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Union Budget 2026 Strengthens India’s Grid Storage Ecosystem with Targeted Push for Lithium-Ion BESS Manufacturing

2 February 2026 at 07:51

India’s 2026 Union Budget promotes the energy storage sector by offering fiscal incentives for lithium-ion battery manufacturing. The extension of customs duty exemptions for related equipment aims to reduce production costs, improve viability, and attract investments. This policy supports renewable energy integration and positions India as a competitive hub in battery technology.

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NTPC Commissions 210 MW First Phase Of 1.2 GW Khavda-II Solar Project In Gujarat

2 February 2026 at 07:40

NTPC Limited has announced a fresh addition to its renewable energy portfolio with the commissioning of a new solar power capacity in Gujarat. In a formal disclosure dated January 30, […]

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Fujiyama Power Systems Reports 74% YoY Revenue Growth in Q3 FY26, Commissions 1 GW Solar Cell Plant

2 February 2026 at 07:23

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.

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NiCo₂O₄ Nanowire Photo-Capacitor Enables Self-Charging Energy Storage

2 February 2026 at 06:13

Scientists at CeNS in Bengaluru have created a photo-rechargeable supercapacitor, known as a photo-capacitor, which simultaneously captures and stores solar energy, eliminating the need for separate solar panels and batteries. This innovative device enhances efficiency and compactness, paving the way for advanced, self-sustaining power systems in portable electronics and renewable energy use.

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₹1.81 Lakh To ₹3.15 Lakh: Kerala And Tamil Nadu Discover New Benchmarks In Standalone BESS Tariffs

2 February 2026 at 05:17

Tamil Nadu and Kerala have awarded large standalone Battery Energy Storage System (BESS) projects, and the tariff outcomes have surprised many market participants. At a time when the sector has […]

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Union Budget 2026 :Duty Exemption on Solar Glass Input Boosts India’s Solar Manufacturing Ambitions

2 February 2026 at 05:04

The Union Budget 2026-27 has eliminated the basic customs duty on sodium antimonate, a key component in photovoltaic solar glass production, which will lower costs and enhance the competitiveness of Indian manufacturers. This strategic move supports domestic manufacturing, encourages investments, and aligns with India's renewable energy goals of achieving 500 GW capacity by 2030.

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Union Budget 2026: Solar Power Anchors India’s Clean Energy Transition with Focus on Manufacturing, Storage, and Grid Resilience

1 February 2026 at 16:05

The Union Budget 2026 prioritizes clean energy, particularly solar power, as central to India's growth strategy. Key allocations support both decentralised and utility-scale solar projects, alongside carbon management and manufacturing initiatives. The budget aims to enhance grid resilience, improve financing, and promote skills development, ensuring a robust and sustainable energy transition.

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Telangana Charts Vision for 139 GW Power Capacity to Support $3 Trillion Economic Goal by 2047 – EQ

In Short : Telangana has set an ambitious target of achieving 139 GW of power generation capacity by 2047 to support its vision of building a $3 trillion economy. The strategy focuses on expanding renewable energy, strengthening grid infrastructure, improving energy efficiency, and ensuring reliable power supply to drive industrial growth, urban development, and long-term economic sustainability.

In Detail : Telangana has outlined a long-term energy roadmap aimed at achieving 139 GW of installed power generation capacity by 2047, aligning with its broader vision of becoming a $3 trillion economy. This ambitious target reflects the state’s recognition that reliable and affordable electricity is a fundamental driver of economic growth, industrial competitiveness, and social development.

Rapid industrialization, urban expansion, digital transformation, and rising living standards are expected to significantly increase electricity demand in the coming decades. Sectors such as manufacturing, information technology, electric mobility, data centers, and infrastructure development will place growing pressure on the power system, making large-scale capacity expansion a strategic necessity.

Renewable energy is expected to form a major component of Telangana’s future power mix. The state plans to scale up solar, wind, and other clean energy sources to reduce dependence on fossil fuels and meet sustainability goals. This transition also aligns with national climate commitments and supports the shift toward a low-carbon development pathway.

Solar energy is likely to play a dominant role due to Telangana’s strong solar potential and favorable geographic conditions. Utility-scale solar parks, rooftop installations, and distributed generation systems are expected to expand rapidly, contributing significantly to the state’s long-term capacity targets and improving energy access across urban and rural areas.

In parallel, the state is expected to invest heavily in grid infrastructure and transmission capacity. Upgrading substations, expanding transmission corridors, and deploying smart grid technologies will be essential to handle higher power flows and integrate large volumes of renewable energy into the system efficiently and reliably.

Energy storage and flexible generation resources will also become increasingly important in achieving the 139 GW target. As renewable penetration rises, battery storage systems and hybrid projects will help balance supply and demand, manage intermittency, and ensure round-the-clock power availability for critical sectors.

