AGP Executive Report

Grid Constraints: India curtailed about 4.2% of its solar generation in July and August—nearly 1.8 billion units—as transmission and operating limits held back output. Solar growth is outpacing grid upgrades. Storage Push: Telangana plans to procure 3,000 MW of solar paired with 6,000 MWh of battery storage, plus wind and round-the-clock renewable power, to meet rising demand. New Capacity: Juniper Green Energy completed a 150 MW wind-solar project in Gujarat, while R.Power’s large Romanian battery project is nearing construction completion and is expected to support grid stability. Supply Chain Risks: A US grid-security order could disrupt battery storage more than other equipment: China accounted for half of US lithium-ion battery imports by value, raising concerns as data-center power demand grows. Energy Security: Supply disruptions are also accelerating clean-energy investment, with energy-importing countries expanding renewables and storage faster than exporters, according to DNV.

Battery Storage: A 9.7-kWh sodium-ion home battery has entered the residential backup market, with its maker claiming a 20,000-cycle rating. Hydropower Disruption: Flooding in Nepal’s Budhi Gandaki corridor swept away homes and bridges and damaged hydropower infrastructure; five people remain missing as rescue teams reach isolated communities. Coal Extension: Australia approved mining at Hunter Valley Operations through 2045, allowing up to 429 million tonnes of coal to be extracted despite acknowledged climate impacts. Grid Flexibility: Sungrow commissioned a 10-MW/40-MWh battery in Sri Lanka to support grid reliability as the country expands solar and wind. Clean Power Demand: Southeast Asian energy specialists say data-centre growth could help make renewable projects and cross-border transmission investments viable, if policy and grid plans keep pace. Energy Partnerships: Bangladesh is seeking Gulf investment in renewables while pursuing long-term LNG supplies from Saudi Arabia and Qatar.

Hydropower Risks: A flash flood in Nepal’s Budhi Gandaki valley swept away homes and bridges, damaged hydropower infrastructure and left at least five people missing. A landslide-blocked river may have triggered the surge. Solar Access: Solar irrigation is helping 87 farmers in the Philippines supply water to 70 hectares without fuel-powered pumps. In Afghanistan, solar systems now serve 833 schools and health centres, benefiting more than 812,000 women and girls. Solar Costs and Efficiency: An MIT study found utility-scale solar did not raise electricity bills and slightly lowered them on average. Separately, researchers say a new cell design could push solar efficiency beyond the conventional 33% limit. Investment: Oman and Kazakhstan plan a joint fund targeting renewable energy, while companies from the two countries are pursuing 2 gigawatts of solar and wind projects with battery storage. Wind Challenges: Scotland’s floating-wind ambitions face a reality check, as project setbacks threaten investor confidence in the sector.

Hydropower Risks: Flooding in Nepal’s Budhi Gandaki River swept away homes and bridges and damaged a hydropower project camp, prompting evacuation warnings downstream. Solar for Farmers: A new solar-powered irrigation system in Leyte, Philippines, will supply year-round water to 70 hectares and reduce farmers’ reliance on fuel pumps as El Niño threatens crops. Battery Storage: Bangladesh’s Palmal Group and Omera Renewable Energy plan a 4.07-MWh battery system to store rooftop solar power and cut diesel backup use at a factory. UK Energy Policy: The Conservatives’ proposal to scrap future home standards could leave new houses without solar, heat pumps and insulation, raising household bills and unsettling clean-energy supply chains. Floating Wind: Scotland’s offshore wind sector faces mounting cost pressures, with more developers expected to return leases as the industry rallies around a smaller number of projects. On-site Solar: Bristol Airport says its renewable generation is up 20% this year, producing enough power for about 680 homes.

Power Bills: Kenya’s October electricity adjustments add about KSh4.10 per kWh, with fuel costs driving most of the increase. Renewables & Grid: China’s solar capacity has overtaken coal, while India’s energy ministry says transmission bottlenecks—not excess generation—are behind renewable power curtailment. Storage Push: Telangana cleared 3 GW of solar paired with batteries, and Bangladesh approved eight-hour storage for a 442 MW solar project. Investment: The EU has allowed Greece to direct about €1 billion in additional spending to energy infrastructure, including grids, storage and interconnections. Adani Green says its operating capacity rose 24% to 20,763 MW. Power Demand: Former Intel CEO Pat Gelsinger warned that electricity supply is becoming a constraint on US data-center and AI growth, as new generation and grid projects take years to deliver.

