ट्रांसमिशन बॉटलनेक के कारण अवरुद्ध क्षमता हानि
Definition
As of July 2025, ~8 GW of Rajasthan's 22 GW ISTS-connected RE projects remain stranded due to transmission infrastructure delays, technical/ecological hurdles, and speculative grid access. Projects operational but unable to feed power incur carrying costs with zero revenue.
Key Findings
- Financial Impact: ₹10,000-15,000 crores annually (50 GW × ₹2-3 crores/GW annual carrying cost); Rajasthan alone: ₹1,500-2,000 crores (8 GW stranded)
- Frequency: Ongoing; expanding as RE additions outpace transmission build
- Root Cause: Lack of state-wise transmission planning roadmaps. Connectivity granted without evacuation infrastructure confirmation. Absence of cluster-demand forecasting (data centers, EV hubs).
Why This Matters
The Pitch: Renewable energy operators in India lose ₹10,000-15,000 crores annually from 50 GW stranded capacity. Real-time transmission bottleneck tracking and connectivity validation prevents asset-stranding.
Affected Stakeholders
RE Project Developers, Asset Owners, Grid Connection Applicants, Financial Planners
Deep Analysis (Premium)
Financial Impact
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Current Workarounds
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Methodology & Sources
Data collected via OSINT from regulatory filings, industry audits, and verified case studies.
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