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Telangana State

Critical minerals, policy, and the energy transition

The Energy Transition in Telangana, India

Telangana, land-locked Deccan state centred on Hyderabad, is fast swapping coal imports for its abundant sunshine. Installed capacity tops 20 GW, with solar alone at about 8 GW, already covering roughly 30% of annual demand and the entire midday peak on clear-sky days. The 2025 Solar Power Policy raises the bar to 12 GW solar, 5 GW wind–solar hybrids and 1 GWh of batteries by 2030. Work is advancing on a 1,200 MW phase of NTPC’s green energy park at Ramagundam, 100 MW of floating PV on the Sri Ram Sagar reservoir and 240 MW of canal-top arrays along the Kaleshwaram irrigation network. A 1,000 MWh battery tender near Warangal will shift noon surpluses into the evening household peak, while a 1.2 GWh pumped-storage upgrade at Srisailam is slated for 2028. Hyderabad Pharma City is planning a 100 MW electrolyser cluster to supply green hydrogen for chemicals and heavy transport. The state’s mineral foundation is equally strategic. The Singareni coalfield continues to stabilise the grid, but Telangana’s resources extend well beyond coal: iron ore at Bayyaram, limestone in Nalgonda for low-carbon cement, high-purity quartz and feldspar in Mahabubnagar for solar glass and semiconductors, and chromite–nickel traces within Khammam’s ophiolite belts. By pairing gigawatt-scale renewables, large-volume storage and this diversified resource base, Telangana is positioning itself as a resilient clean-power and advanced-materials hub for south-central India.

Critical Minerals produced in Telangana
Essential Mineral Production and Products in Telangana

A state-by-state analysis of India’s critical minerals and energy transition policies

SFA explores the state-level frontlines of India’s strategy to secure its position in the global energy transition. As demand surges for critical minerals used in electric vehicles, grid storage, solar, and hydrogen technologies, India is intensifying efforts to diversify supply, localise processing, and reduce strategic dependencies. This analysis examines how mineral endowments, state-level industrial policy, and renewable energy deployment intersect across the Indian landscape. From lithium-bearing pegmatites in Karnataka and Jammu & Kashmir to rare-earth-rich coastal sands in Tamil Nadu and Odisha, this state-by-state review highlights the opportunities and constraints shaping India’s clean-energy future and its role in global mineral security.

LithoX | Critical Minerals and the Global Energy Transition

The global energy transition to net zero is underway. Who is leading? How are supply chains being secured? How do the geopolitics vary? SFA (Oxford) provides a global overview of critical minerals, policy and legislation.

Asia

Asia's diverse geology includes significant rare earth reserves crucial for electronics and renewable energy technologies. Countries like China lead production and processing, driving economic growth while facing sustainability challenges and environmental impact.

Meet the Critical Minerals team

Trusted advice from a dedicated team of experts.

Henk de Hoop

Chief Executive Officer

Beresford Clarke

Managing Director: Technical & Research

Jamie Underwood

Principal Consultant

Ismet Soyocak

ESG & Critical Minerals Lead

Rj Coetzee

Senior Market Analyst: Battery Materials and Technologies

How can we help you?

SFA (Oxford) provides bespoke, independent intelligence on the strategic metal markets, specifically tailored to your needs. To find out more about what we can offer you, please contact us.

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