Nice post, thanks for sharing. I like the the way you linked Sanghvi Movers for valuing Suzlon.
One sent thought from my old reading on Wind Energy is that major issue is capital required for the project and second part is the demand is going to come from hybrid with the solar project which want to optimize the land.
Until the company able to deploy better system to generate efficient return it is very risky line.
Thank you for your comment sir 🙏 Actually, Suzlon is mostly an equipment supplier and yes the project cost, land acquisition and optimisation is the IPP's (Suzlon customer )responsibility, which in turn is dependent on state governments for land, their grid infra to evacuate power etc. So, there are several points in the value chain where things can get stuck. That's my understanding.
Power producers get land for Solar park and the grid infra to evacuate power but only wind energy don't get it don't make sense for me. Thanks of input.
Nice post, thanks for sharing. I like the the way you linked Sanghvi Movers for valuing Suzlon.
One sent thought from my old reading on Wind Energy is that major issue is capital required for the project and second part is the demand is going to come from hybrid with the solar project which want to optimize the land.
Until the company able to deploy better system to generate efficient return it is very risky line.
Thank you for your comment sir 🙏 Actually, Suzlon is mostly an equipment supplier and yes the project cost, land acquisition and optimisation is the IPP's (Suzlon customer )responsibility, which in turn is dependent on state governments for land, their grid infra to evacuate power etc. So, there are several points in the value chain where things can get stuck. That's my understanding.
Power producers get land for Solar park and the grid infra to evacuate power but only wind energy don't get it don't make sense for me. Thanks of input.