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Critical mineral supply concentration threatens India’s energy transition; diversification key to supply security

A new briefing note by Institute for Energy Economics and Financial Analysis (IEEFA) finds that India’s imports of key energy transition minerals and their compounds are highly concentrated, underscoring significant supply risks and the importance of diversification to enhance supply security.
Installations

Shakti Pumps secures 6,580 off-grid solar pump order in Maharashtra

Shakti Pumps (India) Ltd has received a Letter of Empanelment from Maharashtra State Electricity Distribution Co. Ltd for the deployment of 6,580 off-grid solar PV water pumping systems under the Magel Tyala Saur Krushi Pump Yojana in the state of Mahara...
Installations

Advait Energy sets up battery storage, carbon advisory, and IPP subsidiaries

Advait Energy Transitions has incorporated three wholly owned subsidiaries focused on battery storage, carbon advisory, and power generation. The newly formed entities—Advait Battery Ecosystems, Advait Carbon Advisory & Renewables Assets, and Advai...
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Installations

South Korea plans 3 GW of reservoir floating solar by 2030

Korea Rural Community Corp. (KRC) says it plans to increase floating solar capacity on agricultural reservoirs to 3 GW by 2030, from 105 MW currently in operation.
Highlights

Rosi to build PV module recycling plant in Spain

Rosi has raised more than €20 million in a Series B funding round to scale its photovoltaic module recycling business and build a new 10,000-tonne-per-year facility in Teruel, Spain. The company uses pyrolysis-based technology to recover high-purity ma...
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Highlights

Waaree Energies profit rises 101.45% YoY in FY 2026

Waaree Energies has reported revenue from operations of INR 26,536.77 crore for FY 2026, an increase of 83.72% year-on-year. Profit after tax for the year grew 101.45% YoY to INR 3,884.15 crore
Highlights

Boviet Solar sells U.S. PV module factory to Indian manufacturer Inox Solar

The divestment, already partially secured via escrow, reflects regulatory pressure from U.S. FEOC policy changes. Boviet Solar also continues negotiations to sell a separate U.S. cell project.
Energy Storage

AmpereHour Energy deploys centralized BESS for residential community

AmpereHour Energy has partnered with Organo Eco Habitats to deploy a centralised battery energy storage system (BESS) at the Organo Antharam residential community in Hyderabad, marking a significant step in scaling integrated solar PV and storage at the ...

Markets & Policy

Featured

Intermittent renewables and rising demand: Why grid resilience is now critical

Renewable energy is abundant but intermittent. Demand is growing but uneven. Infrastructure exists but is often misaligned with where and when power is needed. In this environment, the grid has become more than a passive network; it is an active balancing system. Its resilience will determine whether the energy transition delivers stability or introduces volatility.

The battery cost disconnect

For years, the battery energy storage (BESS) story has followed a familiar script: costs fall, deployment accelerates, economics improve. Even when cell costs rose and system prices briefly flattened during the 2021-22 lithium price spike, the narrative largely held. Paola Perez Peña, senior principal analyst at S&P Global Energy, examines why the latest jump in lithium prices has only had limited impacts on overall BESS costs so far.

Transmission is the backbone of India’s Electrification 2.0

India’s renewable energy push is inherently decentralized. Solar parks in Rajasthan, wind farms in Gujarat and Tamil Nadu, and hybrid projects across states are often located far from consumption centers. Bridging these geographical gaps requires robust, resilient, and future ready transmission network. Without it, even the most ambitious generation targets risk underutilization.

Electricity and fossil fuel subsidies tightening clean energy support: IISD

Clean energy subsidies for renewable energy and electric vehicles (EVs) represent only 10% of India’s total energy subsidies. Though gradually expanding, these remain vulnerable to global oil price shocks due to structural fiscal dependence on oil and gas revenues. 

Pace Digitek enters African BESS market in tie-up with NEC XON

Pace Digitek Ltd has partnered with NEC XON Systems, South Africa, to market, distribute and deploy its grid-scale battery energy storage systems (BESS) and related energy solutions across South Africa, Botswana, Mozambique, Namibia and Mauritius.

U.S. government sets preliminary anti-dumping duties on solar imports from India, Indonesia, and Laos

The U.S. Department of Commerce has issued preliminary anti-dumping determinations for three key solar-exporting nations, establishing duties of up to 123% on crystalline silicon photovoltaic cells and modules.

Installations

India’s solar generation rose 24% YoY in Q4 FY 2025–26 as energy demand hit new peaks

India’s rising power demand is increasingly being met by renewables, particularly during daytime peak hours. However, rising renewable curtailment shows that grid infrastructure and flexibility are not keeping pace with clean energy growth. With stronger transmission networks, more flexible grid operations, and faster battery deployment, a larger share of evening and night-time demand can also be met through non-fossil sources.

Jakson Infra bags $62.22 million power distribution project in Angola

Jakson Infra has secured a contract from the Ministry of Energy & Water, Angola, for the engineering, procurement, installation, and commissioning of power distribution network systems, aimed at improving electricity reliability and access across the Angolan capital.

