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Why India’s generation adequacy plan needs a clear counterfactual

May 13, 2026 20:00
Why India’s generation adequacy plan needs a clear counterfactual

As India imports 25-30% of its coal, fuel price risk over a 20-25 year asset life cannot be ignored. In contrast, renewable energy generation reduces exposure to recurring fuel supply risks and shifts the cost structure toward upfront investment and system integration

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