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Coal India dissolves solar manufacturing unit ending 4 GW integrated panel plans

Coal India dissolves solar manufacturing unit ending 4 GW integrated panel plans

Coal India has dissolved its solar manufacturing subsidiary, CIL Solar PV Ltd, effectively shutting down plans to enter integrated solar photovoltaic manufacturing via a special-purpose vehicle. A regulatory filing says the company’s name was removed from the Register of Companies under the Companies Act, 2013, after a Ministry of Corporate Affairs public notice in April 2026. The move ends a proposed 4 GW domestic manufacturing push aimed at reducing reliance on imported solar equipment, though Coal India says it will keep investing in renewables.

Summarised by Beize from a story on Startup Talky on 15 May 2026
Inox Clean Energy buys US solar manufacturing assets for 750 million

Inox Clean Energy buys US solar manufacturing assets for 750 million

Inox Clean Energy has agreed to buy Boviet Solar’s US solar manufacturing assets for $750 million, including module and cell production units in North Carolina. The acquisition is designed to give Inox Clean a stronger foothold in the expanding US solar market and accelerate its manufacturing and supply capabilities as demand grows.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Tata Power shares plunge 7 percent after Q4 profit fall as renewables surge sparks debate

Tata Power shares plunge 7 percent after Q4 profit fall as renewables surge sparks debate

Tata Power shares fell about 7% after its Q4 FY26 profit declined and revenue dropped year-on-year. While the company’s renewables and solar manufacturing businesses expanded strongly, brokerages remain split: some view growth drivers as supportive, while others flag key risks and maintain cautious stances, leading to mixed calls ranging from Buy to Sell.

Summarised by Beize from a story on The Economic Times on 13 May 2026
China pushes WTO panel over India solar and IT support measures sparking fresh trade dispute

China pushes WTO panel over India solar and IT support measures sparking fresh trade dispute

China has asked the WTO to set up a dispute panel against India’s support measures for solar cells and modules, along with certain IT sector policies. The two countries’ bilateral talks failed to resolve the issue, with Beijing alleging the rules discriminate against Chinese goods. The move follows a similar WTO request made in January over India’s auto and battery incentives.

Summarised by Beize from a story on The Economic Times on 12 May 2026
China green tech firms rush into new markets as Iran war reshapes energy costs

China green tech firms rush into new markets as Iran war reshapes energy costs

China’s green tech giants are capitalizing on a shifting energy landscape after the Iran war triggered fuel cost shocks. Firms such as Jinko Solar, Chery and BYD report rising demand for EVs, batteries, and solar panels as consumers and businesses in import-dependent markets seek cheaper, homegrown alternatives to expensive fuel.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Waaree Energies targets a US solar cell plant to surge in fast growing American market

Waaree Energies targets a US solar cell plant to surge in fast growing American market

Waaree Energies is looking to expand aggressively in the United States, with plans that may include building a solar cell manufacturing facility. The move comes after the company increased its solar module manufacturing capacity. Waaree wants to gain market share in the growing US solar sector while also continuing to build an energy transition ecosystem in India.

Summarised by Beize from a story on The Economic Times on 10 May 2026

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Gujarat launches 870 MW battery backup network to stabilise renewables grid

Gujarat launches 870 MW battery backup network to stabilise renewables grid

Gujarat has rolled out battery energy storage systems totaling 870 MW across five locations to keep the renewable power grid stable. The state has also registered 13 more battery projects and added BESS to Modhera, its first solar village. Officials say the move reinforces Gujarat’s leadership in India’s rapidly growing battery storage ecosystem.

Summarised by Beize from a story on The Economic Times on 9 May 2026
Adani Green Energy forms new subsidiaries to expand solar wind and storage generation footprint

Adani Green Energy forms new subsidiaries to expand solar wind and storage generation footprint

Adani Green Energy Limited has set up fresh companies to drive clean power generation. The step-down subsidiaries were incorporated through its wholly owned unit, Adani Renewable Energy Sixty Four Limited, and are designed to focus on renewable generation. The move reinforces Adani Green’s role in developing and operating solar, wind, and energy storage solutions.

Summarised by Beize from a story on The Economic Times on 7 May 2026
India to challenge US overcapacity probe on May 8 across steel petrochemicals and solar modules

India to challenge US overcapacity probe on May 8 across steel petrochemicals and solar modules

India will testify before the US Trade Representative on May 8, pushing back against US allegations of excess manufacturing capacity. Trade officials and industry representatives will address claims tied to petrochemicals, steel, and solar modules. India argues that trade surpluses are driven by broader macroeconomic factors, not unfair overcapacity. The hearing forms part of a wider US review of trade practices.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Solex Energy plans Rs 4000 crore solar manufacturing and 10 GW BESS project in Gujarat

Solex Energy plans Rs 4000 crore solar manufacturing and 10 GW BESS project in Gujarat

Solex Energy is set to invest Rs 4,000 crore in Gujarat to build a solar cell manufacturing facility alongside a battery energy storage system (BESS) project. The plan includes a 5-GW solar cell plant and a 10-GW BESS capacity, aiming to strengthen clean-tech manufacturing in the state, create jobs, and support India’s renewable energy push.

