Allianz Global Investors’ Unlocking India’s Energy Transition (Oct 2025) explores how India balances rapid growth with sustainability and energy security.
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India remains heavily coal-reliant, with fossil fuels generating 70% of electricity, yet it ranks 4th globally in renewable capacity and 3rd in solar production.
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Renewable expansion is accelerating—solar capacity has grown 25x since 2014, and non-fossil sources now represent nearly half of new installations.
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Leveraging China’s overcapacity in solar manufacturing, India gains a cost advantage, while future investments will focus on grid modernization and transmission.
As India races to meet surging energy demand, can it secure both reliability and decarbonization? Discover how investors can participate in this transition.
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