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None of what you said disproves the fact that India has stated it plans to expand coal capacity in parallel until 2047 [0]. It will be at a slower pace than th

None of what you said disproves the fact that India has stated it plans to expand coal capacity in parallel until 2047 [0]. It will be at a slower pace than the Solar PV rollout (which has an added benefit of helping force indigenization of a large portion of the electronics components supply chain due to value-add requirements for subsidy and permit allocation), but is still happening. [0] - https://www.bloomberg.com/news/articles/2025-12-05/india-mulls-extending-coal-power-expansion-for-another-12-years https://www.bloomberg.com/news/articles/2025-12-05/india-mul...

toomuchtodo 10mo ago
India’s electrotech fast-track: where China built on coal, India is building on sun - https://ember-energy.org/latest-insights/indias-electrotech-fast-track-where-china-built-on-coal-india-is-building-on-sun/ https://ember-energy.org/latest-insights/indias-electrotech-... - January 22nd, 2026 > India is forging a better path to the electrotech future of energy. Cheap solar and batteries are enabling India to develop without the long fossil detour taken by the West and China. > When we compare India today with China at equivalent income levels ($11,000 PPP in 2012), several observations emerge: * Rapid solar deployment. In 2012, China had negligible solar generation. In 2025, solar accounted for 9% of India’s electricity generation, up from half a percent a decade earlier. India has a powerful new tool to scale cheap power, and it is using it to spectacular effect. * Much lower coal use. Indian per capita coal generation, at 1 MWh, is roughly 40% of China’s level in 2012. Coal demand is approaching its peak and is very unlikely to follow China’s subsequent ramp-up to around 4 MWh per person. * Rapid growth in EVs. In 2012, China had almost no electric vehicles on the road. By mid-2025, EVs accounted for around 5% of car sales in India and the country is the global leader in electric three-wheeler sales. * Much lower oil demand for transport. India’s per capita road oil demand, at 96 litres, is about half of China’s level in 2012 and is close to peaking. India is not going to rescue the oil industry. * A similar rapid electrification pathway. India’s electrification rate is nearly 20%, comparable to China’s level in 2012, and is growing relentlessly by around five percentage points per decade.
- alephnerd 10mo ago
  Lower coal use =/= Not expanding coal. India's Power Ministry itself has planned coal power expansion [0] until 2047. India would be electrifying even faster if China wasn't export controlling IP [1] and taking India to the WTO for subsidizing green energy [2] [0] - https://www.bloomberg.com/news/articles/2025-12-05/india-mulls-extending-coal-power-expansion-for-another-12-years https://www.bloomberg.com/news/articles/2025-12-05/india-mul... [1] - https://www.mercomindia.com/china-tightens-curbs-on-export-of-lithium-ion-battery-components https://www.mercomindia.com/china-tightens-curbs-on-export-o... [2] - https://www.reuters.com/world/china/china-files-wto-complaint-over-india-ev-battery-subsidies-2025-10-15/ https://www.reuters.com/world/china/china-files-wto-complain...
  - toomuchtodo 10mo ago
    Words are cheap, trajectories are real. You are entitled to your opinion, but the facts are clean energy trajectories are locked in by economics and manufacturing curves (production, cost, and learning rates). Modi is 75, he will be replaced eventually with someone new (if only out of life expectancy), and so stated policy through 2050 is not a predicator.
    - alephnerd 10mo ago
      But actions are not [0]. India does not view fossil fuels and cleantech as a zero-sum game. Choosing to ignore the Indian trend of expanding both renewable and fossil fuel capacity is ridiculous. > Modi is 75, he will be replaced eventually with someone new (if only out of life expectancy) Modi is expected to remain in office til 2034 [1], and his parents lived into their 90s. > so stated policy through 2050 is not a predicator. It is in India, which operates on 5 year plans like China. The current reshoring of fossil fuels is itself due to China's weaponization of export controls [2]. ClimateTech will and is dramatically expanding in India, but India will continue to use fossil fuels as a backstop as long as China remains a national security threat to India. [0] - https://www.reuters.com/sustainability/boards-policy-regulation/indian-states-sign-more-coal-power-deals-meet-rising-demand-2025-10-07/ https://www.reuters.com/sustainability/boards-policy-regulat... [1] - https://theprint.in/opinion/why-pm-modi-has-staked-claim-for-a-fourth-term-so-early-in-his-third/2248414/ https://theprint.in/opinion/why-pm-modi-has-staked-claim-for... [2] - https://lkyspp.nus.edu.sg/cag/publications/center-publications/publication-article/detail/sino-india-relations-in-light-of-green-energy-transition https://lkyspp.nus.edu.sg/cag/publications/center-publicatio...

