The reality is that this shortfall can be fairly easily met by industry.

The problem we are facing is huge. The acute demand is leading to supply-side shortages.

This is the thing that India really needs to fix now. The raw material is there, but the quality is low.

But these are being built haphazardly around India, and they need a lot more than they have now to be successful.

India has the potential to capture more than 50 percent of this opportunity.