Peyush Dixit

Raiyaan Shingati - Transition VC, they are committed to offsetting 40 million tons of CO2—equivalent to nearly 1% of India's annual total carbon emissions. Investing in 100X.VC company EMO.energy Vatsal Kanakiya Smeet Mehta

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INDIA HITS SIX SIXERS IN ONE OVER — IN #GREENAMMONIA! With 6 rounds of SECI’s Green Ammonia auctions completed (out of 13 planned), India has achieved what the world thought would take years — global record-low prices ranging from ₹55.75/kg to ₹50.75/kg. From the very first ball to the sixth, every shot has cleared the boundary: Rounds & Winners 1 ₹55.75/kg – ACME Cleantech Solutions | 100,000 TPA | IFFCO – Paradeep, Odisha 2 ₹51.80/kg – NTPC Renewable Energy | 70,000 TPA | Madras Fertilizers – Chennai, TN 3 ₹52.25/kg – Oriana Power | 60,000 TPA | MB Agro – Sagar, MP 4 ₹53.05/kg – SCC Infra / InSolare Energy | 70,000 TPA | MB Agro – Dhule, MH 5 ₹52.50/kg – Onix Renewable | 50,000 TPA | GNFC – Bharuch, Gujarat 6 ₹50.75/kg – Jakson Green Pvt Ltd | 85,000 TPA | Coromandel Intl – Kakinada, AP From ₹55.75 to ₹50.75 in just 6 rounds — already beating the global average price of ₹100–₹125/kg and achieving India’s 2028-30 target price in 2025! This is surely a Game-Changer as this reduces dependence on costly LNG imports while Decarbonizing one of the hard to abate sector & lays the foundation to make India a future Export Powerhouse. This price range is just unbeatable (Though I am sure this would even now go downwards in next rounds) & enhances Investor Confidence in India's capability in Green Hydrogen and derivatives through very transparent bidding procedure adopted by SECI Lets see how India was able to do this: India has World’s lowest renewable energy tariffs Strong domestic manufacturing ecosystem, names like ACME, NTPC & others have already proved time and again on FOAK projects of massive scale GOI Clear policy & PLI incentives via #NGHM Looking forward With 7 more auctions to go, India is on track to break the ₹50/kg barrier — setting the stage to be the world’s largest and most competitive Green Ammonia producer and exporter From the pitch to the plant — India is not just playing the green energy game; it’s redefining it! ACME Group NTPC Limited TrueRE - Oriana Power Ltd Onix Renewable InSolare Energy Limited Jakson Green GH2 Solar GH2 India Ministry of New and Renewable Energy (MNRE) Solar Energy Corporation of India Limited #GreenHydrogen #GreenAmmonia #EnergyTransition #SECI #RenewableEnergy #IndiaEnergyStory #Sustainability #HydrogenEconomy

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ACME Secures Fourth Win in India’s Green Ammonia Auction Sets New Benchmark Price India’s green hydrogen economy continues to take shape and ACME Group is emerging as one of its most active players. In the latest round of Solar Energy Corporation of India Limited ’s green hydrogen based ammonia auction ACME has secured its fourth contract committing to supply 100,000 tonnes per year of green ammonia to IFFCO’s Paradeep fertiliser facility in Odisha. The project was awarded at a price of ₹49.75 per kilogram (approximately $568 per tonne) which is the lowest bid recorded so far in the ongoing auction process. By comparison India’s grey ammonia price stood around $515 per tonne earlier this year. Why this matters Early stage price discovery: This bid brings green ammonia closer to price parity with grey ammonia particularly as carbon costs and import reliance continue to shape procurement strategies. Industrial offtake is materialising: Fertiliser production is among the largest consumers of ammonia. With IFFCO’s participation green hydrogen begins to find real sustained industrial demand. SECI’s approach is working: Through competitive auctions the Solar Energy Corporation of India is creating reference prices bankable contracts and a replicable pathway for scaling low carbon hydrogen and ammonia. At Blackridge Research & Consulting® we’re closely tracking the evolution of global hydrogen strategies through our Global Project Tracker, which provides real-time insights into project development, market trends, policy changes, and infrastructure readiness worldwide. If you are working in this space or exploring opportunities across hydrogen production ammonia offtake or project development let us connect to discuss the outlook investment landscape and emerging market trends.

