印度清洁能源发展遭遇重大挫折，诸多隐患浮出水面

India’s Green Energy Push Faces Major Setbacks And Warning Signs | WION World Business Watch

印度清洁能源发展遭遇重大挫折，诸多隐患浮出水面

Welcome to Day 1 of India Energy Week 2026 from Goa, India — where global energy leaders, innovators, and policymakers converge to discuss green hydrogen as a key driver of the clean energy transition.

欢迎来到在印度果阿举办的2026年印度能源周首日活动。全球能源领域领袖、创新人士及政策制定者齐聚一堂，共同探讨将绿氢作为推动清洁能源转型的核心动力。

Now on to more developments from India.

India's recent fuel price hikes are now intersecting with a deeper structural challenge in its energy transition. A new report contrasts the country's rapid renewable energy expansion with exsting grid and storage limitations. Driven by rising global crude oil prices, petrol and diesel costs have surged in India. Meanwhile, the nation has ramped up investments in solar and wind power to cut reliance on fossil fuels.

However, this energy shift has laid bare flaws in the infrastructure designed to handle intermittent power supply.

Rating agency Moody's points out that the growth of India's renewable energy sector is increasingly held back by inadequate battery storage and inflexble power grids. It warns that without substantial upgrades to storage capacity, the country will face renewable power curtailment, and new projects will see lower operational efficiency.

印度近期燃油价格上涨，叠加其能源转型过程中根深蒂固的结构性难题。一份最新报告指出，印度可再生能源装机规模快速扩张，但电网与储能设施却存在短板。受国际原油价格走高影响，印度汽油和柴油价格大幅上涨。与此同时，该国不断加大光伏、风电领域的投资，力求降低对化石燃料的依赖。

然而，能源结构转型也暴露出配套基础设施的缺陷，这类设施本用于应对新能源供电不稳定的问题。

评级机构穆迪表示，电池储能不足、电网调度能力有限，正日益制约印度可再生能源产业的发展。该机构警示，如果储能能力得不到大幅提升，印度将被迫削减新能源发电量，新建项目的运行效率也会随之下降。

Likewise, ICRA has cautioned that the shortage of sufficient energy storage systems may overload the power grid, especially during peak power generation and fluctuating demand periods. The agency notes that although India continues to add large volumes of renewable energy capacity, supporting infrastructure has failed to keep pace. This poses operational and financial risks for project developers.

The two agencies also state that slow progress in expanding storage solutions including battery systems will hurt project viability and investor confidence. They add that power distribution firms will face greater pressure to balance energy supply as more states adopt renewable energy on a large scale.

India's predicament reflects a common dilemma for countries undergoing energy transition across the globe. Phasing out fossil fuels demands not only expanded power generation capacity, but also sound systems to store and deliver clean energy steadily.

印度信贷研究与信息评级机构同样发出警示，储能设备不足可能造成电网负荷过载，在发电高峰期以及用电需求波动时，这一问题会尤为突出。该机构表示，印度可再生能源装机量持续大增，但配套基础设施建设严重滞后，这给项目运营方带来了运营与财务双重风险。

两家机构均认为，电池等储能项目推进迟缓，会影响项目存续能力，同时打击投资者信心。此外，随着印度各邦大规模推广可再生能源，电力配送企业的供电调配压力也会显著增加。

印度当前的困境，也是全球各国能源转型中普遍面临的难题。摆脱化石能源依赖，不仅需要扩充发电装机，还要搭建完善的体系，保障清洁能源的储能与稳定输送。

以下是印度网友的评论：

briju0953
Grid and storage is getting worked too. And how much ever solar is added, the electricity need is not gonna decrease.

印度也在着手完善电网和储能设施。不过即便太阳能装机量持续增加，国内的用电需求也不会下降。

schnitzel_enjoyer
They have to write something for their chayese viewers, that's half of their viewership. Meanwhile india already sources 70% windmills domestically, rest is from siemens. Soon the supply chain will be completely domestic so chaynese meltdown is expected

这个报道就是做给中国观众看的，中国观众占了收视人群的一半。现在印度七成风力发电机组由本土供应，其余从西门子进口。很快整条产业链就能实现全面国产化，中国相关行业恐怕会遭受重创。

Gaurav-n3c3z
They have to write something

媒体总要找些话题来报道

vaibhavsharma1496
India has potential of more than 200 GW of pumped storage. Government must tap it

印度抽水蓄能的装机潜力超200吉瓦，政府必须好好开发利用这份资源。

humungous09
What is pumped storage bro?

兄弟，抽水蓄能到底是什么？

vaibhavsharma1496
@humungous09 2 water storage is created at different hight. Water is pumped when energy is high and released at high demand

简单说就是修建高低两个水库。电力富余时，把水抽到高处水库；用电高峰时，再放水发电。

Yalla-Dood
Any project would entail heavy bribes to the politicians at every level.

这类工程项目，各级官员都会趁机收受巨额贿赂。

infinitebeing1119
Pumped storage..? Where are you going to build them.?

