Daily News Wrap-Up: India’s Solar Upstream Manufacturing Faces Capacity Test
Andhra Pradesh’s C&I market opens up to new renewable energy opportunities
September 15, 2026
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India’s solar manufacturing sector is preparing for a major expansion further upstream, with a substantial pipeline of polysilicon, ingot, and wafer manufacturing capacity. However, converting announced capacity into operational production before new domestic sourcing requirements take effect will be critical.
Andhra Pradesh’s commercial and industrial renewable energy market is entering a new phase, as regulatory changes, a growing open access project pipeline, and rising demand from energy-intensive industries create new opportunities for renewable energy procurement. The state has 5.14 GW of open access projects in the pipeline, including solar-wind projects with pumped storage, solar-wind hybrid projects, and standalone solar projects.
Transmission infrastructure development has struggled to keep pace with India’s rapid addition of renewable energy generation capacity. Transmission projects typically have longer development timelines than generation projects, while right-of-way disputes, landowner objections, compensation claims, and challenges to transmission line alignments can further delay execution.
The Central Electricity Regulatory Commission allowed multiple tax and regulatory changes affecting a project developer’s 390 MW wind-solar project in Madhopura, Jaisalmer, Rajasthan, as a change in law.
The Delhi Electricity Regulatory Commission approved a levelized tariff for BSES Rajdhani Power’s proposed 12.5 MW/25 MWh battery energy storage system (BESS) at the 33/11 kV Shivalik grid substation.
Hyderabad-based integrated solar cell and module manufacturer Premier Energies and RCT India, part of Germany’s RCT Group, have entered into a binding term sheet to form a joint venture to establish a 12 GWh BESS manufacturing facility in Telangana. Premier Energies’ subsidiary, Premier Battery Technologies, will develop the proposed facility. The first phase will have a manufacturing capacity of 6 GWh.
The West Bengal Power Development Corporation invited bids for the biennial operation and maintenance of a grid-connected rooftop solar project at its corporate office in Kolkata. Bids must be submitted by October 5, 2026. Bids will be opened on October 7.
The Delhi Jal Board invited expressions of interest from public sector undertakings to provide consultancy services to set up rooftop solar systems across its buildings under the renewable energy service company model. Bids must be submitted by September 21, 2026. Bids will be opened on the same day.
The Gulbarga Electricity Supply Company invited bids to set up 60.3 MW of grid-connected distributed solar projects to solarize agricultural feeders under the Mukhya Mantri Soura Krishi Yojane across Karnataka. Bids must be submitted by October 6, 2026. Bids will be opened on October 8.
Solar module manufacturer Vikram Solar secured an order to supply 124 MW of modules to Capital Energy for a project in Anantapur, Andhra Pradesh. Vikram Solar will supply its G12R TOPCon modules with rated capacities ranging from 620 Wp to 630 Wp.
GameChange Solar, a wholly owned subsidiary of GameChange Energy filed a patent infringement lawsuit against solar tracker manufacturer Nextpower in the U.S. District Court for the District of Delaware. The lawsuit alleged that Nextpower infringed GameChange’s patent covering its proprietary high-tilt stow technology used in its single-axis solar tracker systems.
The U.S. added 4.7 GW/17.2 GWh of utility-scale BESS capacity in the second quarter (Q2) of 2026, taking cumulative operational capacity past the 50 GW milestone, according to the American Clean Power Association.
The U.S. added 11.4 GW of solar capacity in Q2 2026, a 45% year-over-year increase and a 43% quarter-over-quarter increase, according to the US Solar Market Insight Q3 2026 report by Wood Mackenzie and the Solar Energy Industries Association. Installations rebounded sharply from a seasonally weak first quarter, driven primarily by utility-scale projects.