 2 GW (2000 MW), and linked to that, a generation plant of a total of 8000 MW capacity. That has been estimated to ring in investments worth almost Rs 50,000 crores or over $8 billion dollars. With its existing facilities in Gujarat, Adani Green is expected to set up further manufacturing there only, while the generation PV plants will be spread out over more states, notably Rajasthan. The tender had finally closed in November after multiple extensions, when it finally drew 52 n June 2020 n Saur Energy International

a good response. Adani Green also claims that the project will generate 400,000 jobs, directly or indirectly. Azure power, which had been awarded a 500 MW production contract and 2 GW generation capacity, has also exercised its greenshoe option, to finally end with 1000MW manufacturing, and 4000 MW of generation capacity. That will add another $4 billion of possible investments. Developer Azure had earlier indicated that Waaree Energies, a leading domestic player, would partner with it on the manufacturing side of the deal. Though it is unclear if Waaree would do the full 1 GW capacity now. The projects envisage start of commissioning in phases (of 500 MW each) by 2025, although that might see a slight extension due to the final award and impact from the lockdown. These

manufacturing linked projects had been floated in November, with Adani Green and Azure emerging as winners in January. With effectively a guaranteed off take for the first 3-4 years for the manufacturing that is set up, at a higher tariff ceiling price of Rs 2.93 kWh, the idea was to provide manufacturing investments with enough comfort for a ready demand and pricing in the initial phase.

Interestingly, the award also reflects what seems to be the prevailing view at Adani Green, that considers a manufacturing subsidy if any to be far more preferable in the form of higher prices , than any government support. This is also the point the firm’s CEO, Jayant Parimal had made earlier last month, during an interaction of energy leaders with Mr. R.K. Singh, Power and MNRE minister.

OPINION

5 Reasons Discoms Should Consider This Solution For Financial Distress That a financial crisis is pretty much business as usual for discoms in India has been well documented on this site, and elsewhere.

Many solutions have also been suggested, most of which seem to fall short of actually settling the matter. So here is one we would like to suggest, without quite getting into the really finer details. The good news, it’s been tried already. The bad news? As always, there is very little information available on how successfully it worked. PSPCL claims Rs 35 crores came in. Is that good, or poor? So what are we suggesting?

Taking a leaf out of the advance deposit scheme of PSPCL . An advance deposit scheme of the sort PSPCL implemented doesn’t even have to offer the sort of interest rate they offered. In fact, in these times, consumers would be well advised to take a second, and possibly even a third look at any entity or person offering you a 12 percent rate of interest. But if your discom was to offer a return of say, 8 percent? We bet you would take a harder look at it. So why could this help? 5 good reasons. a) For one, discom after discom has announced that the crisis on collections is so bad that they are struggling to pay salaries.

Most have asked for state backed guarantees to take more loans.

These loans, including loans from the Rs 90,000 crores stimulus announced by the government come at 9.5%. And some discoms might find meeting all conditions a bridge too far so quickly.

Hence, a controlled advance deposit scheme, guaranteed by the government will allow them to push down their cost of funds even further. Interestingly, if one considers the view that only the ‘rich’ will be able to afford placing advance deposits, then this is still a better way to subsidise the poorer consumers (throw a lower cost of funding for the discom), in a way funded by the ‘richer’ consumers.

PSPCL, which offered 12 percent, actually justified it by stating that it is the rate it has to pay as a late payment surcharge for delaying its payments, which can now be paid to consumers who would get almost double the interest being offered for fixed deposits. b) Few alternatives generating those returns. For senior citizens and more. It is no secret that the relentless push back on deposit interest rates has hurt savers the most. And among savers, senior citizens have been left hapless, other than the privileged few on government pensions. A one year deposit with your local discom, however financially poor its books, will not be a bad option when one considers the fact that electricity is going to be consumed irrespective, and the government is duty bound to ensure a discom doesn’t die on its consumers. Then why not seek this simple yet efficient cost reduction. Importantly, raising the money is no longer a complicated exercise, as virtually every discom offers online payments today. Through multiple banking and wallet partners.

