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Markets & Policy
Equirus flags stricter grid rules as biggest near-term risk to renewable investments The proposed stricter grid-discipline regulations, due to take effect in April 2027, would sharply increase penalties when renewable power producers fail to deliver electricity in line with their grid commitments. The tougher regime could reduce revenue by about 11% for solar projects and as much as 48% for wind farms.
Equirus Capital
Jul 15, 2026