toomuchtodo 10mo ago

India’s electrotech fast-track: where China built on coal, India is building on sun - https://ember-energy.org/latest-insights/indias-electrotech-fast-track-where-china-built-on-coal-india-is-building-on-sun/ https://ember-energy.org/latest-insights/indias-electrotech-... - January 22nd, 2026 > India is forging a better path to the electrotech future of energy. Cheap solar and batteries are enabling India to develop without the long fossil detour taken by the West and China. > When we compare India today with China at equivalent income levels ($11,000 PPP in 2012), several observations emerge: * Rapid solar deployment. In 2012, China had negligible solar generation. In 2025, solar accounted for 9% of India’s electricity generation, up from half a percent a decade earlier. India has a powerful new tool to scale cheap power, and it is using it to spectacular effect. * Much lower coal use. Indian per capita coal generation, at 1 MWh, is roughly 40% of China’s level in 2012. Coal demand is approaching its peak and is very unlikely to follow China’s subsequent ramp-up to around 4 MWh per person. * Rapid growth in EVs. In 2012, China had almost no electric vehicles on the road. By mid-2025, EVs accounted for around 5% of car sales in India and the country is the global leader in electric three-wheeler sales. * Much lower oil demand for transport. India’s per capita road oil demand, at 96 litres, is about half of China’s level in 2012 and is close to peaking. India is not going to rescue the oil industry. * A similar rapid electrification pathway. India’s electrification rate is nearly 20%, comparable to China’s level in 2012, and is growing relentlessly by around five percentage points per decade.

alephnerd 10mo ago
Lower coal use =/= Not expanding coal. India's Power Ministry itself has planned coal power expansion [0] until 2047. India would be electrifying even faster if China wasn't export controlling IP [1] and taking India to the WTO for subsidizing green energy [2] [0] - https://www.bloomberg.com/news/articles/2025-12-05/india-mulls-extending-coal-power-expansion-for-another-12-years https://www.bloomberg.com/news/articles/2025-12-05/india-mul... [1] - https://www.mercomindia.com/china-tightens-curbs-on-export-of-lithium-ion-battery-components https://www.mercomindia.com/china-tightens-curbs-on-export-o... [2] - https://www.reuters.com/world/china/china-files-wto-complaint-over-india-ev-battery-subsidies-2025-10-15/ https://www.reuters.com/world/china/china-files-wto-complain...
- toomuchtodo 10mo ago
  Words are cheap, trajectories are real. You are entitled to your opinion, but the facts are clean energy trajectories are locked in by economics and manufacturing curves (production, cost, and learning rates). Modi is 75, he will be replaced eventually with someone new (if only out of life expectancy), and so stated policy through 2050 is not a predicator.
  - alephnerd 10mo ago
    But actions are not [0]. India does not view fossil fuels and cleantech as a zero-sum game. Choosing to ignore the Indian trend of expanding both renewable and fossil fuel capacity is ridiculous. > Modi is 75, he will be replaced eventually with someone new (if only out of life expectancy) Modi is expected to remain in office til 2034 [1], and his parents lived into their 90s. > so stated policy through 2050 is not a predicator. It is in India, which operates on 5 year plans like China. The current reshoring of fossil fuels is itself due to China's weaponization of export controls [2]. ClimateTech will and is dramatically expanding in India, but India will continue to use fossil fuels as a backstop as long as China remains a national security threat to India. [0] - https://www.reuters.com/sustainability/boards-policy-regulation/indian-states-sign-more-coal-power-deals-meet-rising-demand-2025-10-07/ https://www.reuters.com/sustainability/boards-policy-regulat... [1] - https://theprint.in/opinion/why-pm-modi-has-staked-claim-for-a-fourth-term-so-early-in-his-third/2248414/ https://theprint.in/opinion/why-pm-modi-has-staked-claim-for... [2] - https://lkyspp.nus.edu.sg/cag/publications/center-publications/publication-article/detail/sino-india-relations-in-light-of-green-energy-transition https://lkyspp.nus.edu.sg/cag/publications/center-publicatio...