Enabling an advance deposit option through the same partners can’t be too difficult. c) A rise on domestic savings, caused by the lockdown, and lack of spending avenues. Savings rate has already gone up due to enforced halt on consumption caused by lockdowns. Our banking system, which is usually expected to channel these savings in a productive way, is a proven dud. This has amply been demonstrated by the the way our banks have rushed to bank the increased money released

by the RBI with the RBI, to earn their 4 percent on it, rather than take the risk of lending it out. Channeling at least some of these savings towards discoms, again not a bad idea? d) Retail deposits= More Closer Tracking. There is nothing quite like retail deposit taking to ensure better monitoring and reporting of institutions. And that goes for discoms too. The media, which usually gives a wide berth to discoms and the reasons behind their financial woes, will probably track them much more once they take retail deposits. Not to mention the people running the discoms. Discoms are in deep trouble for many reasons, not least of which is their relative anonymity, even as the media and people have focused attention on power generating firms. This writer still remembers court cases where judges would take a sterner view of defaults for example, if the lending firm had taken public deposits!

Could this change their attitude to power thieves? Who knows?

Could this actually lead to an improvement in performance? That’s probably wishful thinking, but it is difficult to imagine things could get worse. e) Here are the depositors. Besides the obvious middle class, high net worth consumers, there are enough institutions that will readily embrace the scheme, one imagines. Including the very same banks that refuse to let go of their money for any productive lending.

Legally, the companies act clearly allows deposits that are treated as an advance for services or goods, for a maximum period of one year.

Which explains how some discoms like BSES Rajdhani pay you an interest credit at the end of the financial year on your registration deposit, without quite showing the advance as a fixed deposit at all.

Of course, for tenures beyond one year, many changes will need to be made.

So unless you plan to be atmanirbhar regarding your electricity, chances are, an 8 percent return on your advance with your discom would really interest you. No? If you disagree, or have many better options to get the same or better return, do share those with us.We are listening!

Saur Energy International n June 2020 n 53

OPINION

As Adani Aims For Global Leadership, Questions At Home An Issue for India Talking to the media after announcing the formal go ahead for the world record win for Adani Green Energy Limited, group founder and Chairman Gautam Adani made some very interesting observations on the future of solar manufacturing equipment in India.

According to him, the share of Chinese origin imports could be brought down to zero from the current levels (80-90 percent) over the next 4 -5 years. His words matter, because not only is the group well on course to be the largest solar developer in India, with a target of 25 GW by 2025, it is also primed to be the number one manufacturer of cells and modules, thanks to the 2 GW of manufacturing capacity it will add through the same tender.

Experience and size means the Adani group will always get first dibs at access to potential equity and strategic partners for solar equipment manufacturing. Mr Adani repeatedly referred to their existing track record with another global commodities player Wilmar, and recently with the French energy major Total , as examples of their ability to manage JV’s well.

While there can be hardly any substantial argument against becoming self reliant for India, unless the Chinese government is subsidizing exports to a level where it makes more sense to import than make in India, it is also important for India to have a diversified manufacturing base. At the moment, the Adani group seems to be the only corporate of substance willing and able to invest in manufacturing. Like a unipolar world, a market dominated to this extent by a single manufacturer cannot be ideal.

Take for example Mr Adani’s assertion that to compete with China, there are costs involved. Costs that have to be paid by someone eventually. He was quoted as saying, “So as a country, we have to be prepared to pay a little more for selfreliance. How to pay? The government cannot give cash incentives, so there has to be policy intervention such as safeguard duty, anti-dumping duty, customs duty,” It’s a view that has wide acceptance. In fact, even the celebrated 8 GW win for Adani Green became possible only after the tariff ceiling on the solar projects linked to it was raised to Rs 2.93 paise 54 n June 2020 n Saur Energy International

kWh, even as preceding projects were won at prices between Rs 2.44 kWh to Rs 2.80 kwh .

