What is actually happening in Indian energy — storage tenders and policy, EV incentives, battery prices, rooftop solar. Every item is dated, says where the numbers came from, and links to the reporting behind it.
Latest · Grid storage
Global capacity passed 250 GW in 2025 and shipments rose about 75 per cent to 421 GWh, with roughly 158 GW forecast for 2026. Batteries beat a cheaper technology by being buildable where the grid actually hurts — and China holds about two-thirds of it.
· 8 min read · 3 sources
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Grid storage
Hazard mitigation analysis is now required for every installation, explosion control must meet NFPA 69, and a new clause demands backup power for the safety systems themselves. It has no legal force in India and Indian projects will comply anyway.
· 8 min read · 4 sources
Industry
Offer validity has collapsed from about three months to a fortnight since January. Lithium peaked in May and turned down, the 587 Ah cell transition is pulling costs the other way, and cells are under 40 per cent of a turnkey system anyway.
· 7 min read · 4 sources
Home storage
Rooftop solar tripled its installation rate in nine months and crossed 14.8 GW. What actually unblocked it was paperwork, not panels — and the economics still rest entirely on net metering, which is exactly what storage would replace.
· 8 min read · 3 sources
Industry
Carbonate is back around $21,900 a tonne after bottoming below $14,000. Worked through properly, a doubling of the metal adds roughly ₹450 per kWh — low single-digit per cent on an installed system. The arithmetic, and why the headline misleads.
· 8 min read · 4 sources
Grid storage
Viability Gap Funding widened to 30 GWh, SECI and POWERGRID put record tenders into the market, and a PLI tranche was carved out for grid cells. What that means for the supply chain — and why none of the money is for your factory.
· 9 min read · 4 sources
Policy
The PM E-DRIVE incentive for e-2Ws lapsed on 31 July 2026 and was reinstated ten days later, to March 2028, with a bigger budget. What it is worth now, why three-wheelers are a different story, and how to check what actually applies to you.
· 8 min read · 3 sources
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