The proposed project will comprise an alumina refinery with a capacity of nearly 4 million tonnes per annum (MTPA), an aluminium smelter of around 2 MTPA
For OEMs and suppliers, the report recommends preparing for a future with lower government incentives
The industry's next phase will be determined by whether the country can make charging more accessible, build dependable service networks beyond major cities
The project will test compact solar infrastructure for generating renewable power in land-constrained urban spaces before wider deployment
"I'm a strong believer in distributed generation. India is blessed with a high degree of solar radiation across most of the country. The idea of building solar entirely in Gujarat or Rajasthan
According to JMK Research & Analytics, India installed 960.88 MW of residential rooftop solar capacity under the PM Surya Ghar Muft Bijli Yojana during June 2026
"The bottlenecks are no longer primarily about technology but about synchronising multiple elements of the ecosystem"
If critical minerals are recovered domestically, India can reduce a portion of its import requirements, lower pressure on foreign exchange reserves and retain more value within the domestic economy
The move comes at a crucial juncture. India has already crossed 150 GW of installed solar capacity and is pursuing an ambitious target of 500 GW of non-fossil fuel capacity by 2030.
