Leading the Way: Top 10 states in renewables capacity

India’s total renewable energy capacity, ex­cluding large hydro, stood at 131,783.39 MW in September 2023. This accounts for around 30 per cent of the country’s total power capacity of 425,406.47 MW. The top 10 states, in terms of renewable capacity deployment, acco­unt for over 90 per cent of India’s total renewable energy capacity. Renew­able Watch provides a brief overview of these states…

Rajasthan

Rajasthan has made significant strides in the past few years to become the state with the highest renewable energy capacity of 23,431.56 MW. As of September 2023, the total renewable energy capacity of the sta­te, excluding large hydro, comprised 5,193.42 MW of wind power, 18,089.21 MW of solar power, 125.08 MW of biopower and 23.85 MW of small-hydro power. Its solar power capacity, which accounts for ap­proximately 77 per cent of the state’s total installed capacity, comprises ground-mounted solar (14,511.22 MW), rooftop solar (1,002.44 MW), off-grid solar (595.55 MW) and hybrid solar (1,980 MW). Further, Rajasthan has effectively harne­s­s­ed its wind resources, ranking fourth in terms of the total installed wind power capacity. The state’s biopower capacity co­mprises 119.25 MW of biomass pow­er/bagasse cogeneration capacity, 2 MW of biomass cogeneration (non-bagasse) and 3.83 MW of off-grid waste-to-energy (WtE) capacity. During the past year, Ra­j­asthan released its new renewable energy policy with the aim of facilitating the development of 90 GW of clean power projects. Of this, 65 GW will be dedicated to solar energy, 15 GW to wind and hybrid sources, and 10 GW to hydro, pumped storage pla­n­ts and battery energy storage systems. It will be interesting to see whether the state will be able to meet its target given the cautious sentiment among stakeholders regarding the Great Indian Bustard (GIB) issue.

Gujarat

As of September 2023, Gujarat’s total ins­talled renewable energy capacity reached 21,715.45 MW, comprising 11,094.02 MW of wind power, 10,417.56 MW of solar power, 112.23 MW of biopower, and 91.64 MW of small hydro. This accounts for ap­p­roximately 16 per cent of India’s renewable energy portfolio. The state has the se­cond-largest installed solar power ca­pacity in the country, second only to Raja­sthan. Its solar capacity comprises grou­nd-mounted solar (6,896.36 MW), rooftop solar (2,898.16 MW), off-grid solar (54.3 MW) and hybrid solar (568.75 MW). Re­cently, Gujarat introduced a new rene­wable energy policy in a bid to harness its substantial solar and wind potential of 36 GW and 143 GW respectively. The objective of the policy is to facilitate the development of 100 GW of cumulative renewable energy capacity by 2030 with investments of around Rs 5,000 billion, utilising approximately 400,000 acres of land. Go­ing forward, offshore wind presents an attractive market opportunity for the state. How­ever, the primary challenge facing re­newable energy stakeholders in the state is the GIB issue.

Tamil Nadu

As of September 2023, the total renewable energy capacity of the state, excluding large hydro, stood at 18,549.86 MW (comprising 10,300.62 MW of wind power, 7,082.49 MW of solar power, 1,043.7 MW of biopower and 123.05 MW of small-hy­dro power). The state’s solar capacity in­clu­des ground-mounted solar (6,567.41 MW), rooftop solar (449.22 MW) and off-grid solar (65.86 MW). Meanwhile, its bio­power capacity constitutes biomass pow­er/ba­gasse cogeneration (969.1 MW), biomass cogeneration (non-baga­sse) (43.55 MW), WtE (6.4 MW) and off-grid WtE (24.65 MW). At 10,300.62 MW, Tamil Nadu currently has the second-highest in­stalled wind power capacity across sta­tes. Going forward, it plans to leverage its offshore wind potential of 35 GW. How­ever, renewable energy stakeholders may face issues related to lack of accurate forecasting and scheduling of wind power, leading to high deviations, as well as challenges in repowering old wind power projects.

