Renewable Power
India's solar export boom collapses as US tariffs bite
All but one of India’s top listed solar module companies reported nil exports during the quarter ended 31 March. Market leader Waaree Energies Ltd, which had so far managed to protect its exports to the US, also reported fewer outbound shipments during the fourth quarter of FY26.
4 min read25 May 2026India races to build long-duration storage as renewable gaps widen
India is increasing renewable energy but lacks storage capacity. The government plans to support long-duration energy storage (LDES) technologies to address this, with a financial scheme expected by FY28, as current infrastructure can't efficiently manage renewable power in low generation periods.
4 min read18 May 2026India’s clean energy transition moves from technology to execution
India's clean energy transition focuses on execution and scaling, with startups and enterprises collaborating. The Schneider Electric India Innovation Summit emphasised the importance of coordination, financing, and technology in achieving energy goals.
3 min read15 Apr 2026Sembcorp, Hexa Climate Solutions vie for the India renewables business of Italy's Enel in $300-million deal
The HSBC-run sale process follows a deal signed last year—which later fell through—under which Waaree Energies Ltd had agreed to buy 100% of Enel Green Power India Pvt Ltd (EGP India) from its parent Enel Green Power Development S.R.L. for ₹792 crore.
4 min read9 Mar 2026In the bazaar of clean power, a scramble for green certificates
Carbon-spewing sectors are racing to buy up renewable energy certificates as the financial year draws to a close, both to meet government mandates as well to achieve internal goals. However, an abundant supply of such certificates from India's green power boom has curbed a spike in prices.
2 min read5 Mar 2026AM Group challenges tech giants with $25 billion green AI platform
AM Group is investing $25 billion to build a 1GW AI compute hub in Uttar Pradesh, powered entirely by its own renewable energy.
4 min read16 Feb 2026Silver’s price upshoot confirms a sustained solar panel boom even as the metal heads for oversupply
Some analysts argue that the solar boom has peaked and installations are set to slow. But silver—used for solar panels—has seen its price soar lately. Usage efficiency could spell a silver glut ahead, but panel proliferation is going strong.
4 min read15 Feb 2026Nuclear oversight: Should India’s ministry of power take charge of nuclear energy? Assign with care
If nuclear energy is set to become crucial to India’s base-load electricity supply, placing it under the power ministry would make practical sense. However, we must ensure the autonomy of the specialized regulator responsible for the safety of nuclear reactors and fuel.
2 min read21 Jan 2026Springboard 2026: Why India's 100GW nuclear dream hinges on small modular reactors.
Nuclear power can serve as a reliable base load capacity, and also has one of the lowest lifecycle greenhouse gas emissions among all electricity generation technologies
6 min read11 Jan 2026Blackout warning: Scanty rain, dense fog and pollution raise risk of India’s power transmission lines tripping
Dense fog in north and central India poses risks of power outages due to moisture accumulation on transmission lines, exacerbated by a rain-deficient winter. Punjab, Haryana and Uttar Pradesh face heightened concerns as pollution and fog lead to potential grid instability.
6 min read7 Jan 2026Wait for it…
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