India market
The Policy Shift: Decoding India’s Co-firing Mandate
"New Delhi, where the air is clearing, but the pressure on thermal power plants is reaching a boiling point. The headlines just broke: the CAQM has slapped nearly ₹61 Crore in penalties on six major power plants for failing to meet biomass targets. For years, co-firing was a suggestion. In 2026, it is a survival requirement. For the pellet producer sitting on the sidelines, this is your signal. The demand is no longer just 'projected'—it is legally mandated, and the big utilities are now desperate for your inventory. Here’s how the 'Stick' of penalties and the 'Carrot' of benchmark pricing are rewriting the rules of the Indian energy market."
3 min read · Apr 10, 2026
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