Sunday, October 25

Renewables

India’s Solar Revolution Finds Its Missing Spark in Female Talent
Newsletter, Renewables

India’s Solar Revolution Finds Its Missing Spark in Female Talent

Executive note: Finds Its Missing Spark in Female Talent India’s renewable sector employs 1.02 million with 3.4 million jobs projected by 2030 Women hold 43% of STEM degrees but just 11% of clean energy positions• Projects with female participation show superior completion rates and stakeholder engagement Gender-diverse teams deliver measurably better outcomes in complex energy infrastructure Untapped talent pool could accelerate India’s 500GW renewable   The change is discernible, but, is the pace of change quite remarkable? World’s most populous country has embarked on a ‘Great Green Revolution’, but if the 50 per cent of its population-the women- is truly getting what it deserves? Whether renewables, that bring a new hope to surmount energy deficiency, pav...
From Coal to Clean: India’s Energy Sector Hits Historic Turning Point-Energy Update
Energy Transition, News Update, Renewables

From Coal to Clean: India’s Energy Sector Hits Historic Turning Point-Energy Update

Executive Summary This update examines India’s accelerating energy transition through multiple lenses: record renewable growth driving historic emissions reductions, transformative GST reforms unleashing investment, and ambitious infrastructure modernisation plans. We explore corporate developments at Tata Power and Adani Power, regional initiatives in Haryana’s decentralised energy programme, improved mine worker safety protocols, and international partnerships including Zimbabwe’s Jindal deal. The analysis reveals a sector reaching an inflection point where policy, investment and technology converge to reshape India’s energy landscape fundamentally. Energy Prices Hold Firm but Global Volatility Looms India’s energy markets are calm but cautious as WTI crude sits at $63.75 per barrel...
PREDATORS SCRIPT INDIA’S SOLAR GROWTH STORY
Renewables

PREDATORS SCRIPT INDIA’S SOLAR GROWTH STORY

19TH OCTOBER, 2025 The debate over protectionism and predatory pricing, very often, lack rationale and logic.  The noise and indignation against  invasion of domestic market place by foreign predators  cannot camouflage the truth.    Consumers, and , end users  prefer qualitative  and durable products  -  indigenous or imported  - at affordable prices. The demand for imported or foreign products  reflects the deficiencies in indigenous products and their incompatibility with the competitive environment. Believe it or not,  China is playing a crucial role in India's solar energy evolution and revolution. Perhaps, this can be construed as ridiculous and incredible, but the solar success story can be attributed to so-called predatory pricing by China. India 's imports of of toughened te...
Foreign Capital Validation: $11.8 Billion Investment Surge Reflects Global Confidence
News Update, Renewables

Foreign Capital Validation: $11.8 Billion Investment Surge Reflects Global Confidence

India’s renewable sector attracted $11.8 billion in H1 2025, the second-highest on record, showing strong global faith in India’s policy-driven growth model. This is anchored by government reforms—reverse auctions, renewable purchase obligations, and green bond frameworks—that have created predictable investment conditions. Utility-scale solar drew 77% of inflows, with equity typically covering 20–25% of project cost and debt syndicated through domestic and global banks. Investors secure 9–12% IRRs in rupee terms, with risks managed by currency hedging and multilateral guarantees. European utilities and Japanese trading houses led the surge. “India offers unmatched scale and policy stability,” said a Tokyo-based fund manager. These flows follow India’s record 59 GW renewable auction aw...
Hydrogen revolution catapults India toward global clean energy superpower status
Energy Transition, News Update, Renewables

Hydrogen revolution catapults India toward global clean energy superpower status

Government officials have outlined India’s national hydrogen mission as a transformative initiative that will establish the country as a global centre for hydrogen technology development, targeting both domestic energy transition requirements and emerging export opportunities in clean fuel markets. The comprehensive strategy encompasses production, storage, distribution, and application technologies across industrial and transportation sectors. The mission framework includes substantial public investment in research and development facilities, pilot project deployment, and manufacturing capacity creation for electrolysis equipment and fuel cell technologies. Industry partnerships with international technology providers are expected to accelerate domestic capability development whilst en...
ACME Cleantech: Green Ammonia Sets Global Benchmark
News Update, Renewables