In this country, we have seen a distressing tendency where costs once added to kickstart or encourage projects, become remarkably sticky, long after the initial purpose has been served. The national highways cess, airport user charges, highway tolls, the bigger the project, the more sticky these extra charges and their ‘permanent’ nature. Thus, the issue of how is as important as how long. Sunset clauses are a must , where public money is involved, Or where the end consumer pays, as has happened so distressingly with idle thermal plants being paid for no reason other than poor power demand forecasting by discoms. Madhya Pradesh has already made a questionable call in that area recently, coincidentally for a coal project this time, with Adani Power.

The Adani group has a proud record of winning in open auctions, and more importantly, delivering projects where many firms are struggling today. That, and the group’s unquestioned interest and

investments in the sector give them a right to have their voice heard seriously. But to become the only dominant voice carries risks that should be taken into account to.

Issues like access to funding, incentives to modernise, (with or without foreign partnerships), or even encouraging global Chinese majors to establish manufacturing facilities in India are worth discussions too. It is no secret that Chinese majors like Jinko, Longi, or Tongwei with global scale capacities have some of the best manufacturing practices too, and with targets like 450 GW by 2030, there is every reason for them to take a second look at India as a manufacturing opportunity, given the right reasons and environment.

To give just one example, in the inverters space, some of the biggest investors in manufacturing have been China based majors, be it Sungrow, or TBEA and others.

Other firms, be it from South Korea or Taiwan, are also fighting well in global markets, and it is important to explore why the Indian market should, or does not interest them enough for manufacturing here.

OPINION

Covid, Consumer Focus Lead to ‘Regressive’ HERC Tariff Order for 2020-21 In its tariff order for the year 2020-21, the order of the Haryana Electricity Regulatory Comission throws up some issues which will be watched very carefully from here on. For the solar and broader renewable energy sector of course, the most serious hit is the waiver of the state’s RPO (Renewable Purchase Obligation) backlog till 201819, with the blame laid on the Corona pandemic. The next key hit i the imposition of additional charge of Rs 1.15 kWh on open access electricity, ostensibly to ensure better balance for the grid, which is suffering huge extra generation in off peak hours.

The two key state discoms, Uttar Haryana Bijli Vitran Nigam Limited (UHBVNL) and Dakshin Haryana Bijli Vitran Nigam (DHBVNL) were the petitioners here. The commissions order, while coming with the caveat that it comes in the rarest of the rare category due to the exceptional situation the country faces, does open the door to other state regulators following suit, as every state discom will take the same argument and precedence now.

On the RPO situation, the state’s solar and non-solar RPO backlog as of FY 2018-19 is 1850 million units (MUs) and 905 MUs, respectively. The Haryana Power Purchase Center (HPPC), in its submission claimed that every effort was made to meet these requirements, but failed due to multiple

causes.

The backlog of solar and non-solar RPOs was predicted to rise to 1,160 MUs and 3,550 MUs in 2020-21. Since the only option left to clear up the backlog would be purchase of REC (Renewable Energy Certificates) of Rs 1100 crores, the commission decided to waive the RPO, as these costs would have to be recovered from consumers eventually.

Thankfully, the HERC did ask state discoms to clear their RPO backlogs from FY 2020-21 along with the 2021-22 targets by March 31, 2022. To keep track, discoms have been asked to submit reports by the 10th of every month. Good luck with that, we say. Incidentally, enforceability of RPO’s is one of the highlights of the proposed amendments to the electricity Act bill (2020), which is expected to be tabled in parliament soon. The bill provides for much heavier penalties for missing RPO targets, and could possibly take jurisdiction out of the hands of state regulators too.

On Open Access for industrial consumers, discoms had a familiar lament. The much lower prices in open access was blamed for a gradual shift of industrial consumers towards the option. This , the discoms claim, has created an insurmountable variance between peak and off peak load demand .

A figure of 3.848 GW was provided, along with the statement that the grid is incapable

of handling variance higher than 2 GW. The Deviation settlement mechanism (DSM) penalties this would attract would, like the REC costs, have to be borne by consumers, was the discom plea.

