Indian Electricity Growth Opportunities

Description

Rapid Economic Changes and the Need to Decarbonize are Driving Transformational Growth

The study traces the development of the Indian electricity market, providing key forecasts for the Indian power sector. The study focuses on renewable energy (RE), new technologies, and future investment destinations in India.

India is the third-largest power producer in the world, behind China and the United States. However, the country has been facing legacy issues in power distribution, with large amounts of power being lost during transmission. This, along with the free power given to the agriculture sector and other consumers, has incurred heavy losses for distribution companies.

This study looks at the measures the government and other bodies are taking to tackle the challenges in the electricity market. It identifies opportunities for growth for market players of different sizes. The study also determines areas that will give stiff competition to the power plants in the country. The market trends have been analyzed for 2020 to 2030, with the base year being 2021.

Key Issues Addressed:

What is the current state of the market? How strong will growth be between 2020 and 2050?

What is the state of the various power sources in the country? How will they evolve?

How and why does coal power dominate the market? How will the use of coal power reduce by 2050?

Which are the key regions for the growth of the RE power market? How is it going to transform in the future? Who are the key competitors in the market?

How is power trading evolving? How is it expected to change the electricity market in the future?

What are the new technologies that are being installed in the metering and energy storage spaces?

What are the key growth opportunities in the market?

Product Code: MGA8-14

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Indian Electricity Market
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Main Findings
Scope of Analysis
Market Segment Definitions
Key Competitors
Structure of the Indian Power Market
The Structure of the Indian Power Market (continued)
The Timeline of the Power Sector in India
Growth Drivers for the Indian Electricity Market
Growth Restraints for the Indian Electricity Market
Major Trends Shaping the Indian Power Market
Major Trends Shaping the Indian Power Market (continued)
Strong Electricity Demand Growth-Per Capita Consumption to Increase from a Low Volume
Strong Growth in Electricity Demand-Significant Increase in Installed Capacity
The Rise of Renewables-Solar to Dominate Capacity Increases
The Rise of Renewables-Incentives Essential to Overall Growth
The Rise of Renewables-Solar and Wind Dominating New Installations
The Rise of Renewables-Significant Hydropower Potential
The Rise of Renewables-Solar Opportunities
The Rise of Renewables-Wind Opportunities
The Rise of Renewables-Competitive Landscape
Coal's Main Role-Preference for Coal Despite Climate Concerns
Coal's Vital Role-New Plants Moving Online throughout the Decade
Coal's Main Role-Coal Opportunities
Coal's Main Role-Economics of Coal
The Continued Expansion of the Free Power Market
The Continued Expansion of the Free Power Market-The Future of the Market
The Power Trading Increases-The Expansion of India's Power Exchanges
The Increase of Power Trading-RECs and ESCerts
The Increase in Power Trading-Open Access
The Increase in Power Trading-Open Access (continued)
The Grid's Main Challenges-Increasing T&D Networks
The Grid's Main Challenges-Discoms in Disarray
The Grid's Main Challenges-Discom Losses Mount
The Grid's Main Challenges-Discom Losses Mount (continued)
The Grid's Main Challenges-Important State Losses
Mass Deployment of Smart Metering-Essential Steps to Reduce Losses
Mass Deployment of Smart Metering-The Status Today
Mass Deployment of Smart Metering-250 Million Meters in 8 Years
Mass Deployment of Smart Metering-Main Benefits
Energy Storage Increase
Energy Storage Increase
Energy Storage Increase-Important Battery Storage Projects in India
Energy Storage Increase-Opportunities in India
Energy Storage Increase-Battery Storage Opportunities in India
Battery Storage Increase-Important Companies in India

Growth Opportunity Universe

Growth Opportunity 1-Increased RE Penetration
Growth Opportunity 1-Increased RE Penetration (continued)
Growth Opportunity 2-Increase in Corporate PPAs
Growth Opportunity 2-Increase in Corporate PPAs (continued)
Growth Opportunity 3-Merger and Acquisition Investment Opportunities
Growth Opportunity 3-Merger and Acquisition Investment Opportunities (continued)
Growth Opportunity 4-Value Chain
Growth Opportunity 4-Value Chain (continued)
Growth Opportunity 5-Group Captive Power Plants
Growth Opportunity 5-Group Captive Power Plants (continued)
Abbreviations
List of Exhibits
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