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インドにおける環境持続可能技術への配分・支出資金の分析(2017–18年度〜2025–26年度)と2026年までの構造転換

Analysis of Funds Allocated and Spent on Environmentally Sustainable Technology in India (2017–18 to 2025–26) and Structural Transformation through 2026 (原題)

Kaur Jashandeep, Chauhan Parul

ACR North American Advances📚 査読済 / ジャーナル2026-09-26#エネルギー転換Origin: JP経営インパクト: 資金調達対象セクター: power
DOI: 10.5281/zenodo.22976250
原典: https://doi.org/10.5281/zenodo.22976250

🤖 gxceed AI 要約

日本語

本稿はインドの環境持続可能技術、とくに新・再生可能エネルギー省(MNRE)への公的予算配分と執行を2017–18年度から2025–26年度まで分析する。支出は導入中心から、国内製造・分散型太陽光・グリーン水素・蓄電池・電動モビリティ・系統近代化を含む産業技術転換へと移行した。執行率は86〜91%程度で、COVID-19や資金フロー手続き、北東部州の提案不足が制約要因となった。2026年3月までに再エネ設備容量は約274.68GW(太陽光150.26GW、風力56.09GW)に達し、公的支出が民間投資動員と低炭素産業市場形成の触媒へ変わりつつあることを示す。

English

This paper analyzes India's public budget allocations and expenditures for environmentally sustainable technology, focusing on the Ministry of New and Renewable Energy (MNRE) from FY2017–18 to FY2025–26. Spending shifted from deployment-oriented renewables toward industrial transformation including domestic manufacturing, distributed solar, green hydrogen, storage, e-mobility, and grid modernization. Utilization rates ranged around 86–91%, constrained by COVID-19, fund-flow delays, and weak proposals from some North-Eastern states. By March 2026 renewable capacity reached ~274.68 GW (150.26 GW solar, 56.09 GW wind), indicating public expenditure increasingly acts as a catalyst for private investment and low-carbon industrial markets.

Unofficial AI-generated summary based on the public title and abstract. Not an official translation.

📝 gxceed 編集解説 — Why this matters

日本のGX文脈において

日本企業にとっては、インドの再エネ・グリーン水素市場への参入や調達戦略を検討する際の公的資金動向・政策優先順位の把握に有用。SSBJや有報の気候関連開示とは直接の接点は薄いが、新興国でのトランジション・ファイナンス機会の評価材料となる。

In the global GX context

For global readers, this offers a detailed view of how a major emerging economy structures public expenditure to mobilize private capital across renewables, green hydrogen, and domestic manufacturing—relevant to transition finance debates and to ISSB/TCFD-aligned assessments of sovereign and corporate transition pathways in India.

👥 読者別の含意

🔬研究者:インドの公的気候支出と再エネ容量拡大の関係を定量・制度面から検証する基礎資料となる。

🏢実務担当者:インド市場での再エネ調達・グリーン水素事業・製造拠点投資の政策インセンティブと資金執行リスクの把握に役立つ。

🏛政策担当者:予算執行率の制約要因(資金フロー、州提案)を踏まえ、公的支出を民間投資動員に結びつける制度設計の参考になる。

📄 Abstract(原文)

India's transition towards environmentally sustainable technology has become an increasingly important component of economic policy, energy security, industrial development and climate strategy. Between 2017–18 and 2025–26, public expenditure supporting renewable energy, solar power, wind power, decentralized energy, green hydrogen, energy efficiency, electric mobility, sustainable manufacturing and associated infrastructure underwent substantial structural change. This Research examines the evolution of public financial allocation and expenditure on environmentally sustainable technology in India, with particular emphasis on the Ministry of New and Renewable Energy (MNRE), while situating the expenditure within the wider environmental and energy-policy framework. The analysis demonstrates that India's sustainable-technology transition has moved from a predominantly deployment-oriented renewable-energy model towards a broader industrial and technological transformation involving domestic manufacturing, distributed solar energy, green hydrogen, energy storage, electric mobility, grid modernization and low-carbon industrial systems. MNRE expenditure increased considerably over the Research period, although utilization has not always matched budgetary allocations. The Parliamentary Committee on Energy reported that MNRE utilization during 2020–21 was 86.23 percent of revised estimates, rising to 88.43 percent in 2021–22 and remaining at 81.70 percent in 2022–23; expenditure constraints were associated with the COVID-19 pandemic, delays in fund-flow procedures and insufficient proposals from some North-Eastern states. Digital Sansad The transformation became especially visible after 2022–23. The National Green Hydrogen Mission introduced an initial outlay of ₹19,744 crore, including ₹17,490 crore for the Strategic Interventions for Green Hydrogen Transition programme, while the mission also incorporated pilot projects, research and development and green-hydrogen hubs. Ministry of New and Renewable Energy By 2025–26, MNRE expenditure had reached ₹24,176.68 crore against a budget estimate of ₹26,549.38 crore and revised estimate of ₹25,301.22 crore, representing approximately 91.0 percent of the budget estimate and 95.5 percent of the revised estimate. Press Information Bureau At the physical level, the financial transformation has been accompanied by substantial growth in renewable-energy capacity. India's renewable-energy installed capacity excluding large hydro expanded strongly, with solar becoming the principal source of new renewable capacity. By March 2026, renewable-energy capacity had reached approximately 274.68 GW, including 150.26 GW of solar and 56.09 GW of wind capacity. Press Information Bureau The evidence therefore indicates a structural transformation in which public expenditure increasingly functions not merely as direct government spending but as a mechanism for mobilizing private investment, creating domestic manufacturing capacity, reducing technology costs and establishing new low-carbon industrial markets.

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