From an economic perspective, the expansion of power capacity will act as a catalyst for industrial growth and investment. Reliable electricity supply reduces operational risks for businesses, attracts domestic and foreign investors, and supports the development of energy-intensive industries such as manufacturing, logistics, and digital services.

Policy support and regulatory reforms will play a key role in realizing this vision. Long-term planning, investor-friendly policies, transparent tariff mechanisms, and public-private partnerships will be necessary to mobilize capital and accelerate project development across conventional and renewable energy segments.

Overall, Telangana’s target of 139 GW power generation capacity by 2047 reflects a forward-looking and growth-oriented energy strategy. By aligning power sector development with economic ambitions, the state is positioning itself to build a resilient, sustainable, and globally competitive economy powered by a modern and diversified energy system.

Gujarat Leads India’s Clean Energy Drive, Emerges as Top Renewable Energy State – EQ

In Short : Gujarat has emerged as India’s leading state in renewable energy capacity, according to Deputy Chief Minister Harsh Sanghavi. The state’s strong focus on solar, wind, and hybrid projects, supported by progressive policies and infrastructure development, has positioned Gujarat at the forefront of India’s clean energy transition and sustainable growth agenda.

In Detail : Gujarat has established itself as the leading state in renewable energy development in India, reflecting its long-standing commitment to clean and sustainable power generation. According to Deputy Chief Minister Harsh Sanghavi, the state now tops the country in renewable energy capacity, highlighting the success of its strategic investments and policy-driven approach.

The state’s leadership in renewable energy is driven primarily by large-scale deployment of solar and wind power. Gujarat’s geographic advantages, including high solar irradiation and strong wind corridors, have enabled it to develop some of the country’s largest renewable energy projects, making it a major contributor to India’s green power capacity.

Solar energy forms a central pillar of Gujarat’s renewable strategy. The state has promoted utility-scale solar parks, rooftop solar systems, and decentralized solar installations across urban and rural areas. These initiatives have not only increased generation capacity but also improved energy access and reduced dependence on conventional power sources.

Wind energy has also played a significant role in Gujarat’s renewable growth. The state has been an early mover in wind power development, with extensive onshore wind farms and increasing interest in hybrid wind-solar projects that optimize land use and grid connectivity. This diversified renewable portfolio strengthens overall system resilience.

Policy support has been a key enabler of Gujarat’s success. Investor-friendly regulations, streamlined approval processes, and long-term renewable energy policies have attracted private sector participation and accelerated project implementation. These measures have created a stable and predictable environment for renewable energy developers.

Infrastructure development has further supported the state’s clean energy expansion. Investments in transmission networks, substations, and grid integration technologies have enabled efficient evacuation of renewable power from generation sites to demand centers, ensuring minimal losses and improved system reliability.

Gujarat’s renewable leadership has also generated significant economic benefits. The sector has created employment opportunities, attracted domestic and foreign investment, and supported the growth of allied industries such as equipment manufacturing, engineering services, and clean technology innovation.

From an environmental perspective, the expansion of renewable energy has helped Gujarat reduce carbon emissions and improve air quality. Increased use of clean power supports national climate goals and contributes to India’s commitment to achieving long-term sustainability and energy security.

Overall, Gujarat’s position as the top renewable energy state reflects a comprehensive and future-oriented energy strategy. Through a combination of natural advantages, strong policy frameworks, and sustained investment, the state has emerged as a model for renewable energy development and a key driver of India’s clean energy transition.

Tripura Empowers Households to Generate Income Through Rooftop Solar Power – EQ

In Short : Around 740 households in Tripura are earning additional income by selling surplus solar power to the electricity grid. The initiative highlights the success of rooftop solar adoption and net metering policies, enabling consumers to become energy producers, reduce electricity bills, and contribute to clean energy generation and decentralized power systems.

In Detail : Tripura has emerged as a promising example of decentralized renewable energy adoption, with around 740 households now earning income by selling excess solar power to the electricity grid. This development reflects the growing acceptance of rooftop solar systems and the effectiveness of supportive policies that encourage consumer participation in clean energy generation.

The households have installed rooftop solar photovoltaic systems under government-supported programs aimed at promoting renewable energy at the consumer level. These systems allow households to generate electricity for their own use and export surplus power to the grid, transforming consumers into “prosumers” within the energy ecosystem.

Net metering plays a central role in enabling this model. Through net metering mechanisms, electricity exported to the grid is measured and credited against the household’s power consumption, allowing users to receive financial compensation or bill reductions based on the amount of energy they supply.

This arrangement provides direct economic benefits to households by reducing monthly electricity expenses and creating a supplementary income stream. Over time, the savings and earnings can help recover the initial investment in solar installations, making rooftop solar a financially attractive option for residential consumers.

