WIND POWER MANUFACTURING HUB
Adani Green Energy operational RE capacity jumps 45 pc to 15,816 MW in Q1
Adani Green Energy reports a significant increase in renewable energy generation. The company's operational capacity grew by 45 per cent in the June quarter. It reached 15,816 MW, including solar, wind, and hybrid sources. Renewable energy sales also increased by 42 per cent. Adani Green operationalised 3,763 MW of solar, 585 MW wind and 534 MW hybrid renewable capacity.
China sets its first renewable standards for steel, cement and polysilicon
China has introduced renewable energy mandates for key industries like steel, cement, polysilicon, and some data centers, setting specific targets for renewable power consumption in each province. These renewable portfolio standards (RPS) expand beyond previous regulations, requiring heavy industry to procure green energy. Targets vary by province, with hydropower-rich Yunnan aiming for 70% renewables by 2025.
UKIBC recommends ways and means for UK to deepen defence cooperation with India
The UK India Business Council's report outlines recommendations to enhance UK-India defence cooperation, focusing on strengthening government ties, strategic communication, and industry engagement. It suggests establishing a UK-India defence MSME hub and fostering co-development, co-production, and technology transfer.
Motilal Oswal sets the highest-ever target price for Suzlon Energy shares at Rs 82; here’s why
Motilal Oswal has issued a “Buy” call on Suzlon Energy with its highest-ever target price of Rs 82, implying a 24% upside. The brokerage cites benefits from upcoming local content mandates, a strong order book, and improved execution through land acquisition and EPC expansion. The RLMM policy, mandating local sourcing, is expected to be formally adopted in Q2FY26.
What happens near the Sun? NASA’s Parker probe sends closest-ever photos of the Sun, unveils space weather origins
NASA has released unprecedented images of the Sun. The Parker Solar Probe captured these during a December 2024 flyby. It flew closer than any spacecraft before. The images reveal solar activity like coronal mass ejections. Scientists observed CMEs colliding. This helps understand space weather's impact on Earth. The probe's next flyby is scheduled for September 2025.
INOX Clean Energy eyes Rs 6,000 crore IPO, files confidential DRHP
INOX Clean Energy has confidentially filed draft papers with Sebi to raise Rs 6,000 crore through an IPO, potentially the largest in the Indian clean energy sector. The company, part of the INOXGFL Group, aims for a market capitalization of around Rs 50,000 crore with this offering.
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Capex, cost cuts spark turnaround hopes for Kirloskar Ferrous
Shares of Kirloskar Ferrous Industries have rebounded 29% in the last three months thereby reducing the one-year fall to 22%. Analysts are optimistic about the company's capacity expansion and cost‐saving initiatives.
India may meet non-fossil fuel power capacity target by year-end, says Manohar Lal
India's renewable energy capacity is nearing 50% of its total installed power, with expectations to meet this target by year's end, according to Union Power Minister Manohar Lal. This progress aligns with India's commitment to achieving 50% non-fossil fuel power capacity by 2030. Energy storage systems are crucial for grid stability and ensuring a continuous supply of clean energy.
Viable to export out of India; clarity on global trade issues to decide future investments here: Cisco
The San Jose-headquartered company's chairman and chief executive Chuck Robbins said India is one of the biggest opportunities for Cisco globally, and it believes no other country in the world can deliver the growth rates that India can over the next decade.
A season called annual report: Most important to watch for; 13 energy sector stocks may deliver more than 25% return in one year
Of course, our focus is and should be on the Q1 earnings season. But there is another season panning out: The season for annual reports. Now, the energy sector has the largest number of annual reports that are worth reading. They provide clues about how these companies are working on changing their sales mix. This is because, for some of them at least, the transformation to clean energy is an existential threat. And they will have to transform themselves to stay relevant.
Suzlon Energy vs Inox Wind: Both underperforming in 2025, which one is better?
