Last week I had an opportunity to visit Mr.Vyas, Director-Solar at International Marketing Corporation.
We had a good discussion on the current state of climate change being experienced in India.
We did touch upon the fact that this year India has experienced a longer winter; compared to previous years. Though nobody is complaining; this does show the impact of global warming.
Following the long winter; is the expected long and much hotter summer. This will surely further increase the peak power demand everywhere in India.
Taking into account; the coal supply issues, the deficit in electricity to meet daily demands and the increasing diesel prices; we can surely expect the prices to further increase to meet the current peak demand.
This, along with increasing diesel prices, can be good news for solar in India.
Maybe the metros will be spared of power cuts; but smaller towns will not escape the heat.
Another Twist to the Story
With solar modules from outside India taking up most of the pie with on-grid projects, the reasons above can be a game changer for solar manufacturers in India. Ofcourse there are other factors which will come into play such as location, current awareness of solar off-grid in the particular area, etc.
One thing that was quite an eye-opener; during the discussion with Mr.Vyas, was the fact that Indian manufacturers were supplying solar modules to the European market before the announcement of JNNSM. This resulted in a small but existing market for solar equipment companies in India.
What JNNSM was supposed to do; was increase the role of Indian solar manufacturers. This would also have resulted in a much bigger market for solar equipment companies. But infact the opposite has happened.
After JNNSM, the Indian solar manufacturers have lost market share. Global solar equipment companies who started coming to India in 2009 have now stopped focusing in India. They are waiting for the right impetus to restart their sales & marketing efforts in India.
A good example of how global warming is impacting common man.