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Mar 24, 14:47
India outlines strategic roadmap to reach 1,121GW power capacity by fiscal 2035-2036
The Government of India, through the Central Electricity Authority (CEA), has released the National Generation Adequacy Plan (2026-27 to 2035-36), detailing a comprehensive roadmap to ensure a reliable and sustainable power supply for the next decade. The plan addresses the projected peak electricity demand of 459 GW and an annual energy requirement of 3,365 billion units (BU) by 2035-36.
At the Nvidia GTC 2026 conference, CEO Jensen Huang emphasized that power delivery and liquid cooling will become core elements requiring co-design. He said that future AI racks and AI factories must integrate power and thermal systems into a unified infrastructure framework.
Reliance Industries Limited (RIL) has signed a binding long-term supply and purchase agreement (SPA) with Samsung C&T Corporation for the supply of green ammonia over 15 years, commencing in the second half of fiscal year 2029. Valued at more than US$3 billion, RIL describes it as one of the largest binding green ammonia offtake agreements in the world.
India has expanded its domestic content framework for solar manufacturing, extending the Approved List of Models and Manufacturers (ALMM) regime to cover upstream components such as ingots and wafers, in a move aimed at reducing import dependence and strengthening supply chain resilience.
Rising geopolitical tensions in the Middle East are fueling debate in Taiwan over energy security, as industry leaders warn that disruptions to global supply routes could expose vulnerabilities in the island's power system and add pressure to its semiconductor-dependent economy.
Japan's 25th Smart Energy Week is taking place in Tokyo, where HD Renewable Energy (HDRE) showcased three major solutions: energy storage integration, electricity trading, and charging operations. The company stated that its target in the Japanese market is to develop 3 GW, and that its Helios 50MW storage project in the Hokkaido region has already begun trading on the electricity market.

Shinkong Synthetic Fibers Corporation (SSFC) is accelerating its transformation into AI, semiconductors, biotechnology, and optical films, positioning itself as an advanced materials supplier for next-generation industries.

Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy Solution (LGES), SK On, and Samsung SDI, are facing pressure from Chinese competitors whose advantages in production capacity, cost, and market share continue to expand. At Inter Battery 2026, the Korean companies highlighted their respective technological strengths as they seek to maintain competitiveness.
Sino-American Silicon Products Inc. (SAS) outlined its strategy for the emerging space solar market during an investor conference on March 11. Chairwoman Doris Hsu said the company is focusing on technologies that mitigate radiation exposure and extreme temperature cycles that degrade solar cell performance in orbit.

The Formula One (F1) season opened in Australia with a spectacle that was meant to inaugurate a new technological era. Instead, it quickly became a showcase of dominance by one team.

The US and Chile have agreed to begin talks on cooperation in rare earths and other critical minerals, as Washington seeks to strengthen supply chains and reduce reliance on China for strategic materials used in advanced technologies.

The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest in nuclear power as a source of reliable, carbon-free energy. Yet while governments in the US and Europe are trying to revive their nuclear sectors, structural challenges—including aging workforces, fragile supply chains, and project delays—are complicating those efforts.