India's Energy Sovereignty: Shifts in Solar Supply Chain Amid Geopolitical Tensions
Ratul Puri, Chairman of Hindustan Power, discusses India's shift from energy transition to energy sovereignty, driven by geopolitical tensions and the need for supply chain resilience. The focus has moved from transitioning to renewable energy to de-risking dependencies, particularly from China. India is enhancing its domestic manufacturing capabilities, supported by initiatives like the ALMM and PLI schemes. These efforts aim to reduce reliance on Chinese solar supply chains and strengthen India's position as a global manufacturing hub. The geopolitical landscape, including the Russian-Ukrainian war and West Asia crisis, has influenced these strategic shifts. 
