Guide: ALMM explained: List-I modules, List-II cells and the 2028 wafer rule
Markets Mexico’s Energy Ministry reports a 6.86 GW solar pipeline alongside significant wind capacity, with CFE holding a dominant share. The country is also advancing major storage procurement and residential solar initiatives to meet 2030 renewable targets.
Markets NLC India, Coal India, and others won a 2,450 MW solar-plus-storage auction in Rajasthan, with tariffs starting at Rs 3.53/kWh. The project includes 6.4 GWh of battery capacity across two lots at the Pugal Solar Park.
Markets Australian businesses are rapidly shifting from gas to electric heat pumps, a transition described by industry leaders as largely unreported. With new buildings going fully electric and retrofits accelerating, the sector aims to leverage efficiency gains to offset rising energy costs.
Markets AEMO reports that grid-scale batteries set wholesale prices nearly half the time in the September quarter, contributing more to evening peaks than gas generation. Simultaneously, over 700,000 household batteries are reducing grid demand at peak times, with capacity expected to triple by 2030.
Markets Origin Energy has reaffirmed its plan to shut down Australia's largest coal plant in April 2029, despite two units currently offline for repairs. CEO Frank Calabria stated the timeline remains unchanged even as the station operates at reduced capacity.
Markets TOYO states that current U.S. module capacity is sufficient to meet projected 2026 demand, leading the company to bypass further domestic expansions. The manufacturer is shifting its cell production strategy to a bottom-up analysis of contracted pipelines rather than speculative capacity building.
Markets Sydney-based EVX has launched the Polecharger Rapid, a 40–50 kW DC fast charger designed for deployment across Australian communities. The company states the unit is locally manufactured to ensure domestic support for EV infrastructure.
Markets Households across four Australian states are responding to free midday electricity offers, causing a measurable daily surge in grid demand. AEMO confirms the pattern, while analysts describe it as a clear example of market mechanisms functioning as intended.
Markets A new analysis of nearly 8 GW of photovoltaic assets reveals that 87% of inspected projects contain major quality issues. The data highlights significant performance losses and increased maintenance costs associated with these defects.
Markets India’s total cross-border transmission capacity reached 10,323 MW in September 2025, with major expansion underway in Nepal. The network is projected to grow to nearly 25,800 MW by 2030-31 to support regional renewable integration.
Markets Solar generation rose 39% year-on-year to 51 BU in Q2 FY2026-27 and supplied a tenth of India's electricity, CREA analysis shows.
