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SOLAR POWER CONSTRAINTS
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...- Ahead of SpaceX IPO, Musk says AI satellites will use mostly existing technologyThe billionaire said that much of the required technology already exists in its current Starlink satellite network. "Part of what we want...
- Cost benefit in the long run: India needs right energy, at the right place and at the right timeCritics question the market viability of Small Modular Reactors (SMRs) due to high costs compared to renewable energy. However, a full syst...
- Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
- India's tougher grid rules unsettle investors, test clean energy ambitionsIndia's new power grid rules are causing concern among clean energy investors, who say stricter penalties for solar and wind projects would...
- Manufactured monopoly: How industrial policy is structuring monopolies in IndiaIndia's industrial strategies are shaping a landscape where giant corporations thrive while smaller enterprises struggle to keep up. Polici...
- World faces biggest-ever energy security crisis as Iran war disrupts fuel flows, warns IEAThe world faces an unprecedented energy security crisis, forcing nations to seek new supply routes and boost domestic production. The Inter...
- India’s solar crisis has been failure of planning, coordination and infrastructure: Swaminathan AiyarIndia’s rapid solar expansion is creating an unusual crisis where electricity prices on the Indian Energy Exchange briefly fell to zero in ...
- SoftBank hires banks for US IPOs of SB Energy and AI robotics spinoff Roze, sources say2026 is shaping up as a major year for IPOs, with a wave of mega AI listings including SpaceX, Anthropic and OpenAI expected to test invest...
- Solar surge hits coal wall, 300 GWh of clean power wasted in Q1 of 2026Coal-fired power plants in India are reportedly blocking the evacuation of solar power into the grid, leading to significant renewable ener...
- Aluminium prices near record high: What’s driving the rally?Aluminium prices are trading near multi-year highs due to persistent structural supply tightness, not temporary factors. Stricter environme...
- India’s peak power demand hits 271 GW, breaks record for fourth straight dayIndia's peak power demand neared 271 GW on Thursday, a significant increase driven by intense heat. This marks the fourth consecutive day o...
- Battery storage firms eye AI demand but face grid, supply hurdlesAmerican battery storage companies are experiencing high demand from AI data centers. However, long waits to connect to the power grid and ...
- Buy, Sell or Hold: Goldman Sachs maintains sell on Tata Power; HSBC maintains buy on ACME SolarBrokerage views on Berger Paints, Tata Power and ACME Solar reflect a mixed sector outlook, with optimism driven by margin expansion and ca...
- Tata Power shares crash 7% after Q4. What are Goldman Sachs and Motilal Oswal saying?Tata Power shares dropped after its Q4 FY26 profit declined. Revenue also saw a year-on-year decrease. However, the company's renewable ene...
- The power turnaround of Uttar Pradesh: Infrastructure, reform and energy securityUttar Pradesh has transformed from a state plagued by prolonged blackouts to one meeting record electricity demand with near round-the-cloc...
- Rising energy bills: How EVs, rooftop solar, induction cooking can protect your household budget and how much they actually costFuel prices are volatile, electricity tariffs are rising, and your LPG cylinder is at the mercy of global events. Here’s how switching to a...
- India’s grid bottleneck forces ReNew to scale back power generation, limit lossesIndia's power grid struggles to handle excess solar energy. ReNew Energy Global Plc faces power curtailment, affecting earnings. The compan...
- Pixxel, Sarvam plan orbital data centre after Agnikul Cosmos-Neev CloudIndian space company Pixxel and AI firm Sarvam are collaborating on a groundbreaking orbital data centre satellite. This satellite, named P...
- From shortage story to cash-flow story: A sector ready for sustained re-rating? 5 power stocks with upside potential of up to 33%In the power sector, the next cycle will not reward whoever has the most installed megawatts. It will reward whoever can sign the right con...
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