AGP Executive Report
Last update: 4 hours agoSolar Buildout: Indonesia says it has secured land and reservoir sites for a 30-GW solar rollout, signaling a major push to scale clean power fast. Grid & Market Pressure: South Africa’s rooftop solar boom is cutting into Eskom revenue, with off-grid systems now taking a big share of installed capacity and raising new questions about the grid’s future mix. Offshore Wind Momentum: Ørsted has filed for Taiwan’s Dadu II offshore wind project (up to ~2,002 MW), adding to its nearby pipeline and pointing to long-term corporate offtake demand. Storage Beyond Lithium: India’s NTPC is expanding BESS to 38.9 GWh but says it’s not betting on lithium-ion alone, weighing sodium-ion, flow batteries, and pumped hydro for grid flexibility. Hydropower in the Legal Gray: Nepal is still permitting private hydropower inside protected areas and buffers despite a Supreme Court invalidation, while India watches China’s Yarlung Tsangpo mega-dam plans amid seismic and downstream risk concerns. Data Centers vs Power: UK planners approved a large data centre campus near Graven Hill, reigniting fears about whether local electricity capacity can keep up. Solar-Plus in Action: Vietnam’s Corona Resort in Phu Quoc is adding 10 MWh of storage to a solar project, aiming for mid-September grid connection. Policy & Procurement: EU member states remain split over “Buy European” procurement rules that would steer public spending toward domestic net-zero tech like solar, wind, and batteries.
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.
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