Surge in solar imports in March v Feb 2026, Top 5 countries
1. Nigeria: +519% Month-on-Month Explosion
2. Ethiopia: +391% m-on-m
3. Malaysia: +384% m-on-m
4. Kenya: +207% m-on-m
5. Philippines: +174% m-on-m
Unending fossil wars triggered a citizen revolt for energy independence
India's coal power is going into a structural decline because: batteries
>Cumulative tendered energy storage capacity skyrocketed to 90GW
>Monster 3.37 GWh battery array in Gujarat was just operationalized, making it world’s largest single-location battery storage deployment outside of China, with plans to hit 10 GWh next year and an incredible 50 GWh by 2031
>State-owned utility NTPC just issued an EPC tender for a monster 7.8 GWh battery installation in Rajasthan, a size unprecedented in global BESS procurement history
>From right now until 2027, a massive deployment of 2-hour, 2-cycle battery configurations is underway across major solar hubs (like Gujarat and Rajasthan) to aggressively crush morning and evening peak demand windows
>As India charges 500GW clean energy by 2030, it's on track to deploy 61 GW / 218 GWh of grid-scale storage
The entire growth in India’s electricity demand through 2030 will be completely absorbed by renewables and storage, and total coal generation in 2030 will drop below 2020 levels: India is rapidly moving to substitute 27GW of planned "zombie" coal plants with clean capacity and battery storage to save the Indian power system $6b/year in reduced costs
When a single country has over 60 GWh of projects in active execution and another 80 GWh under tendering, the "baseload coal" argument is dead on arrival
Wires are chewing pipelines