New Delhi: India is set to witness a significant rise in the share of renewable energy (RE) in its power generation mix over the next few years. According to a fresh assessment by rating agency ICRA, the country’s renewable contribution is likely to exceed 35% by FY2030, marking a major shift in India’s long-term energy trajectory. This projection underscores the nation’s continued push to reduce carbon emissions and strengthen sustainable power infrastructure.

Surge in RE Capacity Additions

ICRA highlights that India has been expanding its renewable capacity at a robust pace. Solar and wind projects remain at the forefront of this growth, supported by competitive tariffs, improved financing conditions, and strong policy backing. Moreover, large-scale tenders issued by central and state agencies have created a substantial project pipeline, ensuring that RE additions will maintain steady momentum through the decade.

The agency also notes that hybrid and round-the-clock renewable projects—combining solar, wind, and energy storage—are helping to address issues of intermittency and grid stability.

Policy Support and Industry Confidence

ICRA’s report emphasises that government initiatives such as the Production Linked Incentive (PLI) scheme for solar manufacturing, revised renewable purchase obligations (RPOs), and accelerated transmission development are further boosting investor confidence. In addition, improved land availability mechanisms and faster approval processes are drawing more private players into the sector.

As per Financial Express, industry experts believe these reforms have positioned India to achieve one of the fastest renewable growth rates globally, even as power demand continues to rise.

Impact on Thermal Generation and Grid Operations

The increasing share of renewable energy will gradually reshape the dynamics of India’s power sector. With RE steadily expanding, the reliance on conventional coal-based generation is expected to moderate. Consequently, thermal plants may see reduced utilisation levels, prompting a shift toward flexible operations and efficiency upgrades.

ICRA also points out that transmission infrastructure and energy storage solutions will remain crucial to managing the growing inflow of variable renewable power. Strengthening inter-regional transmission corridors and scaling battery storage capacity will be essential steps to ensure grid reliability.

Outlook for the Coming Years

Looking ahead, ICRA projects a strong and steady expansion of renewable energy capacity between FY2025 and FY2030. The rating agency expects annual capacity additions to remain healthy, driven by both utility-scale projects and the rising adoption of rooftop solar across commercial, industrial, and residential segments.

Norsk e-Fuel AS, a pioneer in Power-to-Liquid (PtL) technology, has partnered with Braskem, a global leader in polymers and biopolymers, to explore integrating e-Naphtha into the plastics value chain. Together, the companies aim to accelerate the production of plastics derived from captured carbon—material that would otherwise enter the atmosphere.

Driving the Rollout of Power-to-Liquid Technology

Norsk e-Fuel continues to advance the industrial deployment of PtL technology by building large-scale facilities that convert fossil-free electricity, water, and captured CO₂ into synthetic fuels and feedstocks. The company plans to operate at least three plants by 2032, delivering more than 200,000 tons of e-Fuels annually. Notably, about a quarter of this production could become e-Naphtha, a versatile feedstock widely used in plastics manufacturing.

As per Braskem Press Release, this emphasis on scaling clean feedstocks reflects a broader industry trend toward circular and carbon-optimized materials.

Braskem’s Strategy to Keep Carbon in the Loop

Braskem’s sustainability strategy, “Keeping Carbon in the Loop,” focuses on retaining carbon within products and the broader economy through renewable, circular, and carbon-efficient solutions. The company already manufactures I’m green™ bio-based polyethylene at industrial scale using sugarcane ethanol. Additionally, it provides mass balance–certified materials for markets where fully segregated production routes remain impractical.

By processing e-Naphtha into polypropylene and other essential materials, Braskem intends to expand its portfolio with innovative plastics that offer a significantly lower climate footprint.

Captured Carbon as a Valuable Resource

“e-Naphtha is more than a by-product; it is a valuable feedstock for creating long-lasting, circular products,” said Lars Bjørn Larsen, CCO of Norsk e-Fuel. He emphasized that capturing carbon and embedding it into durable, recyclable materials keep carbon in use rather than releasing it into the atmosphere.

“Plastics are essential to modern life, and by producing them with captured carbon, we keep that carbon in the economy—not in the air,” added Walmir Soller, Vice President for North America, Europe, and Asia (NAMEA) and CEO of Braskem BV. He noted that the collaboration underscores Braskem’s commitment to innovation and carbon-neutral value chains.

