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Field notes from the market

Case studies, policy explainers, and market intelligence on how renewable projects actually get modelled, procured, and operated.

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Market intelligenceJuly 15, 20269 min read

24×7 AI is a 24×7 carbon-free energy problem

Compute has hit a physical wall. Emissions are climbing at the companies that promised to cut them, interconnection queues hold thousands of gigawatts, and data-centre demand keeps doubling. The constraint is no longer chips or capital: it is clean electricity available in every block of the day.

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Showing 12 of 12 articles

Market intelligence
Jul 20268 min read

The two-gigawatt tenant: data centres are becoming India’s anchor load, and its most demanding clean-energy buyers

India’s data-centre fleet is set to double, then double again, roughly 2 GW today, about 5 GW by 2030 in base cases, 8–10 GW if the AI buildout accelerates. But the number that matters is not the megawatts. It is the shape: flat, always-on, and increasingly contracted to run carbon-free around the clock, a demand profile Indian power markets were never designed to serve.

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Market intelligence
Jul 20268 min read

India’s duck curve has arrived: near-zero afternoons, $120/MWh evenings, and an average that shows neither

In April 2026, IEX’s real-time market cleared near zero across midday blocks and pinned the $120/MWh ceiling in the same weeks, while the day-ahead average moved one percent. The information in Indian power prices has migrated from the average to the intra-day shape.

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Policy explainer
Jun 20268 min read

Solar’s margin for error just halved: what a ±5% tolerance band actually means

On June 24, 2026, Karnataka cut the deviation tolerance band for solar from ±10% to ±5%, while CERC re-examines the deviation framework nationally. Forecast accuracy is turning from an operational virtue into a direct P&L line, and the rules now diverge state by state.

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Guide
Jun 20268 min read

Sizing Solar + BESS: why the answer lives in sub-hourly data

Two systems with identical annual generation can deliver very different economics. The difference hides in the 35,040 fifteen-minute blocks a year that kWh totals average away, and it's why battery sizing is an optimisation problem, not a rule of thumb.

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Guide
May 20267 min read

Why Renewable Energy Decisions Take So Long And What’s Actually Causing the Delay

India has committed to 500 GW of non-fossil fuel capacity by 2030, yet most large commercial and industrial organisations take 9 to 18 months to sign a single renewable energy agreement. An honest breakdown of why RE procurement cycles drag on, and what the organisations getting it right are doing differently.

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Guide
May 20268 min read

Understanding PPA structures in India: group captive, third-party open access, and rooftop captive explained

India's renewable energy procurement landscape offers three distinct contractual pathways, each with different risk profiles, regulatory constraints, and financial outcomes. Here's how to choose.

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Case study
Apr 20267 min read

Underwriting a captive solar+BESS asset for a financier

A lender needed a defensible view of project cash flows before committing capital. How 15-minute simulation and Monte Carlo analysis replaced a single-point pro-forma with a base case a credit committee could actually interrogate.

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Policy explainer
Apr 20267 min read

What 15-minute DSM settlement means for C&I consumers

Deviation settlement is the grid's discipline mechanism, and it is moving from monthly averages to 15-minute blocks for open access and captive consumers. Most energy models haven't caught up.

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Market intelligence
Mar 20269 min read

DAM, GDAM, RTM: how India's power exchanges actually work

India's short-term power markets clear on three different clocks, a day ahead, near real time, and the term-ahead space in between. Here's how each segment discovers its price, and why the patterns matter to anyone buying or selling power.

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Case study
Mar 20267 min read

Scheduling a 200 MW IPP portfolio across DAM & RTM

An independent power producer needed to place generation block-by-block across the day-ahead and real-time markets. How forecast-driven bidding turned a daily judgement call into a repeatable schedule, and kept deviation exposure in check.

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Case study
Feb 20266 min read

A 67M-unit industrial consumer, optimised

How multi-scenario simulation at 15-minute resolution turned a swinging industrial load and a tightening settlement regime into a decision-grade renewable energy plan.

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Guide
Aug 20254 min read

Modelling hybrid renewable energy systems: the new imperative

With $728 billion invested in renewables in 2024 and solar and wind set to carry 95% of capacity additions through 2030, rigorous energy and financial modelling has become the backbone of every bankable project. What consumers, investors, and lenders each get from it.

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