Markets & Policy

MaxVolt Energy is set to triple its lithium battery pack production capacity from 72,000 units per annum to 2.25 lakh units annually with the addition of a new 55,000 sq. ft. facility in Duhai, Ghaziabad.

Global Infrastructure Partners (GIP), part of BlackRock, is set to invest INR 3,000 crore for a minority stake in Aditya Birla Renewables, a commercial and industrial (C&I)-focused renewable energy platform under the Aditya Birla Group, with a pan-India portfolio of 4.3 GW.

Toshiba Energy Systems & Solutions Corp. (Toshiba ESS) has started testing batteries and energy management solutions to stabilize electricity in remote Saudi Arabia through a hybrid wind-solar pilot project. The project will run until May 2028 to evaluate power- and energy-oriented batteries and optimize battery use.

India’s renewable capacity target represents necessary but sufficient progress toward climate stabilization. Delhi’s pollution demonstrates that energy supply-side transformation alone cannot deliver intended outcomes. Transport emissions, industrial activity, and residential heating must undergo equal transformation.

As smart grid tech is rolled out around the world to modernize legacy assets and integrate renewable energy generation, it is also making the electricity network more prone to cyber attacks. IEC Standards provide protection but they also are challenged to keep up with the latest threats.

If India solves demand creation intelligently, it can become a global price-setter, not just another participant in the hydrogen economy.

Gujarat’s leadership in renewable deployment is now extending into the field of solar plus storage, with direct implications for industrial power users. Large grid connected projects in Kutch, storage additions at hybrid sites, and new battery initiatives aimed at supplying industries with on-demand renewable energy are all early examples of how solar and storage can work together in practice. 

Indian steelmakers have begun adopting green hydrogen, but this option should become an even greater priority for the country as metallurgical coal supply risks intensify.

India’s energy transition is not about a single breakthrough but about steady steps across multiple fronts. Ethanol has shown how supportive policy and the right technologies can deliver both farmer security and fuel stability. BioCNG can turn waste into a resource, helping both cities and villages. Hydrogen, though still in its early stages, is slowly laying the foundations of a long-term clean energy system.

The U.S. Trade Representative has extended the exclusion of 178 items from the Section 301 import tariffs that were put in place by the prior administration in 2024. The still standing tariffs include a 50% increase on solar cells.