The HERC agreed somewhat, by agreeing to the additional charge of Rs 1.15 kWh on open access supplies, level that would still keep it below discom power rates for industrial consumers in most cases.

However, the commission has deferred a decision on the other discom plea to suspend open access altogether during off peak hours.

The issue is critical for the solar sector especially, as worldwide, the commercial and industrial sector (C&I)has become a key driver for the spread of solar energy.

In India, our obsession with utility scale supply to the national grid, possibly due to power being on the concurrent list, besides the love for big of course. Smaller, C&I focused solar parks tend to be much more efficient, especially if allowed to operate without onerous conditions for open access, as Haryana has just imposed.

For India to look at the long term need to transition to decarbonising its power sector, these issues will also need to be taken up on priority. Again, something the proposed new electricity act tries to do, to widespread protest off course.

Saur Energy International n June 2020 n 55

MILESTONE UPDATES

Ingeteam Blows Past 50 GW Wind Energy Milestone Ingeteam entered the wind industry in 1995 working on the development of variable-speed machines. They were the first manufacturer to launch DFIG Converters in the market. 25 years later this technology stills holds its own, and with 50GW on the clock, Ingeteam’s position as the world number one supplier of wind power converters in terms of installed capacity remains intact.

“This steady performance is largely supported by our company’s long-term commitment to continuous innovation, backed by industry-leading R&D investment levels. 5% of the company’s turnover is re-invested in new product developments and over 400 employees work in R&D labs.” commented Alberto Barcia, Commercial Director of Ingeteam’s Wind Business Unit.

“Our sales were also strengthened by timely investments in key emerging markets, notably Brazil and India. We were able to establish our company as the leader in these two key wind markets, which have been key important engines of our growth ever since.”, Barcia continued.

In 2019, Ingeteam had reported a healthy growth of its global wind business with 4GW delivered worldwide. The company offers a wide range of proven, in-house developed electrical equipment up

to 15 MW for both onshore and offshore applications. Thanks to its localized and agile manufacturing strategy, Ingeteam can supply its customers flexibly from cutting-edge production facilities in Europe, Asia, North and South America, and consistently meet the industry’s highest-level quality standards.

Earlier this year, Ingeteam launched its latest innovation, a newgeneration of wind power converters developed for high power DFIG application ranging from 6 to 8MW. This new converter technology is very grid-friendly, and includes FRT, SCR and SSR features.

Keventer Agro Executes Largest Rooftop Solar Plant in Eastern India Food and beverage company Keventer Agro on Friday said it has commissioned eastern India’s “largest” rooftop solar plant at Barasat in West Bengal. The 2.15-MW project is expected to yield 2.83 million units of energy annually, it said. The plant is spread over two lakh square feet, making it eastern India’s largest installation of rooftop solar, Keventer Agro claimed. The company’s announcement coincided with World Environment Day. “We have envisioned a plan to reduce greenhouse gas footprint by 75 percent by 2025 and use renewable energy as much as possible,” Keventer Agro CMD Mayank Jalan said.

In September 2019, one of the leading module manufacturers in the country, Vikram Solar had announced that it had been selected by Keventer Agro to commission the 2.15 MW rooftop solar project at Nilganj in West Bengal. The 56 n June 2020 n Saur Energy International

company had bagged this project from Keventer Agro with the motive of building a shed top solar plant to increase the capacity of Keventer’s food processing plant as well as to leave a green footprint by using nonconventional energy at the Barasat plant.

The project is spread in an area of approximately 250m x 70m. It has installed 6,240 Vikram Solar-built high-efficiency 345Wp monocrystalline modules and 18 ABB inverters (50 Kw*1 and 100kW*17).

Commenting on this project commissioning,

Vikram Solar, BU Head- EPC, Kuldeep Kumar Jain had said at the time that “we are glad to share that Vikram Solar’s focus towards innovation, quality, and performance has helped us to successfully commission this project. We are hopeful that Keventer Agro will undertake more solar and other environment-friendly projects in the future. As an organization, we look forward to participating in more such innovative projects in West Bengal and the country at large.”

