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POLICY TRACKER

RERC Rejects Plea To Reduce Contract Demand For 200% Captive Solar Capacity Benefit In Rajasthan

RERC dismissed Shree Cement’s petition seeking to halve its contracted demand and qualify its existing 7.08 MW captive solar plant for the 200% capacity limit under 2025 GEOA regulations. The Commission ruled existing installations cannot automatically benefit from revised provisions; consumers must formally migrate, satisfy all conditions, and support additional renewable generation.

BERC Directs BSPGCL To Revise Tender Documents For 150 MW Solar Project With 300 MWh BESS In Bihar

BERC directed BSPGCL to submit corrected Request for Selection and draft Power Purchase Agreement documents for its proposed 150 MW solar project paired with a 75 MW/300 MWh battery storage system. The revised documents must incorporate agreed modifications and be filed by November 9, 2026. The next hearing is scheduled for November 12.

BERC Approves INR 3.46/kWh Tariff For 10 MW Solar Power Procurement In Bihar

BERC approved a ₹3.46/kWh tariff for Agrowin Agri Solutions’ 10 MW canal-bank solar project in Bihar, authorizing a 25-year PPA. Selected through competitive bidding, the project will support renewable purchase obligations and address projected shortages. After land-related delays, approximately 40 acres were secured in Aurangabad, subject to PPA revisions and final execution.

GERC Rejects Extension For 4 MW Solar Project, Upholds PPA Termination And Bank Guarantee Encashment

GERC rejected Sahaj Solar’s request to extend commissioning of its 4 MW Gujarat project, finding insufficient evidence that West Asia-related disruptions caused the delay. The developer missed the January 17, 2026 deadline, failed to provide timely force majeure notices, and placed equipment orders late. Consequently, PPA termination, bank-guarantee encashment, and grid-connection cancellation were upheld.

TENDER WATCH

Zambia–Tanzania 2,300 km Power Interconnector Targeted For Commissioning By 2029

Zambia plans to commission the $1.2 billion, 2,300-kilometre Zambia-Tanzania-Kenya interconnector by the second quarter of 2029. Linking Southern and Eastern African power pools, it will enable up to 500 MW in electricity trading and improve supply reliability. Supported by $292 million in grants, construction includes over 600 kilometres of Zambian transmission lines.

Africa GreenCo And Westlum Energy Complete Southern Africa’s First Electricity CFD Transaction

Africa GreenCo and Westlum Energy completed Southern Africa’s first electricity Contract for Difference transaction through Green Tiger Markets. The milestone introduces a tool for managing price volatility without trading physical power, improving financial predictability, market liquidity and private-sector confidence. CFDs could support cross-border electricity trading, renewable-energy investment and regional power-market development.

NERSA Registers 2,045 MW Solar, 3 MW BESS And 1,063 MW Wind Projects With R78.16 Billion Investment In South Africa

NERSA registered 144 new electricity facilities in South Africa from July to September 2026, adding 3,129 MW and attracting R78.16 billion in investment. Solar dominated with 139 projects, while wind, battery storage and co-generation also contributed. All applications were processed within nine working days, supporting faster capacity expansion and energy diversification.

KPI Green Energy Energizes 171.5 MWp Across Solar And Hybrid Projects In Gujarat

KPI Green Energy has energized 49.7 MWp in its solar project and 121.8 MWp in its hybrid project in Bharuch, Gujarat. Cumulative capacities now stand at 300.8 MWp and 510.7 MWp, respectively. Supported by long-term GUVNL PPAs, the additions advance the company’s IPP portfolio, recurring revenues, and renewable energy growth alongside its EPC business.

TRENDING STORIES THIS WEEK

Smarten Power Systems Reports 77.4% Revenue Growth And 104% Profit Surge In H1 FY27

Smarten Power Systems Limited reported strong financial results for H1 FY27, with a 77.4% increase in consolidated revenue to ₹204.54 crore and a more than doubled Profit After Tax (PAT), rising to ₹11.99 crore. The company shows growth in both consolidated and standalone performance, driven by expanding operations in the power backup and solar energy segment.

Northern Solar Secures RM34 Million EPCC Contract For 9.50 MW Solar PV Project in Malaysia

Northern Solar Holdings Berhad has received a RM34 million contract to engineer and construct a 9.50 MW solar PV plant, enhancing its position in Malaysia's solar market. Scheduled for completion by May 2027, this project is expected to positively impact the company's earnings. The recent contract adds to their growing portfolio, bringing total recent awards to RM153.4 million.

India’s Solar Manufacturing Sector Targets 32.3 Lakh Jobs And USD 89 Billion Investment By 2047 ISMA Report

India's solar manufacturing industry aims to become a global leader by 2047, potentially generating 32.3 lakh jobs and attracting USD 89 billion in investments. The Vision 2047 report outlines a comprehensive strategy for building an integrated solar ecosystem, reducing import reliance, and increasing domestic production capacity significantly. Essential policy support and investment are vital for success.