Suzlon Energy is leading India's wind energy sector, outperforming Inox Wind in project execution and financial stability. Suzlon's strong order book and net cash position highlight its financial flexibility. Profitability metrics also favor Suzlon, with higher ROE and ROCE. Investors are showing preference for Suzlon due to its ESG initiatives.
Synergy Green shares jump 11% on order win from Adani Winds
Synergy Green Industries share price jumped 11% to Rs 576.8 after winning a development order from Adani Wind for 3.3 MW turbine parts. The company expects its order book with Adani to double in FY26, boosting its position in the renewable energy sector.
Thousands without power as wild winds smash South Australia, adverse climate expected
Severe weather has caused widespread power outages and infrastructure damage across South Australia, leaving hundreds of homes without electricity, particularly in the Riverland and Streaky Bay areas. Strong winds, with gusts up to 100 km/h, have prompted severe weather warnings for parts of South Australia and New South Wales, leading to downed trees, structural damage, and hazardous conditions.
Trump threatens 200% tariff on foreign drugs, 50% on copper imports
US President Donald Trump has confirmed a steep 50 percent tariff on copper imports and threatened up to 200 percent duties on pharmaceutical products. Speaking during a Cabinet meeting, he repeated his criticism of wind energy, pledged to defend the dollar’s global dominance and said some countries will face tariffs as high as 70 percent. He backed Attorney General Pam Bondi over Epstein questions, expressed disappointment in Putin, and supported Defence Secretary Hegseth’s claim that an Iran strike restored US credibility.
Trump says US will announce semiconductor tariffs soon
Donald Trump declared upcoming tariffs on semiconductors. He also announced a 50% tariff on copper imports. Trump wants high tariffs on drug imports too. Warning letters were sent to 14 foreign leaders. He criticized wind power and defended coal. Trump reiterated his commitment to the US dollar's dominance. He addressed the Epstein case and Russia's war in Ukraine.
China can't upset India's Applecart
Foxconn's recall of Chinese engineers from India, allegedly to hinder Apple's growth, may backfire. While China seeks to retain manufacturing know-how, it risks accelerating Apple's supply chain diversification. India can cultivate the necessary skills, potentially diminishing China's competitive edge. Attempts to stall progress, even with suppliers, could ultimately strengthen Apple's resilience and benefit Indian manufacturers in the long run.
These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of more than 25%
All long-term investors know that corrections are part of every bull run. But, it is important to know whether they are caused by global or domestic factors. Why? Because the magnitude of the correction (price damage, how long it lasts) and how the recovery shapes up are different for those sparked by global and domestic events. But why speak of a correction when things are looking up? Because, in the stock market, it pays to be future ready. So, while being bullish, be ready for volatility. How? By picking the right sector and the market cap segment to buy from. And always make a distinction between news and noise.
ACEN, UPC Renewables announce 500 MW clean energy projects in India
ACEN and UPC Renewables are developing over 500 MW of clean energy projects in Rajasthan and Karnataka. The projects include a 420 MW solar farm in Rajasthan and a 120 MW wind farm in Karnataka, expected to be completed by early 2027. These initiatives will generate 1,158 GWh of clean electricity annually, powering 2,41,000 homes and creating 1,500 green jobs.
Typhoon Danas lashes southern Taiwan with record winds, injuring hundreds
Typhoon Danas struck southern Taiwan, an uncommon event for the island's west coast, resulting in two fatalities and over 330 injuries. Record winds of 220 km/h were recorded, causing widespread power outages and travel disruptions. While the typhoon has weakened, it is expected to impact eastern China later this week, prompting President Lai Ching-te to urge preparedness.
AI infra, new energy to drive $50 billion market value rise for Reliance
The oil-to-telecom-and-retail conglomerate, helmed by billionaire Mukesh Ambani, is gearing up for its next phase of value creation. Currently valued at over $240 billion, Reliance's future growth hinges heavily on scaling its diversified verticals, particularly in new energy and AI.