UK solar generation hits record 15 GW as gas falls to historic low

Solar set a new generation record on Great Britain’s electricity grid during a week that also saw zero-carbon supply reach an all-time high. The new records come as the grid operator expands demand-side flexibility markets in anticipation of lower summer demand driven by strong solar irradiance.

SECI launches 500 MW peak supply renewable tender requiring dispatch via power exchanges

The Solar Energy Corp. of India (SECI) has invited proposals to set up interstate transmission system (ISTS)-connected renewable energy projects for assured peak supply of 1,500 MWh (500 MW × 3 hours) under a Contract for Difference (CfD) mechanism.

Indian steelmakers must match ambition with action on decarbonisation: IEEFA

A new report from the Institute for Energy Economics and Financial Analysis (IEEFA) highlights a widening gap between the headline climate commitments made by India’s major steel companies and their actual progress in building the operational, technological, and financial infrastructure required to meet their decarbonisation ambitions. This gap risks locking in emissions-intensive technologies for decades, slowing progress towards net zero and undermining the sector’s long-term competitiveness.

AMPIN Energy Transition commissions 60 MWp group captive solar project in Odisha

AMPIN Energy Transition has commissioned a 60 MWp group captive open access solar project in Kantabanji, marking Odisha’s first such installation under the Odisha Renewable Energy Policy 2022.

Technology

Longi announces world record efficiency of 28.13% for silicon solar cell

Longi claims to have achieved the world’s highest efficiency for a silicon solar cell. The result was confirmed by Germany’s Institute for Solar Energy Research Hamelin (ISFH).

Japanese scientists build all-perovskite tandem solar cell with 30.2% efficiency

The four-terminal tandem device relies on FAPbI₃ nanoparticles and a spectral splitting design, combining a 24.4% wide-bandgap top cell and a 21.5% narrow-bandgap bottom cell to reach 30.2% efficiency. The system improves light utilization by directing different wavelengths to optimized subcells.

Trina Solar claims world’s highest efficiency for silicon solar cells with 28.0%-efficient device

The Chinese manufacturer said its TOPCon-compatible hybrid back-contact solar cell achieved a power conversion efficiency of 28.0%. The result was confirmed by Germany’s Institute for Solar Energy Research Hamelin (ISFH).

Why semiconductors in the solar sector require mainstream attention

As the energy-generating capacity scales up, it becomes critical to integrate intelligent embedded control and connectivity solutions. With a concerted effort to utilize the advances in power electronics and connectivity solutions, it is possible to achieve self-reliant, environmentally friendly, and efficient energy systems that can power a nation.

The rise of green hydrogen-as-a-service: How AI digital twins are powering the net-zero future

As green hydrogen scales from pilot projects to industrial supply chains, the organizations that pair AI-powered digital twins with green hydrogen-as-a-service (GHaaS) commercial structures will be best positioned to deliver clean hydrogen at competitive cost and speed.

Perovskite–silicon tandem solar cells using zinc-doped tin oxide achieve comparable performance to indium tin oxide counterparts

Fraunhofer ISE-led researchers demonstrated zinc-doped tin oxide (ZTO) as an indium-free alternative to indium tin oxide (ITO) for recombination layers in fully textured perovskite–silicon tandem solar cells. ZTO delivers comparable device efficiencies of 27–28% under current-matching conditions, offering a scalable, indium-free pathway for high-performance tandem photovoltaics without efficiency loss.

Manufacturing

Featured

Emmvee reports INR 5,050 crore revenue, INR 1,082 crore profit in FY2026

Emmvee Photovoltaic Power, an integrated solar PV cell and module manufacturer, has reported revenue from operations of INR 5,050 crore for FY2026, up 116% year on year. Profit after tax (PAT) rose 193% to INR 1,082 crore.

CATL secures world’s largest sodium-ion battery order with Hyperstrong

The two companies announced a 60 GWh supply agreement on Monday, marking a pivotal step in the commercialization of sodium-ion battery technology.

Websol Energy System doubles profit to INR 303 crore in FY 2026

Indian solar manufacturer Websol Energy System Ltd has reported total income of INR 1,059.31 crore in FY 2026, compared to INR 577.43 crore in the previous fiscal year. Profit after tax rose 96% year-on-year to INR 303 crore in FY 2026, from INR 154.74 crore in FY 2025.

Premier Energies unveils all-black G12R DCR solar module

Premier Energies Ltd has launched the NeoBlack Series, an all-black G12R bifacial (glass-glass) TOPCon solar module for residential and premium commercial applications. The DCR-compliant module is available in power output ranging from 600 Wp to 630 Wp and efficiencies of 22.21% to 23.32%, respectively.

China wafer declines narrow as demand-side regulation lifts market sentiment

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.