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Pleased to share that Maharashtra State Electricity Distribution Co. Ltd. and the The Global Energy Alliance for People and Planet have signed a Statement of Intent to modernize Maharashtra’s power distribution network through digitalization, AI/ML, and advanced analytics. The collaboration aims to strengthen #gridreliability, integrate #renewables, and enhance operational efficiency, accelerating the state’s clean #energytransition. Building on Alliance’s DUET program, this partnership will leverage real-time data, predictive insights, and smart technologies to create a resilient, data-driven power system. Together, we’re advancing our shared vision for a smarter, cleaner, and more inclusive energy future. https://lnkd.in/geAiJ88a Devendra Fadnavis Rajiv J. Shah Woochong Um Agnes Dasewicz Ravi Venkatesan  Vaishali (Vish) Mishra International Solar Alliance Seema Paul Bloomberg Philanthropies Shakti Foundation  Children's Investment Fund Foundation (CIFF) Rajiv Lall  Ministry of New and Renewable Energy (MNRE)  Alok Kumar FSR Global  Bezos Earth Fund 

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It was a privilege to be part of the Inaugural panel at Suryacon 2025, joining senior leaders from the renewable energy sector to deliberate on the future of utility-scale solar projects in India. The session offered a holistic lens on the sector – from bid submission to plant operation – while reflecting on the renewable market outlook for 2025, evolving policy and regulatory shifts, and the roadmap for India’s RE targets. We also debated the opportunities in open access, captive, and group captive models, as well as the growing importance of solar-wind hybrids, floating solar, and storage integration. The discussion underscored that while the sector is brimming with opportunities, challenges remain – be it grid integration, payment cycles, supply chain bottlenecks, or financing trends. Yet, the consensus was clear: with the right government support, regulatory clarity, and private sector innovation, India has the potential to accelerate its clean energy transition and unlock the next wave of utility-scale renewable growth. Excited to continue contributing to this journey of scaling up solar and shaping a sustainable energy future for India. Thanking my fellow panelists Sandeep Kashyap Vaibhav Roongta Indranil Chatterjee Kalpesh Umaretia Tarun Kumar padhi Sanjeev Gupta Rahul Tyagi Sumit Kumar #EQ #NewDelhi #SuryaCon #DeCarboniseIndia #RenewableEnergy #Sustainability #NetZero

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India - The New Axis of Global Energy India’s energy transformation is reshaping the global landscape: * Energy consumption: 3rd largest globally, 3rd largest oil consumer using over 5 million barrels/day * Refining: 4th largest refining hub with 258+ MMTPA capacity, set to expand further by 2030 * LNG & mobility: 4th largest LNG importer (~6% of global trade) and 4th largest automobile market * Pipelines: 6th largest natural gas pipeline network – 25,429 km operational, target 33,475 km by 2030 * Clean cooking: PM Ujjwala Yojana, the world’s largest clean fuel access programme, will now reach 10.60 crore homes, serving over 33 crore LPG consumers nationwide. * Exploration: OALP Round X (2025) - India’s largest offshore offering with 25 blocks (~1.91 lakh sq km); 172 blocks cumulatively awarded (~3.47 lakh sq km) * Green hydrogen: OMCs planning 900 KTPA capacity by 2030, with plants already operational at BPCL Bina, HPCL Vizag, and GAIL Vijaipur * CBG: 114 plants producing 780 TPD; 42,800 tonnes procured in FY 2024-25 From clean kitchens to green hydrogen, modern pipelines to offshore exploration - India is not just part of the global energy story; it is shaping it. All under the visionary leadership of PM Narendra Modi ji. #EnergyLeadership #CleanEnergy #EnergySecurity #ModiGovernment

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Reversal of FGD policy by the Central Government for a large majority of coal based plants in India is a welcome step. However, there are lessons to be learnt from this experience for implementing energy transition of India in a cost effective manner so that we don't make costly mistakes in future. I write on the same in an article published in ET Energy world yesterday. For the ease of reading , a PDF text is attached. #energytransitionofindia

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