Supply strategy
Supply Strategy: Blending Grid, Open Access, On-site Generation & BESS for 24/7 Clean Power at Lowest Landed Cost
With the load and reliability baseline established, we design the optimal power supply portfolio — combining DISCOM grid power, open access renewable procurement, on-site generation, and battery storage. Using hourly production-cost modelling, we determine the least-cost combination that meets your round-the-clock clean energy targets while managing regulatory, financial, and technical risk across a 15-25 year horizon.
Typical duration · 6-9 weeks
Samples generated 05 Sept 2026, 11:27 pm ISTWhat happens in this step
- 01Map available supply options: DISCOM tariffs, group captive/open access eligibility, third-party PPA rates, and interstate transmission access across candidate states
- 02Build hourly (8,760-hour) production-cost model matching load profile against solar, wind, hybrid, and BESS dispatch options
- 03Run portfolio optimisation across renewable capacity mix, storage sizing, and grid draw to minimise landed cost per kWh while meeting round-the-clock (RTC) clean energy percentage targets
- 04Evaluate open access charges (CSS, ADD, wheeling, banking) and regulatory trajectory by state to shortlist 2-3 viable jurisdictions
- 05Structure on-site generation options (rooftop, captive solar/wind) versus off-site group captive or third-party sale models
- 06Size and configure BESS portfolio (power/energy ratio, chemistry, cycling regime) for peak shaving, arbitrage, and firming
- 07Prepare investment-grade financial model with sensitivities on tariff escalation, carbon pricing, and merchant exposure
What we need from you
- Load baseline report and 8,760-hour demand profile from Step 01
- Target clean energy percentage and net-zero commitment timeline
- Preferred states/regions for open access or captive generation
- Capital allocation appetite (capex-funded vs. PPA/OPEX model)
- Existing DISCOM connection details and contract demand
- Corporate risk appetite for merchant power exposure
- Any existing land parcels or generation assets to be integrated
Worked example (anonymised, illustrative)
RTC Clean Power Portfolio for Hyperscale Campus · 80 MW critical IT load; 120 MWac solar + 40 MW/160 MWh BESS + grid backup · Western India
A data centre operator targeting 95% round-the-clock renewable supply evaluated open access solar paired with storage against a pure grid + REC strategy, requiring detailed hourly matching and tariff modelling.
Sample deliverables from this step
Every sample below is analyst-written and anonymised for illustration — structure and depth mirror our real deliverables; figures and names are not from any client engagement.
Supply Portfolio Optimisation Model
Hourly-resolution techno-economic model comparing 6-8 supply mix scenarios against landed cost and RTC clean energy percentage targets.
Sample excerpt · Scenario Comparison Summary — illustrative figures
| Scenario | Solar (MWac) | BESS (MW/MWh) | Grid Draw (%) | RTC Clean % | Landed Cost (₹/kWh) |
| Base Case - Grid Only | 0 | 0 | 100 | 38 | 6.90 |
| Solar + OA (No Storage) | 120 | 0 | 62 | 71 | 6.35 |
| Solar + OA + BESS (Optimised) | 120 | 40/160 | 31 | 95 | 6.10 |
| Solar + Wind Hybrid + BESS | 80 | 40/160 | 28 | 97 | 6.25 |
| Captive Group + Grid Backup | 100 | 20/80 | 45 | 84 | 6.45 |
- Landed cost includes wheeling, CSS, banking charges, and O&M pass-through
- RTC clean % calculated on matched hourly basis, not annual netting
- Model updated quarterly as tariff orders and regulations evolve
Open Access & Regulatory Feasibility Memo
State-wise assessment of open access eligibility, charges, banking provisions, and regulatory risk for shortlisted jurisdictions.
Sample excerpt · State Comparison Matrix — illustrative figures
| Parameter | State A | State B | State C |
| OA Threshold (kW) | 1,000 | 500 | 1,000 |
| Cross-Subsidy Surcharge (₹/kWh) | 1.15 | 0.95 | 1.40 |
| Banking Cycle | Monthly | Annual | Not permitted |
| Additional Surcharge (₹/kWh) | 0.40 | 0.35 | 0.55 |
| Group Captive Norms | Standard 26% | Standard 26% | Under review |
- Regulatory trajectory tracked via ongoing tariff order monitoring
- Banking provisions materially affect BESS sizing requirements
BESS Configuration & Sizing Report
Technical sizing rationale for battery storage covering chemistry selection, power/energy ratio, cycling profile, and degradation planning.
Sample excerpt · BESS Sizing Summary — illustrative figures
| Parameter | Value |
| Rated Power | 40 MW |
| Rated Energy | 160 MWh |
| Chemistry | LFP |
| Duty Cycle | 1.2 cycles/day average |
| Round-trip Efficiency | 88% |
| Augmentation Plan | 10% capacity add at Year 8 |
| Design Life | 20 years (cells replaced Yr 12-14) |
- Sizing validated against 10-year hourly dispatch simulation
- Augmentation schedule aligned with warranty degradation curve
Investment-Grade Financial Model & Term Sheet Inputs
Bankable financial model with 20-year cash flow projections, sensitivity analysis, and structured term sheet inputs for PPA/BESS agreements.
Sample excerpt · Key Sensitivity Grid — illustrative figures
| Variable | -10% | Base | +10% |
| Solar CUF | 6.35 ₹/kWh | 6.10 ₹/kWh | 5.90 ₹/kWh |
| BESS Capex | 5.95 ₹/kWh | 6.10 ₹/kWh | 6.25 ₹/kWh |
| Grid Tariff Escalation | 5.80 ₹/kWh | 6.10 ₹/kWh | 6.45 ₹/kWh |
| CSS/Wheeling Charges | 5.90 ₹/kWh | 6.10 ₹/kWh | 6.35 ₹/kWh |
- Sensitivities isolate single-variable impact holding others constant
- Model structured for direct use in lender/investor due diligence
Outcomes
- Clear, bankable supply portfolio design achieving target round-the-clock clean energy percentage
- Lowest verified landed cost per kWh across grid, open access, and on-site generation combinations
- De-risked regulatory position with quantified open access charges and banking constraints
- Right-sized BESS configuration balancing capex, degradation, and dispatch value
Questions clients ask
How do you decide the right split between grid, open access, and on-site generation?
We run hourly production-cost optimisation across dozens of portfolio combinations, scoring each on landed cost, clean energy matching percentage, and risk exposure — the final recommendation balances all three against your specific targets and risk appetite.
Why is BESS often needed even with strong renewable generation?
Solar and wind are variable; without storage, achieving high round-the-clock clean energy matching (above roughly 60-70%) is difficult. BESS shifts surplus daytime generation to evening/night hours and smooths short-term variability, directly reducing grid draw.
Can this strategy change if regulations shift after commissioning?
Yes — we build flexibility into contract structures and portfolio design (e.g., modular BESS augmentation, multi-state sourcing) specifically to absorb regulatory changes in open access charges or banking norms without stranding assets.


