Covering 2 to 8 May 2026. Connectivity dominated the week, led by a draft order on LoA-route capacity that has not reached a PPA. Every item is checked against the issuing authority's own document.
1. CERC proposes a mechanism for LoA-based connectivity where the PPA has not been signed
CERC · 6 May 2026 (Petition 11/SM/2026)
CERC has issued a draft order in a suo motu case on connectivity granted under the GNA (General Network Access) Regulations on the basis of an LoA where the PPA has not been signed within 12 months of the LoA. The Commission noted that a large quantum of connectivity granted on LoAs issued by REIAs has not converted into PPAs because buyers have not signed the underlying power sale agreements.
The draft follows a staff paper of 25 November 2025 and comments from 30 stakeholders. It works through three options: exit from the LoA route without surrendering connectivity; substitution of the LoA with a PPA signed under another LoA; and exit from connectivity, with the vacant bay or capacity auctioned. In the auction illustration, the highest bidder above the base price wins the capacity, and the surrendering entity's connectivity bank guarantees are returned within 15 days of receipt of the bid amount.
Why it matters for wind: A large body of wind connectivity sits on LoAs that have not become PPAs. The options decide whether that capacity is kept, moved to a signed PPA, or surrendered and auctioned to others.
Source: CERC suo motu order 11/SM/2026 (LoA-based connectivity without PPA)
2. CERC upholds Land BG encashment in the 175 MW Airpower Windfarms revocation
CERC · 4 May 2026 (Petition 809/MP/2025)
Airpower Windfarms Private Limited sought to quash CTUIL's letter of 3 September 2025 revoking its 175 MW connectivity, granted under Regulation 11B(1) of the GNA First Amendment Regulations, 2023. The Commission recalled Supreme Court principles that status quo orders do not restrain invocation of an unconditional bank guarantee absent fraud or irretrievable injustice, and held that encashment of the land bank guarantee (Land BG) was not unreasonable. CTUIL said it had inadvertently failed to encash the Land BG; the Commission said it should avoid such errors and apply the principles uniformly.
The amount deposited against the Land BG and the Conn BGs is to be returned after adjusting compensation, as directed earlier in the order on the first issue. Other prayers seeking non-coercive action on additional bank guarantees were addressed in line with these decisions, and the petition was disposed of.
Why it matters for wind: Revocation of wind connectivity can carry encashment of the Land BG, and interim status quo directions will not block it. Deposits come back only after compensation is adjusted.
Source: CERC order in 809/MP/2025
3. CERC condones a 31-day delay and reinstates 45 MW for VEH Jayin's hybrid with a 151.8 MW wind project
CERC · 7 May 2026 (Petition 148/MP/2026)
VEH Jayin Renewables sought condonation of a delay in furnishing Conn-BG1 (Rs 50 lakh) and Conn-BG3 (Rs 90 lakh) for an additional 45 MW capacity in its hybrid project. The guarantees were due by 8 November 2025 and were submitted on 8 December 2025, a delay of 31 days. CTUIL declined them and revoked the approval for the additional capacity on 13 March 2026, leaving the 45 MW solar part, then at an advanced stage of commissioning, unable to start trial runs.
CERC found the delay unintentional and inadvertent and condoned it, subject to compensation of 5% of the required bank guarantees, or Rs 7 lakh, to be deposited within 30 days. CTUIL is to reinstate the approval within one week of receipt and to process the technical data and issue connection details for both the 151.8 MW wind project and the 45 MW solar project.
Why it matters for wind: CERC will relax connectivity compliance deadlines where the delay is inadvertent and the project is advanced, but it prices the relief at 5% of the guarantee value. This is a workable route for wind projects that miss a deadline by weeks.
Source: CERC order in 148/MP/2026
4. CERC proposes cutting the real time market scheduling timeline to 50 minutes
CERC · 6 May 2026
CERC has issued a staff paper on shortening the scheduling timeline for real time markets in India. It proposes to reduce the time between the end of revision of schedule and actual delivery from the existing 75 minutes to 50 minutes. Comments are due by 28 May 2026.
Why it matters for wind: A shorter real time window leaves less time to revise schedules, which bears on wind plants whose output moves close to delivery. Deviation exposure may rise for sellers relying on late revisions.