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Could US FEOC Rules Create New Export Opportunities for Indian Solar Manufacturers?

With the U.S. beginning to enforce the Foreign Entity of Concern (FEOC) rules and global buyers accelerating China+1 sourcing strategies, Indian solar module manufacturers are positioning themselves to capture new export opportuni...

July 24, 2026

Manufacturing

Standalone Solar Module Makers Seek 18-Month ALMM List-II Extension

The All India Solar Module Manufacturers (AISMM) has urged Union Minister for New and Renewable Energy (MNRE) Pralhad Joshi to provide an 18-month, output-linked transition for the mandatory use of solar cells listed under the App...

July 23, 2026

Energy Storage

Lithium Prices Drop as Suspended Mining Operations in China, Australia Restart

The lithium carbonate market has remained highly volatile this year amid expectations of stronger global supply of the key battery material. Lithium carbonate futures in China fell to CN¥144.11 (~$21.28) per kg on July 21, a decli...

July 23, 2026

Markets & Policy

Solar Module Manufacturers May Face Cell Supply Shortage for 6-7 Months: Interview

The rush to comply with the Approved List of Models and Manufacturers (ALMM) guidelines for solar modules and cells has sparked concerns among industry stakeholders about a potential mismatch between demand and supply and delayed ...

July 23, 2026

Latest News

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Open Access Will Drive Large-Scale C&I Renewable Adoption: Interview

India added 2.7 GW of solar open access capacity in the first quarter of 2026, up 55% quarter-over-quarter, according to the Q1 Mercom India Solar Open Access Market Report. The growth was supported by favorable policies, growing consumer interest,...

July 24, 2026

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Tesla Q2 2026 Revenue Rises 26% on Record Deliveries, Misses Earning Estimates

Electric vehicle (EV) maker Tesla reported total revenue of $28.24 billion in the second quarter (Q2) of 2026, a 26% year-over-year (YoY) increase from $22.5 billion, driven by vehicle deliveries, higher automotive sales, and continued growth in its...

July 24, 2026

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Daily News Wrap-Up: Solar Module Makers Seek 18-Month ALMM-II Extension

The All India Solar Module Manufacturers urged Union Minister for New and Renewable Energy Pralhad Joshi to provide an 18-month, output-linked transition for the mandatory use of solar cells listed under the Approved List of Models and Manufacturers...

July 24, 2026

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Navitas Solar, Caelux Partner to Make 5 GW Tandem Solar Modules in India

Surat-based solar module manufacturer Navitas Solar has entered into a five-year partnership with California-based perovskite technology company Caelux Corporation to develop and manufacture 5 GW of hybrid tandem solar modules in India. Under the...

July 23, 2026

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Electricity Regulations Must Balance Accountability with Developer Flexibility: Interview

Stricter regulations and project oversight can discourage speculative developers, but they may also inadvertently affect genuine developers facing legitimate execution challenges that delay project timelines. According to Shri Venkatesh, Founding...

July 23, 2026

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Malaysia Launches 2.65 GW Solar Program with 1.25 GW Energy Storage

Malaysia’s Ministry of Energy Transition and Water Transformation (PETRA) has launched the sixth Large-Scale Solar (LSS6) program, offering 2,650 MW of solar capacity and 1,250 MW of battery storage capacity across three procurement packages. PETRA...

July 23, 2026

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Waaree Renewable Technologies’ Revenue Surges 53% in Q1 FY 2027

Waaree Renewable Technologies, the engineering, procurement, and construction (EPC) arm of the Waaree Group, reported consolidated revenue from operations of ₹9.24 billion (~$95.7 million) for the first quarter (Q1) of the financial year (FY) 2027,...

July 23, 2026

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PFC Consulting Invites Bids for Transmission System in Maharashtra

PFC Consulting has invited bids to establish an intrastate transmission system (InSTS) for the 400/220 kV Malegaon (Saundane) air-insulated substation (AIS) in the Nashik district of Maharashtra. The transmission scheme has been planned for the...

July 23, 2026

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