Gate, grid and grave: The rules that will decide whether India’s wind can save US$21.3bn
India’s estimates of theoretical wind potential have grown from 102 GW to over 1,200 GW as towers get taller. The capacity it actually plans to...
Latest
Cheap power, costly exit: Why India’s coal states hold a USUS$3.3-billion fiscal fault line
India tells its transition story in gigawatts. The country crossed 500 GW of installed power capacity in October 2025, and more than half of it is non-fossil, according to a recent policy analysis. It is a proud number. But it is a scoreboard, and every scoreboard hides a ledger. Look at one gap. Non-fossil sources make up about 52% of installed capacity. Yet they account for only around 29% of the electricity actually generated. Coal still supplies 74%. And the...
Tripling coal stocks by March will test the railways more than the mines
The government has asked miners and railways to triple power-plant coal stocks to 55 million tonnes by March, while Coal India”s October e-auction premium jumped...
Spot LNG eases to US$31.40: Why Petronet’s profit jumps while city gas margins collapse
Asian spot LNG for December delivery fell to US$31.40 per mmBtu in the week to 6 November, ending a four-week rise, as Hormuz flows picked...
India’s 530 GW renewables run: Can wires, storage and discoms keep pace with solar?
India’s renewable capacity has crossed 300 GW and could reach about 530 GW by 2030, supplying 35% of electricity and saving an estimated US$240 billion...
In Focus
Editor's Pick
Why South India is quietly becoming the centre of India’s EV economy
Southern India is rapidly emerging as the centre of India’s electric mobility transformation, driven by growing investments in...
Why climate change is becoming a major financial challenge for India’s banks
Indian banks are improving climate disclosures and sustainability reporting, but most remain poorly prepared for deeper financial risks...
India's rooftop solar has two economies, and only one of them is working
Behind India's impressive renewable energy capacity numbers lies a more revealing reality. Rooftop solar is already delivering measurable...
Rural India's solar reckoning: Why village grids need more than panels to work
A new IISD framework for planning rural solar villages finds that village-level solarisation can cut electricity costs nearly...
Insights
From solar parks to kitchens and data centres: The Bharat RE summit’s US$400bn pledge
The Bharat Renewable Energy Summit & Expo was held at Bharat Mandapam, New Delhi, from 2 to 5 November 2026. Prime Minister Narendra Modi inaugurated...
Paid to stand by: Why one company’s USUS$21-billion coal push is a bet on India’s evening peak
India’s coal plants posted a record July even as renewables hit a record 20% share. The two facts sit together. Weak rain cut hydropower, and...
Southeast Asia’s factory pivot: Why batteries and electric cars, not solar, will drive the next decade
Southeast Asia’s clean energy market is set to grow from US$25 billion in 2025 to over US$80 billion by 2035. Solar manufacturing is shrinking under...
Know-how and hands: What China’s solar curbs and a US$6.9-billion rooftop push both expose
India added a record 34 GW (DC) of solar in the first half of 2026. Now two quiet constraints are showing. China has proposed export...
Energy Transition
Rural India’s US$5.7-billion credit gap: Why solar-powered livelihood tools wait for loans
India’s solar-powered livelihood tools, from dryers to cold rooms, show strong returns, with 87% of surveyed users reporting higher incomes. Yet adoption is under 3%...
Wires outlast chips: Why AI’s power boom is a US$970-billion-a-year grid bet
A global consultancy expects grid spending to reach US$970 billion a year by 2050, driven partly by AI. But the chips behind that demand may...
Time-to-power: India’s solar tariff wall faces a speed test in a US$559-billion race
Cost once decided which power source won. Now time does. Gas turbines are booked into 2031, households are investing billions, and trade barriers are rising....
Priced for fear: Why emerging-market solar and wind may be safer than lenders assume
Solar and wind spending in emerging economies could reach US$356 billion by 2040, but a high cost of capital still slows the build-out. Fresh lender...
