India’s $100 Billion Grid Bet Is Accelerating A Solar Manufacturing Boom

India’s $100 Billion Grid Bet Is Accelerating A Solar Manufacturing Boom By Alex Kimani - Jul 08, 2026, 3:00 PM CDT India is undergoing a historic solar surge, adding a record 44 GW in 2025/26. India is becoming the world’s second-largest solar growth market after China, with installed solar capacity reaching 154 GW. Transmission bottlenecks and curtailment are stranding solar output, so India is investing roughly $100 billion in new transmission lines, battery storage, and pumped hydro projects.