ACME Cleantech: Green Ammonia Sets Global Benchmark

By Special Correspondent  Newscript, August 18, 2025 ACME Cleantech has put India on the global clean-fuels map by securing the country’s lowest-ever price for green ammonia under SECI’s SIGHT scheme. At ₹55.75/kg ($641 per tonne), ACME’s winning bid sets a new global benchmark, significantly undercutting international averages that typically hover above $800 per tonne. The company has committed to supplying 75,000 tonnes annually for a decade, cementing its role as the most aggressive early mover in India’s green ammonia sector. The achievement is not just about price—it signals India’s intent to become a competitive exporter of green fuels. Backed by heavy investments, ACME has already built infrastructure in Oman and is planning further expansion across the Middle East and Indi...
Torrent Power: Gorakhpur Hydrogen Plant Marks New Phase
News Update, Renewables

Torrent Power: Gorakhpur Hydrogen Plant Marks New Phase

By Special Correspondent  Newscript, August 18, 2025  Torrent Power, traditionally known for distribution and generation in Gujarat, has made a significant leap into green hydrogen. The company recently inaugurated a green hydrogen plant in Gorakhpur, Uttar Pradesh—one of the first industrial-scale private sector facilities of its kind in India. The plant, designed to supply hydrogen for industrial use and mobility, signals Torrent’s recognition that utilities cannot rely solely on fossil-heavy grids. By investing in green hydrogen early, Torrent aims to capture emerging demand in steel, fertilisers, and transport. “Hydrogen is no longer a distant bet; it’s a strategic hedge,” noted an industry consultant. Torrent’s entry into hydrogen differentiates it from peers like Tata Pow...
The Quiet Heat: India’s Geothermal Gamble Beneath the Himalayas
Renewables

The Quiet Heat: India’s Geothermal Gamble Beneath the Himalayas

In a silent corner of Ladakh’s Changthang plateau, where the land is so dry that even the wind seems brittle, a plume of steam rises from a field speckled with goat droppings and prayer flags. For centuries, nomadic shepherds here have treated the sulphuric springs of Puga Valley as little more than natural oddities—bubbling pools that boiled yak bones and warmed cracked palms during the long, cruel winters. Now, a different kind of pilgrim has arrived. Wearing ONGC (Oil and Natural Gas Corporation ) coveralls and sporting helmets that look absurdly futuristic against the desolate backdrop, a team of geologists and engineers is drilling 1,000 meters into the Earth’s crust. They’re not looking for oil. They’re looking for heat. And in that heat, they’re hoping to find the future. ...
Wind Energy Corporate Performance :  Suzlon’s Strong Recovery
Renewables

Wind Energy Corporate Performance : Suzlon’s Strong Recovery

By Pallab Bhattacharya Newscript, August 16, 2025 Suzlon Energy has delivered one of the strongest corporate turnarounds in India’s renewable sector, posting a 62% rise in EBITDA to ₹599 crore and a 55% revenue increase in Q1 FY26. The company, long seen as a cautionary tale of over-leverage and missed opportunities, is now re-emerging as a top performer, boasting a 73.05% five-year CAGR. The revival is built on a more disciplined business model. Suzlon has streamlined operations, deleveraged its balance sheet, and focused on profitable segments rather than chasing unviable expansion. Its latest wind turbine platforms are being touted as competitive with global benchmarks, and order books are swelling as states ramp up tenders for onshore wind. Analysts say Suzlon’s strengt...
ReNew Leans Into Storage and Hydrogen to Lift Portfolio Returns
News Update, Renewables

ReNew Leans Into Storage and Hydrogen to Lift Portfolio Returns

ReNew Power remains among India’s largest independent power producers with a portfolio above 10.6 GW spanning solar, wind and hybrids. The centre of gravity is shifting toward grid‑scale storage to capture evening peaks and improve merchant optionality, and toward early green‑hydrogen pilots aimed at industrial decarbonisation. The company’s edge lies in scale, disciplined bidding and fast execution, while a global listing ensures access to diverse capital pools. The operating focus is mix optimisation—hybrids plus storage—to stabilise cash flows in a tariff‑competitive market. Execution on storage commissioning timelines and offtake visibility with creditworthy counterparties will define returns. Market view & expert recommendations: The overall tone is optimistic but selective....
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