Markets & Policy

A new report by JMK Research says India installed around 44.6 GW of solar power capacity in FY 2026, an 87.2% increase year-on-year.

Wood Mackenzie’s latest analysis explores how 13 of the world’s leading power markets are impacted by the current fuel crisis, with those most reliant on fuel imports facing the greatest risk exposure. The consultancy says the average cost of generation is set to increase by $2.30/MWh across these 13 markets if a de-escalation of the conflict enables fuel price moderation in the latter half of 2026, increasing to an average of around $8.30/MWh if current elevated price levels persist through the year.

Battery swapping and fast charging are often positioned as competing solutions. In reality, they are responses to fundamentally different operational needs. 

Solar-powered irrigation under the PM KUSUM Scheme offers an opportunity to reduce the agricultural power subsidy burden while providing reliable daytime electricity and boosting farmers’ incomes, according to a new report. However, the report notes several practical challenges that have slowed its uptake. 

Tata Power has announced the enterprise-wide adoption of the Databricks platform to accelerate its data and AI transformation, aiming to improve operational efficiency, decision-making, and digital innovation across all its business clusters.

For decades, the “energy trilemma” – balancing energy security, affordability, and environmental sustainability – has shaped how nations think about energy strategy. For much of the Global South, it has served as a practical compass. But today, that compass may no longer be sufficient.

India’s ambition to achieve a 60% non-fossil fuel share in its energy mix by 2035 faces a critical financing challenge, with annual investment in renewables, storage, and transmission projected to rise sharply from $68 billion by 2032 to $145 billion by 2035—according to a new report by the Institute for Energy Economics and Financial Analysis (IEEFA).

Median solar module pricing in the United States reached $0.28 per watt as the market adjusted to intensified trade enforcement and new Foreign Entity of Concern compliance requirements, according to the Q1 2026 Quarterly Pricing & Domestic Content Report from Anza.

For years, India has depended on imports of transformer bushings particularly at higher voltage levels. For India to become a global manufacturing hub, the gaps in product design, manufacturing technology must be addressed with a sense of urgency.

The amended FDI policy for investments from countries sharing land borders with India aims to attract capital and technology for critical solar components—such as cells, wafers, and polysilicon—while retaining strategic control of assets with domestic entities. Industry experts say it could accelerate renewable energy infrastructure and manufacturing, but it also carries risks, including pricing pressure, making careful regulatory oversight essential.