Will Solar suffer with India turning power surplus We have flagged the risk from the increasing power oversupply in some states, to solar power in the last few months. Indian states which have historically being facing huge power deficit have suddenly turned into power surplus states. With huge expansion plans of power capacity this situation […]

Unemployment Crisis in India We have said a number of times that employment and underemployment remains India’s biggest problem and it has no easy solutions. Despite the new government’s strong intent and actions, the issue is so big and huge that no amount of solutions can help fight this crisis. India’s massive population and lack […]

India to boost Rooftop Solar with another 1 GW Tender The Indian government is pressing hard on growing solar rooftop capacity, which remains a huge laggard as compared to the utility scale solar segment. The government has recently come up with a huge 500 MW tender, which saw decent though not enthusiastic participation from a […]

Suzlon finally seems to be on the road to recovery, however Solar becomes a huge threat Suzlon which is one of the biggest wind turbine suppliers in the world, has been facing a difficult issue since 2008 with aggressive acquisitions landing it into a huge debt trap. It was only a massive equity and cash […]

Windfall gain for Indian Solar Project Developers Chinese solar panel prices have fallen off a cliff over the last few months, due to overcapacity caused mainly due to falling Chinese demand. This has led to even more overcapacity being pushed out to foreign markets something akin to the steel industry. Prices have crashed and given […]

Cyclical Overcapacity in Solar Again? The solar manufacturing industry especially the solar cell and module parts of the supply chain are seeing large overcapacity, as the Chinese end demand slows down. The last 2 years have been good for the solar industry as large Tier 1 makers have been making decent profits, even as the […]