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Markets & Policy

Battery swapping vs fast charging: Why India will not choose just one 

Battery swapping and fast charging are often positioned as competing solutions. In reality, they are responses to fundamentally different operational needs. 

PM-KUSUM scheme for solarizing irrigation delivers strong benefits for DISCOMs and farmers but faces scale-up challenges 

Solar-powered irrigation under the PM KUSUM Scheme offers an opportunity to reduce the agricultural power subsidy burden while providing reliable daytime electricity and boosting farmers’ incomes, according to a new report. However, the report notes several practical challenges that have slowed its uptake. 

Tata Power selects Databricks to drive data and AI transformation across its operations

Tata Power has announced the enterprise-wide adoption of the Databricks platform to accelerate its data and AI transformation, aiming to improve operational efficiency, decision-making, and digital innovation across all its business clusters.

Beyond the trilemma: Why the Global South needs a new energy framework

For decades, the “energy trilemma” – balancing energy security, affordability, and environmental sustainability – has shaped how nations think about energy strategy. For much of the Global South, it has served as a practical compass. But today, that compass may no longer be sufficient.

India’s 60% non-fossil energy target hinges on scaling debt financing

India’s ambition to achieve a 60% non-fossil fuel share in its energy mix by 2035 faces a critical financing challenge, with annual investment in renewables, storage, and transmission projected to rise sharply from $68 billion by 2032 to $145 billion by 2035—according to a new report by the Institute for Energy Economics and Financial Analysis (IEEFA).

US solar module prices face upward pressure

Median solar module pricing in the United States reached $0.28 per watt as the market adjusted to intensified trade enforcement and new Foreign Entity of Concern compliance requirements, according to the Q1 2026 Quarterly Pricing & Domestic Content Report from Anza.

Can India become a global hub for high-voltage equipment manufacturing

For years, India has depended on imports of transformer bushings particularly at higher voltage levels. For India to become a global manufacturing hub, the gaps in product design, manufacturing technology must be addressed with a sense of urgency.

How relaxed FDI norms could transform India’s renewable energy sector

The amended FDI policy for investments from countries sharing land borders with India aims to attract capital and technology for critical solar components—such as cells, wafers, and polysilicon—while retaining strategic control of assets with domestic entities. Industry experts say it could accelerate renewable energy infrastructure and manufacturing, but it also carries risks, including pricing pressure, making careful regulatory oversight essential.

DIY plug-in solar shows $0.65/W potential in US market

Achieving a system cost of $0.65/W through the secondary market and do-it-yourself assembly demonstrates a viable pathway for US plug-in solar to provide immediate utility bill relief to renters and apartment dwellers.

Reforming Captive Power in India: Key Changes under the Electricity (Amendment) Rules, 2026

While the Amendment retains core eligibility thresholds for qualifying as a captive generating plant under Rule 3, it provides clarity on several existing interpretational ambiguities to align it with judicial precedents and contemporary corporate structures.

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