Saturday, April 18

Tag: Renewable energy

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...
Daily Energy News Updates
News Update

Daily Energy News Updates

1. India Fast-tracks Hydrogen in Industrial Transition India’s green hydrogen ambitions moved beyond policy rhetoric in 2025. The government’s ₹19,744 crore National Green Hydrogen Mission aims for 5mn tonnes annual production by 2030, with initial facilities taking shape in Gujarat’s industrial belt, Odisha’s port complexes and Tamil Nadu’s renewable corridors. Production costs remain challenging at $3-5 per kilogram, well above the $1 threshold needed for commercial viability against fossil alternatives. However, manufacturers are banking on scale economics and improved electrolyser technology to bridge this gap within five years. Industrial buyers face mounting pressure from global supply chains demanding carbon-neutral inputs. Fertiliser producers, oil refineries and steel mills—sec...
Why Energy Journalism Matters More Than Ever
Opinion

Why Energy Journalism Matters More Than Ever

Four decades of covering energy markets teaches you one thing: complexity never simplifies, it just shifts. I began as a journalist in Kolkata when energy meant keeping lights on. Two decades later, I joined ONGC for another twenty years—learning how boardroom strategies translate into operational reality. Training across India and Europe on energy transition revealed a truth: everyone’s improvising, some just do it more elegantly. Today’s energy paradoxes fascinate me. Shell invests billions in renewables while expanding oil operations. Governments promise net-zero while securing gas imports. Solar costs collapse, yet grid infrastructure requires trillions. This isn’t contradiction—it’s transformation at civilizational scale. Newscript Energy World was conceived for this momen...
Weekly Energy Brief : September 1- September 7
Environmental Accountability, Geopolitics, News Update, Oil & Gas Industry, Renewables

Weekly Energy Brief : September 1- September 7

EXECUTIVE SUMMARY India’s energy system showed resilience amid geopolitical stress. The U.S. 50% tariff shock was offset by Russia’s ~$7/bbl discount, sustaining flows through a ~6 mb/d shadow market while the Indian crude basket hovered near $70.71/bbl; pump prices in Delhi stayed broadly steady. Policy tailwinds accelerated the transition: ALMM List-II became mandatory for solar tenders, and a forthcoming GST reset cuts rates on renewable components to 5% while lifting coal/lignite to 18%, sharpening clean-power economics. Renewables reached 237 GW, with H1-2025 clean generation at ~236 TWh (+20% y/y); domestic module capacity now exceeds 100 GW. Corporates advanced green hydrogen, storage, and ammonia projects, as regulators tightened ESG: SEBI’s value-chain reporting is voluntary in ...
India Energy & Climate Comprehensive Briefing
Environmental Accountability, News Update

India Energy & Climate Comprehensive Briefing

Executive Summary India’s energy sector in 2025 reflects rapid diversification and new challenges. Oil and gas remain central, but import dependence has pushed focus toward **LNG imports India** and diversified crude sourcing. **Coal production India** surpassed one billion tonnes, ensuring supply security, though transport infrastructure constraints persist. **Renewable energy in India** posted record growth, with rooftop solar and wind gaining momentum alongside major policy changes such as the removal of pooled tariffs. Clean electricity accounted for 25% of generation in H1 2025. Meanwhile, **climate change impact India** intensified, from devastating monsoon floods to record internal displacements and worsening heat stress. The Sundarbans and India’s coastline highlight urgent ...
ONGC JOINED HANDS WITH TATA POWER RENEWABLES TO DEVELOP BATTERY STORAGE
Oil & Gas Industry

ONGC JOINED HANDS WITH TATA POWER RENEWABLES TO DEVELOP BATTERY STORAGE

Tata Power Renewable Energy and Oil and Natural Gas Corporation have joined forces to develop large-scale battery storage, marking a decisive step by India’s biggest oil producer into clean energy. The agreement was signed at India Energy Week in February, as ONGC faces growing pressure to reduce dependence on fossil fuels. Chairman Arun Kumar Singh said energy storage was vital to stabilise the grid as more solar and wind capacity comes online. ONGC has set a goal of 10GW of renewable power by 2030 and pledged net zero emissions by 2038. Tata Power adds operational know-how. It runs India’s largest solar-battery plant, a 100MW facility with 120MWh of storage in Chhattisgarh. Chief executive Deepesh Nanda said the partnership would scale solutions across utilities, industrial consume...
Reliance bets big on green hydrogen with new Gujarat complex
Renewables

Reliance bets big on green hydrogen with new Gujarat complex

Reliance Industries is moving ahead with construction of a green hydrogen complex in Jamnagar, Gujarat, positioning itself at the centre of India’s nascent hydrogen economy. The $10bn project, announced by chairman Mukesh Ambani, will anchor Reliance’s broader push into renewable fuels. It will integrate solar and wind capacity with electrolyser technology to produce green hydrogen at scale, with first output targeted for 2027. India has set a goal of producing 5m tonnes of green hydrogen annually by 2030 as part of its clean energy transition. Reliance intends to supply both domestic industry and export markets in Europe and Asia, where demand is growing under net-zero mandates. The Jamnagar complex will also manufacture electrolysers and advanced fuel cells. Reliance executives ...
NTPC and Adani Power highlight competing models in electricity
Power

NTPC and Adani Power highlight competing models in electricity

India’s electricity sector is witnessing a contest between state-owned NTPC and private rival Adani Power, with scale pitched against efficiency. NTPC remains the dominant generator, producing 439bn units last year from 80GW of installed capacity. The company mines coal from nine blocks and operates thermal, solar and hydro assets. It plans to add 30GW of nuclear capacity, cementing its role as the country’s energy backbone. Adani Power, while smaller, outshines on profitability. It produced 96bn units but posted a 37.9 per cent operating margin, compared with NTPC’s 28.77 per cent. Return on equity was 25.6 per cent, almost double NTPC’s 13.6 per cent. The contrast stems from approach. Adani sells nearly 90 per cent of its output under long-term contracts, securing stable revenue...
BPCL’s hydrogen pivot signals a new phase for India’s refining giant
Renewables

BPCL’s hydrogen pivot signals a new phase for India’s refining giant

Bharat Petroleum Corporation Ltd (BPCL) posted a stronger-than-expected profit in the first quarter of FY26, with net earnings of ₹61.24 billion against market estimates closer to ₹57 billion. Softer crude costs and improved marketing spreads underpinned the numbers, but management is keen to highlight a different narrative: the company’s accelerating bet on green hydrogen. BPCL has begun pilot projects to produce hydrogen for refinery desulphurisation and has partnered with KPIT and the Kerala government on India’s first hydrogen bus corridor. “Hydrogen-powered mobility is the future of sustainable transportation,” Chairman G. Krishnakumar told reporters in Kochi, underscoring the ambition to leapfrog conventional gas. The strategy mirrors Europe’s majors. Repsol in Spain and Italy’...
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