A new analysis by Ember shows that solar energy, combined with battery storage, could meet up to 90% of India’s electricity demand at a lower cost than what most states currently pay for power. The findings highlight a major shift: clean energy is no longer just sustainable—it is becoming the most economical option.

India’s solar journey has already begun, but the real opportunity lies in scaling it up and making it available round the clock.

India’s Solar Potential Is Massive but Underused

India’s cumulative solar capacity as of March 2026 was 150.26 GW. While this sounds significant, the Ember report states that it represents only about 4% of the country’s estimated 3,343 GW ground-mounted solar potential. In simple terms, India has barely tapped into its solar resources.

This untapped capacity is enormous. The total feasible solar potential could generate nearly three times the country’s electricity demand in 2024. Even more striking, this estimate uses only a small portion of available land—just 6.7% of suitable wasteland, which is less than 1% of India’s total land area.

Moreover, this figure excludes other major opportunities. Rooftop solar alone could add over 600 GW, while floating solar projects may contribute up to 300 GW. Technologies like agrivoltaics, which combine farming with solar panels, could further expand capacity.

Solar power is already making a visible impact. In 2025, it contributed 9.4% of India’s electricity. During peak sunny hours, it met nearly a quarter of demand. However, the challenge remains clear: solar stops working after sunset. To fully unlock its potential, India must solve the “night problem.”

Why Solar + Storage Makes 90% Clean Power Possible

Now, battery storage is the missing piece. It allows excess solar power generated during the day to be stored and used at night. Thanks to falling battery costs, this solution is now economically viable.

• According to Ember’s modeling, solar combined with batteries can meet up to 90% of India’s electricity demand at a levelized cost of electricity (LCOE) of about INR 5.06 per kWh. This is cheaper than the average power purchase cost in many states today.

However, reaching 100% solar is not as simple. Each additional percentage beyond 90% requires significantly more solar panels and storage capacity. This leads to rising costs, making 90% the most practical and cost-effective target.

To meet this level of demand, India would need around 930 GW of solar capacity. This is still less than one-third of its total feasible ground-mounted potential. Alongside this, about 2,560 gigawatt-hours (GWh) of battery storage would be required.

In practical terms, for every 1 GW of average demand, the system would need about 4.9 GW of solar capacity and 13.5 GWh of storage.

• SEE MORE: India’s Solar and Renewable Energy Outlook to 2030: Impact of the US-India 18% Tariff Cut on Exports 

Seasonal Patterns Shape Solar Performance

Solar energy does not perform the same way throughout the year. Its effectiveness depends heavily on seasonal patterns and weather conditions.

The Ember report further highlighted that during the early months of the year, from January to April, solar radiation is strong. In this period, solar and batteries can meet nearly 100% of daily electricity demand. Batteries store excess energy during the day and release it at night, ensuring a stable supply.

In peak summer months like May and June, electricity demand rises by about 10%. Even then, solar and storage can still meet around 88% of demand.

The real challenge appears during the monsoon season. Cloud cover reduces solar output significantly, especially in July. During this time, solar and batteries can meet only about 66% of demand.

This limitation is not due to battery capacity. Instead, it is caused by reduced solar generation over several cloudy days. Batteries can shift energy from day to night, but they cannot store large amounts of power for extended low-sunlight periods.

This is why a balanced energy mix is essential.

Wind and Hydro Will Fill the Gaps

India does not need to rely on solar alone. Other clean energy sources can complement solar power effectively.

Wind energy is especially important. It tends to generate more power during the monsoon months, when solar output is low. This natural balance helps stabilize the overall energy system.

Hydropower and nuclear energy can also provide steady, reliable electricity. Together, these sources reduce the need for excessive solar and battery capacity, keeping costs under control.

As a result, solar becomes the backbone of the system, while other clean sources fill in the gaps. Looking ahead, solar will play a major role in meeting energy demand. Around 50% of India’s additional electricity demand through 2030 is expected to come from solar power.

State-Level Trends Show Strong Potential

The feasibility of solar-plus-battery systems varies across states. This depends not only on sunlight availability but also on how and when electricity is used.

States like Andhra Pradesh, Maharashtra, Karnataka, Telangana, and Tamil Nadu show strong alignment between solar generation and electricity demand. In these regions, demand peaks during sunny months, making it easier for solar to meet a large share of electricity needs.

For example, demand in these states is often 10% to 29% higher than average during high-solar months. At the same time, demand drops during the monsoon, which helps offset lower solar output.

Other states like Gujarat, Rajasthan, and Madhya Pradesh also show favorable conditions. Their demand remains relatively stable throughout the year, which makes solar integration smoother.

However, not all states are equally suited. Uttar Pradesh and West Bengal face more challenges. In these regions, electricity demand peaks during the monsoon, when solar output is weakest. This mismatch makes it harder for solar-plus-storage systems to meet demand efficiently.

