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India Solar PV News Snippets: RE Procurement Tender Cancellations Over 11 GW Since 2023 & More
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印度国家可再生能源实施机构(REIA)截至2025年6月30日已取消了11.4吉瓦的可再生能源采购招标,原因包括参与不足、关税过高及终端用户退出等。尽管如此,REIA已授予43.92吉瓦容量的授标函(LOA),但尚未与终端采购商签署购电协议(PSA)。为解决招标发行、输电准备和需求之间的不匹配,已修订招标指南,允许在12个月内未签署PSA的LOA被取消。此外,Avaada Group将在比哈尔邦投资500亿卢比开发1吉瓦可再生能源项目;Bluebird Solar计划将其产能从1.2吉瓦提升至2.5吉瓦;印度新能源和电力部(MNRE)对ALMM列表的使用进行了澄清,对特定情况下的太阳能项目和电池储能系统(BESS)的ALMM要求做出了规定,但并未放松国内内容要求(DCR)。

💡 印度可再生能源招标面临挑战,已取消11.4吉瓦项目:自2023年4月1日起,印度国家可再生能源实施机构(REIA)因参与度低、关税过高或终端用户退出等多种原因,取消了11.4吉瓦的可再生能源采购招标。尽管如此,仍有43.92吉瓦容量的项目已收到授标函(LOA),但尚未最终签署购电协议(PSA)。为应对此问题,印度已修改招标指南,规定若在12个月内未签署PSA,授标函将被取消,以确保项目执行的有效性。

☀️ Avaada Group将在比哈尔邦投资1吉瓦可再生能源项目:Avaada Group与比哈尔邦可再生能源发展署(BREDA)签署了谅解备忘录,计划在当地投资约500亿卢比(约合5.69亿美元)开发1吉瓦的可再生能源项目。这些项目将涵盖太阳能、浮动太阳能、社区太阳能以及电池储能等多种形式,旨在支持比哈尔邦到2029-30财年实现23.9吉瓦可再生能源和6.1吉瓦时储能的目标。该投资预计将创造500个直接就业机会。

🚀 Bluebird Solar扩大产能以满足市场需求:位于大诺伊达的太阳能组件制造商Bluebird Solar宣布,计划将其年制造产能从1.2吉瓦提升至2.5吉瓦。此次产能扩张是其战略增长计划的一部分,旨在应对日益增长的市场需求,特别是受政府项目如“PM Surya Ghar: Muft Bijali Yojana”和“PM-KUSUM”的推动。新增的全自动化生产线预计将于2025年10月全面投入运营。

📜 印度新能源部澄清ALMM使用规定:印度新能源和电力部(MNRE)明确规定,在特定条件下,政府太阳能项目可豁免使用ALMM列表二(ALMM List-II)中的太阳能电池,前提是项目的投标截止日期在该列表发布后一个月内。然而,此豁免不适用于太阳能组件,并且对于PM-KUSUM、PM Surya Ghar等项目,国内内容要求(DCR)的规定不会放松。此外,为电池储能系统(BESS)供电的私营太阳能项目,若向电网输送电力,则不能豁免ALMM要求。

RE tender cancellations in India: Shripad Yesso Naik, the Minister of State for New and Renewable Energy and Power, has said that the state-owned Renewable Energy Implementing Agencies (REIA) have had to cancel 11.4 GW of renewable energy procurement tenders as of June 30, 2025. These tenders were issued by the Solar Energy Corporation of India (SECI), NTPC Limited, NHPC Limited, and SJVN Limited since April 1, 2023. Answering questions in Rajya Sabha, the Lower House of the Indian Parliament, Naik shared that the reasons for cancellations are varied, and include insufficient participation, unreasonably high tariffs discovered, and the targeted end producer backing out, among others. He also informed that these REIAs have issued letters of award (LOA) for 43.92 GW renewable energy capacity, but power sales agreements (PSA) with end-procurers have not been signed as yet. He attributed this to a significant quantity of renewable power bid out in the recent past. The REIAs have signed PSAs of 22.7 GW capacity since April 2023.  

To discourage the misalignment in bid issuance, transmission readiness and demand from end-procurers, bidding guidelines were amended earlier this year to allow LOA cancellation if a PSA isn't signed within 12 months. 

1 GW RE in Bihar: Avaada Group has signed a memorandum of understanding (MoU) with the Bihar Renewable Energy Development Agency (BREDA) to develop 1 GW of renewable energy projects in the state. It will entail an investment worth INR 50 billion ($569 million). The plan is solar-heavy as the planned projects comprise ground-mounted, floating solar, community solar plants, and battery storage projects, among others. It is in line with the state’s Renewable Energy Policy 2025 under which Bihar targets 23.9 GW of renewable and 6.1 GWh of storage by FY 2029-30 (see India Solar PV News Snippets: Bihar Targets Over 23 GW RE Capacity Under New Policy & More). On its part, the state government will facilitate the company in obtaining necessary approvals and clearances. Avaada expects this investment to create 500 direct jobs. Production is likely to commence within 2 years after the power purchase agreements (PPA) are executed with state agencies. The company also expects to benefit from any state incentives available. 

Bluebird Solar is expanding: Greater Noida-based solar module manufacturer Bluebird Solar has announced that it is expanding its manufacturing capacity. The company plans to scale up from 1.2 GW to 2.5 GW annually at its existing factory in Greater Noida. The expansion, explained Bluebird Solar, is part of its strategic growth roadmap to meet rising demand driven by government schemes such as PM Surya Ghar: Muft Bijali Yojana, and PM-KUSUM. The fully automated manufacturing lines to be added under the expansion will be fully operational by October 2025.  

ALMM clarifications: The Ministry of New and Renewable Energy (MNRE) has specified that government solar projects that are required to use solar PV modules from the Approved List of Models and Manufacturers (ALMM) List-I will be exempted from complying with using solar cells from ALMM List-II. This will be allowed only if the project’s bid submission deadline falls on or before the cut-off date, which is defined as one month after the publication of ALMM List-II for solar PV cells, currently scheduled for June 1, 2026. This exemption applies only to solar PV cells, not to modules. Additionally, there will be no relaxation in Domestic Content Requirement (DCR) provisions under MNRE schemes such as PM-KUSUM (Components B and C), PM Surya Ghar: Muft Bijli Yojana, and CPSU Scheme Phase-II. 

The ministry also clarified that solar plants installed by private enterprises to charge a battery energy storage system (BESS) will not be exempt from the ALMM requirement if the system supplies power (directly or indirectly) to the grid. Such plants are not considered behind-the-meter projects solely for captive use. 

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