India’s EV and battery manufacturing future depends on states playing to their strengths: IISD

State that aligns policies—and target specific segments of the EV and battery value chain—based on their comparative advantage, can better attract investments, deepen local value addition and create integrated manufacturing ecosystems.

Energy Storage

Featured

Enrich signs contract for 290 MWh BESS with NTPC

Enrich has secured a contract with NTPC Ltd for the implementation of a 290 MWh battery energy storage system (BESS) project at NTPC’s Simhadri Thermal Power Station in Andhra Pradesh.

Tesla launches three-phase Powerwall 3P

The system integrates a battery, hybrid inverter, and home energy management system into a single device. It supports the integration of additional appliances, including heat pumps via SG-Ready interfaces. A connection to Tesla’s proprietary wallbox is also planned.

Adani Green’s operational RE capacity grows 35% YoY to 19.3 GW

The company reported revenue from power supply of INR 11,602 crore in FY 2026, marking a 22% year-on-year increase. EBITDA from power supply rose 23% YoY to INR 10,865 crore—almost twice the annual EBITDA for FY23.

SolarEdge targets C&I with new all-in-one battery

SolarEdge has a new commercial focused battery system, with the new model scaling up to as high as 1 MW / 4 MWh depending on the inverter choice.

From awareness to action: How communities are driving and benefiting from clean energy jobs

The communities that engage earliest with the clean energy transition benefit most deeply from it. But community engagement does not happen automatically. It requires deliberate investment in workforce development, accessible training, and policies that channel economic benefit back to the localities where energy is generated.

L&T Energy signs green ammonia offtake agreement with Japan’s ITOCHU

L&T Energy GreenTech Ltd (LTEGL), an arm of Larsen & Toubro, has signed an agreement with Japan’s trading company ITOCHU Corp to supply 300,000 tonnes of green ammonia per year from its proposed production facility in Kandla, Gujarat, on a long-term take-or-pay basis.

Opinion & Analysis

Featured

Doing more with less: The new imperative for clean energy

The clean energy transition carries a real risk of replicating the extractive habits of the fossil fuel era, just with different inputs. Land grabs for solar. Rare earth mining for batteries. Water consumption for green hydrogen. None of these are arguments against the transition. They are arguments for doing it intelligently. Floating solar is one example of that intelligence made practical.

Net zero vs net extraction: Are we just shifting the environmental burden?

Burden shifting refers to reducing environmental impact of one category causing increase in another; or reducing harm in one geography while concentrating it in another. On both dimensions, the evidence of burden shifting of the lithium-ion supply chain is evident and should not be ignored.

China polysilicon hits cost floor as producers curb output amid weak demand

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.

Restoring power faster: The growing role of emergency restoration systems in modern grids

Emergency Restoration Systems, often referred to as ERS, are gaining importance as a critical part of grid management. These systems are designed to restore transmission lines rapidly after failures caused by natural disasters, technical faults, or external damage. While traditional restoration methods can take days or even weeks, ERS offers a faster and more flexible alternative, helping utilities bring power back online in a much shorter time.

PV module prices continue to rise unabated

Photovoltaic module prices have risen for the fourth consecutive month, driven by strong demand for energy independence despite falling upstream costs such as polysilicon. At the same time, production cuts in China and tighter supply conditions are limiting availability, reinforcing price increases across all technologies.

From LPG uncertainty to energy resilience: Why Indian industry is turning to cleaner, more dependable fuel systems

India’s industrial sector is entering a pivotal phase in its energy transition. What was once a routine fuel procurement decision is now becoming a strategic imperative. Rising LPG costs, supply unpredictability, and increasing operational risks are prompting businesses to rethink how they power their operations — not just for efficiency, but for resilience.

Press Releases

Tata Power and Keppel, through a consortium partnership, collaborate with Tata Realty & Infrastructure to deploy Large-Scale Cooling-as-a-Service Solution at Intellion Park, Chennai

Tata Power Trading Company Limited (TPTCL), a wholly owned subsidiary of Tata Power, in collaboration with Keppel Limited’s Infrastructure Division (Keppel), has partnered with Infopark Properties Limited (IPL), a unit of Tata Realty and Infrastructure Limited (TRIL), to deploy a large-scale CaaS solution at Intellion Park in Chennai.

NSEFI Expands Mandate to Drive Integrated Decarbonization with Launch of New Subsidiary

NSEFI Sustainable Energy Federation of Industry aims to emerge as a unified platform to accelerate India's transition to a Net Zero Economy.

GPS Renewables kickstarts construction of India’s first Ethanol-to-Jet SAF plant at NTPC’s Green Hydrogen Hub, Andhra Pradesh 

Partners with Lummus Technology for process technology and licensing, and Xytel India for detailed engineering

Bajel Projects Wins Ultra-Mega Order from a Middle East and North Africa (MENA) based International Client for a 500 kV Overhead Transmission Line

The combined order value falls under the ultra-mega category (₹400+ Crores), covering the construction of two contiguous sections of the 500 kV overhead transmission lines.

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