In-depth

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India’s Clean Energy Manufacturing Boom Faces an R&D Reality Check

With a record solar capacity addition of 27 GW in the first half of 2026 and a 110 GWh storage pipeline, India’s clean energy build-out is gathering pace as the...

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Energy Banking Rules are Reshaping Economics of Renewable Open Access

Changes to banking regulations, settlement mechanisms, and open access charges across states are altering the economics of renewable power procurement for commercial and...

September 2, 2026

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Arjun Joshi

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Mercom Research Focus

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Open Access

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Solar
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Solar Encapsulant Demand Rises as Glass-Glass Modules Squeeze Backsheets

The demand for solar encapsulants is rising alongside the temporary surge in module demand, following the extension of the Approved List of Models and Manufacturers...

September 1, 2026

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Melvin Mathew

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Manufacturing

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Mercom Research Focus

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Solar
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Module Glut, DCR Cell Shortages, and Financing Risks Squeeze Solar Manufacturers

India’s push to build a domestic solar manufacturing ecosystem is creating new challenges for manufacturers. While policy measures such as the Approved List of Models...

August 31, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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Soaring Input Costs, Weak Rupee Cast Shadow on Solar Project Economics

The sharp rise in key commodity prices, coupled with a weaker rupee, policy uncertainty, and geopolitical disruptions, is intensifying cost pressures across India’s...

August 26, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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Rooftop Solar’s BoS Quality Problem Extends Beyond Component Selection

As India’s rooftop solar market expands, the quality of balance-of-system (BoS) components and installation practices is becoming increasingly important to project...

August 21, 2026

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Arjun Joshi

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Mercom Research Focus

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Rooftop

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Solar
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Solar Savings Turn First-Time C&I Buyers into Repeat Customers

Energy-intensive commercial and industrial (C&I) consumers are expanding solar capacity as rising grid tariffs, proven savings, easier financing, and sustainability...

August 18, 2026

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Parth Shukla

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C&I

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Mercom Research Focus

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Solar
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Solar Module Prices Set to Rise as Procurement Rush Builds Ahead of ALMM-II Deadline

Developers are accelerating project commissioning ahead of the December 31, 2026, Approved List of Models and Manufacturers (ALMM) List-II exemption deadline, tightening...

August 14, 2026

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Melvin Mathew

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Manufacturing

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Mercom Research Focus

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Solar
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India’s Floating Solar Push Hinges on More Than Subsidies

India’s nascent floating solar market has struggled to scale amid high project costs, complex reservoir engineering, fragmented water-surface allocation, and limited...

August 13, 2026

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Arjun Joshi

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Floating Solar

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Mercom Research Focus

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Solar
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India’s DCR Solar Push Is Creating a Cost and Supply Crunch

The widening price gap between Domestic Content Requirement (DCR)-compliant and non-DCR modules is reshaping procurement and investment decisions across India’s...

August 12, 2026

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Rakesh Ranjan

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Mercom Research Focus

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Solar
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DCR Module Shortage Derails Rooftop Solar Timelines Despite Strong Demand

Accounting for 18% of India’s total solar installations in Q1 2026, the rooftop solar segment has been a key growth driver in the country’s efforts to fast-track...

July 30, 2026

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Arjun Joshi

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Mercom Research Focus

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Rooftop

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Solar
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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...

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Higher Capacity Battery Cells Are Reshaping the Energy Storage Ecosystem

For much of the past decade, innovation focused on improving cell chemistry and lowering manufacturing costs. Today, the industry’s focus is shifting from...

July 10, 2026

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Rakesh Ranjan

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Energy Storage

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Mercom Research Focus
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Maharashtra’s C&I Solar Market Shifts Toward Demand Matching

Maharashtra’s evolving renewable energy regulations have shifted the commercial and industrial (C&I) solar market from maximizing solar generation to...

July 8, 2026

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Arjun Joshi

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C&I

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Mercom Research Focus

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Solar
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Domestic Solar Cell Supply Under Strain as Demand for TOPCon Modules Surges

The implementation of the Approved List of Models and Manufacturers (ALMM) List II mandate for solar cells is causing a TOPCon module supply squeeze, with developers,...

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