AGP Executive Report
Last update: 4 hours agoGrid 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.
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