The Mineral Conversion Gap
Five evidence records reveal where mineral access becomes processing capability, where supply has been demonstrated and what remains unproved for India's industrial buyers.
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What the records establish
The analysis below sets out the evidence and its limits.
Documentary comparison
5 June 2025
1,716 MW
1 May 2026
5,201 MW
Revised ALMM record — the later figure replaces, rather than adds to, the earlier one.
All Intelligence Layers
8 worksSolar Capacity, Qualified Supply and Delivered Power
A dated examination of India's solar manufacturing and electricity records: what the reported capacities measure, where operational evidence exists and which connections remain unproved.
Read analysisDefence Dependence: What the Evidence Actually Controls
A dated cross-source ledger distinguishing foreign supply, domestic single-source risk, qualified materials, sustainment access and authority to change a defence system.
Read analysisThe Solar Module Acceptance File
A named manufacturer's official record shows why a new module model, increased enlisted capacity and continued conformity must be evaluated separately before a buyer can rely on them.
Read analysisThe Constellation Commitment Ledger
Historical dossier: what India's Earth-observation constellation agreement establishes, and what is not yet demonstrated in operational delivery or recurring demand.
Read analysisThe Battery Storage Pipeline Is Not Operational Supply
A historical evidence crosswalk separates tendering, awarded capacity, construction and operating storage without inventing a national commissioning conversion rate.
Read analysisNational Waterways: Declared, Operational, Used
A dated administrative-and-freight evidence ledger identifying why a designated National Waterway, an operational route and a carried tonne of cargo are different claims.
Read analysisThe RDI Fund: From Corpus to Project Finance
A dated capital-deployment ledger separating scheme authorisation, intermediary sanction, released capital and project decisions in India's Research, Development and Innovation financing programme.
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