Policy
Policy
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#Grid
#India
#Power Demand
Cheap at noon, capped at dusk: Why India’s power fix may lie in retail competition, not just 150 GW of coal
India’s power debate centres on how much coal, storage and grid to build. A quieter question is whether prices reach the people who can shift...
Who pays for net zero? India’s US$7.9-billion rooftop scheme skips a carbon price, not the question
India is meeting its transition costs with household subsidies, not a carbon price. A new study says returning carbon revenue to households is not enough;...
Rooftop solar’s next phase: Why rules, not subsidies, will shape a US$7.9-billion scheme
India’s rooftop solar scheme has crossed 50 lakh homes, but its next phase is taking shape through rules, not cash. The government is weighing local...
NTPC’s US$176.4 billion roadmap shows India’s power money is outrunning its regulators
India’s power sector is entering a capital supercycle. NTPC alone has outlined a ₹16.86 lakh crore (US$176.4 billion) capex plan through FY37, while the government...
Markets
Cost gap and EU carbon rules temper India’s $180–200bn green hydrogen outlook to 2030
CARE ESG Ratings estimates that India’s green hydrogen ambitions could draw $180–200bn through 2030. It lists high production costs, limited commissioned capacity, infrastructure gaps and...
India’s $220bn clean energy push meets a $2.3bn transmission funding test in Andhra Pradesh
MNRE flags $220bn clean energy opportunity by FY2030, hinges on private capital India has an estimated $220 billion in investable opportunities across the clean energy...
India’s battery storage boom and $9bn Saudi power link test grid ambitions and energy security
India’s battery storage needs hit 236 GWh by FY32, requiring $36.1bn A Rubix Data Sciences report estimates India’s battery storage requirement at 236.22 GWh by...
India–Saudi Arabia's $9bn undersea power link faces a cost test as estimates climb from $5bn
India and Saudi Arabia have completed a feasibility study for a 2,100-km undersea link estimated at around US$9bn, carrying 3 GW through high-voltage direct current....
Corporate & Finance
Jakson’s $525m solar push, $9.5bn green hydrogen pipeline and $100m HVDC contracts
Jakson Solar’s $525m push into 3 GW solar manufacturing Jakson Solar plans to invest up to ₹5,000 crore ($525m) in 3 GW each of solar...
Clean energy investment rises as Avaada, Engie and KKR back India’s green energy expansion
Avaada commits $4.2 billion to green ammonia and methanol Avaada Group plans to invest about ₹20,000 crore ($2.1 billion) each in a green ammonia plant...
Hyundai’s $15.5bn India bet, Arunachal’s $5.5bn hydropower push and Jupiter’s solar IPO
Hyundai Motor Group commits $15.5bn to India through 2032 Hyundai Motor Group has committed $15.5bn to India over 2026–2032, announced after Executive Chair Euisun Chung...
India’s energy infrastructure draws fresh investment across grid, renewables and storage
India’s $19.3bn corridor targets 135 GW renewables and 50 GWh storage The Union Cabinet has approved Green Energy Corridor Phase III, with a total outlay...
Power
Spot power prices halve in weeks: Why cheap exchange rates hide a thin coal buffer
Day-ahead power prices fell sharply as rain and cooler weather eased demand, with real-time trading now larger than the day-ahead market. October still closed with...
Shift or switch: Why data centres may ease grid stress more through onsite power than flexible demand
Data centre capacity is set to at least double in most regions by 2030, yet capacity alone does not decide grid stress. What matters is...
Gujarat sets an all-time peak in October: Why easing national demand brings little relief
All-India peak demand slipped to about 234 GW, roughly a tenth below its early-October high, and spot prices cooled. Yet Gujarat set an all-time record,...
Planning blind: How AI, EVs and heat are outrunning India’s US$34.7-billion distribution revamp
September showed how fast India’s power demand can jump. Peak load rose 17% in a year, and evening shortfalls returned. Behind the swing sit three...
Storage
Storage targets have nearly tripled, but two economies did most of the work
Global 2030 storage targets now add up to 822 GW, almost three times the level seen at COP29, but still well short of the 1,500...