搞抽水蓄能？打算建在什么地方？

sidhantsharma8487
bhai sirf pumped storage ka potential zyada nhi h har ek renewal energy ka potential zyada h but abhi tak sirf 2-3% hi tap kar pae h

不光是抽水蓄能，印度各类可再生能源的开发潜力都很大，但目前我们只开发出了百分之二三而已。

FuckLunGong-bn4yc
रोचक तथ्य:
भारत में कई आधिकारिक घोषणाएँ कि “महान उपलब्धियाँ” हासिल की गई हैं, अक्सर असल प्रगति का द्योतक नहीं बल्कि चमकदार प्रस्तुति स्लाइड्स होती हैं जो जनता में अतिरंजित उत्साह भर देती हैं।
परिणाम:
पूरा राष्ट्र गर्व से खुद को 21वीं सदी की महाशक्ति — विश्वगुरु — समझता है, जबकि जाति पद्धति, गरीबी, भूख, स्वास्थ्य देखभाल, शिक्षा, स्वच्छ पीने का पानी, स्वच्छता और रोग, बालश्रम, महिलाओं के खिलाफ हिंसा, बलात्कार और हत्या, भ्रष्टाचार, अयोग्य शासन और सामाजिक यातना जैसे चल रहे घरेलू समस्याओं को अनदेखा कर रहा होता है।
दुखद।

有个耐人寻味的现象：印度官方频频宣称取得“重大成就”，可这些大多只是光鲜的宣传材料，并非真实的发展成果，却让民众盲目乐观。

久而久之，全国都自诩为二十一世纪大国、世界导师，却对国内诸多问题视而不见，比如种姓制度、贫困、饥荒、医疗落后、教育匮乏、饮水不卫生、疫病蔓延、童工问题、针对女性的暴力、性侵、谋杀、腐败、治理不善以及各类社会乱象。实在令人痛心。

YSKWatch
Indian always say they have potential. then nothing happened. just potential, on paper, not in reality.

印度总说自身发展潜力巨大，可最后始终不见实际行动。所谓潜力只停留在纸面上，根本落不了地。

bipin4379
Ind has bigest scope for ev market but govt and automobile don't want to promote it even companies like tata who manufacturing ev car not provided charging station on many areas highway and road otherwise ev sell rocket boom this time but in UP Bihar mp highway no charging station available so people hesitate to buy it even they want ev only for show in india

印度电动汽车市场前景广阔，但政府和车企都不愿大力推广。就连塔塔这类造车企业，也没在多数公路和高速沿线配套充电桩。要是配套到位，电动车销量早就暴涨了。北方邦、比哈尔邦、中央邦的高速路上都没有充电桩，即便有人想买车，也会顾虑重重，在印度不少人买电动车也只是为了撑门面。

aham-mumukshu-asmi
In 40 years of Khangress dic ship, they put india behind by 100 years. They did nothing. Especially Manmohan Era was the worst in infrastructure and energy sector. They plundered and left India rotting.

国大党执政的四十年，让印度发展倒退了一百年，期间毫无作为。曼莫汉·辛格执政时期，基建和能源领域的状况更是糟糕透顶。他们大肆敛财，任由国家发展停滞不前。

hreeharikulkarni5614
Store energy in the form of hydrogen

可以用氢能来储存电能。

mr.anonymous_jat
China pe dependency bhari pad rhi hai
Kyuki solar ka sara item import kr rahe bas hum manufacture nhi kr rahe hai

我们现在十分依赖中国，因为太阳能相关零部件全都依靠进口，本土基本不生产。

Gaurav-n3c3z
We are manufacturing but it will be a process..
Government has mandated that solar cells should be manufactured in India from June 1, 2026 for projects utilising government subsidies.

我们已经开始本土生产了，只是还需要时间逐步推进。印度政府出台规定，2026年6月1日起，享受补贴的光伏项目，必须使用本土生产的太阳能电池。

schnitzel_enjoyer
We have started manufacture to replace cheap chinese products.

我们已经开始自主生产，逐步替代物美价廉的中国产品。

whatAnIdeaSirjiii
India can't match the scale and cost efficiency of China. But in the case of solar, it best if we import it cheaply as it's an investment that would pay for itself in due time.

印度没法做到中国那样的生产规模和成本优势。就光伏产品而言，低价进口其实更划算，这笔投入早晚能收回成本。

mitashreeghosh1295
India is doing well in lithium and even sodium batteries. Reliance acquired faradion UK based company which works on sodium battery. There are other Indian players as well. We need to quickly auction the lithium reserves discovered in India

印度在锂电池、钠电池领域发展态势不错。信实集团收购了英国钠电池企业法拉第，国内也还有其他同行企业。我们得尽快拍卖国内新发现的锂矿资源。

ajithjana5482
contract to Adani and Ambani

把项目合同交给阿达尼和安巴尼两大集团。

vishesh7679
Miss you Manmohan Singh ji

挺怀念以前的印度总理曼莫汉·辛格先生。

Gaurav-n3c3z
For what.. fragile economy.. double digit inflation..or transferring prime properties to waqf just before the election?

