French oil and gas major TotalEnergies has signed a US$2.2 billion joint venture (JV) with the Emirati state-run renewable energy developer Masdar to jointly develop renewables across Asia.
Italian renewables platform Whysol Renewables has secured financing towards four agrivoltaics plants and two battery energy storage systems (BESS) in southern Italy.
Climate Energy Finance’s Tim Buckley argues that geopolitical instability exposes Australia's oil dependency and positions the country as a safe haven for international renewable energy capital.
After hitting an all-time high of $121.65/oz on Jan. 29, silver prices have tumbled to $79.44/oz, with analysts warning of a potential drop toward $50/oz.
After reaching an all-time high of $$121.65 per ounce (oz) on Jan. 29, silver prices have fallen sharply in recent days, dropping to $79.44/oz this morning.
The downturn had been anticipated by two analysts interviewed by pv magazine on Jan. 27, who warned that the steep rally seen in previous weeks could reverse abruptly in the days ahead.
One of the two analysts, Mike McGlone, senior commodity strategist at Bloomberg Intelligence, said the price could stabilize around $50/oz, although he did not provide a timeframe for when this new trend might materialize.
“Reversion toward $50 appears as a normal path for the commodity known as the ‘devil's metal' due to its volatility,” he told pv magazine.
Rhona O’Connell, head of market analysis for EMEA and Asia at StoneX, said on Jan. 27 that investors might soon rethink their rush into silver. She explained that speculative buying had pushed the metal into risky territory, making prices vulnerable to a sharp correction. O’Connell also said fears of potential U.S. tariffs fueled the recent rally, swelling COMEX inventories as metal flowed into the U.S. Further gains are unlikely, she added, dismissing even $100/oz as unsustainable and warning of a potentially severe price reversal.
Silver prices surged by approximately 130% in the past six months and around 243% over the past year. The average silver price was $28.27/oz in 2024, $23.38/oz in 2023, and $21.80/oz in 2022.
Fujiyama Power Systems Limited reported significant financial growth for Q3 FY26 and the nine-month period ending December 31, 2025. Revenue surged by 73.8% YoY to Rs. 5,885 million, with PAT increasing 124.3% YoY to Rs. 673 million. The company expanded its manufacturing and distribution networks, anticipating continued growth in India's solar market.
A report from LevelTen Energy finds solar PPA prices in North America rose 3.2% in Q4 2025, marking a nearly 9% year-over-year increase as developers and buyers navigate a complex “post-OBBBA” regulatory environment.
Renewable energy power purchase agreement (PPA) prices continued their upward trajectory in the final quarter of 2025, driven by persistent policy headwinds and a shifting tax credit landscape.
According to the Q4 2025 PPA Price Index from marketplace operator LevelTen Energy, solar P25 prices rose by 3.2% following a 4% increase in the third quarter.
While solar costs climbed, wind PPA prices saw a slight dip, declining 1%. However, on an annual basis, both technologies have seen prices surge by nearly 9% compared to the same period last year.
Post-OBBBA
The market is currently adjusting to the “One Big Beautiful Bill Act” (OBBBA), which introduced tax credit cuts. LevelTen noted the second half of 2025 was defined by “ruthless” prioritization as firms scrambled to safe-harbor projects.
Despite these challenges, a November survey of developers representing over 230 GW of capacity found that more than 75% of projects slated to go online before 2029 expect to successfully retain access to tax credits.
This clarity has allowed some developers to dial in pricing by removing risk premiums that had previously accounted for OBBBA-related uncertainties, said the report.
Regional pricing
The report highlights significant price disparity across North American ISOs. For solar, P25 prices reached as high as $115 per MWh in ISO-NE and $81.03/MWh in PJM, while ERCOT remained the most competitive at $49 per MWh.
ISO Market
Solar P25 Price ($/MWh)
ISO-NE
$115.00
PJM
$81.03
MISO
$64.95
CAISO
$62.00
ERCOT
$49.00
In the wind sector, ERCOT has seen a massive 19% year-over-year price hike, fueled by an ongoing boom in data center development and a premium on available capacity.
Buyer headwinds
LevelTen pointed to several factors that could continue to apply upward pressure on prices:
Tariff uncertainties: Ongoing Section 232 investigation tariffs are adding direct development costs.
Permitting hurdles: “Harsh” new federal permitting procedures have stalled substantial amounts of development nationwide.