Battery storage pipeline of 176.66 GWh meets a hard test: Turning tenders into working capacity
India’s battery energy storage market has moved from pilot projects to large-scale deployment. New capacity of 8.2 GWh was added in the first half of...
India’s USUS$41.7-billion storage build-out meets a battery price reversal
India expects 45–50 GWh of battery storage over this fiscal and the next, up from about 1 GWh. But bids were won on 2025 cell...
Four hours or no wires: How CTUIL’s new rule doubles the battery behind every megawatt
India’s transmission utility has set a four-hour minimum for most new battery connections and two hours for older applicants. The rule rations scarce grid access...
Renewables
India’s US$6.7-billion wind bet faces a reckoning as its regulatory cushion disappears
India’s wind sector is having its best year in decades, but from 31 August, it loses the special grid protection that has cushioned it since...
India's floating solar push: Making room for clean power without running out of land space
India's solar capacity has grown from 3 GW in 2014 to over 162 GW today, but land is running scarce. Floating solar, panels mounted on...
India's rooftop revolution is winning the numbers game and losing the share game
India's distributed solar capacity has surged from 1.8GW to 31.5GW since 2018, driven by government subsidy schemes. But its share of total renewable installations has...
India's changing solar assumptions: Why demand is becoming the defining challenge
India's solar sector has spent two years worrying about grid bottlenecks and land competition with farmers. New research suggests both fears are largely misplaced: land...
Green Fuels
Hydrogen’s execution test: Why US$130 billion is not yet a market
Clean hydrogen has moved from pledges to plants, with 579 projects now committed and operational capacity growing fast. Yet barely 1% of the world’s hydrogen...
India’s biogas ambition faces its next challenge: Making plants work efficiently
India's compressed biogas sector is scaling rapidly, backed by SATAT, the National Bioenergy Programme, and billions in projected investment. Yet beyond capacity additions, plants face...
India’s biogas push is quietly turning waste into an energy and industrial resource
India is increasingly turning to biogas and compressed biogas (CBG) as part of its clean-energy transition, viewing organic waste not merely as a disposal challenge...
Can hydrogen power India’s transport future? Buses and trains put it to the test
India’s hydrogen mobility ambitions are moving from policy discussions to real-world trials, with hydrogen fuel-cell buses operating in Delhi and India’s first hydrogen-powered train planned...
Oil & Gas
Spot LNG climbs to US$32.50: How Qatar’s dark cargoes and Morbi’s kilns reveal India’s real gas price
Asian spot LNG for December delivery rose to US$32.50 per mmBtu, its fourth weekly gain and the highest since December 2022, as Europe’s storage sat...
Brent near US$115 as India’s crude basket hits its highest monthly level since 2012
Brent closed near US$115 a barrel on Wednesday, up from about US$110 a week ago, after Houthi claims on Ras Tanura and reports that Washington...
Qatar buys US gas: Why a 2054 contract and US$30.50 LNG put India’s winter on edge
Asian spot LNG for December delivery rose to US$30.50 per mmBtu, its third weekly gain, as Chinese and South Korean buyers stayed active. Dutch gas...
Oil plunges 17% in three sessions as US midterms cool Iran strike fears, giving India brief relief
Brent settled at US$94.62 on Wednesday, its lowest since 31 August, after Republicans lost control of Congress and President Trump said he has no immediate...
Coal
Coal Watch: India’s coal imports rise as stronger thermal shipments offset coking decline
India’s coal imports rose 8.6% week-on-week to 4.18 MT during 25–31 October, driven entirely by a strong recovery in steam coal. Steam coal arrivals climbed...
Coal India’s output jumps 19%, but plant stocks barely move off six days
Coal India’s October production and offtake each rose by almost a fifth, and power-plant stocks edged up after a week of depletion. Even so, 95...
Coal Watch: India’s coal imports ease as sharp fall in coking shipments offsets thermal arrivals
India’s coal imports fell 22.5% week-on-week to 3.85 MT during 18–24 October, reversing the sharp rebound seen in the previous week. Both major categories declined,...
