Solar & Wind power industries

While a non-bidding based tariff can definitely allow the solar to grow pretty much the same way wind industry took off in the last decade, I don't think there is appetite from the off-taker side for the same. Solar may not be the cause of their bankruptcy or distress - but it will be the straw that broke the cart!

In absolute terms, impact of solar power addition to the consumer tariff is negligible, but the politics of free power and subsidies is preventing any additional "costly" power off take.

From a tariff level perspective - wind and solar now are within striking distance from each other. It's high time that both are treated similarly by the government and not allow development of one at cost of another.

How regular have the GBI disbursals for wind farms been? Does MNRE / IREDA have enough funds to support solar GBI, if solar were to be promoted with artificially low FIT of say 5 Rs (similar to JNNSM Phase2)?

Two different markets and clientele - AD driven investment would only make up for a small percentage of the installed solar capacity, majority of which is state/central program driven.
(since we've always had an over-subscription at all these programs, even w/o AD investors, there seems to be enough investors in the market)

So AD for wind would have "The" impact for increased wind investment, solar on the other hand would grow primarily with secured tariffs (since the REC story didn't really pan out).
Also, either a secured or a GBI incentive (which would be available to IPPs) could definitely make things positive.

A case in point is GoAP which gave out GBI to biomass power producers, albeit for a year, to ensure realization of up to INR 5.5/kWh (while the tariff itself was sub 5/kWh)...did help in case of biomass, should work for solar as well.