CERC Rejects Wind-Only Classification For 160 MW Blended Wind-Solar Project In Karnataka

The Central Electricity Regulatory Commission (CERC) rejected Vena Energy Vidyuth Private Limited's (VEVPL) appeal for special regulatory treatment for its 160 MW blended wind-solar project in Karnataka, insisting it remains classified as a hybrid station under the DSM Regulations, which impose stricter deviation penalties compared to standalone wind projects.

IN CONVERSATION

“The Sun Is Africa’s Gold”: Jinko Solar’s Adama Cissé on West Africa’s Solar Growth, Technology and Opportunities

West Africa's solar PV market is growing due to increasing electricity demand and utility-scale projects, although diverse regulations and climatic challenges persist. In a discussion with Adama Cissé of Jinko Solar, she highlights the importance of technology choice and local partnerships in driving adoption, along with the successful introduction of the Tiger Neo 3.0 technology.

“India’s Energy Storage Market Is Set for Strong Growth Over the Next 3–5 Years”: William Gui, Sineng Electric

India's energy storage market is set for rapid growth, emphasising grid stability, efficiency, and advanced technologies. Sineng Electric's General Manager highlights the importance of grid-forming technology in supporting renewable energy integration. The company aims to enhance local operations and develop efficient solutions aligned with India's energy transition and project demands.

AI-Driven Energy Storage Will Shape India’s Smart Energy Future: Abhilash Borana, CEO, Sigenergy India

India's renewable energy sector is embracing artificial intelligence for smarter energy management. Sigenergy India's CEO, Abhilash Borana, highlights their innovative AI-powered energy storage solutions that optimise electricity consumption and integrate solar, battery storage, and EV charging. The company aims to expand locally while revolutionising energy efficiency across residential, commercial, and industrial applications.

India’s Renewable Energy Supply Chain Is Becoming More Resilient, Technology-Driven and Localised: Yogendra Yadav, Sungrow

Yogendra Yadav from Sungrow discusses the transformation of India’s renewable energy supply chain towards local sourcing and advanced technology. Emphasising AI-driven forecasting, digitalisation, and strong vendor partnerships, he highlights strategies for optimising inventory management and addressing logistics challenges to build a more resilient and sustainable supply chain.

MARKET INSIGHTS

India’s Solar Revolution Beyond 200 GW: Industry Leaders Highlight Manufacturing Gaps, Storage Needs, And the Road To Global Leadership

India is nearing its 200 GW solar target, with capacity reaching 171.05 GW by September 2026. Industry leaders say future progress depends on moving beyond module assembly through domestic cell, wafer, ingot and polysilicon production. Storage, grid expansion, recycling, advanced technology, financing and stronger supply chains are also essential for global competitiveness.

India’s Installed Wind Power Capacity Reaches 59.2 GW With 11% Year-On-Year Growth In September 2026

India's wind energy sector saw significant growth in the first nine months of 2026, reaching a total capacity of 59,201.07 MW, an 11 percent increase from the previous year. Key states like Gujarat, Tamil Nadu, and Karnataka led this expansion, reflecting ongoing investments and policy support for renewable energy development across the country.

El Niño Threatens Renewable Energy Projects As Extreme Weather Losses Rise Globally, Tokio Marine GX Warns

The Tokio Marine GX report warns that the renewable energy sector is increasingly vulnerable to extreme weather, exacerbated by El Niño. It emphasizes the need for enhanced disaster recovery strategies, highlighting solar projects as primary loss contributors. Recommendations include improved risk transparency, collaborative planning, and timely recovery arrangements to mitigate financial impacts.

India’s Battery Component Manufacturers Face Up To 61% Cost Gap Against Global Imports, Study Recommends Targeted Incentives—Report

India's battery component manufacturing industry faces cost disadvantages of 18% to 61% compared to global suppliers, primarily due to high raw material prices and financing costs. A study suggests targeted policy support to strengthen domestic production, highlighting the necessity of developing capabilities to meet rising battery demand projected to reach 600 GWh by 2037.
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“The Sun Is Africa’s Gold”: Jinko Solar’s Adama Cissé on West Africa’s Solar Growth, Technology and Opportunities

West Africa's solar PV market is growing due to increasing electricity demand and utility-scale projects, although diverse regulations and climatic challenges persist. In a discussion with Adama Cissé of Jinko Solar, she highlights the importance of technology choice and local partnerships in driving adoption, along with the successful introduction of the Tiger Neo 3.0 technology.

NTPC Invites Bids For Solar Projects With 75% Local Content Requirement Across Belize, Trinidad And Tobago, And Jamaica

NTPC has invited bids for 180 kWp solar PV projects in Belize, Trinidad and Tobago, and Jamaica, funded by India’s Ministry of External Affairs. Projects will operate in self-consumption, zero-export mode. Eligible Class-I local suppliers must meet 75% local-content requirements. Bids are due November 30, 2026, with EMDs ranging from ₹5 lakh to ₹10 lakh.

How Molecular Chirality Controls Photocurrent in 2D Hybrid Perovskites

Research from the Institute of Science Tokyo reveals that the molecular chirality of 2D organic-inorganic hybrid perovskites affects the direction of light-induced photocurrent. By using enantiomers to control crystal polarity, the study enhances understanding of charge transport in perovskites, paving the way for advanced optoelectronic applications, though not directly improving solar-cell efficiency.