Building a Framework for Circular Plastics

Moving forward, the partnership will develop a framework to integrate e-Naphtha into plastic production. Moreover, the companies will assess market opportunities and engage customers seeking circular, low-carbon solutions. This effort highlights the growing role of carbon capture and utilization (CCU) in creating new value chains for the plastics industry—circulating carbon through products instead of emissions.

MP Materials Corp. (NYSE: MP), a fully integrated American producer of rare earth materials and magnetics, announced a new strategic partnership with the U.S. Department of War (DoW) and the Saudi Arabian Mining Company (Maaden). Together, they will develop a rare earth refinery in Saudi Arabia under a binding joint venture agreement. This milestone follows the newly signed U.S.–Saudi cooperation framework focused on securing critical mineral supply chains.

Advancing a More Balanced and Secure Supply Network

The partners aim to rebalance the global rare earth supply chain, aligning closely with U.S. economic and national security priorities. The joint venture will leverage Saudi Arabia’s competitive energy base, advanced infrastructure, strategic geographic position, and substantial untapped rare earth resources. Moreover, the refinery will process feedstock sourced from Saudi Arabia and other regions, producing large quantities of separated light and heavy rare earth oxides. These refined materials will support U.S. and Saudi defense and manufacturing sectors and serve allied nations.

Leadership Perspectives and Strategic Vision

As per MP Materials press release, CEO James Litinsky emphasized the significance of the initiative:
“We are honoured that the U.S. government asked MP to partner on a project of this magnitude and importance for America and its allies.” He noted that the collaboration combines MP’s technical knowledge with the strategic direction of the DoW and the scale of Maaden to strengthen and diversify the supply chain fundamentally.

Likewise, Maaden CEO Bob Wilt highlighted the project’s transformative potential. He stated that the joint venture marks a major step forward for the global sector and aligns with Saudi Arabia’s national vision to grow mining as a central pillar of its economy.

Governance Structure and U.S. Oversight

The joint venture’s structure ensures clear U.S. oversight and alignment with national security objectives. MP Materials and the DoW, through a dedicated venture, will hold approximately 49% equity, while Maaden will retain not less than 51%. The DoW will provide full non-recourse financing for the U.S. contribution. In contrast, MP Materials will offer its expertise in rare earth separation, refining, sourcing, and marketing. Additionally, MP is exploring opportunities to support or collaborate on magnet manufacturing within Saudi Arabia.

Unlocking Growth While Minimizing Capital Risk

This capital-light arrangement aligns directly with MP’s long-term mission. It significantly broadens MP’s global presence and enhances shareholder value. Furthermore, the joint venture will unlock upstream resources worldwide, expand MP’s refining capacity, and drive disciplined growth across both upstream and downstream operations. Ultimately, the initiative strengthens U.S.–Saudi economic and security ties while promoting a resilient industrial base free from adversarial supply dependence.

India is helping shape the future of global energy, and Mozambique has become a vital hub in this transformation. Rather than observing from afar, India is actively investing, collaborating, and steering one of the world’s most significant LNG developments.

A $20 Billion Project Redefining Energy Infrastructure

The $20 billion Mozambique LNG project goes far beyond physical infrastructure. It creates a long-term energy bridge connecting two continents and two fast-growing markets. Moreover, it strengthens supply chains for millions of people who depend on reliable and sustainable energy solutions.

As per Business Standard, this development marks one of India’s most important global energy equity stakes, reinforcing its strategic ambitions.

Massive Capacity and Global Scale

With an impressive 13 mtpa LNG capacity and an estimated 64 TCF in natural gas reserves, the project ranks among the largest LNG ventures worldwide. Furthermore, the planned restart of construction in 2025 opens new avenues for suppliers, local enterprises, investors, and regional economic growth.

A Powerful International Consortium

A strong consortium backs the project, including TotalEnergies, BPCL, ONGC Videsh, Oil India, Mitsui, PTTEP, and Mozambique’s own ENH. Their combined participation signals robust global confidence in Mozambique’s energy future. Consequently, the project stands poised to influence an entire generation of energy development.

Mutual Benefits for India, Mozambique, and Partner Regions

For India, the project significantly enhances long-term energy security and diversification.
For Mozambique, it generates employment, fosters local industry, and strengthens global partnerships. Additionally, for companies across Africa, Asia, and the Middle East, it offers an exceptional opportunity to participate in a transformative international venture.