Karnataka

Over the years, Karnataka has emerged as a key state for renewable energy development with the total capacity reaching 17,848.74 MW, as of September 2023. This constitutes 5,313.55 MW of wind po­w­er, 9,347.18 MW of solar power, 1,907.28 MW of biopower and 1,280.73 MW of small-hydro power. Its lead in renewable energy is mainly due to the growth of solar power, which makes up about half of the state’s renewable energy capacity. The state’s solar capacity comprises ground-mounted solar (7,754.77 MW), rooftop solar (1,562.11 MW) and off-grid solar (30.31 MW). Its biopower capacity comp­ri­ses 1,867.1 MW of biomass power/ba­gasse cogeneration, 20.2 MW of bioma­ss cogeneration (non-bagasse), 1 MW of WtE and 18.98 MW off-grid WtE. Recently, Karnataka became one of the first states to issue green energy open access rules, in line with the central policy. It intends to expand the open access market for small customers with a contracted or sanctioned load of 100 kW or more. Mean­whi­le, it fac­ed an acute power shortage rece­ntly due to rainfall deficits, wet coal and a decline in renewable energy generation. The state resorted to purchase of electricity from power exchanges and power swapping agreements with different states. Going forward, it will be interesting to see how the greater uptake of renewables will address the power crisis.

Maharashtra

At 13,159.73 MW, Maharashtra holds the fifth position in terms of installed renewable energy capacity in the country. Its re­newable energy capacity, excluding lar­ge hydro, comprises 5,147.18 MW of wind power, 4,988.33 MW of solar power, 2,641.94 MW of biopower and 382.28 MW of small hydro. The state has the highest installed biopower capacity in the country, comprising biomass power/bagasse co-generation (2,568 MW), biomass cogeneration (non-bagasse) (16.40 MW), WtE (12.59 MW) and off-grid WtE (44.95 MW). Its solar capacity encompasses 3,009.14 MW, 1,716.3 MW and 262.89 MW of gr­ound-mounted solar, rooftop solar and off-grid solar respectively. According to the Unconventional Energy Generation Policy 2021, the state aims to produce 40 per cent of its power from renewable sources by 2030 and implement 17.36 GW of tra­nsmission system-linked renewable power projects by 2025, comprising 12.93 GW of solar projects, with 2 GW of grid-connected rooftop solar projects. Going forward, the state also plans to leverage its pum­ped hydro storage potential. Mahara­sh­tra’s renewable energy sector faces grid integration complexities, land acquisition issues and financial distress on part of discoms. Ov­erall, the state needs to increase the pa­ce of renewable energy deployment and participation in green markets.

Andhra Pradesh

The initial enthusiasm witnessed in the state’s renewable energy sector took a back seat when Andhra Pradesh decided to review and renegotiate solar and wind power purchase agreements (PPAs). In ad­­dition, curtailment, payment dues to renewable energy projects and other pol­icy flip-flops dampened investor confidence even further. However, Andhra Pra­desh is gradually recovering the lost grou­nd to become a major hub of renewable energy generation with a significant potential for solar and wind generation as well as pumped hydro storage. The state has identified potential pumped storage hy­dropower sites of 33,240 MW near existing reservoirs and off-river locations. Apart from the Andhra Pradesh Pumped Storage Hydro Power Projects Policy, 2022, the sta­te has launched its Green Hydrogen and Green Ammonia Policy, 2023. As part of the green hydrogen policy, it aims to ac­hieve a production capacity of 0.5 million tonnes per year (mtpa) of green hydrogen and 2 mtpa of green ammonia in the next five years, promote green hydrogen- and green ammonia-related equipment manufacturing plants, and assist in the creation of 12,000 jobs per mtpa. The state’s total renewable energy capacity, excluding large hydro (as of September 2023), comprises 4,096.65 MW of wind power capacity, 4,555.2 MW of solar power, 566.39 MW of biopower and 163.31 MW of small hy­dro. Its solar capacity encompasses gro­und-mounted solar (4,286.87 MW), rooftop solar (179.99 MW) and off-grid solar (88.34 MW). Its biopower capacity comprises biomass power/bagasse co-generation (378.1 MW), biomass cogeneration (non-bagasse) (105.57 MW), WtE (53.16 MW) and off-grid WtE (29.56 MW).

Madhya Pradesh

In the past few years, Madhya Pradesh has become one of the most active states in the renewable energy space. It has gained recognition for achieving record low tariffs in the rooftop solar space, by reducing the risk for rooftop solar developers, and providing power to the Delhi Me­tro Rail Co­rporation through an open access agreement. As of September 2023, the total renewable energy capacity of the state, excluding large hydro, stood at 6,270.86 MW, comprising 2,844.29 MW of wind power, 3,167.92 MW of solar po­wer, 134.94 MW of biopower and 123.71 MW of small hydro. Its solar capacity in­clu­des ground-mounted solar (2,779 MW), roof­top solar (296.02 MW) and off-grid solar (92.90 MW) while its biopower ca­pacity comprises biomass power/ba­ga­sse coge­neration (92.5 MW), biomass cogeneration (non-baga­sse) (14.85 MW), WtE (15.4 MW) and off-grid WtE (12.19 MW). The state has a solar and wind po­wer potential of 61 GW and 11 GW respectively. Madhya Pradesh has set ambitious in­vestment targets for the sector. It plans to invest Rs 150 billion and Rs 500 billion in renewable en­ergy production by 2024 and 2027 respectively. Mean­while, investments in the production of renewable en­er­gy eq­uipment are expected to reach Rs 40 billion by 2024 and Rs 100 billion by 2027. The state aims to produce 20 per cent of its electricity from renewable sources by the end of financial year 2024, 30 per cent by 2027 and 50 per cent by 2030.

