Sharing a broadly optimistic view, Kaynat Chainwala, Research Analyst at Kotak Securities, said the positive outlook is not limited to aluminium alone.
The United States joined the India-led International Solar Alliance as its 101st member in November 2021, with the announcement made by then US Special Presidential Envoy for Climate John Kerry at the COP26 climate summit.
Government to delink solar PV waste from e-waste rules, push panel reuse and centralised storage from 2029.
With Indus Waters Treaty in abeyance, the Centre reviews Salal, Ratle and Dulhasti projects, as it looks to unlock hydropower potential across the Indus basin
Bank of Baroda data shows Andhra Pradesh cornered over a quarter of proposed investments in April–December FY26, with electricity—led by renewables—and chemicals topping sectoral announcements.
Japan is testing a bold idea that turns heavy snowfall into clean electricity, using temperature differences and abandoned infrastructure, raising questions about whether snow could power future winters.
Plain vanilla solar power is no longer in demand
The Rs 7,280-crore scheme targets to build a 6,000-tonne per annum rare earth magnet capacity in India.
Amid worsening climate pressures, 2025 delivered quiet wins from surging renewables to returning wildlife, landmark legal shifts and indigenous gains, showing unexpected progress that often escaped headlines worldwide this year.
MoUs on renewable energy, water management, digital public infrastructure and cultural exchange signed during Modi's first visit to Jordan, as two sides mark 75 years of diplomatic ties
Lower battery storage tariffs seen boosting renewable integration; govt outlines global partnerships.
Union minister Piyush Goyal said nuclear power will complement solar and wind in meeting round-the-clock electricity demand in India.
While solar and wind generation costs have fallen sharply, government officials and experts warn that without transmission, storage, and integration measures, retail power tariffs could rise.
A fresh tender seeking bids for offshore wind projects is likely by March, 2026.
Alongside the project award, Sterling and Wilson (SW Solar) signed a 5-year Strategic Partnership Framework Agreement with Adani Green Energy, aimed at future renewable energy rollout in India.
The Atomic Energy Bill sets the groundwork for wider participation and faster project execution in the nuclear sector. Yet, amendments to the liability regime—crucial for investor confidence—are expected to slip beyond the Winter Session of the Parliament.
The Union minister further said the government is finalising the contours of the third phase of Green Energy Corridor in India for evacuation of renewable energy.
Renewable energy project awards slowed sharply this year
Power regulator CERC issued a suo motu order on November 4 directing all renewable energy developers (solar, wind, etc.) to pass on the benefit of the reduced tax rate to the discoms and, ultimately, to end consumers through a corresponding reduction in the electricity tariff.
Investment bank Avendus Capital is advising Essar Group on the fundraise.
Lower royalty rates may attract bidders for critical mineral blocks, but without domestic refining capacity, India’s clean-energy and electronics supply chains will remain import-dependent, say industry experts.
Ministry of New and Renewable Energy (MNRE) will cut the pace of renewable energy auctions in FY26-27 amid surplus supply and connectivity hurdles. However, India is still on track to achieve its 500 GW non-fossil fuel-based power generation target by 2030, MNRE Secretary Santosh Kumar Sarangi told Moneycontrol.
Tata Power has 5.4 GW of projects in pipeline and we will be able to complete all this in the next two years. So, any new bid that we win will come only in the third year. This is in fact the current scenario for the entire renewable energy sector in India, which is why the government is reassessing its scale of tendering such projects, Sinha said.
Global policy uncertainty has dampened export-linked offtake under India’s National Green Hydrogen Mission (NGHM), slowing final investment decisions and pushing back timelines for large-scale green hydrogen and ammonia projects.
As Emmvee Photovoltaic Power IPO opens, analysts recommend ‘subscribe’, noting rapid capacity expansion, technological prowess, and a growing order book. Some analysts also flag customer concentration and import dependence as key risks.