Contents
Introduction
India’s Net Zero by 2070 pathway, highlighted by NITI Aayog, reveals a paradox: unprecedented renewable capacity expansion alongside persistent structural bottlenecks, necessitating complementary baseload solutions to ensure grid stability and energy security.
Structural Bottlenecks in India’s Renewable-Led Energy Transition
- Intermittency and Low Capacity Utilisation: Solar and wind, the backbone of India’s renewable push, suffer from inherent intermittency. Low Capacity Utilisation Factors (CUF)—around 20–25% for solar and 30–35% for wind—create a mismatch between installed capacity and actual generation. According to the CEA, this intermittency leads to frequent curtailment, undermining round-the-clock power supply.
- Grid Inflexibility and Transmission Constraints: A renewable-heavy grid stresses legacy infrastructure designed for coal-based baseload. Delayed Green Energy Corridors, limited real-time balancing, and weak inter-state transmission capacity cause congestion. The IEA (2023) notes that grid readiness, not generation capacity, is India’s primary clean-energy constraint.
- Storage Deficit and Cost Barriers: Energy storage is the Achilles’ heel of renewable dominance.
NITI Aayog projects 1,300–3,000 GW of BESS by 2070, yet lithium-ion batteries remain expensive and import-dependent. Pumped Storage Plants (PSPs) face land, ecological, and clearance challenges, slowing deployment. - Land, Ecology, and Social Trade-offs: Renewable expansion competes with agriculture and biodiversity. Large solar parks in Rajasthan and Gujarat have clashed with Great Indian Bustard conservation, while land acquisition delays inflate project costs, reflecting a structural land–energy nexus.
- DISCOM Fragility and Financing Stress: India’s power transition is constrained by weak last-mile institutions. Financially stressed DISCOMs, with losses exceeding ₹6 lakh crore (RBI), limit power offtake and delay payments, discouraging private renewable investment despite falling tariffs.
Nuclear Power as a Carbon-Free Baseload in a Decentralized Grid
- Firm Power and Grid Reliability: Nuclear energy offers ‘always-on’ electricity with a PLF above 85%. Unlike variable renewables, nuclear provides dispatchable, carbon-free baseload, making it indispensable for frequency regulation and grid inertia as coal phases down.
- Coal Displacement without Compromising Security: As coal’s share declines to 6–10% under CPS, nuclear fills the reliability gap. NITI Aayog projects nuclear capacity rising to 90–135 GW (CPS) and 295–320 GW (NZS) by 2070, enabling coal retirement without risking blackouts.
- Support to Hard-to-Abate Sectors: Nuclear power extends beyond electricity generation.
High-temperature heat from reactors supports green hydrogen, green steel, and ammonia, sectors where renewables alone are insufficient, as highlighted by the IPCC AR6. - Small Modular Reactors and Decentralisation: SMRs redefine nuclear’s role in a decentralized architecture. SMRs enable captive baseload power for industries, repurpose retired coal plant sites, and reduce land and transmission requirements—aligning with India’s ‘Viksit Bharat’ industrial vision.
- Strategic and Technological Spillovers: Nuclear energy strengthens strategic autonomy.
Indigenous programmes, including AHWR and thorium-based reactors, reduce import dependence while complementing India’s long-term clean-energy innovation ecosystem.
Conclusion
Echoing Dr. A.P.J. Abdul Kalam’s vision of ‘energy independence’, India’s 2070 grid demands a balanced synthesis of renewables, nuclear resilience, and institutional reform to transform ambition into sustainable reality.