PRODUCTS

A look at some of the more exciting solar applications used in products worldwide this month.

Garmin Quatix 6X Solar PRODUCT BRIEF: Garmin recently announced the quatix 6 solar, the latest addition to its new marine GPS smartwatch series that features a transparent solar charging display that uses the sun’s energy to extend battery life PRODUCT FEATURES: As the first Garmin marine-centric GPS smartwatch to offer solar charging, the quatix 6X Solar combines all of the best features of Garmin’s fenix® 6X Pro Solar with specialised boating, fishing, cruising and sailing capabilities so users can enjoy more time on the water.

APPLICATION: Smartwatch PRODUCT BENEFITS: Built to withstand the elements, the quatix 6X Solar features a large 1.4” sunlight-readable display designed with a transparent Power Glass™ solar charging lens that uses the sun’s energy to extend battery life. Users can quickly check the latest solar input right on their wrist for a real-time indication of how much solar energy the Power Glass has been exposed to.

The battery performance on the quatix 6X Solar is up to 21 days in smartwatch mode, and up to 24 days with solar charging AVAILABILITY: The product is available now for a suggested retail price of USD 1149.99. (Rs 87,000 approx.)

Moonlight High Brightness Solar Light PRODUCT BRIEF: The Mzeda moonlight is the newest product line in solar outdoor lighting. The lights are solid, well built and very well designed. They fit together perfectly and the same goes for the solar panel itself.

PRODUCT FEATURES: In the Moonlight collection you will also find lighting with motion sensor, day-night sensor, and even with integrated super size solar panels. The outdoor lamps are all completely weatherproof.

APPLICATION: Outdoor Light PRODUCT BENEFITS: The outdoor Solar Light is ideal for solar wall lighting, pathway lighting, private road lighting, area lighting, gate lighting, yard lighting, campus lighting, farm and ranch lighting, fence lighting, and more. It features a solar panel designed for over 15 years of operation and super bright, white LED lights.

AVAILABILITY: The product is the prototype stage right now.

AIPER Flash 150W Portable Power Station PRODUCT BRIEF: The product as the firm claims is the most reliable, robust and solar rechargeable portable power station for all outdoor adventures. The device can be taken anywhere and used to charge all kinds of devices that the user is likely to need in a fast, simple and reliable way.

PRODUCT FEATURES: When the power is out, or when a natural disaster or other emergency occurs, you can use it for any urgent need at home, whether it is to keep your lights on, a vital medical device.

APPLICATION: Portable power station PRODUCT BENEFITS: The battery holds power for over a year, and can be used to charge a drone twice, power mini coolers for over 3 hours, charge 15 phones, 2 laptops or run lantern lights for over 27 hours. The product can also be charged up using a proprietary solar panel that takes 15 hours to fully charge the backup battery system.

AVAILABILITY: The product is still in the fund raising prototype phase, but is available for purchase for USD 109. (Rs 8200) 58 n June 2020 n Saur Energy International

PRODUCTS BootstrapSolar Portable Power Pack Kit PRODUCT BRIEF: Want to power your smart phone, tablet, Raspberry Pi, or Arduino project with green solar energy? This kit includes everything you need! It is portable device that allows you to use clean solar energy to run or recharge small USB powered electronic devices.

PRODUCT FEATURES: The product features a 5W monocrystalline solar panel (optionally 10W), with a compact stand and a 6Ah/22Wh Lithium Polymer internal battery. That's enough capacity to recharge a mobile device 4-5 times, and recharge an iPad about 70 percent.

APPLICATION: Portable Solar power pack PRODUCT BENEFITS: the power pack features two USB ports with up to 1.5A output, and a charge controller circuit that can charge the internal battery in as little as 6 hours, *while* also charging an external device, all from clean solar energy. The product is placed in a sustainable bamboo enclosure and is also open source and hackable to give users full access.

AVAILABILITY: The product is currently in the prototype phase.

