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Solar Electricity in India - The Unseen Effect
There's been a phenomenal collapse of solar capital goods in the last ten, 15 years. So many people in the indian centrally planned state electricity system seem to think that that's a bad thing. And if you are willing to be tempted to violate s then just think of what that does to the risk premium. How will india achieve a giant climate transition of eliminating all this fossil fuel electricity generation and greatly increasing reneable generation?