China’s Clean-Power Shift: China’s installed solar capacity surpassed coal for the first time by late July, reshaping its power mix. Beijing is also steering data centers toward renewable-rich western regions to power its AI ambitions. Grid and Storage: ASEAN ministers backed stronger cross-border power links and energy security, while India cleared 3 GW of solar paired with battery storage. Investment: Greece won EU approval for energy investments approaching €1 billion by 2028, including support for storage and resilience. Community Solar: Fiji projects rooftop solar at three public facilities, expected to save nearly $50,000 in electricity costs in their first year. Local Power: The UK’s new Local Power Plan aims to support more than 1,000 community energy projects; in Wisconsin, the White House canceled a $1.5 million airport grant for solar and battery upgrades. Energy Risks: Drought has pushed major European rivers to record-low flows, threatening hydropower, electricity supplies and trade. Khavda Crash: Seven workers were killed and at least 20 injured in a collision near India’s Khavda renewable energy park.

Solar Investment: Enel finalized its purchase of about 270 MW of U.S. solar plants, while India’s Prozeal agreed to sell a 100 MW Gujarat project but will handle its construction and maintenance. Cebu businesses are also adding rooftop solar. Grid & Storage: Massachusetts adopted cleaner, clearer rules for connecting distributed energy and storage projects. Pasadena has started building a 25 MW battery to shift daytime solar power into evening peaks, and Australia’s 400 MW Teebar battery is moving toward construction. Policy & Buildout: The Philippines plans to auction 25 GW of renewable capacity over the next year, aiming for renewables to supply 35% of power by 2030. In the UK, a 450 MW solar farm paired with 150 MW of storage won approval. Energy Security: Asian countries are accelerating renewable plans amid oil-market disruption, while Bulgaria’s renewable generation rose nearly 34% and battery output surged, helping lift electricity exports. Cyber Risk: Thousands of European wind and solar systems were found exposed to online threats, underscoring the need to secure expanding clean-power networks.

Clean Power Buildout: Cape Town has launched a R220 million solar-and-battery plant expected to cut its reliance on Eskom and save residents at least R400 million over 20 years. Nigeria’s Enugu state has also secured $200 million for a 100MW solar programme. India’s Renewables Push: The government set SECI a FY27 revenue target of INR 24,000 crore, while a new tender seeks 1,200MW of round-the-clock clean power backed by four-hour storage. India’s annual wind installations have reached 6.05GW. Energy Security: Rising costs and supply risks are pushing Asian countries to accelerate renewables. New Zealand businesses report mounting energy bills, while Ireland’s emergency fossil-fuel plants could cost customers €1.4 billion through 2029. COP31: Pacific advocates are urging Australia and Türkiye to pair electrification pledges with renewable power and deliver stronger climate action. Green Hydrogen: Algeria is pursuing green hydrogen partnerships with German firms, aiming to develop production and export links to Europe.

Dispatchable Renewables: India’s SECI is seeking bids for 1,200 MW of renewable power paired with four-hour storage, targeting 4,800 MWh of supply during peak periods. Energy Security: Asian nations are accelerating renewable energy and regional power-grid plans as the US-Iran war exposes oil supply risks; Japan is also backing regional stockpiling. Solar Expansion: The UK approved the 500 MW Green Hill solar farm, which could power about 200,000 homes, while a separate proposed wind farm faces Ministry of Defence objections over radar interference. Storage Demand: India’s battery storage needs could reach 236 GWh by FY2032, requiring an estimated 3.49 trillion rupees in investment. African Solar: Zambia says installed solar capacity has topped 1,000 MW, exceeding its 2026 target as it seeks to diversify from hydropower.

