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Markets & Policy

India adds 119 GW of solar module, 9 GW of cell manufacturing capacity in 2025

Cumulative solar module manufacturing capacity reached around 210 GW as of Dec. 31, 2025, while cell manufacturing capacity totaled about 27 GW, according to Mercom’s new report.

Trump’s tariffs are a strategic opportunity to accelerate India’s domestic solar deployment, suggests new report

Increased solar deployment and stricter enforcement of renewable purchase obligations across states and industries can help Indian manufacturers get over a volatile period and position themselves to compete better in a global market, according to Bengaluru-based think tank Climate Risk Horizons.

Grid-forming BESS set to stabilize Australia’s hyperscale data centers

Australia has become one of the world’s most attractive destinations for hyperscale data centers, ranking among the top five to 10 markets globally by capacity. Drivers include large land availability in Renewable Energy Zones, renewable penetration exceeding 40% across the National Electricity Market (NEM), geopolitical stability, Five Eyes membership, and proximity to Asia-Pacific demand hubs.

Godrej Enterprises energy solutions pipeline reaches INR 2,600 crore

Godrej Enterprises Group has reported a project pipeline of INR 2,600 crore for its Energy Solutions business at the close of FY26, spanning transmission infrastructure, railway electrification and renewable energy projects. Supported by rising investments in power infrastructure and clean energy, the business expects to grow by around 15% by FY27.

Advait Greenergy signs MoUs spanning green hydrogen, solar, and battery storage

Advait Greenergy, an arm of Advait Energy Transitions Ltd, has signed multiple Memorandums of Understanding (MoUs) with industry and academic partners across the hydrogen and renewable energy ecosystem in India.

7 reasons AI is the missing link in the energy transition

The AI revolution has given us the ability to create predictive analyses, autonomy, and resilience in our energy systems. This will allow for the transformation of decentralized and disconnected energy systems into a single integrated network providing flexible, adaptive solutions.

ReNew secures $95 million equity investment for commercial & industrial renewable energy portfolio

LeapFrog leads with $50 million, joined by co‑investors Emerging Market Climate Action Fund and Carlyle AlpInvest.

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Global solar capacity to reach 6 TW by 2031, says GlobalData

GlobalData says global renewable capacity will more than double to 8.4 TW by 2031, with PV reaching nearly 6 TW, a 13% compound annual growth rate from 2025 levels of 4.1 TW.

Why Gujarat continues to attract large-scale renewable energy investment

As India’s clean energy ambitions scale, investment will increasingly follow regions that can deliver outcomes, not just intent. Gujarat’s experience suggests that long-term renewable growth depends as much on institutional preparedness and grid integration as it does on natural resources.

China polysilicon prices fall over 13% year-to-date as below-cost selling persists

In a new weekly update for pv magazine, OPIS, a Dow Jones company, provides a quick look at the main price trends in the global PV industry.

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