AGP Executive Report
Last update: 2 hours agoChina Renewables Pivot: China is set to let solar overtake coal as its biggest installed power source before end-2026, with solar capacity hitting 1.27 TW by June and solar output up more than 40% in H1. India Solar Surge: India’s solar buildout has jumped 50-fold since 2014 to 162.15 GW by June 30, 2026, adding 37 GW in 2025 to surpass the US on annual additions. Power Mix Shift: Renewables hit a record in July, pushing coal’s share in India’s generation mix to a one-year low even as coal output and dispatch rose. Bangladesh–Myanmar Gas Link: Bangladesh is pushing a cross-border gas pipeline from Myanmar (with LNG as a backup) to meet rising demand and revive a Myanmar-to-Chattogram plan. India Offshore Oil Bet: India’s Cabinet cleared the Rs 84,084 crore “Samudra Manthan” scheme to fund riskier deepwater exploration (up to Rs 650 crore per well) to cut import dependence. Nuclear Expansion in China: China approved eight new nuclear units, including Hualong One variants, as demand grows. Philippines Grid Costs: Philippines’ TransCo is seeking higher 2027 FIT-All charges to keep renewable payments on track. ESG Spotlight: India’s GAIL entered the FTSE4Good Index Series, citing ESG performance.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.