These differences explain why the same solar and battery setup performs better in some states than others.

Transmission Will Unlock National Benefits

India’s renewable energy strategy already reflects a smart approach. Large-scale solar projects are being developed in high-resource states with strong sunlight and available land. At the same time, the country is expanding its transmission network to move electricity across regions.

This interconnected system allows solar-rich states to supply power to areas with higher demand or lower solar potential. It also improves the overall efficiency of the grid.

As transmission infrastructure grows, the benefits of solar and storage will spread across the country.

The analysis makes one thing clear: India has the resources to transform its power system. Solar energy, backed by battery storage, can deliver clean, reliable, and affordable electricity at scale.

• In the broader context, the Asia-Pacific region led the global BESS market, generating USD 17.31 billion in 2025 and expected to reach USD 21.32 billion in 2026.

However, the transition will require careful planning. Seasonal variations, regional differences, and the need for complementary energy sources must all be considered.

Still, the direction is clear. With falling costs and abundant resources, solar plus storage is no longer a future possibility—it is a present-day solution.

India now stands at a turning point. By scaling up solar and investing in storage and grid infrastructure, the country can move closer to a low-cost, low-carbon energy system that meets demand day and night.

• READ MORE: India Achieves 50% Non-Fossil Fuel Power Milestone: Solar Shines Bright 

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A new wave of innovation is reshaping how the mining industry approaches waste. CBC News, Canada, reported that researchers in Sudbury, northern Ontario, are developing a bacteria-based technology called bioleaching, which uses naturally occurring microbes to extract valuable metals such as nickel, cobalt, and copper from old mine tailings.

Led by MIRARCO Mining Innovation, the team recently opened a pilot facility in October 2025 to scale up this process, aiming to transform mining waste into a source of critical minerals while cutting emissions, reducing environmental risks, and unlocking billions of dollars in untapped resources.

Sudbury Moves Toward Commercial Bioleaching

Sudbury has a long history of mining, leaving behind massive piles of tailings—the leftover rock and sediment from ore extraction. These materials still hold billions of dollars’ worth of metals, but until now, recovering them was difficult, energy-intensive, and expensive. The bioleaching technology changes that. By using bacteria that naturally digest minerals, scientists can release metals from waste rock without relying on harsh chemicals or high temperatures.

According to Nadia Mykytczuk, CEO of MIRARCO, the new pilot facility represents a shift toward sustainable mining. She precisely mentioned that,

In Sudbury alone, the tailings contain $8 billion to $10 billion worth of nickel. With this facility, we are shaping a new era of mining innovation—one that focuses on clean technology, critical minerals, and preparing the workforce of tomorrow.

The facility connects research, industry, and community partners, creating a hub for applied research in bioleaching and bioprocessing.

Before moving to the new facility, MIRARCO operated within Laurentian University, and the long-standing partnership continues. The pilot center allows researchers to handle larger samples of mine waste and test how bioleaching works at a scale closer to industrial operations. This is essential for proving that the process can be commercially viable in Canada.

• READ MORE: Canada’s $65B Critical Minerals Challenge: Can It Keep Up?

Bioleaching Breakthrough: Turning Tailings into Critical Minerals

• The process starts by grinding the mine tailings and mixing them with a nutrient-rich liquid. Scientists then introduce specialized bacteria into the mixture.
• These microbes feed on the minerals, producing chemical reactions that dissolve metals into the liquid.
• The resulting slurry moves through a series of reactors, where the process continues, and metals are eventually collected in a liquid form.

Early experiments are promising. Scientists at MIRARCO have noted that the process can recover 98–99 percent of nickel from the tested tailings. The value surpasses traditional methods that often leave large amounts of valuable minerals behind.

In separate research, scientists are growing and refining the bacteria. Different microbes target specific minerals. Some thrive in acidic conditions, ideal for breaking down sulfide tailings, while others focus on iron oxides or silicate rocks.

This flexibility allows scientists to extract not only common metals like nickel and copper but also rare earth elements and lithium, which are critical for batteries and renewable energy technology.

Environmental and Carbon Benefits

Traditional metal extraction uses energy-intensive methods, including high-temperature processing, chemical treatments, and heavy machinery. This approach produces substantial carbon emissions and generates more waste. Bioleaching operates at ambient temperature and pressure, reducing energy use by an estimated 30–40 percent.

It also tackles the challenge of storing mining waste. Canada produces around 650 million tons of mine tailings every year. Much of this material sits in ponds behind dams, which can be unstable and pose long-term environmental risks.

Significantly, tailings may generate acid or release metals into the environment, and dam failures can have serious consequences. The 2014 Mount Polley mine tailings dam failure incident in British Columbia is a stark reminder of these dangers.

