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Geopolitics and the Rise of Solar Adoption

Geopolitics and the Rise of Solar Adoption

May 11, 2026 5 min read Energy
#Renewable Energy, Solar, Fuels
Geopolitics and the Rise of Solar Adoption

Q1. Could you describe the roles where you were directly accountable for outcomes or major decisions, and the scale of operations, teams, or investments you were responsible for?


Over the years, I’ve handled both execution-side and strategic roles, where accountability was directly tied to delivery, cost, and performance.
In EPC projects, I’ve been responsible for end-to-end delivery of utility-scale solar plants, typically in portfolios ranging from 50 MW to 500 MW (4.5 GW), including design approvals, vendor finalization, site execution, and commissioning.
On the commercial side, I’ve led tendering and bid strategy for multi-thousand crore portfolios, where decisions on design optimization, vendor selection, and risk pricing directly impacted margins.
Team-wise, I’ve managed cross-functional teams of 50–150 engineers and site staff, along with multiple contractors. Financial exposure in some projects was upwards of ₹500–1900 Cr, so decisions were always taken with a strong focus on lifecycle performance and not just capex.

 


Q2. How has the nature of solar demand evolved across the regions you’ve worked in, and what underlying factors are shaping that shift today?


Solar demand has clearly shifted from being policy-driven to economics-driven.
Earlier, projects were concentrated in states with strong incentives such as Rajasthan, Gujarat, and Andhra Pradesh. Now, we’re seeing demand expand across industrial belts, C&I segments, and even hybrid projects, because solar is often the cheapest source of power.
What’s driving the shift today:
•    Cost competitiveness vs grid power
•    Increasing focus on energy security
•    Push from corporates on ESG commitments
•    Growth of storage and hybrid (solar + wind) models
In some regions, especially industrial clusters, demand is now less about subsidies and more about the predictability of power costs over 19 years.

 


Q3. How are increasing tariffs and anti-dumping measures influencing project economics and procurement decisions across regions?


Tariffs and duties (BCD, ALMM, anti-dumping) have definitely changed the procurement strategy.
Earlier, the focus was purely on the lowest-cost imports, mainly from China. Now, procurement decisions are more balanced between:
•    Domestic sourcing vs imports
•    Compliance (ALMM, local content rules)
•    Supply chain reliability
In the short term, these duties increased project costs by 10–14%, impacting IRR. But in the longer term, they are pushing:
•    Local manufacturing ecosystem
•    Better control over quality and timelines
So today, procurement is no longer just a commercial decision—it’s also a risk management decision.

 


Q4. What role is solar playing in reducing dependence on imported fossil fuels, especially in geopolitically sensitive regions?


In regions heavily dependent on imported fuels (coal, gas), solar is playing a very strategic role.
For example:
•    It reduces exposure to fuel price volatility
•    Helps in peak shaving during daytime demand
•    Reduces reliance on imported LNG or coal logistics
In geopolitically sensitive regions, this becomes even more critical. Solar, combined with storage, is gradually becoming a tool for energy independence, not just clean energy.

 


Q5. How are clients increasingly evaluating the true carbon footprint of solar projects, including manufacturing and supply chains?


Clients today are going beyond just “solar = green”.
We are increasingly seeing focus on:
•    Module manufacturing footprint (China vs domestic)
•    Lifecycle emissions (cradle-to-grave)
•    Use of low-carbon materials (green steel, recycled aluminum)
Large corporates and international investors are asking for:
•    EPD (Environmental Product Declarations)
•    Supply chain traceability

 


Q6. What challenges do you see in adopting digital solutions across geographies with varying levels of infrastructure maturity?


Digital adoption is growing, but challenges vary significantly by geography.
Key issues I’ve seen:
•    Connectivity gaps in remote project locations
•    Lack of standardization across OEM protocols
•    Skill gaps in handling advanced SCADA / analytics systems
•    Resistance to change in traditional O&M teams
In mature markets, digital tools such as predictive maintenance and AI-based analytics are being widely adopted. But in developing regions, the focus is still on: Basic reliability &   Data availability.
So, the challenge is not technology; it’s infrastructure and people's readiness.


 


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