Power Market Reform: Togo plans to open electricity generation, distribution and grid access to more private investment, with new rules for storage and businesses to sell surplus renewable power. Rooftop Solar: Vietnamese factories are cutting power bills with on-site solar: one 20-MWp system expects to save up to VND 7 billion a month, while another reports savings of about VND 3 billion. Floating Wind: Scotland’s bid to lead in floating offshore wind faces mounting uncertainty over grid links, transmission costs, planning delays and a missing domestic supply chain. Industry leaders warn the chance to build the sector is narrowing. Solar Manufacturing: Azerbaijan is developing three facilities with planned annual capacity of 3 GW, aiming to supply domestic projects and export markets from 2027. Grid Investment: India has approved a roughly $19 billion transmission and storage programme to help connect more renewable power and ease bottlenecks.

Battery Buildout: Northland Power brought Alberta’s largest battery facility online ahead of schedule. In Texas, Foss & Company closed a $58 million tax-equity deal for GridStor’s utility-scale storage project. South Africa is also raising planned battery procurement to 4.6 GW to capture excess renewable power and use it when needed. Rural Solar Fight: The Environmental Law & Policy Center sued the USDA, saying new rules unlawfully block solar funding through a rural energy program and leave applicants facing unexpected costs. Solar Investment: Zelestra secured $350 million for an Indiana solar project backed by a long-term Meta power contract, taking its U.S. project financing past $1 billion this year. Household Benefits: A pilot in Ireland will use surplus renewable electricity to provide free hot water to 40 social homes. Dubai Airports also reported a 45 MWp rooftop solar programme across its two airports.

Grid & data-center strain: China’s “six networks” push is trying to link water, power grids, computing, communications, pipelines and logistics so green power can reliably feed AI and data hubs, with early pilots reporting higher green power use and faster logistics. Fiber for AI: A hollow-core fiber push aims to cut latency for AI data transmission, while a Kazakhstan-Azerbaijan fiber line could reroute faster, more resilient Eurasian connectivity. Renewables under El Niño: Brazil’s Amazon communities are using solar to replace costly diesel as drought risk rises, while the Philippines warns drought could spread widely through March 2027. Policy whiplash: Ireland’s carbon tax U-turn freezes some home-heating increases, drawing criticism that it weakens long-term decarbonization. Energy security & transition: Australia’s coal expansion collides with its COP31 clean-energy push; Switzerland weighs Morocco cooperation on renewable hydrogen and synthetic fuels. Power reliability stress: PNG faces worsening hydro-driven load shedding as dam levels fall. Wind governance debate: New arguments call for changing how wind farms are managed to improve resilience and performance.

Battery Storage & Solar Buildout (Australia): Canadian Solar’s e‑STORAGE will supply and commission a 100 MW/200 MWh battery for OX2’s Muswellbrook solar-plus-storage project in New South Wales, with shipments starting Q3 2027 and commercial operation targeted for Q3 2028. Offshore Wind Milestone (UK): Ørsted marks 20 years of generating power in the UK, highlighting the Barrow offshore wind farm’s 90 MW capacity and its role in scaling the sector. Grid Flexibility (Australia): NSW’s Waratah “super battery” reaches full capacity approval, delivering 850 MW and 1,680 MWh to help keep reliability as coal retires. Solar + Storage Growth (Europe/US): MaxSolar secured €155m in HoldCo debt financing from Copenhagen Infrastructure Partners to expand Germany solar and battery projects, while Exus Renewables bought 715 MW of US solar-plus-storage assets. Cyber Risk (Europe): Dutch researchers warn thousands of wind and solar systems have exposed admin interfaces online, raising sabotage concerns. Policy & Markets (UK/Spain): UK grid operator NESO flags reduced system margin as wind drops; Spain’s regulated tariff households face wholesale prices above €200/MWh for the first time in four years. Climate Finance Pressure (Pacific): Pacific leaders at a pre‑COP summit in Fiji criticize slow, insufficient climate adaptation funding after Tuvalu’s sea-level impacts. Digital Grids (IEA): The IEA says digital grid tools could unlock up to 330 GW of capacity without new physical expansion.