NTPC Green Energy Limited (NGEL), a subsidiary of NTPC, signed a memorandum of understanding (MoU) with The Singareni Collieries Company Limited (SCCL). The agreement was exchanged in the presence of SCCL Chairman and Managing Director Sh. N. Balram, along with senior officials from both organisations.

Focus on Renewable Energy Development

Under the strategic partnership, the two companies will jointly explore opportunities to develop a range of renewable energy projects. These initiatives include solar, wind, and hybrid systems with or without storage. Additionally, the collaboration aims to advance projects in green hydrogen, its derivatives, and green mobility solutions, strengthening India’s clean energy ecosystem.

Driving India’s Sustainable Energy Goals

The alliance underscores both NGEL’s and SCCL’s commitment to accelerating sustainable energy adoption in the country. As reported by projectstoday.com, by working together, the companies aim to expand renewable capacity, promote low-carbon technologies, and support India’s long-term transition toward a greener future.

ENGIE, a global player in low-carbon energy and services, has achieved a major milestone in India with the award of 280 MW / 2-hour battery storage capacity in the Gujarat Urja Vikas Nigam Limited (GUVNL) auction. Part of India’s 2 GW / 4 GWh national tender, this allocation stands among the country’s largest Battery Energy Storage System (BESS) awards to date. With this development, ENGIE’s India portfolio now reaches approximately 2.75 GW. This reinforces its position as a key partner in helping India achieve 500 GW of clean energy capacity and ensures firm, future-ready renewable power.

A Major Boost to India’s Growing Storage Needs

The project arrives at a defining moment for India’s renewable sector. As the nation rapidly adds solar and wind capacity, the demand for large-format storage solutions has surged. These systems are essential for:

*Delivering clean energy during peak hours

*Reducing curtailment

*Strengthening grid stability

*Supporting 24/7 renewable power supply

ENGIE designed its GUVNL BESS project to meet these needs by providing flexible, reliable power that enhances India’s next phase of grid modernisation.

Building on ENGIE’s Strong Global Expertise

Globally, ENGIE aims to deploy 95 GW of renewable and storage capacity by 2030. The company already operates 55 GW, with another 6 GW under construction, showcasing its extensive experience and technical maturity in advanced storage systems. This foundation positions ENGIE to play a pivotal role in India’s evolving energy storage market. It enables the company to deliver robust and innovative clean energy solutions.

Leadership Perspective

Amit Jain, CEO and Country Manager of ENGIE India, highlighted, “India’s renewable story is entering a decisive phase, where scale must be matched with firmness, flexibility and digital intelligence. Storage is the bridge that will take us there.” He added that ENGIE is committed to building the next generation of hybrid and storage-backed energy infrastructure—solutions that can support peak demand, integrate more renewables, and provide dependable clean power across the country.

Strengthening India’s Clean Energy Future

ENGIE’s latest project underscores its long-term commitment to supporting India’s transition to a resilient, low-carbon energy system. ENGIE deploys scalable, technology-driven renewable and storage solutions. This approach contributes to India’s 2030 and 2047 climate goals while enabling a more flexible and secure national power grid. As reported by machineedgeglobal.com, the milestone strengthens ENGIE’s footprint in India. It also accelerates the country’s shift toward a future powered by clean, reliable, and intelligently managed renewable energy.

Union Minister for Environment, Forest and Climate Change, Bhupender Yadav, called for stronger global cooperation on clean energy and resilience while addressing the High-Level Ministerial Leadership Session of the ISA SIDS Platform at COP30 in Belém, Brazil. Held under the theme “Uniting Islands, Inspiring Action – Leadership for Energy Security”, the session brought together ministers and senior representatives from Small Island Developing States (SIDS), International Solar Alliance (ISA) members, and partner organisations to accelerate joint action on energy security, affordability, and climate resilience.

SIDS Face Unique Energy and Climate Vulnerabilities

The discussions highlighted the severe challenges faced by SIDS. These include dependence on imported fossil fuels, climate disruptions, and weak infrastructure. The Ministry noted that the ISA SIDS Platform aims to build a transformative digital and financial ecosystem that accelerates solar adoption through:

*Standardised procurement

*Blended finance

*Local capacity building

*Easier access to solar technologies

These interventions are designed to strengthen energy systems and reduce vulnerability to external shocks.

India Reaffirms Strong Support for SIDS

In his address, Yadav underscored India’s commitment to helping SIDS adopt clean and affordable energy pathways through ISA-led initiatives. Highlighting India’s rapid progress, he stated, “India has crossed 500 gigawatts of installed electricity capacity, and more than half of it is clean energy.”

