Driven by the rapid expansion of data centers in Uttar Pradesh, demand for solar open access in the state is expected to double over the next three years. According to the Mercom India Solar Open Access Project Tracker, steel, metals, and mining units currently account for 16.9% of the state’s open access demand, followed by data centers at 8.9%. Nationally, data centers account for 13.6% of open-access power demand, second only to the steel industry, which leads with 33.2%.

In a move that could reshape India’s solar manufacturing, the Ministry of New and Renewable Energy (MNRE) asked the Department of Financial Services to advise banks, financial institutions, and non-banking financial companies to adopt a cautious approach while financing new standalone solar module manufacturing capacity. The ministry said lending decisions should be based on informed market assessments, given the widening gap between domestic module supply and demand. In an office memorandum, MNRE urged lenders to prioritize projects that plan fully integrated solar manufacturing facilities rather than only adding module assembly lines.

Rajasthan has an estimated spare transmission capacity of up to 13 GW in the financial year (FY) 2026 for future renewable energy projects, according to the state’s load dispatch center, Rajasthan Rajya Vidyut Prasaran Nigam. Rajasthan will have up to 1.4 GW of spare transmission capacity in FY 2027 and up to 3.9 GW of capacity in FY 2028. The available transmission capacity will drop to 1.9 GW by FY 2029. The state has approved transmission capacity for renewable energy projects of more than 1 GW, comprising 997.21 MW for solar/biomass projects, and 105.7 MW for wind projects.

The Uttar Pradesh Electricity Regulatory Commission approved the power purchase agreements and discovered tariffs for 129.2 MW of solar projects under Component C-2 of the Pradhan Mantri Kisan Urja Suraksha evam Utthaan Mahabhiyan. The discovered tariff of the projects in two batches ranged from ₹2.48 (~$0.027)/kWh to ₹2.99 (~$0.033)/kWh, and from ₹2.54 (~$0.0281)/kWh to ₹2.99 (~$0.033)/kWh.

Waaree Solar Americas, a wholly owned subsidiary of Waaree Energies, received an order for the supply of 288 MW of solar modules from a U.S. developer and owner-operator of utility-scale solar and energy storage projects. The order is classified as a one-time contract, and the supply schedule is planned for the financial year 2026–27. The company has won several module supply orders from U.S. clients this year. In June this year, Waaree Solar Americas received an order for the supply of 540 MW of solar modules from a developer of utility-scale solar and energy storage projects.

Ahmedabad-based integrated power transmission equipment manufacturer, Diamond Power Infrastructure, received a letter of intent to supply 33 kV, 2,126 km high-voltage (HV) cables and 3.3 kV, 3,539 km solar medium-voltage cables worth ₹7.47 billion (~$83.16 million) from Adani Green Energy for its renewable energy project in Khavda, Gujarat, and in Rajasthan. The company will execute the contract between January and December 2026. Diamond Power offers low-voltage cables up to 1.1 kV with 34,300 kilometers per annum (KMPA) production capacity, HV cables up to 132 kV with 19,500 KMPA, and extra-high-voltage cables of up to 550 kV with 2,000 KMPA.

Mahanadi Coalfields, a subsidiary of Coal India, invited expressions of interest (EoI) to set up a 60 MWh battery energy storage system (BESS) project in Odisha. The last date to submit bids is December 26, 2025. Bids will be opened on December 27. Bidders must submit a technical and financial proposal that includes BESS technology, the project’s working principle, its specifications, and applications. The proposals must also cover the advantages and disadvantages of BESS, the capital expenditure and land required for the project, and the time needed for commissioning.

The Tamil Nadu Green Energy Corporation floated a tender to set up 20 MW of grid-connected rooftop solar projects on government buildings across the state under the renewable energy service company model on a net feed-in mechanism. Bidders must quote a minimum capacity of 4 MW and can quote a maximum of 20 MW. The scope of work entails the design, engineering, supply, storage, erection, testing, commissioning, and quality control of the solar projects. It also involves providing operation and maintenance services for 25 years.

French government-owned electric utility EDF is weighing the sale of its entire U.S. renewable energy business as it shifts its focus toward expanding nuclear capacity at home and faces reduced policy support for wind and solar in the U.S., Reuters reported. CEO Bernard Fontana said the company is now considering selling between 50% and 100% of its U.S. renewables arm, having previously planned to divest only a minority stake. EDF’s U.S. renewable energy business could be valued at close to €4 billion (~$4.6 billion) in a potential deal.

Great British Energy (GBE) issued a strategic plan to install 15 GW of clean energy projects and storage assets and mobilize £15 billion (~$20 billion) of private investment by 2030. The publicly owned energy investment company said the plan outlines priorities for the next five years and shows how it can drive investment, support workers, and ensure communities feel the benefits of the energy transition. GBE will operate as a developer and equity investor, giving the public a stake in the full lifecycle of clean energy infrastructure. The returns generated from publicly owned assets will be reinvested in new capacity, jobs, and opportunities across the UK.

Germany’s Federal Network Agency (Bundesnetzagentur) awarded a combined 1.09 GW of capacity in its latest auctions for solar installations on buildings and noise barriers and biomass plants. Of the total capacity, 813 MW was awarded to biomass facilities and 281 MW to rooftop and noise-barrier solar projects. In the tender for solar installations on buildings and noise barriers, Bundesnetzagentur auctioned 283 MW. This segment received 140 bids, totaling 310 MW. The agency disqualified 19 bids representing 29 MW, but all remaining 121 bids, totaling 281 MW, were accepted, resulting in a slightly undersubscribed auction.

The solar energy industry wrote to the U.S. Senate and House of Representatives, urging them to work with the Department of the Interior (DOI) to address the July memorandum that resulted in a near-complete moratorium on solar project permitting. DOI announced in July that it was ending the preferential treatment of ‘unreliable’ and subsidy-reliant wind and solar energy. All DOI-related decisions and actions regarding wind and solar energy facilities would be subjected to a new review process by the Office of the Executive Secretariat and Regulatory Affairs. Subsidies for such facilities will also be stopped.