Moving upstream is India’s next solar manufacturing challenge
India must deepen its capabilities in polysilicon, wafers, and advanced cells to reduce import dependence and secure its clean energy transition
OPINION | Tariff volatility exposes structural weaknesses in Karnataka’s power sector
Karnataka tariff swings reveal deeper power sector problems. Discom losses remain high and rankings fall. Stable market pricing and private participation can improve efficiency and restore financial health
The unique uranium moment in India-Canada ties
As New Delhi and Ottawa reset ties, a landmark uranium pact places clean energy, strategic trust, and long-term energy security at the heart of the relationship
Has the US dream soured for solar panel exporters?
Companies with global supply chains will continue to do business in US
As solar exports face near-term hit from Trump's 126% duty, manufacturers to double down on home market
The US has set a preliminary countervailing duty of 126% on solar cells and modules imported from India, claiming the manufacturers benefited from government subsidies, improving competitiveness
PowerGrid's higher investment ceiling to fast-track green energy transmission, say experts
Around 40 GW of renewable energy capacity is stuck due to lack of power purchase agreements or absence of adequate transmission infrastructure to evacuate power
Chart of the Day | Solar power capacity jumped in last 2 years. A big opportunity for banks?
Surya Ghar’s rapid rollout pushes rooftop solar into the mainstream. Banks have a big opportunity here.
Chart of the Day: The growing influence of corporate PPAs in green power installations
The share of open access in solar and wind power installations increased significantly
Rooftop solar — Clouds gather over the target
PM Surya Ghar Muft Bijli Yojana risks missing its 2027 target amid financing gaps, regulatory hurdles, and discom resistance
Govt mulls higher incentives for offshore wind
The government has asked the World Bank and KPMG to study increasing the Rs 7,543 crore viability gap funding allocation for offshore wind projects to attract investors and help tap India’s estimated 71 GW offshore wind potential.
Fix the delivery points to help power reforms deliver
Why three official reports converge on discom reform, and why privatisation may no longer be optional
KEC International: Robust order flows, but weak execution weighs down margins
Execution delays and time taken on claims settlement are a drag on profitability
India should play to its strengths in energy storage
Hydro pumped storage projects use more components made in India compared to battery energy storage systems
Union Budget 2026: FM Sitharaman announces restructuring of the lenders REC, PFC
Shares of Power Finance Corporation and REC rallied over 4% each after the finance minister proposed restructuring the two state-run lenders.
Can NEP 2026 add spark to power reforms?
After two decades of capacity expansion, India’s power challenge has shifted to fixing tariffs, discom finances, and market design
Budget Snapshot: The steady improvement in India’s energy mix
Government should step up policy support for hydro and nuclear power capacity additions
Davos 2026: India hitting energy transition milestones early, but AI power demand, energy security next tests: WEF’s Roberto Bocca
Bocca said India has a “very ambitious plan” and is already achieving some of the key milestones “even earlier than planned,” pointing to India’s progress in building renewable capacity and expanding electricity infrastructure.
Budget 2026: Fixing the loose connections in India’s clean power circuit
Budget 2026 must prioritise finance, grids, and certainty over headline capacity numbers
US exit only a fleeting shadow over global solar club
The American involvement with the India-headquartered ISA was materially limited
China will raise competition for BHEL, but unlikely to hurt its business significantly
Investors would do well to focus on execution of order backlog at BHEL
OPINION | Building Momentum: Power sector priorities for Budget 2026
Budget 2026 should address refinancing for legacy discom debt. Subsidies must be paid directly to consumers. Reform attempts such as Electricity Bill, 2025 must be pushed to avoid losing incremental progress to structural issues
El Nino will raise electricity demand, but can hurt farm sector
El Nino conditions can pose growth challenges for agrochemicals industry for the second consecutive year
OPINION | Is Budget 2026 ready to make solar India’s most competitive energy source?
The Union Budget 2026–27 holds immense potential to accelerate India’s renewable energy goals, particularly solar power, by strengthening domestic manufacturing, enhancing financial incentives, and supporting climate-focused initiatives for sustainable growth
Tough adjustments await the green energy sector in 2026
Plain vanilla solar power is no longer in demand
Suzlon, Inox: Waiting for the wind to turn
Following the steep correction in 2025, Suzlon Energy and Inox Wind are now available at more palatable valuations