Renogy Off-Grid Portable Solar Panel System PRODUCT BRIEF: The Renogy Foldable Solar Suitcase is an portable 100 W solar panel system that consists of two 50 W panels which are retrofitted to form a suitcase when closed making it ideal for off-grid usage. The system also consists of a 10 A Voyager charge controller.

PRODUCT FEATURES: The product consists of solar suitcase includes two monocrystalline panels, one 10 Amp waterproof controller with an LCD screen for power regulation, one 10 feet tray cable with alligator clips for easy connection to the battery, and protective casing for safe portability.

APPLICATION: Off-Grid Power Generation System PRODUCT BENEFITS: The10A built-in solar charge controller provides overcharge protection, reducing fire risk, and the negative-ground charge controller provides compatibility with an RV, boat, trailer, etc. The system is compatible with gel, sealed, lithium, and flooded batteries. The system also comes with a 25-year power output warranty of 80 percent rated output by the end of its lifetime.

AVAILABILITY: Th product is available on the company website and few select e-commerce websites and retails for USD 252-280. (Rs 19,000- Rs 22,000)

Powerleaf: Intelligent Solar Charger PRODUCT BRIEF: Powerleaf is a portable solar charger for camping, travelling, hiking and emergency preparation. It can charge all your USB devices including smart phones, tablets, power banks, and other gadgets. Or you can combine it with other products, such as bags, golf cart, boat, tents.

PRODUCT FEATURES: The product can supply power for you in different environments, even in the desert and snow. It can easily become a Plug and Play solar charging system.

APPLICATION: Portable power system with panels PRODUCT BENEFITS: The product is easy to carry, fits in any backpack and it is also foldable at 360 degrees. It also has an Auto Restart function that ensures stable charging performance. When shadow shelters the solar panel, the charger will stop working unlike common solar chargers AVAILABILITY: The product is currently in the prototype phase.

Saur Energy International n June 2020 n 59

OPPORTUNITIES Climate Change Specialist – ICF ICF is a global consulting services company. It combines unmatched industry expertise with cutting-edge engagement capabilities to help organizations solve their most complex challenges. The organization is looking for a candidate for the position of Climate Change Specialist.

Location of job: Delhi.

Job Description: • Conduct in-depth technical and quantitative analysis with respect to project domain.

• Prepare study reports in consultation with project manager, appraise the project findings with client through discussion and presentations as a team member or individually.

• Take ownership of specific projects and assist in overall plan of activities, by being an integral part of the team.

• Conduct quantitative and qualitative research, including data analysis, stakeholder interviews and engagement and support the advancement of the research and policy engagement for climate change.

• To monitor the policy developments in India and across key countries of the world on climate change.

• Perform research and analysis projects for self-development and learning.

Eligibility Criterion: • Master’s degree in environment/environmental science/ sustainability/climate science or relevant streams from a reputed university.

• 3-5 years of experience in climate change, GHG mitigation, low carbon pathways, air quality, clean energy policies across different sectors.

• Should have a strong research background, including an understanding of experimental and analytical research.

Apply here: https://bit.ly/3fVaWdR

Head Design & SCM - Renewables – Right Step

Type of job: The position is full-time.

Job Description: • Individual will lead a team to design, build, and test client's solar offering.

• Ensure that the customers of the company will receive easy to use, robust products that can power their basic energy needs.

• This role will lead Technical Product Design which will partner with product Management to design and test solar and other products that their customers will love.

• In addition, this role will develop and manage relationships with clients’ product and component manufacturers, as well as lead, design, and execute the Quality Assurance plan.

• The candidate will have a minimum of 3-5 years of experience in product design and development.

Apply here: https://bit.ly/2zPU5tj

Sales & Marketing- Regional Manager - Ravin Group Ravin Group is an Indian Multinational making significant contributions to the power & energy sector since the last 65 years. The Group consists of diverse business verticals that are focused on creating innovative products & providing world class services. It is looking for a suitable candidate for the position of Sales & Marketing Regional Manager.

Location of job: Delhi.

Type of job: The position is full-time.