Summarised by Beize from a story on The Economic Times on 4 May 2026

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India hits 256 GW peak demand as renewables supply nearly one third

India hits 256 GW peak demand as renewables supply nearly one third

India met a record peak power demand of over 256 GW on April 25, 2026, with renewable sources such as solar, wind and hydro contributing nearly one third. The milestone highlights India’s growing ability to handle peak load using cleaner generation. The government is also pushing grid modernization and expanding capacity to lift renewables further in the power mix.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Emmvee Photovoltaic shares jump 7% after Jefferies lifts target amid booming profits

Emmvee Photovoltaic shares jump 7% after Jefferies lifts target amid booming profits

Emmvee Photovoltaic shares gained around 7% after a strong Q4FY26 showing. Revenue jumped 62% year over year and PAT surged 89%, with results surpassing estimates. Jefferies reiterated a Buy rating and raised its target to Rs 350, pointing to a healthy order book and strong growth visibility, even as margins dipped slightly.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Karnataka High Court pauses tougher solar and wind penalties after industry challenges rules

Karnataka High Court pauses tougher solar and wind penalties after industry challenges rules

The Karnataka High Court has stayed newly tightened penalties imposed on solar and wind power producers for missing scheduled grid supply targets. The decision follows industry bodies arguing the federal framework is “unilateral.” For now, firms can continue under the older fee structure until the next hearing on June 10, delaying fresh financial risk.

Summarised by Beize from a story on Republic on 28 Apr 2026
Karnataka court pauses tougher grid penalties for solar and wind firms until next hearing

Karnataka court pauses tougher grid penalties for solar and wind firms until next hearing

A Karnataka court has temporarily stopped new, stricter penalties for solar and wind producers that deviate from scheduled grid supply. Industry groups challenged the rules, saying they were introduced without sufficient public consultation and failed to account for weather-driven variability in renewable generation. The order keeps the older penalty regime in place until the next hearing.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026

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US hits Indian solar imports with 123% anti dumping duty amid trade dispute

US hits Indian solar imports with 123% anti dumping duty amid trade dispute

The US has imposed steep preliminary anti-dumping duties of 123% on Indian solar cells and modules, a move the Indian solar industry says is unlikely to cause major immediate damage to exporters. Still, it raises concerns for the sector as the case progresses, adding pressure to an already competitive global market.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
US proposes preliminary antidumping duties on solar imports from India and two other nations

US proposes preliminary antidumping duties on solar imports from India and two other nations

The US Commerce Department has announced preliminary antidumping duties on solar cells and panels imported from India, Indonesia, and Laos, alleging the products were sold in the US at unfairly low prices. The move could reshape costs and competition for exporters, while US industry groups backed it. Final determinations are expected later this year.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Borosil Renewables quits Europe and pivots to solar India after China-hit setback

Borosil Renewables quits Europe and pivots to solar India after China-hit setback

Borosil Renewables is scaling back after its Europe expansion bet faltered following a China-linked disruption. The company has abandoned its European plans and is redirecting focus toward India’s solar opportunity. The shift raises questions on how Borosil timed its global move and what it needs to execute next to rebuild growth and investor confidence.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Tata Power pushes beyond coal with solar milestone and a January hydro start

Tata Power pushes beyond coal with solar milestone and a January hydro start

Tata Power says it will stop investing in new coal-fired power plants, while targeting a major solar milestone in the fourth quarter of FY25. The company is also preparing to begin a significant hydro project in January 2025, reinforcing its shift toward cleaner energy backed by financial discipline.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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RIL shifts from gas drilling to green electrons as Jamnagar giga factories take center stage

RIL shifts from gas drilling to green electrons as Jamnagar giga factories take center stage

Reliance Industries is repositioning its energy strategy, moving from offshore gas extraction to building a green power future around Jamnagar’s giga-scale ambitions. The shift reframes older assets like KG-D6 as “fading fumes,” while new solar-driven plans promise cleaner electrons and a new growth narrative for the company’s next phase.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
China solar giants gear up for bigger capacity despite oversupply fears and demand doubts

China solar giants gear up for bigger capacity despite oversupply fears and demand doubts

Reports say the top five Chinese solar manufacturers plan a 54% capacity jump by year-end to 465 gigawatts, even as existing supply already exceeds demand. Analysts warn capacity could balloon by 2030 beyond forecast market needs, raising questions among investors about whether the expansion is commercially or strategically justified.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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