J.V.N. Subramanyam

Built World

Says the generation-transmission gap should narrow over about 18 months as battery storage nears 10 GWh

India's grid could not absorb 6,825 gigawatt-hours of renewable power in the first half of 2026, 4.9% of renewable generation and 1.8 times the whole of 2025, per Aurora Energy Research. September's curtailment fell to 378.52 million units, 1.28% of renewable output, which JMK Research called seasonal relief rather than a fix.

Updated Oct 30