Job Description: • Responsible for achieving regional sales target of Solar vertical.

• Generating sales leads and developing new market & share.

• Evaluate regional market trends and gather competitive information to grow sales and profitability of the Solar vertical.

• Required to travel & stay at various work locations.

The company is now the largest alcohol and drug treatment company in the Southwest. The Right Step has locations throughout Texas which specialize in all levels of chemical dependency treatment, from detox to aftercare. It’s client satisfaction ratings exceed 96 per cent and is one of the “100 Fastest Growing Companies” headquartered in Houston, Texas. It is looking for a suitable candidate for the position of Head Design & SCM Renewables.

Eligibility Criterion: • Strong sales and marketing & sales background, proven track record of achieving targets and strong team management skills.

• Smart, creative, energetic and enthusiastic with strong problem solving skills.

• Excellent communication skills, analytical ability and presentation skills.

• Target oriented • A strong contact within solar market segments & customers therein, is highly desirable.

• Candidates with adequate experience in dealing with Govt bodies/ Industry / Relevant projects & Electrical segment will be preferred.

Location of job: Delhi/NCR.

Apply here: https://bit.ly/3fLD82m

60 n June 2020 n Saur Energy International

EVENTS THE 15TH ASIASOLAR PHOTOVOLTAIC INNOVATION EXHIBITION & COOPERATION FORUM website : www.asiasolar.net START DATE : 03-SEP- 2020 END DATE : 04-SEP- 2020

Location : Hangzhou, China Phone : +86 512 53986898

RENEWX 2020 website : www.renewx.in START DATE : 04-SEP-2020 END DATE : 05-SEP-2020

Location : Hyderabad, India Phone : +91 98707 46073

E-mail : intl@pgo-china.com

E-mail : sheetal.rathod@ubm.com

SNEC 14TH (2020) INTERNATIONAL PHOTOVOLTAIC POWER GENERATION AND SMART ENERGY

6TH SMART CITIES INDIA 2020 EXPO

website : www.snec.org.cn

START DATE : 10-OCT-2020 END DATE : 12-OCT-2020

Location : Shanghai, China Phone : +86 21 33685117

website : www.solarindiaexpo.com START DATE : 20-OCT-2020 END DATE : 22-OCT-2020

E-mail : info@snec.org.cn

E-mail : ravim@eigroup.in

THE 12TH CHINESE RENEWABLE ENERGY CONFERENCE & EXHIBITION

PV OPERATIONS USA 2020

website : www.crecexpo.com START DATE : 04-NOV- 2020 END DATE : 06-NOV- 2020

Location : Wuxi, China Phone : +86 510 81827276

Location : New Delhi, India Phone : +91 11 4279 5000

website : events.newenergyupdate.com/pv-usa/ Location : San Diego, USA START DATE : 12-NOV- 2020 Phone : +44 207 4224358 END DATE : 13-NOV- 2020

E-mail : liuyang@crecexpo.com

E-mail : tobias@newenergyupdate.com

RENEWABLE ENERGY INDIA 2020

INTERSOLAR INDIA 2020

website : www.renewableenergyindiaexpo.com Location : Greater Noida, India START DATE : 10-DEC- 2020 Phone : +91 93792 29397 END DATE : 12-DEC- 2020

website : www.intersolar.in START DATE : 15-DEC- 2020 END DATE : 17-DEC- 2020

E-mail : Pankaj.sharma@ubm.com

E-mail : feth@solarpromotion.com

INTERSOLAR NORTH AMERICA 2021

POWERGEN INDIA 2021

website : www.intersolar.us START DATE : 12-JAN-2021 END DATE : 14-JAN-2021 E-mail : ISNAsales@divcom.com

Location : California, USA Phone : +1 207 8425621

website : www.powergen-india.com START DATE : 27-JAN-2021 END DATE : 29-JAN-2021

Location : Mumbai, India Phone : +49 7231 58598206

Location : New Delhi, India Phone : +91 97114 33860

E-mail : clarionenergy@clarionevents.com

SAUR ENERGY www.saurenergy.com

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