Recent analysis
A Hectare Under a Power Line Now Pays Three to Six Times What One Over a Pipeline Does
The Ministry of Power’s 6 October 2026 guidelines pay 30–60% of market value for the land under a transmission corridor and 200% for t...
Read the piece →India's Approved Solar-Cell Makers Can Now Make 37.8 GW a Year. Rooftop Projects Have Until 31 December to Use Them
MNRE’s approved list of domestic solar-cell makers now holds 37.8 GW a year of enlisted capacity across 19 company names, but a third of...
Read the piece →India's Live IPO Queue Has 232 Companies in It. Power and Renewables Outnumbers Oil and Gas Nearly 5 to 1.
SEBI's live mainboard IPO pipeline — every company with a Draft Red Herring Prospectus currently filed, approved, under review or w...
Read the piece →India Let Oil Companies Put Solar on Their Own Leases. A Year On, ONGC's Own Build Is Under 1 Megawatt — It Bought 4 Gigawatts Instead.
An amendment to the Oilfields (Regulation and Development) Act, in force since April 2025, expanded the Centre's power to let solar...
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Umashankar Triplicane Dwarakanathan
Investment Promotion & Energy-Sector Leader · Chennai, Tamil Nadu, India