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July 4: Green Stocks Count On News Flow, Trade Deal

Like much of the rest of the market, green energy stocks moved based on hard news flows, even as the broader market holds its breath for an update on the US-India trade deal. As we have said earlier, while a blockbuster deal will hardly pass muster due to impending elections and other issues, a small […]

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Only 15 EV Brands in China to Survive by 2030: AlixPartners

Only 15 out of the 129 electric vehicle (EV) and plug-in hybrid brands currently operating in China are expected to remain financially viable by 2030, according to a new report by global consulting firm AlixPartners. This consolidation, driven by fierce competition, overcapacity, and price wars, will see these surviving brands capture approximately 75 percent of […]

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Brazil’s Renewable Curtailment to Average 8%; Needs BESS Fix: Finds Study

Brazil’s power sector is poised to add 76 GW of new solar and onshore wind capacity through 2035, driven by transmission and distribution tariff discounts, says Wood Mackenzie’s latest analysis.  Whereas, the distributed solar installations are projected to grow at a 5.5% compound annual growth rate (CAGR), according to Wood Mackenzie analysis. Despite this substantial […]

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ReNew Has A Non-Binding Buyback Offer From CMD Sumant Sinha & Others

NASDAQ listed ReNew Global Energy plc has confirmed the receipt of a final non-binding offer dated July 2, 2025, from Abu Dhabi Future Energy Company PJSC-Masdar (“Masdar”), Canada Pension Plan Investment Board (“CPP Investments”), Platinum Hawk C 2019 RSC Limited as trustee for the Platinum Cactus A 2019 Trust (“Platinum Hawk”) (a wholly owned subsidiary […]

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Green Stocks July 3- Stocks Continue To Struggle

With the July 9 ‘deadline’ for an Indo-US trade agreement coming closer all the time, markets were understandably nervous about the possible outcomes. An expiry day further kept prices subdued, leading to a few breakouts among green stocks as well. Waaree Energies and Waaree RTL, however, did make an earnest push to gain ground, on […]

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Masters Association In Kerala Protests Against Solar Policy With Bandh

The office bearers of the Masters Association, an organisation of entrepreneurs who have invested in the solar energy sector, said in a press conference that they will observe a solar bandh (literally, solar shutdown) in Kerala on Thursday to protest the proposals in the new draft solar energy policy released by the Kerala State Electricity […]

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Managing Consultant – Supply Chain

As a Managing Consultant, you will be one of the first hires for the Supply Chain Consulting team in Wood Mackenzie’s Gurugram office. In your role, you will be responsible for execution and delivery on the projects that you are staffed. You will be tasked with developing and delivering insights drawn from our unparalleled industry […]

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Grid-Forming Tech Key To Powering $5 Tr Renewable Expansion: WoodMac

Battery energy storage systems (BESS) will require $1.2 trillion in investments to support more than 5,900 GW of new wind and solar capacity installations globally through 2034, research firm Wood Mackenzie said. The research firm said grid-forming (GFM) technology should be deployed to help achieve the projected $5 trillion expansion in global renewable energy capacity. […]

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2025: BRICS Solar Generation Jumps 39% YoY, Russia, Egypt, Indonesia Trail

A new report from energy think tank Ember shows that the ten BRICS nations accounted for 51% of global solar electricity generation in 2024, up from just 15% a decade earlier. The findings, released ahead of the BRICS summit, highlight a major shift in the global energy transition, positioning the bloc as a key player. […]

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