Markets & Policy
India’s solar industry is fundamentally shaped by policy frameworks, national goals like the 500 GW renewable energy target, and instruments such as the Production Linked Incentive (PLI) scheme, KUSUM program, and various state-level incentives. This category offers deep analysis and updates on auctions, tariffs, import duties, domestic content requirements, and shifting investment dynamics. We explore how central and state governments collaborate with the private sector to overcome infrastructure, grid, and regulatory challenges—making this one of the world’s most closely watched energy transition markets.
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Exide India partners with Germany’s ExCom to expand industrial battery business across the EEA
Exide Industries Ltd (Exide India) and ExCom Energy Solutions GmbH, Germany, have entered into a long-term cooperation agreement for the industrial battery and energy storage systems across the European Economic Area (EEA). Products offered under this cooperation will be marketed and sold under the ExCom brand.
India could add 9-15 GW of residential rooftop solar annually through 2030: ISMA
ISMA estimates annual residential rooftop solar installations of 9-15 GW between 2026 and 2030, reflecting the market’s transition towards sustained scale-up. PM Surya Ghar Muft Bijli Yojana has unlocked residential demand at scale, creating opportunities across the rooftop solar value chain.
What happens when CSR, carbon and clean energy stop working in silos?
Companies should not look at CSR, climate action and energy transition as three separate obligations managed by three separate teams. They are increasingly part of the same question: how can business create value that is good for people, good for the planet and capable of sustaining itself over time?
The Hydrogen Stream: AEM electrolysis could deliver hydrogen at $3.27/kg, say Repsol, P2HP
Power to Hydrogen (P2H2) and Repsol completed a 1,250-hour pilot of P2H2’s hybrid AEM electrolyzer technology, demonstrating operation at 40% to 100% load, pressures up to 30 bar and hydrogen purity of up to 99.9%. P2H2 projects an LCOH of €3.86 ($4.47)/kg, potentially falling to €2.82/kg under optimized renewable energy conditions, and the companies are considering a 500 kW-to-MW-scale demonstration.
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Exide India partners with Germany’s ExCom to expand industrial battery business across the EEA
Exide Industries Ltd (Exide India) and ExCom Energy Solutions GmbH, Germany, have entered into a long-term cooperation agreement for the industrial battery and energy storage systems across the European Economic Area (EEA). Products offered under this cooperation will be marketed and sold under the ExCom brand.
Advertisement
India could add 9-15 GW of residential rooftop solar annually through 2030: ISMA
ISMA estimates annual residential rooftop solar installations of 9-15 GW between 2026 and 2030, reflecting the market’s transition towards sustained scale-up. PM Surya Ghar Muft Bijli Yojana has unlocked residential demand at scale, creating opportunities across the rooftop solar value chain.
What happens when CSR, carbon and clean energy stop working in silos?
Companies should not look at CSR, climate action and energy transition as three separate obligations managed by three separate teams. They are increasingly part of the same question: how can business create value that is good for people, good for the planet and capable of sustaining itself over time?
Advertisement
The Hydrogen Stream: AEM electrolysis could deliver hydrogen at $3.27/kg, say Repsol, P2HP
Power to Hydrogen (P2H2) and Repsol completed a 1,250-hour pilot of P2H2’s hybrid AEM electrolyzer technology, demonstrating operation at 40% to 100% load, pressures up to 30 bar and hydrogen purity of up to 99.9%. P2H2 projects an LCOH of €3.86 ($4.47)/kg, potentially falling to €2.82/kg under optimized renewable energy conditions, and the companies are considering a 500 kW-to-MW-scale demonstration.
U.S. government finalizes trade duties on solar imports from India, Indonesia, and Laos
The U.S. Department of Commerce has issued final dumping and subsidy duty rates on solar imports from India, Indonesia, and Laos, setting combined margins as high as 234% for India, 178% for Indonesia, and 103% for Laos.
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