Renewable energy producer (Nasdaq-listed)
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Curtailing solar output, reporting profitability impact
ReNew Energy Global's May 2026 disclosure that India's grid cannot absorb mid-day solar peaks was an early warning. By April 2026, coal plants were reaching their 55% minimum thermal load in more than half of midday dispatch intervals, leaving no room for more solar. Ember confirmed in June 2026 that India curtailed 2.1 terawatt-hours of renewable electricity across FY2025-26, costing developers an estimated Rs 629 crore.
Updated 5 days ago
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