By turning tailings into a source of metals, bioleaching reduces the volume of waste requiring storage, cutting both environmental risk and the legacy costs of old mining sites.

Overcoming Challenges

While promising, the technology is not without hurdles. Processing tailings can be costly, and the bacteria require careful monitoring and specific growth conditions. Scaling up from pilot operations to full commercial production will also need investment in infrastructure and specialized equipment.

Environmental experts, such as MiningWatch Canada, note that tailings can behave unpredictably. They may chemically react over time or shift physically, posing stability concerns. Effective containment and monitoring are critical to ensure the process remains safe at larger scales.

Despite these challenges, researchers are optimistic. Early pilot studies indicate that the bacterial method could recover 65–80 percent of minerals left behind by conventional processing. This is a significant improvement that makes further investment worthwhile.

Fueling Canada’s Clean Energy Future

The technology comes at a crucial time. Global demand for critical minerals is rising as electric vehicles, wind turbines, and solar panels become more widespread. Canada has identified 31 minerals essential for the energy transition, but many are currently imported from regions with supply risks. Bioleaching offers a way to unlock domestic resources while reducing dependence on imports.

The process could provide materials for electric vehicle batteries, grid infrastructure, and industrial applications. Lithium and cobalt can power EVs, rare earth elements like neodymium and dysprosium support wind turbines and other clean energy systems, and copper and nickel are essential for electrical grids.

By recovering these from tailings, Canada could strengthen its supply chains while reducing environmental impact.

By 2040, the IEA expects the value of North America’s energy minerals to grow to around USD 30 billion for mining and USD 14 billion for refining. Mining growth will mainly come from copper in the United States and Mexico, and from lithium and nickel in Canada.

For refining, the region could make up about 4% of the global market, led by copper and lithium refining in the United States and copper and nickel refining in Canada.

Moving Toward Commercial Deployment

MIRARCO aims to transition from pilot testing to full-scale operations in the next two to three years. Globally, bioleaching is already in use at around 30 mining sites, but Canada has yet to deploy it commercially. The pilot facility in Sudbury is helping bridge that gap by testing continuous processing and demonstrating commercial viability.

Government support is also playing a key role. CBC further highlighted that funding through Canada’s Clean Technology Program and provincial innovation grants is helping advance research and development. The technology aligns with national goals to position Canada as a global leader in sustainable critical minerals production by 2030.

Overall, industry analysts predict bioextraction could become commercially viable within three to five years for specific minerals, with broader adoption following as operational experience grows.

• MUST READ: Canada Leads G7 with $6.4B Critical Minerals Boost to Secure Global Supply Chains 

The post Bioleaching Breakthrough in Canada: How MIRARCO’s Pilot Facility Turns Mine Waste into Critical Minerals appeared first on Carbon Credits.

Disseminated on behalf of Surge Battery Metals.

Lithium Americas (LAC) has officially broken ground at Thacker Pass, Nevada. The project is advancing toward its first production target in 2028. LAC CEO Jonathan Evans said in the company’s news release that the project should be mechanically complete by the end of 2026. Commissioning will happen through 2027, with commercial production starting in 2028.

For investors watching Nevada clay lithium, this milestone is more than an update. It’s a market signal that could change the investment landscape.

De-Risking the Clay Lithium Category

For years, clay-based lithium has faced a single recurring objection: “It has never been done at a commercial scale.” Unlike brine or hard-rock lithium, sedimentary clay deposits presented a technological and operational unknown. Investors and lenders were cautious, capital costs were higher, and early-stage projects struggled to secure financing.

Thacker Pass changes that narrative. Once LAC makes battery-grade lithium carbonate from sedimentary clay at a commercial scale, it reduces risks for the whole category. Projects in Nevada now have clear proof that clay-based lithium can be mined and processed effectively.

The historical precedent is instructive. In Chile’s Atacama region, the first brine lithium projects proved the chemistry and cost-effectiveness of large-scale lithium extraction. Later projects attracted capital more easily and on better terms. This created a ripple effect, speeding up the region’s lead in global lithium supply.

Thacker Pass is playing that same role for sedimentary clay. Its success is not just a win for LAC. It marks a key milestone for the whole Nevada clay lithium sector, including the Nevada North Lithium Project (NNLP) of Surge Battery Metals (TSX-V: NILI | OTCQX: NILIF).

Understanding the Technical Landscape

Thacker Pass Phase 1 has lithium levels of 1,500–2,500 ppm. They plan to extract it using sulfuric acid leaching to create battery-grade lithium carbonate. The project is important both geographically and operationally.

It features a large pit, a big processing facility, and integrated infrastructure. This covers access roads, water supply management, and energy sources that meet Nevada’s rules.