India achieved 50% non-fossil energy capacity five years ahead of its NDC target, reflecting the nation’s commitment to climate action. The minister added that India is now the world’s 4th largest renewable energy producer and 3rd in solar power, crediting this growth to Prime Minister Narendra Modi’s focus on scale, speed, and public participation.

Grassroots Solar Success Stories Showcase Impact

To illustrate solar’s transformative power, Yadav shared stories from the PM Surya Ghar Rooftop Solar Programme. He described how a school teacher’s life changed after installing rooftop solar—moving from fearing monthly electricity bills to welcoming every sunny day as a source of income. With over 20 lakh families adopting rooftop solar systems, the Minister called it “freedom for every household” and “a mini power plant on every roof.”

Solar for Agriculture: A New Dawn for Farmers

The Minister highlighted the growing impact of solar in India’s agriculture sector.
Solar pumps and solarised feeders are providing farmers with dependable, daytime power—eliminating diesel costs and reducing stress. According to Yadav, this shift is “a new dawn for our farmer community. Now, they work with the sun and sleep with peace.” He also mentioned India’s major push in energy storage and showcased landmark projects, including a large solar-plus-battery system in Ladakh capable of powering an entire city.

Strengthening Global Solar Cooperation Through ISA

Yadav reaffirmed India’s ongoing commitment to the International Solar Alliance. Describing ISA as a “Global Solar Family,” he highlighted its 124+ member countries, spanning from Pacific islands to African savannas and South American highlands. ISA continues to support project design and mobilise finance. It also creates local jobs and promotes solar as the preferred option for clean, reliable electricity.

A Call for Shared Global Action

The Minister urged countries to unite in strengthening global energy security. He reflected on the broader significance of solar energy, stating, “Solar energy is spreading its light in more than technological ways. It is Hope, Empowerment and Independence. It is Dignity and Peace.” As reported by devdiscourse.com, India’s call for collective action at COP30 reinforces the global need for cooperation and innovation. It also emphasizes shared responsibility to build a secure and resilient clean energy future.

The India Energy Storage Alliance (IESA) is calling on the government to resolve key regulatory and operational challenges as India’s battery recycling industry enters a high-growth phase. With supportive policies, rising technological innovation, and strong market demand, the sector is projected to grow from USD 554.4 million in 2024 to USD 1,304.1 million by 2033.

IESA Pushes for Clear Roles and Stronger Compliance

IESA President Debmalya Sen emphasized the need for clearly defined roles under the Battery Waste Management Rules. He stressed that the government must officially recognize remanufacturers and introduce ‘Eco-Mark’ certifications for batteries designed with recyclability in mind. These measures, he noted, would improve accountability, streamline compliance, and push manufacturers to innovate sustainably.

Policy Support Fuels Industry Expansion

Recent government initiatives—including a ₹1,500 crore incentive scheme for e-waste and battery recyclers—are accelerating the industry’s momentum. These policies aim to boost domestic recycling capacity, reduce import dependence, and support India’s clean energy ambitions. However, the industry still faces operational challenges, such as feedstock shortages, evolving mandates, and stricter regulations that require recyclers to swiftly upgrade processes and technologies.

Technological Advances Strengthen Market Potential

Despite these hurdles, advancements in recycling technologies are helping companies process complex chemistries more efficiently. Innovations in hydrometallurgy and direct recycling are improving material recovery rates, reducing emissions, and lowering overall operational costs. These improvements will play a key role in scaling India’s recycling ecosystem over the coming years.

Strong Outlook Driven by Collaboration and Innovation

IESA remains optimistic about the sector’s long-term growth. The alliance believes that continued collaboration among policymakers, recyclers, and battery manufacturers—combined with sustained technological progress—will help India unlock the full potential of its battery recycling market. Devdiscourse.com reports rising EV adoption and lithium-ion battery use. Strong sustainability commitments are positioning India’s recycling sector as a clean-energy cornerstone.

Oil India Ltd (OIL) and TotalEnergies have formed a strategic partnership to accelerate exploration in India’s deep and ultra-deepwater offshore basins. The collaboration aims to enhance India’s offshore energy prospects through advanced technology, global expertise, and joint evaluation of high-potential hydrocarbon blocks.

