Energy Sector

Three key trends that will shape India's energy trajectory in 2026

India's energy sector in 2026 will be influenced by shifts in crude oil sourcing, the rising share of clean energy and the growing role of private capital in renewables, nuclear power and distribution

Goldi Solar to add 5 GW module, 16 GW cell capacity by FY28 to meet demand

Goldi Solar is looking to add around 5 gigawatt of solar module and 16 gigawatt of cell manufacturing capacity in the country over the next two financial years to support the domestic demand, industry sources said. The Gujarat-based renewable energy player presently owns and operates three solar module manufacturing facilities near Surat, having a combined capacity of 15.2 gigawatt (GW). According to the industry sources, Goldi Solar is looking to scale up its module-making capacity to over 20 GW. The company is learned to be working on a draft plan to add 5 GW of module capacity. It already has 15.2 GW of capacity approved under the government's ALMM framework. The Approved List of Models and Manufacturers (ALMM) is an initiative of the Ministry of New and Renewable Energy (MNRE) that supports India's 'Make in India' vision by promoting local manufacturing, reducing import dependency, and generating new employment. It also aligns with India's renewable energy targets by ensuring t

How energy flowed between hiccups and hope as solar stayed bright in 2025

Solar was a bright spot in a year marked by domestic challenges, like oil imports, and global concerns, such as climate change

Can nuclear deliver for India? The SHANTI Bill raises tough questions

The SHANTI Bill opens the door to private participation but it may not transform India's nuclear energy future

Evaluating setting up shop in United States: Vikram Solar chairman

Vikram Solar Chairman Gyanesh Chaudhary says consolidation is under way in renewables, with capacity expansion, upstream investments and plans to explore the us market despite sector headwinds

Mixed resources to contribute 20-25% of 75-85 Gw RE capacity in FY26, FY27

Policy support and robust pipeline to drive additions; transmission and PPA delays remain key execution risks

India's energy jobs boom exposes the myth of AI-led job destruction

AI has been framed as a job-stealing force. The electricity sector tells a different story

Growth potential and earnings factored into GE Vernova's valuations

A large HVDC order win, rising transmission capex and renewable energy push strengthen GE Vernova T&D's earnings outlook, but high valuations already price in much of the upside

India reclaims third place in global wind market in 2025: BNEF report data

BloombergNEF says India is set to add 6.2 GW of wind projects in 2025, helping it reclaim third place globally and narrowing the gap with the US in second place

India's clean energy transition's biggest potential lies in agriculture

India's clean energy transition can gain scale through agriculture, using decentralised renewable energy to cut post-harvest losses, create green jobs and boost farmer incomes across rural India

SHANTI Bill has fully solved third-party liability issue: Holtec CEO

India's SHANTI nuclear law aligns liability with global norms, easing investor concerns and opening India's nuclear sector to greater private and foreign investment, says Holtec CEO Kris Singh

Coal, mining sector set for busy 2026 as reforms target energy security

From the market listings of two subsidiaries of state-owned CIL to a surge in funding for ambitious coal gasification projects, the coal sector braces for a whirlwind of activities in 2026 that could redefine energy security amid the global push for cleaner fuels. With ambitious mining reforms, surging global demand for critical minerals, and the government's push, 2026 is likely to fuel the green energy boom, promising to unearth not just resources but also boost economic powerhouses. As India races toward its ambitious Viksit Bharat@2047 goals, the Centre is rolling out sweeping reforms in the coal and mining sector to bolster national energy security. These changes target key pain points like cumbersome approval processes, inefficient dispatch mechanisms, and safety protocols, aiming to create a resilient, self-reliant energy ecosystem. The initiatives will accelerate clean energy adoption, reduce import dependence, and ensure a stable power supply for a USD 30 trillion economy

Only a new price system can solve the complexity of modern electricity

A market-based price system is key to managing renewable energy, AI-driven demand and grid stability, replacing outdated central planning in modern electricity systems

India adds 50 GW renewable energy capacity with ₹2 trn investment in 2025

While major powers slowed their push on renewable energy, India - often portrayed as a champion of fossil fuels - did the unthinkable. In 2025, it achieved a major climate milestone, with 50 per cent of its installed power generation capacity now coming from non-fossil fuel sources, five years ahead of its 2030 target under the Paris Agreement signed in December 2015. The world's fastest-growing economy now has a total installed generation capacity of about 510 gigawatts, comprising 247 GW of fossil-fuel sources and 262 GW of non-fossil fuel sources (including 254 GW from renewable energy sources). India added around 50 GW of renewable energy capacity in 2025, backed by investments of nearly Rs 2 lakh crore, taking its total non-fossil fuel capacity to about 262 GW. The government expects to sustain a similar pace of capacity addition in 2026, even as challenges related to land acquisition, right-of-way issues and delays in signing power purchase agreements continue to constrain fres

NTPC prepares 244 GW expansion plan till 2037 with ₹7 trillion investment

Power giant NTPC has prepared a roadmap to have an installed capacity of 244 gigawatts (GW) by 2037 that the company said will require a capex of Rs 7 lakh crore. Under the Ministry of Power, NTPC is the largest power generation company in India catering to the country's one-fourth electricity demand alone through conventional and green sources. On Wednesday, NTPC's operational capacity of over 85,000 MW at group-level, with addition of 359.58 MW through various solar projects of its subsidiaries in Gujarat and Rajasthan. CMD Gurdeep Singh has shared growth and expansion plans of the company in a lenders' meet, NTPC statement said on Thursday. NTPC said it has 32 GW of capacity under various stages of construction, and the company set an ambitious target to scale up to 149 GW by 2032, and further to 244 GW by 2037, NTPC. The roadmap envisages a capital expenditure of approximately Rs 7 lakh crore, with expansion plans across energy storage systems, pumped storage projects, nuclear

Japan's JAPEX buys US tight oil and gas assets in $1.3 billion deal

JAPEX will buy VRIH, which holds assets in Colorado and Wyoming, from Verdad Resources Feeder LLC using a mix of its own funds and debt. The transaction is expected to close by the end of Feb 2026

Harnessing nuclear energy: Bill seeks to address key investor concerns

Changes in the provision on operator liabilities can be expected to encourage investment

Proposed nuclear energy Bill caps operator's liability at ₹3,000 crore

Govt introduces SHANTI Bill in Parliament after amending provisions dealing with thorny issues

Nuclear sector needs strategy, skilled manpower to reach 100 GW by 2047

Revision in insurance policies, fuel-buying plans, and lack of skilled manpower among issues flagged for the industry

India's solar push hits slowdown as transmission and demand gaps emerge

India's rapid solar boom is slowing as grid constraints, weak demand growth, stalled contracts, and rising storage needs push the sector into a recalibration phase