Opportunities and challenges coexist for the hotte

There are both opportunities and challenges for photovoltaic enterprises to enter the Indian market

the Indian photovoltaic market has great potential, and some photovoltaic enterprises are scrambling to enter this market. The Indian government has raised the special investment in solar energy to $100billion by 2022, and plans to set up five $5billion funds to help build new solar projects in the next few years

for developers, the market potential is huge, and some companies are eager to enter the Indian market. But what investors need to keep in mind is that along with opportunities, risks also exist

enter the Indian market with great potential

SunEdison is the company with the highest enthusiasm to participate in the Indian market. Last year, the company signed a memorandum of understanding with the government of India's jastan state of 5billion watts in order to ensure after-sales photovoltaic projects to brightness, and also promoted other projects

recently, SunEdison announced that it had signed another memorandum of understanding to establish a joint venture with adanienterprisesltd, a local Indian enterprise, to produce photovoltaic equipment and inject US $4billion. If the Indian market can grow rapidly as expected, having local partners in India will help the development of the company

however, investors need to remember that the above announcement is only a memorandum of understanding, not a formal contract, and these projects may never be implemented. And there is another reason, not everyone is optimistic about the Indian photovoltaic market

not everyone is optimistic about India's photovoltaic market

before you start thinking that India is the next hot spot for solar energy investment, you must understand why some enterprises do not want to invest here. India has been neglecting the construction of energy infrastructure for a long time. The most obvious manifestation is the blackout in 2012, which affected as many as 600million people. The second is to judge the situation

last year, power plants with a total installed capacity of 1 GW were unable to generate electricity due to the lack of coal and natural gas necessary for power generation, so the power production Federation had to ask the government for help on behalf of 20 private power enterprises. This problem is caused by the government's limited energy imports

another challenge is that India's power infrastructure often cannot reach the people who need electricity most. Power supply is available in urban centers, but the power distribution connecting households is often missing

all the above uncertainties lead to the obvious relaxation of molecular motion. SunPower refuses to enter the Indian photovoltaic market. It is surprising that the Indian market has such great potential, but ceotomwerner said that countries such as Chile, Mexico, South Africa and China have better development opportunities because they provide more predictable energy policies. No matter how the media reports the huge potential of the Indian market, it is difficult to calculate the return on investment of photovoltaic projects if its electricity cannot operate well

why does SunEdison bet on the Indian market?

it is not that SunEdison is wrong to enter the Indian market. Although the details of photovoltaic projects in India are not fully understood, one reason for attracting SunEdison is the relatively low risk. At present, it seems that the $100billion photovoltaic investment is mainly undertaken by Indian state-owned enterprises, and the first batch is the five $5billion funds recently announced. If the situation is true, SunEdison will act as the contractor of the project and bear only a small risk after the project is completed

with regard to the $4billion investment in photovoltaic manufacturing industry, if SunEdison has no weakness in finance, given that its partner is adanienterprises, the risk of this investment is the lowest. But a few years ago, the same production technology led to heavy losses of MEMC electronics, the predecessor of SunEdison. From this point of view, the risk of this investment is huge

don't be confused by the bright data of Indian photovoltaic market, because it may not bring profits to photovoltaic enterprises. Indian electricity has been a nightmare for decades, and energy related policies are also erratic. If India's solar energy demand remains stable, the positive side is still large, but considering the unstable energy market in the country's history, this possibility is small

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