Focus on Deep and Ultra-Deepwater Basins

OIL announced that the partnership covers ultra-deepwater blocks in the Mahanadi and Krishna–Godavari (KG) basins. These blocks were secured by OIL under the ninth round of the Open Acreage Licensing Policy (OALP). Additionally, both companies will evaluate exploration opportunities under the ongoing OALP Round 10 and future bidding rounds. The agreement underscores OIL’s strategy to bring in international expertise for technically challenging frontiers.

Technology Service Agreement Signed

On 19 November 2025, OIL and TotalEnergies signed a Technology Service Agreement in New Delhi. The agreement enables OIL to tap into TotalEnergies’ proven capabilities across the deep and ultra-deepwater exploration value chain. This includes seismic data analysis, geological interpretation, and drilling support for stratigraphic wells mandated by the Government of India. With this partnership, OIL aims to strengthen its offshore portfolio and accelerate exploration timelines.

Support for Offshore Drilling Initiatives

TotalEnergies will assist OIL during stratigraphic and test well drilling in offshore Category II and III basins. This technical support will help OIL reduce exploration risks, improve reservoir understanding, and fast-track decision-making for future development.

Collaboration in the Andaman Basin

Both companies will also work together on the appraisal programme of a major gas discovery in the shallow offshore blocks of the Andaman Basin. OIL has already announced significant natural gas finds in the region, considered crucial for India’s long-term energy security. The company won two exploration blocks in the Andaman Basin during OALP Round 3 in 2020.

Strengthening India’s Energy Security Goals

Ranjit Rath, Chairman and Managing Director of OIL, emphasized that collaborating with an international oil company helps improve seismic analysis and gives OIL access to advanced global experience. He noted that evaluating offshore blocks is a key component of the partnership. Future drilling activities could be jointly undertaken once exploration risks are sufficiently mitigated.

Global Expertise to Drive Offshore Growth

Industry experts highlight that India’s push for energy security and reduced import dependence requires deeper exploration of offshore basins. Given the complexity of deepwater operations, global partnerships such as the OIL–TotalEnergies collaboration are essential for accessing cutting-edge technologies and operational know-how. As reported by msn.com, the collaboration marks a significant step in India’s efforts to unlock new offshore resources and strengthen the country’s long-term energy landscape.

Brenntag Specialties, a global leader in specialty ingredients for Life Science and Material Science markets, has entered a new partnership with Calyxia to distribute its advanced microcapsule-based solutions worldwide. This agreement extends an earlier collaboration covering the Beauty & Personal Care segment, giving Material Science customers access to Calyxia’s cutting-edge technologies.

Advanced Microcapsules Now Available Through Brenntag

Under the partnership, Brenntag customers can now source two flagship Calyxia products:

*Catalyx™ H encapsulated accelerators for epoxy systems

*Calyshield™ L encapsulated lubricants

These innovations are designed to help formulators boost performance, improve sustainability, and streamline production across multiple industries.

Catalyx™ H: Efficient and Sustainable Epoxy Curing

Calyxia’s Catalyx™ H microcapsules deliver ambient-stable latency and rapid, on-demand curing for epoxy formulations. This eliminates the need for cold-chain logistics, reduces energy use, and cuts production scrap. Because the microcapsules integrate smoothly with existing manufacturing setups, formulators can achieve new levels of performance and cost efficiency without operational disruption.

Calyshield™ L: PFAS-Free and Silicone-Free Lubricant Replacement

Calyshield™ L offers an environmentally responsible alternative to PFAS- and silicone-based lubricants. It solves key lubrication challenges in coatings and elastomers by ensuring controlled release, enhanced abrasion resistance, and long-lasting durability. Engineered for easy incorporation into a wide range of coating systems, the product provides versatile and reliable performance across industries.

Strengthening Global Reach in CASE and Composite Markets

Koen Linsen, Global Marketing Director CASE, Material Science at Brenntag Specialties, highlighted the value of the collaboration, stating that showcasing Calyxia’s technologies globally aligns with Brenntag’s mission. He added that the partnership will help both companies capture new opportunities in CASE and composite applications worldwide.

Accelerating Market Impact Through Collaboration

Jamie Walters, CEO and co-founder of Calyxia, expressed confidence in the partnership. He noted that combining Brenntag’s market expertise with Calyxia’s breakthrough technologies will speed up global adoption and deliver new levels of reliability, sustainability, and cost-effectiveness to rapidly growing markets. As per the company press release, the expanded agreement will broaden customer access to Calyxia’s microcapsule solutions. Brenntag Specialties and Calyxia aim to drive innovation and sustainable performance across the Material Science industry.