Grid Relief Policy: Philippines’ Energy Regulatory Commission will extend its no-disconnection rule for households with unpaid bills until December, but only for smaller users (200 kWh/month or less) as it tries to protect vulnerable customers without crushing utility cash flow. Night-Time Power Crunch: India’s states are asking for extra electricity allocations after weak hydropower and plant maintenance tightened supplies after sunset, exposing limits in shifting daytime solar to evening without enough storage. Hydropower Deal Watch: Adani Power shares rose after signing a shareholder agreement with Bhutan’s DGPC for the 770 MW Chamkharchhu hydropower project, a peaking run-of-river scheme aimed at winter needs and summer exports. Renewables Grid Buildout: India’s cabinet approved a 1.86 trillion rupee Green Energy Corridor Phase-III plan to modernize transmission (up to 135 GW evacuation) and add 50 GWh of battery storage. Energy Security Governance: Ukraine’s Zelensky appointed Ihor Klymenko to chair a Council of Experts on Energy Security, focusing on conservation, renewables, and alternative fuels. Offshore Wind Reliability: Ørsted reported a second turbine blade incident at Taiwan’s Greater Changhua 4 offshore wind farm in under two months, prompting safety steps while it investigates with Siemens Gamesa. Local Transition Pressure: Greenpeace ranked European cities on fossil-fuel heating phase-outs, urging the EU to stop new gas import deals and accelerate local renewable rollouts.

Grid Reliability & Storage: Maryland cleared its first battery storage procurement round, awarding 440 MW of new capacity credit to Flatiron Energy’s 400 MW Chalk Point project and REV Renewables’ 40 MW Jade Meadow III, aiming to stabilize prices and protect customers. Corporate Solar Push: Businesses added 72.8 GW of solar for self-use in the year to June 2026, lifting captive power to 676.6 MW as firms chase lower bills and steadier supply. Industrial Green Power: UltraTech commissioned 116.55 MW of wind at a Rajasthan wind-solar hybrid and added 10 MW of waste-heat recovery in Karnataka, taking its green capacity to 2,024 MW. Battery Boom in India: Jupiter Wagons won BESS work in Uttarakhand (41 MW/102.5 MWh) and West Bengal (50 MW/200 MWh), while Hero Future Energies and Sumitomo backed a 500 MWp wind-solar-plus-storage project in Karnataka. Cybersecurity for Renewables: Researchers highlighted how AI can help defend the grid against AI-driven attacks, as power systems get more digital. Carbon Accountability at Airports: Miami International Airport earned Level 2 accreditation after cutting emissions 4.4% (2023-2025) and rolling out solar and EV charging upgrades. Policy & Transition Politics: A U.S. think tank warned U.S. households could pay about $6,500 more for energy through 2040 as clean projects get canceled, shifting demand toward gas and gasoline.

Renewables Buildout: The Maldives has started a nationwide survey to find sites for solar PV, aiming to hit 33% renewable electricity by end-2028 and cut diesel use and emissions. Grid & Storage for Industry: Onsite solar-plus-storage is being pitched as a hedge against gas-driven price swings and grid bottlenecks for commercial users. Energy Transition Politics: Sri Lanka’s opposition leader accused the government of undermining rooftop solar and urged battery storage support, while the Diocese of Antique called for a time-bound “just transition” roadmap for coal-dependent Semirara workers. Climate Diplomacy in the Pacific: Pre-COP31 in Fiji and Tuvalu is centering Pacific voices on climate finance, renewable energy and ocean protection, with NGOs pressing for an end to fossil fuel expansion. EU Policy Push: Spain, Portugal and Luxembourg urged the EU to set a 2040 renewables target, clashing with nuclear-inclusion plans. Project Finance & Jobs: New York Power Authority bought a 51% stake in a 240 MW solar project, tied to community bill credits and union construction jobs. Health & Climate Impacts: UN-linked reporting warns extreme heat is increasingly harming pregnant women and newborns. Air Quality Watch: Delhi’s AQI rose again after a brief cleaner spell, driven by weaker winds and local emissions. Clean Energy in Practice: Ayala Malls expanded rooftop solar across more malls, adding tens of millions of kWh of clean power annually. Geothermal on Tribal Lands: The Jicarilla Apache Nation launched a $2.5m geothermal feasibility study to explore power and direct heating options.