Telangana

Telangana has undergone a remarkable transformation – from being a young state with an acute power deficit to becoming a leading state in renewable power development, especially in the solar segment. As of September 2023, its total renewable energy capacity stood at 5,152.32 MW (consisting of 128.1 MW of wind power, 4,712.98 MW of solar power, 220.37 MW of biopower and 90.87 MW of small-hydro power). The solar capacity comprises gr­ound-mounted solar (4,360.49 MW), roof­top solar (343.78 MW) and off-grid so­lar (8.71 MW). Meanwhile, biopower ca­pacity encompasses biomass pow­er/ba­gasse cogeneration (158.1 MW), bio­mass cogeneration (non-bagasse) (2 MW), WtE (45.8 MW) and off-grid WtE (14.47 MW). Telan­ga­na has been witnessing interesting developments in the floating solar segment. Like many other states, it faces land acquisition challenges., Mean­while, commercial and industrial users face denial or delay in open access app­rovals, and lack of clarity on cross-subsidy surcharges and banking of power.

Uttar Pradesh

With 4,889.09 MW of total renewable energy capacity (comprising 2,620.43 MW of solar power, 2,219.56 MW of biopower and 49.1 MW of small-hydro power), Uttar Pradesh is a front runner in renewabl­es deployment. It holds the second position in the bioenergy space after Maha­rashtra, owing to the abundance of sugar in­dus­tries in the state. Its biopower capacity co­m­prises biomass power/bagasse coge­ne­ration (1,957.5 MW), biomass cogeneration (non-bagasse) (160.76 MW) and off-grid WtE (101.3 MW). Meanwhile, its solar capacity comprises ground-mo­un­ted sol­ar (2,149.5 MW), rooftop solar (265.1 MW) and off-grid solar (205.83 MW). During the past year, Uttar Pradesh introduced its new solar energy policy with a target of setting up 22,000 MW of solar power projects by 2026-27. This includes 14,000 MW of utility-scale, 4,500 MW of residential rooftop, 1,500 MW of non-residential roof­top and 2,000 MW of distributed projects. However, the state faces several challenges in its power sector. These issues pertain to inadequate transmission and distribution (T&D) infrastructure, high T&D losses and financial distress faced by discoms.

Punjab

The state seems to have overcome the power deficit faced by renewable energy stakeholders a few years ago when it de­ci­ded to renegotiate renewable energy PPAs. The total renewable energy capacity of the state (1,970.5 MW) as of Sep­tem­ber 2023 comprised solar power (1,266.55 MW), biopower (527.85 MW) and small hydro (176.1 MW). Its solar capacity en­co­m­passes ground-mounted solar (886.27 MW), rooftop solar (298.92 MW) and off-grid solar (81.36 MW), and its bio­power capacity includes biomass pow­er/bagasse cogeneration (299.5 MW), bio­mass co­g­eneration (non-baga­sse) (196.65 MW), WtE (10.75 MW) and off-grid WtE (20.95 MW). A key priority for the state government going forward should be efficient collection of biomass from farms and its conversion to bioenergy given the severe health hazard that stubble burning causes in north India during the winter months.

Outlook

According to the Central Electricity Au­thority, in 2024-25, the annual energy req­uirement for Rajasthan, Gujarat, Tamil Na­du, Karnataka, Maharashtra, Andhra Pra­de­sh, Madhya Pradesh, Telangana, Uttar Pra­desh and Punjab will reach 116,151 MUs, 153,318 MUs, 132,871 MUs, 94,637 MUs, 220,732 MUs, 86,416 MUs, 106,252 MUs, 97,547 MUs, 159,621 MUs and 77,851 MUs respectively. In addition, the all-India annual peak demand in 2024-25 is expected to reach 256,530 MW. There­fore, it is imperative to prepare for the up­coming power generation capacity, particularly renewable energy, given India’s climate targets. To achieve the climate goals, the leading renewable energy states must realise their full potential and address the inherent challenges facing the sector.

By Sarthak Takyar