FEOC: The industry is still awaiting guidance on Foreign Entity of Concern (FEOC) rules, which are expected to add compliance costs and further complicate tax credit qualification.
Corporate strategy
Many corporate buyers are now pausing or adjusting their procurement strategies due to proposed updates to the Greenhouse Gas Protocol (GHGP) Scope 2 standards, said the report. The updates, expected to be finalized in 2027, may introduce more stringent accounting for hourly matching and physical deliverability.
“The current uncertainty has caused some buyers… to adjust or even delay their procurement strategies,” the report said.
LevelTen encourages industry players to weigh in on the proposal, as 97% of companies tracking emissions currently utilize the GHGP.
As buyers and sellers work to establish a “pricing equilibrium,” the report said in markets where contract values are challenging, sellers may need to find more transactable pricing levels to get deals done.
Origin Energy has begun generating revenue from the initial stage of the Supernode and the Eraring Stage 1 battery storage projects, located in Queensland and New South Wales, Australia.
In Short : Max Healthcare has signed a 4 MW solar power purchase agreement with Sunsure Energy, marking a significant step toward reducing its carbon footprint and improving energy sustainability. The partnership will enable Max Healthcare to source clean electricity for its operations, lower energy costs, and support India’s broader transition toward renewable energy in the healthcare sector.
In Detail : Max Healthcare’s decision to sign a 4 MW solar power purchase agreement with Sunsure Energy reflects the growing role of renewable energy in the healthcare sector. As hospitals and healthcare facilities operate round the clock and consume large amounts of electricity, shifting to clean energy sources has become both an environmental responsibility and a strategic business decision.
The agreement allows Max Healthcare to procure solar power through a long-term arrangement, ensuring access to reliable and cost-effective clean electricity. Such power purchase agreements provide stability in energy costs and protect organizations from future fluctuations in conventional power tariffs, which is particularly important for energy-intensive sectors like healthcare.
For Sunsure Energy, the partnership strengthens its presence in the commercial and industrial renewable energy segment. By supplying solar power to a leading healthcare provider, Sunsure demonstrates the viability of solar solutions for critical infrastructure that requires uninterrupted and dependable power supply.
The 4 MW solar capacity is expected to significantly reduce Max Healthcare’s carbon emissions by replacing a portion of conventional grid electricity with renewable power. This contributes directly to the company’s sustainability objectives and supports broader environmental, social, and governance commitments within the corporate healthcare ecosystem.
From an operational perspective, access to clean energy enhances long-term resilience for healthcare facilities. Solar power helps reduce dependence on fossil fuel-based electricity and improves energy security, which is especially important for hospitals where power reliability is directly linked to patient safety and service continuity.
The partnership also highlights a broader trend of private sector participation in India’s renewable energy transition. Increasingly, large institutions are adopting solar power through open access and corporate PPAs, creating new demand drivers beyond government-led renewable procurement programs.
In addition to environmental benefits, the agreement is likely to generate economic advantages. Lower energy costs over time can free up financial resources for healthcare providers, allowing them to reinvest savings into medical infrastructure, technology upgrades, and improved patient care services.
Policy support and regulatory frameworks have played a key role in enabling such partnerships. Open access regulations, renewable energy incentives, and supportive state policies have made it easier for corporate consumers to directly source green power from renewable energy developers.
Overall, the solar power purchase agreement between Max Healthcare and Sunsure Energy represents a meaningful step toward sustainable healthcare operations. It demonstrates how clean energy adoption can align environmental responsibility with economic efficiency, while contributing to India’s long-term goals of decarbonization and energy transition.
In Short : Stäubli has announced a €10 million investment to scale up its solar connector manufacturing capacity in Bengaluru. The expansion aims to meet rising demand from India’s fast-growing solar sector, strengthen local supply chains, enhance production efficiency, and support the country’s renewable energy ambitions through advanced electrical connectivity solutions.
In Detail : Stäubli’s decision to invest €10 million in expanding solar connector production in Bengaluru reflects growing confidence in India’s renewable energy market. As solar capacity continues to rise rapidly across the country, demand for high-quality electrical components has increased, making localized manufacturing a strategic priority for global technology providers.
Solar connectors play a critical role in photovoltaic systems by ensuring safe, efficient, and reliable electrical connections between modules, inverters, and other system components. High-performance connectors are essential for minimizing power losses, improving system reliability, and enhancing the overall safety of large-scale solar installations.