怀念什么？怀念当时疲软的经济、两位数的通胀，还是大选前夕把优质地产划拨给ysl宗教基金会的操作？

humungous09
@Gaurav-n3c3z The multi-billion-dollar scams that broke out in his time were devastating. Fonia and gang virtually had a field day. India was decimated

他执政期间爆出数十亿美元的重大贪腐案，造成的破坏极大。不少团伙借机大肆牟利，国家发展遭受重创。

Gaurav-n3c3z
@humungous09 Scams, National security, NPA crisis..In 2012, India's electricity grid collapsed and it resulted in the largest power outage in the human history.

除了贪腐，还有国家安全问题、不良贷款危机。2012年印度电网瘫痪，酿成了人类史上最严重的大停电事故。

aham-mumukshu-asmi
Yes, He left India 50 years behind China and US!! .

没错，他执政多年，让印度的发展水平落后中美足足五十年。

hypernarutouzumaki
Modi Govt. had all the time in the world to do this after Covid but they were lazy and kept distributing tax money as freebies to buy votes
Now, we all suffer from Modi’s incompetency

新冠疫情过后，莫迪政府有充足时间推进相关建设，可官员们懒政怠政，还不断挪用税款发放福利拉拢选票。如今所有人都在为莫迪政府的无能买单。

Gaurav-n3c3z
You know nothing..
India had 2 GW of solar installation in 2014 and it is over 154 GW now..
MODI is building but for a large country like India, these things will take time.
Overall total renewable capacity: 76 GW in 2014 has increased to 280 GW.

你根本不了解实情。2014年印度光伏装机量仅2吉瓦，如今已经突破154吉瓦。莫迪政府一直在推进建设，印度体量庞大，这类工程本就耗时。全国可再生能源总装机量，也从2014年的76吉瓦增长到了如今的280吉瓦。

Vipone_ig
Who had thought in 2022 that, there will be war in 2026

2022年的时候，谁也想不到2026年会爆发战争。

psquare2260
Why store it? Use it and reduce electric generation by gas and desal dynamically.

何必专门储能？直接就地消纳电力，灵活削减燃气发电量，同时配套海水淡化工程就行。

ishwarraj6433
Build iron air battery infrastructure of 1Twh and for transient response add flywheel to system. Deploy in 10 years and build ecosystem and factories for india have lots of iron and steel and industrial capacity.

规划建设1太瓦时规模的铁空气电池配套设施，再加装飞轮设备来应对用电波动。用十年时间落地项目，搭建完整产业生态与工厂。印度钢铁资源充足，工业基础也能支撑这项工程。

imkuan8493
Western countries charge Indians 10 times more for clean energy. China charges India affordable prices. Yet Indians complaint and buy Chinese products. Indians have a false impression that it could REPLACE China in manufacturing. So anytime they buy Chinese products, they have that false impression that they are DELAYING THEIR REPLCEMENT of China. That is ridiculous! You should focus on HOW TO USE CHINESE PRODUCTS to improve the lives of Indians, not THINKING AHEAD AND DREAMING ABOUT REPLACEMENT. You are lucky that there is a China out there providing you with affordable products, instead of being ripped off by Western products charging you 10 times more.

China is the WIND BENEATH India's wings. India's rise is larging depending on Chinese products NOW AND THE FUTURE. So, use the wind, not complain about the wind.

西方国家卖给印度的清洁能源相关产品，定价高出十倍，而中国的产品价格亲民。即便如此，不少印度人一边抱怨，一边还是会选购中国商品。很多印度人还抱有不切实际的想法，认为本国制造业能取代中国。他们甚至觉得，购买中国货就是在拖慢印度赶超中国的脚步，这种想法十分荒谬。大家应该学着借助中国产品改善民生，而不是总幻想去取代别人。能有中国提供高性价比商品，不用被西方国家漫天要价，本就是一件幸事。

中国是助力印度发展的重要力量。无论现在还是未来，印度的崛起都离不开中国产品。顺势借力发展，别一味抱怨。

jppatel3
Without supporting power grids and storage capabilities everything is simply useless/wastage in energy sector, I guess.

在能源领域，如果电网和储能配套跟不上，再大的投入也毫无意义，纯粹是浪费资源。

MK7750
Renewable is no panacea too much intermittent issue causing trouble for grid stability
Nuclear power plant is the best way

可再生能源并非万能，供电不稳定的问题严重影响电网安全。修建核电站才是最优方案。

samg7123
Why not use the dams as storage. When there is exceed energy from solar pump water back into dams. And release at night. How hard can that be?

为何不利用现有水坝充当储能设施？太阳能电力富余时，把水抽回水库；到了夜间再放水发电。这并不是什么难事。

tatsdecent
We need nuclear power plants not renewable energy. The maintenance is too high and temporary without alot of money. The one thing we don't have

我们更需要核电站，而非可再生能源。新能源后期维护成本高，而且发展根基不稳，我们也没有足够资金长期投入。

ravindranmokkilmaruthur23
Govt goes about its work while there is a talk about CJP the new party non -party all over the media.

政府还在照常推进工作，眼下各大媒体都在热议新党派CJP相关话题。