From a system perspective, decentralized rooftop solar reduces pressure on centralized power plants and transmission networks. Local generation helps lower peak demand, reduces transmission losses, and improves overall grid efficiency, especially in geographically dispersed or remote regions.

The initiative also contributes to environmental sustainability by increasing the share of clean energy in the state’s power mix. Each rooftop system reduces reliance on fossil fuel-based electricity, leading to lower carbon emissions and improved air quality at the local level.

The success of these households demonstrates the importance of policy support, financial incentives, and public awareness in driving renewable adoption. Subsidies, simplified approval processes, and technical assistance have played a crucial role in encouraging residents to invest in solar power.

Beyond individual benefits, the program supports broader socio-economic development. It promotes energy self-reliance, encourages community-level participation in clean energy, and builds local capacity in solar installation, maintenance, and technical services.

Overall, the experience of 740 households in Tripura earning income from rooftop solar power highlights the transformative potential of decentralized renewable energy. It shows how clean energy can simultaneously deliver economic empowerment, energy security, and environmental sustainability at the grassroots level.

Rising Silver Prices Push Solar Industry to Rethink Materials and Reduce Dependence – EQ

In Short : Soaring silver prices are creating cost pressures for solar manufacturers, prompting efforts to reduce or replace silver usage in photovoltaic technologies. As silver is a critical input for solar cells, companies are exploring alternative materials, efficiency improvements, and new manufacturing processes to control costs while maintaining performance and supporting large-scale solar deployment.

In Detail : The sharp rise in global silver prices has become a growing concern for the solar industry, as silver is a key raw material used in photovoltaic cell manufacturing. Solar firms are increasingly facing higher production costs, which could impact project economics, equipment pricing, and long-term profitability if material dependency is not addressed.

Silver is primarily used in the conductive paste that forms electrical contacts in solar cells, enabling efficient flow of electricity. Although the amount of silver per cell has reduced over the years through technological improvements, the scale of global solar deployment means overall demand for silver continues to rise significantly.

With silver prices reaching multi-year highs, manufacturers are under pressure to optimize material usage. Rising input costs can reduce margins for module producers and increase capital expenditure for solar developers, particularly in price-sensitive markets where competitive tariffs leave little room for cost escalation.

To manage these risks, solar companies are investing in research and development to reduce silver content in solar cells. Techniques such as thinner conductive lines, improved cell architectures, and more precise manufacturing processes are helping minimize silver usage without compromising electrical efficiency.

Some firms are also exploring alternative materials to partially or fully replace silver. Copper, aluminum, and other conductive metals are being tested as potential substitutes, although challenges remain in terms of durability, efficiency, corrosion resistance, and long-term performance under harsh operating conditions.

Technological innovation is playing a crucial role in this transition. Advanced cell designs such as TOPCon, heterojunction, and back-contact technologies allow more efficient use of conductive materials, enabling manufacturers to achieve higher power output with lower precious metal consumption.

From a strategic perspective, reducing silver dependence is also about long-term supply security. Silver is used across multiple industries, including electronics, electric vehicles, and investment markets, making it vulnerable to supply constraints and speculative price movements that can disrupt solar manufacturing plans.

Policy and market dynamics further influence this shift. As governments push for rapid renewable energy expansion, keeping solar affordable is essential for achieving climate targets. Material cost control becomes a critical factor in maintaining the competitiveness of solar power compared to other energy sources.

Overall, the solar industry’s efforts to cut or replace silver usage reflect a broader trend toward material efficiency and technological resilience. By reducing reliance on expensive and volatile inputs, solar manufacturers can protect project economics, strengthen supply chains, and ensure the continued scalability of solar energy in a rapidly evolving global energy landscape.

Manufacturing for Scale, Reliability, and the Next Phase of India’s Solar Growth

31 January 2026 at 08:37

Solar power in India has moved decisively from the margins to the mainstream of the country’s energy planning. With capacity targets rising and decarbonisation timelines tightening, the discussion is no […]

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India Achieves Historic Clean Energy Milestone with 34.6 GW Non-Fossil Capacity Addition in FY26 – EQ

In Short : India added a record 34.6 GW of non-fossil fuel power capacity in the first eight months of FY26, according to the Economic Survey 2026. The achievement highlights rapid progress in renewable energy deployment, strengthening the country’s clean energy transition and reinforcing its commitment to reducing carbon emissions and building a sustainable power system.

In Detail : India has recorded its highest-ever addition of non-fossil fuel power capacity, with 34.6 GW installed in the first eight months of FY26, as highlighted in the Economic Survey 2026. This milestone reflects the accelerating pace of India’s energy transition and demonstrates strong momentum in the deployment of renewable and clean energy technologies across the country.