Tata Power transitioning to become 'force' in hybrid RE market: Chairman N Chandrasekaran
Tata Power is evolving into a major player in the hybrid renewable energy sector and preparing for potential involvement in nuclear power. The company's generation portfolio has exceeded 25 GW, with 65% from clean energy sources. Financial performance is strong, with profit after tax surpassing Rs 5,000 crore and revenue growing to Rs 64,502 crore.
How Trump's 'big, beautiful bill' will make China great again
A new bill, championed by the U.S. president, undermines renewable energy development, favoring traditional sources despite the growing electricity demands of AI. Experts warn this move jeopardizes billions in renewable investments, threatens jobs, and cedes leadership in clean energy technologies to China. The bill's impact could significantly raise electricity prices and hinder America's competitiveness in the AI era.
Buy, Sell or Hold: Motilal Oswal initiates coverage on Inox Wind; Gabriel top pick for Elara Securities
Brokerage firms are bullish on Inox Wind, Gabriel India, and Metropolis Healthcare, citing strong growth prospects. Motilal Oswal initiated a Buy rating for Inox Wind, emphasizing the increasing importance of wind energy. Elara Securities highlights Gabriel India's transition to a multi-product portfolio and EPS-accretive acquisition. Emkay Global remains optimistic about Metropolis Healthcare's growth strategy and resilience in the diagnostics market.
Multibagger or IBC - Part 13: This auto ancillary helps power Chandrayaan-3 and makes the ‘glue’ that holds cars together
This isn’t just a story of bolts and nuts. It’s the story of how a 1960s-era metal manufacturer is aligning itself with the future of mobility. The company has built a moat around the component it makes and commands 40–45% market share. It is now stepping into EVs, aerospace, and clean energy. A $250 million EV order, a ₹4,000 crore EV pipeline, and R&D expenditure signal its ready for the next cycle. With 30% exports, top OEM clients, and a major investment plan, this company seems to be making all the right moves.This series on auto ancillary companies works with the assumption that, from the whole set of auto ancillary companies, some multibagger stocks will emerge. And some companies in this space risk going bankrupt.
Fierce winds and ‘Virga Bombs’ batter Las Vegas, trigger fires and power outages
Las Vegas faced a severe storm. It happened on Tuesday, July 1. Strong winds and dust affected the city. Power lines broke, causing outages for many residents. A fire broke out, sadly killing farm animals. The weather service had issued warnings. More storms with rain are expected in Nevada. The storm impacted Harry Reid International Airport.
Inox Wind jumps 4% after Motilal Oswal initiates ‘Buy’ call, sees strong growth on order book, O&M expansion
Shares of Inox Wind rose nearly 4% after Motilal Oswal initiated coverage with a ‘Buy’ rating and a target price of Rs 210. The brokerage cited strong order visibility, robust O&M capacity, and vertically integrated operations as key strengths, projecting a 21% upside from current levels and long-term potential in India’s growing wind energy market.
India calls end to subsidy that helped fuel clean energy boom
India's renewable energy sector faces new financial challenges as a key subsidy ends, requiring projects commissioned after June to pay transmission costs. This policy shift could increase green energy tariffs and hinder the nation's ambitious clean energy goals. States may increasingly favor local projects to avoid these charges, potentially decentralizing renewable energy production.
Trump's Senate bill has a 'kill shot': The 'midnight dumping' provision could pinch your pocket
Senate Republicans stunned the power industry over the weekend with a proposed new tax on wind and solar projects, part of a broader push to unravel incentives for renewable energy. Republicans added a new tax on future wind and solar projects that don’t meet strict new restrictions on parts produced by any company that received “material assistance” from certain U.S. adversaries like China.
Clean energy stocks plunge as Trump’s Senate bill slaps new taxes on solar and wind, phases out key credits
Donald Trump's bill advances in the Senate. It impacts the clean energy sector. Solar and wind stocks fall. The bill introduces new taxes. It phases out federal tax credits. Clean energy businesses may face billions in additional costs. Consumer electricity prices could rise. The future of clean energy transition is uncertain. The bill's impact on consumers is also uncertain.
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