EPISODE · Sep 5, 2026 · 1H 37M
Mudit Narain on why India throws away free solar power
from Subtext by Zerodha · host vishvesh, kashish, mudit narain
We cover:- Why solar power gets curtailed despite its abundance, the evolution of the duck curve, the true cost of cross-subsidizing residential power, and how behind-the-meter storage is re-architecting the grid.- It also covers India's rapid solar build-out, time-of-day tariffs, open access regulations, the India Energy Stack, and how virtual power plants could turn everyday households into energy suppliers. Timestamps0:00 Introduction8:24 Why renewables are intermittent15:28 History of centralized power plants21:04 Why solar gets curtailed, not coal28:50 Sanctioned load and penalty charges38:23 Time-of-day tariffs explained48:12 Duck curve becoming a camel curve53:46 How many hours should a battery store energy?1:03:07 Net metering and policy bottlenecks1:11:31 What "open access" really means1:26:13 Why pilots rarely scale nationally1:36:24 Closing thoughts on EVs and the energy future
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In this episode, Kashish and Vishvesh sit down with Mudit Narain, co-founder of Voltseal, to understand the mechanics of India's electricity grid and how batteries are solving the intermittency of renewable energy.
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Mudit Narain on why India throws away free solar power
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