By scaling up production in Bengaluru, Stäubli aims to strengthen its presence in India’s clean energy ecosystem. The expansion will allow the company to better serve domestic solar developers, engineering firms, and equipment manufacturers while reducing dependence on imports and improving supply chain responsiveness.
The investment also aligns with India’s broader manufacturing and industrial development goals. Local production of advanced solar components supports the “Make in India” initiative, encourages technology transfer, and contributes to building a robust domestic renewable energy supply chain.
From an operational perspective, the expanded facility is expected to adopt modern manufacturing processes, automation, and quality control systems. These enhancements will help improve production efficiency, maintain international quality standards, and ensure consistent performance of solar connectors under diverse operating conditions.
The growing deployment of utility-scale solar parks, rooftop systems, and hybrid renewable projects is creating sustained demand for reliable connectivity solutions. As projects become larger and more complex, the importance of standardized, certified, and durable components becomes even more critical for long-term system performance.
Stäubli’s investment is also likely to generate economic benefits at the local level. The expansion may create new employment opportunities, support skill development, and strengthen Bengaluru’s position as a key hub for renewable energy manufacturing and engineering expertise.
From a strategic standpoint, increasing domestic production capacity allows Stäubli to respond more effectively to India’s evolving regulatory and market requirements. Proximity to customers enables faster customization, improved technical support, and stronger collaboration with project developers and system integrators.
Overall, Stäubli’s €10 million investment in Bengaluru represents more than a manufacturing expansion. It signals long-term commitment to India’s solar industry and highlights the importance of high-quality electrical infrastructure in enabling the country’s transition toward a reliable, scalable, and sustainable renewable energy future.
In Short : Telangana is planning a major transformation of its power sector by targeting a 50% green energy mix and expanding battery storage capacity as electricity demand is projected to exceed 100,000 MW by 2047. The strategy focuses on renewable integration, grid modernization, storage deployment, and sustainable infrastructure to ensure long-term energy security and economic growth.
In Detail : Telangana is preparing for a significant shift in its energy landscape as electricity demand in the state is expected to cross 100,000 MW by 2047. Rapid urbanization, industrial expansion, digital infrastructure growth, and rising living standards are driving a sharp increase in power consumption. To meet this demand sustainably, the state has outlined a long-term strategy centered on renewable energy and energy storage.
A key pillar of Telangana’s plan is achieving a 50% green power mix in its overall electricity portfolio. This involves scaling up solar, wind, and other renewable sources to reduce dependence on fossil fuels and minimize carbon emissions. The transition is aligned with national clean energy goals and reflects Telangana’s ambition to position itself as a leader in sustainable development.
Solar energy is expected to play a dominant role in this transition due to Telangana’s high solar potential and availability of land for large-scale projects. Rooftop solar, utility-scale solar parks, and solar integration in industrial and commercial zones are being promoted to decentralize generation and reduce transmission losses. Wind and hybrid renewable projects are also expected to complement solar generation.
As renewable energy penetration increases, grid stability becomes a critical challenge. Intermittent power generation from solar and wind creates variability that must be managed effectively. To address this, Telangana is planning significant investments in battery energy storage systems to balance supply and demand, ensure reliability, and support round-the-clock power availability.
Battery storage is being positioned as a strategic enabler of the green transition. Large-scale storage systems will allow excess renewable energy generated during peak periods to be stored and dispatched during high-demand or low-generation hours. This not only improves grid resilience but also reduces curtailment of renewable power and enhances overall system efficiency.
Grid modernization is another central component of the state’s energy roadmap. Upgrading transmission infrastructure, deploying smart grid technologies, and integrating digital monitoring systems will enable real-time demand management and efficient power distribution. These measures are essential for accommodating large volumes of distributed renewable energy and storage assets.
The expansion of green power and storage is also expected to have strong economic implications. It will attract private investment, create employment opportunities, and stimulate the growth of clean energy industries within the state. Manufacturing of solar equipment, batteries, and related technologies could emerge as new industrial clusters.
From a policy perspective, Telangana’s strategy requires coordinated planning between government agencies, utilities, regulators, and private developers. Supportive policies, long-term power purchase agreements, financial incentives, and regulatory reforms will be necessary to accelerate renewable deployment and make storage systems commercially viable.
Overall, Telangana’s vision of achieving a 50% green power mix with large-scale battery storage represents a forward-looking approach to energy planning. By proactively addressing future demand growth and sustainability challenges, the state is building a resilient, low-carbon power system that supports economic growth while contributing to national and global climate goals.
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