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We have curated a list of 10 significant developments that occurred during the week 5 - 12 Sep’25, both within India and internationally, which may have implications for Indian utilities, including the renewable sector, in future.

1. Avg. daily energy / max peak demand during week was 4,772MU (3% YoY, 0% YTDFY26) / 223GW (6% YoY, -3% YTDFY26).

2. India achieves 250 GW of non-fossil fuel electricity generation capacity including 123.13 GW solar, 52.68 GW wind energy, 55.22 GW hydro, 11.60 bio-energy & 8.78 GW nuclear energy.

3. Indian government developing a INR 389 bn carbon capture, utilization, and storage (CCUS) program to support industries like iron, chemicals, and green hydrogen, while also addressing emissions from coal-based power plants.

4. Central Transmission Utility of India Ltd (CTUIL) cancelled grid access for nearly 17 GW of delayed RE projects located in Rajasthan, Gujarat, and Madhya Pradesh to prioritise connections for those that are operational or nearing completion. (Reuters)

5. Wood Mackenzie predicts that curtailment in Brazil could reach 8% by 2035 due to grid’s inability to absorb the amount of new renewable energy generation.

6. N-Type polysilicon prices in China increased to USD 51/kg (2% WoW, 13% MoM, 26% YoY). On a MoM basis, all product categories (polysilicon, wafers, cell, modules) are up in the single- to low-double-digit range in China.

7. The average system cost of large-scale solar projects in India fell again in 2QCY25 with prices of all modules declining by 1.2-1.5%. Chinese mono PERC accounted for the lowest share of total project cost at 39%, while Indian DCR TOPCon stayed at the top at 62%. (Mercom)

8. India targets to achieve indigenous solar manufacturing ecosystem by 2028 by advancing beyond modules to develop domestic capacity for wafers and ingots as well.

9. Italy becomes first EU country to restrict Chinese solar components (modules, cells, inverters) from public procurement for 1MW+ plants.

10. “China’s transition follows a “build before break” approach – ensuring that new clean systems are in place and reliable before phasing down the old. Like a child learning to walk, stumbles are inevitable; they are signs of progress, not failure. But if not well managed, these early missteps – such as supply disruptions or price spikes – could trigger public backlash and slow momentum. That’s why China is keeping parts of the legacy fossil system, especially coal, in a stabilising role.” - Prof. Yuan Jiahai, Professor, North China Electric Power University.

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