While Thacker Pass shows commercial viability, it is crucial to note that NNLP and Thacker Pass are not technically the same. NNLP employs a different beneficiation approach and reagent chemistry to optimize recovery.

NNLP: The Higher-Grade, Next-Generation Project

Thacker Pass shows clay lithium on a large scale. NNLP positions itself as the next evolution of this asset class, with clear geological advantages:

• Grade: NNLP averages 3,010 ppm lithium, significantly higher than Thacker Pass Phase 1 material. Recent drilling results show that step-out drilling found a 31-meter intercept with 4,196 ppm lithium from surface. This gives NNLP a potential extraction advantage.
• Strip Ratio: NNLP’s 1.16:1 strip ratio is among the lowest in the sedimentary clay peer group. This indicates that it has favorable material movement requirements relative to ore recovered.
• Operating Costs: NNLP’s estimated OPEX is US$5,097/t LCE, lower than Thacker Pass guidance of ~US$6,200/t C1. It suggests that it has competitive economic positioning within the peer group.

Both projects produce battery-grade lithium carbonate using sulfuric acid leaching. However, each method is customized for the specific geology of the project. NNLP is not a copy of Thacker Pass. Rather, it is a next-generation clay project designed to leverage lessons learned while improving key parameters.

Moreover, infill drilling showed a steady, thick, high-grade core. It included intercepts like 116 meters at 3,752 ppm Li and 32 meters at 4,521 ppm Li. These results support future resource expansion. They also highlight the project’s scale, quality, and technical readiness as it prepares for a Pre-Feasibility Study.

• SEE MORE: Surge Battery Metals Strengthens Nevada North With High-Grade Expansion and Infill Success

Why Category De-Risking Matters for Investors

In emerging resource sectors, de-risking is often more valuable than the resource itself. Projects that validate a new extraction method or commodity unlock several market advantages:

1. Lower financing risk: Investors are more willing to fund projects once proof of concept exists.
2. Improved capital terms: Lending rates and equity expectations can improve when technology and economics are validated.
3. Accelerated project development: Developers can move faster, reduce contingencies, and focus on optimization rather than proving viability.

Thacker Pass’s progress effectively removes the “first-mover risk” from sedimentary clay projects. NNLP has higher grades, near-surface mineralization, and competitive OPEX. Now, it can be assessed on its own merits, not on doubts about large-scale clay processing.

Strategic Significance in the U.S. Lithium Market

The timing of Thacker Pass’s construction and NNLP’s development aligns with broader policy and market trends. Lithium is a critical input for electric vehicles, grid-scale storage, and advanced defense technologies. The U.S. government has emphasized domestic lithium production as a strategic priority.

In March 2025, President Trump signed an executive order called “Immediate Measures to Increase American Mineral Production.” This order directs federal agencies to speed up permitting and support domestic projects. It also aims to lessen dependence on foreign supply chains for critical minerals.

Projects like Thacker Pass and NNLP benefit from this policy. They provide secure domestic sources that boost the lithium supply chain.

Nevada is central to this strategy. Its clay deposits are among the largest and best in the U.S. They provide a stable base for domestic lithium production, which supports electrification goals and helps reduce reliance on imports.

Thacker Pass’s progress also sends a signal beyond the Nevada clay sector. It demonstrates that investors and capital markets are willing to back sedimentary clay projects at scale. That validation reduces perceived risk for future projects. It also speeds up permitting and development timelines as well as strengthens valuation metrics.

NNLP, with its superior grade and shallower resource, stands to benefit disproportionately. It is no longer constrained by questions of category viability. It can now be evaluated based on its geological quality, operational efficiency, and potential returns.

NNLP’s advantages, combined with the category de-risking effect of Thacker Pass, position it as a next-generation investment opportunity in Nevada’s clay lithium space.

Looking Ahead: Domestic Lithium’s Role in Energy Transition

Lithium demand is set to grow rapidly as electric vehicles, battery storage, and renewable systems expand. Securing a high-quality, domestic supply is critical to maintaining U.S. leadership in clean energy technology.

Thacker Pass proves that commercial-scale sedimentary clay lithium is achievable. NNLP demonstrates the potential for even higher efficiency and superior economics within the same category. Together, these projects show how local resources can support the energy transition while providing compelling investment opportunities.

NNLP’s higher grades, near-surface mineralization, low strip ratio, and competitive OPEX position it as a leading asset within a now-validated category.

For NILI investors, the message is clear: the clay lithium category is no longer theoretical, and NNLP is positioned to capitalize on the proof-of-concept success. The best news of the year is here—and it’s grounded in both science and strategy.

• READ MORE: China Cuts Battery Export Rebates, Sending Lithium Prices Up and Boosting NILI’s Role in Global Lithium Supply

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