Home › Research › Aluminium Open Access Renewable India Aluminium · RE Investment Decision The RE Investment Case for Indian Aluminium Smelters: When CCTS, CBAM Scope 2, and RCO Together Pay More Per kWh Than Solar Costs to Procure The landed cost of open access solar for captive industrial consumers in Odisha and Chhattisgarh is […]
The RE Investment Case for Indian Aluminium Smelters | Reclimatize.in Read More »
This article maps what CCTS and CBAM actually add to the financial return on decarbonisation investments, why the carbon price signals they create are necessary but insufficient, and what public capital mechanisms India needs to deploy at scale to prevent carbon lock-in in its planned industrial capacity expansion.
India’s thirteen primary aluminium smelters are operating under legally binding GEI targets for FY2025-26 and FY2026-27, gazette-notified by MoEFCC on 8 October 2025. Vedanta Jharsuguda must reduce from 13.4927 to 12.8259 tCO₂/t by FY2026-27; BALCO must move from 15.7129 to 14.8087. Renewable electricity is the lever with the highest GEI impact and the highest simultaneous value it resolves CCTS compliance, CBAM Scope 2 liability, and the RCO mandate in a single investment. This article maps the gazette targets, the four abatement levers, the CCC revenue potential, and the financial case for each investment decision.
This article maps every operational detail that obligated entities and surplus generators need to know before mid-2026 carbon credit trading begins.
This article maps the full RE transition economics for India’s aluminium smelters under CCTS, CBAM and the 43.33% RCO by FY2030.
This article maps the full CCTS enforcement sequence, the PAT credibility problem, and what compliance managers need to know before the FY 2025-26 deadline.
CBAM and Indian Aluminium: Why Electricity Source Is the Decisive Future Competitive Variable Home › Research › Aluminium › CBAM Indian Aluminium Scope 2 Electricity Risk Aluminium CBAM Policy Analysis Risk CBAM and Indian Aluminium: Why Electricity Source Will Become the Decisive Competitive Variable and What Every Smelter Must Do Before the 2027 Review CBAM
India’s Carbon Market Portal launched in March 2026. Trading of Carbon Credit Certificates begins by July 2026. This guide explains how the CCTS works, who is covered, what the targets are, and what obligated entities must do before the first compliance deadline.
India’s Carbon Credit Trading Scheme (CCTS) Explained | Reclimatize.in Read More »
CBAM and Indian Aluminium: Why Renewable Electricity Is Now a Trade Competitiveness Question Key takeaways India’s aluminium sector is among the most carbon-intensive globally because smelters run almost entirely on captive coal-based power plants. Approximately 80% of total sector emissions come from electricity generation, not the electrolysis process itself. CBAM currently covers only direct Scope
Understanding what CBAM means is one thing. Understanding how it actually works operationally is what exporters need. This article explains CBAM’s mechanics step by step, from product coverage and emissions calculation through to certificate obligations and verification.
How the Carbon Border Adjustment Mechanism Works: A Guide for Exporters | Reclimatize.in Read More »