The non-fossil capacity addition includes major contributions from solar, wind, hydro, and other renewable sources. Solar energy continues to dominate new installations, supported by falling costs, improved technology, and strong policy backing, while wind power and hydro projects are also contributing to diversifying the clean energy mix.

This rapid capacity growth is a direct outcome of India’s long-term national targets for renewable energy and climate action. The government has set ambitious goals to expand non-fossil fuel capacity and reduce dependence on coal, aligning domestic energy policies with global climate commitments and sustainability objectives.

The record capacity addition highlights strong investor confidence in India’s renewable sector. Domestic and international investors are increasingly channeling capital into clean energy projects, attracted by stable policy frameworks, long-term power purchase agreements, and growing corporate demand for green electricity.

From a grid perspective, the large-scale integration of non-fossil capacity is reshaping how India’s power system operates. Grid operators are increasingly focusing on flexibility, storage solutions, and digital systems to manage variability and ensure reliable power supply amid rising renewable penetration.

The growth in clean capacity also supports India’s energy security by reducing reliance on imported fossil fuels. By expanding domestic renewable generation, India can stabilize energy costs, improve trade balance, and enhance resilience against global fuel price volatility.

In addition to environmental benefits, the renewable energy expansion is generating significant economic value. Large-scale projects are creating employment across manufacturing, construction, operations, and maintenance, while also stimulating growth in supporting industries such as energy storage, transmission infrastructure, and digital energy services.

The Economic Survey also reflects a broader structural shift in India’s power sector, where renewables are becoming central to capacity planning and future investments. Clean energy is no longer viewed as a supplementary resource but as the backbone of India’s long-term power strategy.

Overall, the addition of 34.6 GW of non-fossil capacity in FY26 marks a defining moment in India’s clean energy journey. It underscores the country’s ability to scale renewable deployment at record speed and strengthens its position as one of the world’s leading markets for sustainable and low-carbon energy development.

India Must Pivot Renewable Strategy from Capacity Addition to Grid and Manufacturing, Says MNRE Secretary – EQ

In Short : Santosh Kumar Sarangi, Secretary of MNRE, emphasized that India’s renewable energy focus must evolve from mere capacity addition to strengthening grid infrastructure and domestic manufacturing. He highlighted that integrating renewables efficiently, scaling battery storage, and boosting local manufacturing are critical to sustaining growth, ensuring energy security, and supporting India’s long-term clean energy and decarbonization goals.

In Detail : Santosh Kumar Sarangi, Secretary of the Ministry of New and Renewable Energy (MNRE), stressed that India’s renewable energy strategy needs a fundamental shift. While capacity additions have been impressive, the focus must now move toward strengthening grid infrastructure, integrating distributed energy resources, and building a resilient renewable energy ecosystem that can sustain long-term growth.

Sarangi highlighted that India’s record renewable installations have brought the country to the forefront globally, but challenges remain in grid management, intermittency, and storage. To maintain momentum, India must invest in smart grids, flexible transmission networks, and digital solutions that allow renewable energy to be efficiently integrated without compromising reliability.

Another key area Sarangi emphasized is domestic manufacturing. India’s renewable transition cannot rely solely on imports of solar modules, wind turbines, and batteries. Developing local manufacturing capabilities is essential for energy security, reducing costs, creating jobs, and establishing a self-reliant ecosystem for critical clean energy technologies.

The MNRE Secretary also pointed out the importance of energy storage and hybrid solutions. Battery systems, pumped hydro, and other storage technologies are vital to manage variability, provide grid stability, and ensure that high shares of renewable energy can be delivered consistently to consumers and industries.

Sarangi stressed that policy and regulatory frameworks need to evolve in tandem with technological development. Efficient grid integration, market mechanisms for storage and flexibility, and incentives for domestic manufacturing are essential to ensure that India’s renewable push translates into reliable, sustainable, and cost-effective energy systems.

He also highlighted that the transition from capacity addition to infrastructure focus would create multiple economic benefits. Strengthening grid networks and expanding manufacturing can generate jobs, attract investment, and foster technological innovation, positioning India as a global hub for clean energy solutions.

Sarangi emphasized that decentralized energy, such as rooftop solar, community microgrids, and P2P trading, must be integrated into national planning. This requires modern grid architecture and digital monitoring to enable two-way power flows while maintaining stability across regions with varying generation and consumption patterns.

The Secretary called for a collaborative approach involving industry, academia, financial institutions, and government bodies to accelerate the transition. Investments in R&D, skill development, and advanced manufacturing capabilities are crucial for building a robust and resilient renewable ecosystem capable of meeting India’s ambitious climate and energy targets.

Overall, Sarangi’s message underscores that India’s renewable energy journey must now evolve from quantitative growth to qualitative development. By focusing on grid modernization, energy storage, and domestic manufacturing, the country can achieve a sustainable, secure, and self-reliant energy future while strengthening its leadership in the global clean energy transition.

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