• India capacity outlook: India is on track to reach 100 GW of wind capacity by 2030, with 48 GW to be built out from current pipeline and execution projects. Annual additions are expected to scale from over 8 GW this year to 8–9 GW next year, 10–12 GW the following year, and eventually 15–20 GW.
• Dispatchable power economics: Wind demand is accelerating because it covers India's morning and evening peak hours where solar cannot, delivering competitive price discovery in round-the-clock dispatchable renewable bids with solar and storage.
• Supply chain capacity: India possesses roughly 25 GW of wind manufacturing supply chain capacity, utilizing around 8 GW domestically this year, leaving substantial surplus to support European market requirements.
• India-EU collaboration: Partnership discussions between India and the EU are focusing on cross-border trade, sharing mature 40-year industry expertise, and transitioning India from medium-term to long-term financing.