Record coal dispatch fails to fill the gap as 96 power plants run critically low
India sent a record 2.6 million tonnes of coal a day to power plants, but stocks still fell about 5% in October and 96 plants...
Mobility
EV charge management software brings real-time monitoring to electric fleet operations
Electric fleets rarely fail for want of range. They fail for want of visibility. Charge management software answers this by placing depot chargers, public stations...
Plugged in but underused: The arithmetic behind India’s charging boom
India added chargers at speed, from about 5,000 public stations in 2022 to 29,151 by December 2025. But utilisation of 1–3% leaves operators carrying high...
Who carries the risk? The US$15.5-billion bill for India's e-buses shows why only state fleets are going electric
India sold 5,412 electric buses in FY26, yet almost the entire fleet on the road belongs to state transport undertakings. The reason is less about...
India’s US$38.6-billion EV financing bet is running into a resale-value problem
India’s EV financing market is projected to reach ₹3.7 lakh crore (roughly US$50 billion) by 2030, but lenders are increasingly focused on a basic question:...
Tech & AI
AI's carbon math: The technology helps oil as much as it helps solar, and that is the problem
Artificial intelligence is usually credited with making renewable energy smarter and cleaner. A new peer-reviewed study argues the fuller picture is considerably less reassuring. AI,...
AEM electrolysers enter the frame: India’s hydrogen push begins to explore next-generation pathways
AEM electrolysers are emerging as a promising next-generation technology in India’s green hydrogen push, offering a potential balance between cost and performance. By reducing reliance...
Batteries evolve into smart system assets as India’s power technology stack deepens
India’s battery storage systems are evolving from passive assets into intelligent, multi-functional components of the power sector. Advances in chemistry, power electronics and digital control...
IIT Madras develops viable alternative to conventional Li-ion
Researchers have successfully researched upon an alternative to conventional lithium-ion and lead-acid batteries for industrial usage, Indian Institute of Technology, Madras (IIT-M) told media. With...
Global
BPCL’s $1.8bn Mozambique LNG boost, QatarEnergy’s US LNG deal and more...
BPCL adds $1.8bn to Mozambique LNG, taking India’s equity-linked gas bet to about $4.6bn BPCL’s chief financial officer told analysts on 26 October that the...
World Bank’s $19bn critical minerals push meets Hitachi Energy’s $335m supply chain bet
World Bank targets $19bn for critical minerals as India eyes $5bn by 2031 The World Bank Group plans to quintuple its support for metals and...
Global energy security drives fresh investment in grids, storage and infrastructure
South Africa’s $181bn investment drive targets infrastructure delivery South Africa has set a target of roughly US$181bn in investment over 2026–2030, spread across energy, mining,...
South Korea’s $747bn K-GX plan, Google’s $4.3bn nuclear deal and new energy policy
South Korea’s $747bn K-GX plan targets green steel, hydrogen and batteries by 2035 South Korea has launched K-GX (Korea-Green Transformation), a 1,000 trillion won (US$747bn)...
Climate
Climate
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#Hydro
#India
#Climate Finance
Acting before the cloudburst: How 12 Himachal villages are adapting to climate risk early
Between 2020 and 2025, Himachal Pradesh lost ₹21,097 crore (US$2.19 billion) and more than 2,000 lives to climate-linked disasters. A study of 12 village councils...
Overshoot is now certain: What the world must do to bring warming back to 1.5°C
Warming will now cross 1.5°C, so the task is to limit how high it goes and for how long. Global emissions were nearly flat in...
India’s US$89.5-billion heat budget is missing the children it was built to protect
Two studies released within weeks of each other put a hard number on what climate change is already costing Indian children: an extra month of...
India’s climate finance paradox: The money is flowing to emissions, not vulnerability
India’s climate transition is becoming increasingly attractive to private capital. Solar, storage, transmission, carbon markets and carbon utilisation all offer identifiable assets or revenue streams....