Markets

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. 

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.

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.

Achieving a system cost of $0.65/W through the secondary market and do-it-yourself assembly demonstrates a viable pathway for US plug-in solar to provide immediate utility bill relief to renters and apartment dwellers.

While the Amendment retains core eligibility thresholds for qualifying as a captive generating plant under Rule 3, it provides clarity on several existing interpretational ambiguities to align it with judicial precedents and contemporary corporate structures.

In addition to traditional oil and gas transportation, pipeline technology is evolving to support the future energy mix. As India moves toward greater adoption of cleaner fuels, including natural gas and low-carbon energy systems, pipelines capable of handling new energy vectors will become increasingly important. This shift is encouraging the adoption of specialised pipe solutions designed for higher efficiency, safety, and long-term operational resilience.

Global solar PV continues its rapid growth, reaching around 650 GW in 2025, with record solar irradiation extremes across regions such as East Asia, India, and Latin America. With current production capacity and emerging technologies like perovskite-silicon tandem modules, PV is poised to surpass all other electricity generation technologies combined by the end of the decade.