AGP Executive Report
Last update: 3 hours agoSolar Manufacturing Surge: Inox Clean bought Boviet Solar’s US assets in a ~$750M deal, adding 3 GW of TOPCon module capacity now and a binding plan for another 3 GW of cell capacity by Dec 2026. New Plant Milestone: Fujiyama Power Systems commissioned a 2,000 MW solar panel factory in Ratlam, lifting its total panel manufacturing capacity to 3,568 MW, with inverter and battery lines next. Grid Stress From Weather: High winds hit Canada’s Prairies—Saskatchewan saw major outages tied to downed transmission structures, while Manitoba Hydro reported wind-and-dust conditions forcing crews to pause overnight. Offshore Wind Momentum: RWE and Masdar cleared the way for 3 GW of Dogger Bank South projects after UK planning approval, with final investment decisions targeted for 2027. Power Demand Pressure: AEP says US power generation could nearly double by 2030, with about 90% of new load tied to data centers. Nuclear + AI: A new report highlights AI-driven electricity demand reviving Three Mile Island’s reactor—showing how tech load is reshaping the energy debate.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result.
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