The US Commerce Department has announced preliminary antidumping duties on solar cells and panels imported from India, Indonesia, and Laos, alleging the products were sold in the US at unfairly low prices. The move could reshape costs and competition for exporters, while US industry groups backed it. Final determinations are expected later this year.
India’s solar rise was meant to be a sunrise, but the pace of new manufacturing and capacity growth is colliding with softer demand and export headwinds. With factories expanding faster than markets can absorb output, unsold panels are reportedly accumulating in warehouses. The result raises tough questions: is India building lasting clean energy strength, or drifting into an overbuild bubble?
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Borosil Renewables is scaling back after its Europe expansion bet faltered following a China-linked disruption. The company has abandoned its European plans and is redirecting focus toward India’s solar opportunity. The shift raises questions on how Borosil timed its global move and what it needs to execute next to rebuild growth and investor confidence.
Reports say the top five Chinese solar manufacturers plan a 54% capacity jump by year-end to 465 gigawatts, even as existing supply already exceeds demand. Analysts warn capacity could balloon by 2030 beyond forecast market needs, raising questions among investors about whether the expansion is commercially or strategically justified.
CleanMax Enviro Energy Solutions has partnered with Sangam India to supply hybrid renewable power across Rajasthan. The agreement combines solar and wind generation with battery storage, aiming to cut carbon emissions from Sangam India’s operations. The renewable setup will power five Sangam facilities in the state, supporting cleaner electricity at multiple sites through a single supply arrangement.
India’s electric vehicle interest is rising fast, but charging infrastructure is not keeping pace. As forecasts point to millions of EVs in daily use, the current network of charging stations appears insufficient for the scale of demand. The result: a growing risk that charging bottlenecks could slow adoption unless capacity expands quickly across cities and highways.
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India is planning a major wind energy expansion, aiming to reach 100 gigawatts by 2030 and 156 gigawatts by 2036. The move, flagged by Pralhad Joshi, underscores a fast-growing clean energy roadmap, with wind expected to play a central role in powering the country’s greener future.
India’s renewable power generation hit a record high in 2025, driven by solar and wind reaching new individual highs. The rapid rollout and output growth pushed coal generation down, signaling a clear shift in the energy mix. Still, coal remains the dominant source of electricity, underscoring how far the transition has to go.
Zen Mobility and Delhivery have announced a long-term EV partnership aimed at deploying thousands of purpose-built electric vehicles across India over the next three to five years. The plan builds on existing traction, with more than 500 EVs already operational, signaling a major scaling push for logistics electrification and greener last mile operations.
CleanMax plans to supply renewable electricity to Shell’s LNG terminal in Gujarat and technology centre in Karnataka. The Gujarat site will be powered by a 16.83 MW solar and wind hybrid project, while Karnataka’s 13.2 MW hybrid plant will feed Shell’s Bengaluru operations. The move aims to improve reliability and energy stability for Shell’s facilities.
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India’s clean energy ministry is reviewing petitions from solar manufacturers and developers contesting a new mandate requiring domestically made solar cells starting in June. Industry groups warn the country lacks enough local capacity, which could trigger supply shortages, higher module prices, and delays in renewable energy projects unless the rule is revised or phased.
India’s Finance Ministry is preparing discussions over customs warehousing benefits under the MOOWR scheme for imported battery storage systems. Industry groups warn the policy could tilt the market against domestic players, prompting concerns about misuse and gaps in implementation. The government plans consultations with the power and renewable energy ministries before deciding how the move fits energy security goals.
Larsen & Toubro’s clean energy arm, LTEGL, has signed a long-term agreement with Japan’s ITOCHU to supply 300,000 tonnes of green ammonia every year from its Kandla facility. The pact follows an earlier arrangement and is designed to turn Kandla into a low-carbon fuel export hub, with ITOCHU planning to use the ammonia for marine fuels, especially for Singapore.
NIIF is reportedly in talks with Temasek for a potential $1.7 billion acquisition of Sprng Energy, intensifying a competitive sale process. Along with NIIF and Temasek, Actis, the AV Birla Group, and KKR are also in the fray. Binding bids are expected in the coming days, setting up a high-stakes race for the renewable power asset.
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International banks are set to finance Brookfield’s 1.04 GW renewable energy project in India with $600 million. The plan blends wind, solar, and battery storage to deliver more reliable power rather than intermittent generation. Industry observers see it as another major vote of confidence for India’s expanding green power pipeline and large-scale sustainable investment.
Clean energy producer Resolven has signed a 25-year power supply agreement with Solar Energy Corporation of India for electricity from a new 180-megawatt wind project in Andhra Pradesh. The wind farm is expected to generate substantial clean power each year, supporting household electricity needs while cutting carbon emissions and strengthening India’s renewable energy pipeline.
Hindustan Power has secured a 100 MW solar project from the Punjab government after a tariff-based competitive bidding process. The firm will sign a 25-year power purchase agreement with Punjab State Power Corporation Limited, with commissioning targeted within 24 months. The deal underscores Punjab’s push to expand solar capacity through long-term offtake arrangements.
EV leasing platform Drivn has signed a partnership with Energy In Motion (EIM) to deploy around 1,000 heavy-duty electric trucks across India within two years. By combining EIM’s vehicle and energy solutions with Drivn’s leasing and operations expertise, the deal is designed to cut the barriers for fleet operators and make the EV transition simpler and more accessible.
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India’s power transmission sector is forecast to turn around by FY27 after five years of weak performance. New regulations and alternative investment models are expected to boost capital flow and improve how assets are used. The biggest growth potential is tied to renewable integration and energy storage, but funding may depend heavily on monetising existing assets.
The Global Wind Energy Council’s 2026 Report says wind power kept expanding despite supply shocks and fast-rising oil and gas prices. It projects global wind installations rising 40% in 2025, positioning wind as a steady driver of the energy transition. The industry’s growth suggests it can help offset broader energy stress rather than intensify it.
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