Hello and welcome back!Happy World Environment Day, readers! While the UN rallies the globe today around the theme “Inspired by Nature,” the energy sector has spent the last fortnight dealing with some very intense, real-world friction.Let’s dive in!- Richa MishraFortnight that was:The US-India energy relationship has entered a massive strategic realignment, driven by escalating Middle East conflicts and intense bilateral trade negotiations. ReportsIndia’s Ministry of Power convened an emergency Consultative Committee to address grid stability as the nation integrates over 50 GW of renewable energy annually. ReportsStarting June 1, 2026, the Indian government launched a major regulatory push for domestic solar manufacturing. The policies favour domestic players who incorporate backward integration, making raw components and solar modules locally. ReportsTo offset the expensive spot-market power buying required to prevent blackouts, utilities are passing costs to consumers. The Uttar Pradesh Power Corporation Limited (UPPCL) announced a 10% fuel surcharge on June electricity bills. ReportsThe Norway Arctic drilling controversy has escalated significantly as Oslo mounts an aggressive, high-level diplomatic lobbying campaign in Brussels. Norway is attempting to pressure the European Union into lifting its moratorium on new Arctic oil and gas exploration. International mediaTrending topics:Inox Clean Energy Ltd, the renewable energy platform of the INOXGFL Group, has signed a definitive agreement to acquire the 6 GW India renewable energy portfolio of Singapore-based Vena Energy in a deal valued at almost ₹6,000 crore. Avinash Nair.Click here to read moreNTPC has floated bids for supply for electricity from thermal power plants with 150-250 megawatt (MW) capacity to balance the grid. Rishi Ranjan KalaClick here to read moreSuzlon to invest ₹2,500 cr by FY31; targets 10 GW RE sales, 4 GW BESS capacity & 3GW exports. Avinash NairClick here to read moreThe US will invest $1.5 billion, or roughly ₹14,400 crore, through an investment platform to create energy infrastructure, including liquefied natural gas (LNG), in India and Southeast Asia. Rishi Ranjan KalaClick here to read moreNetradyne has joined hands with the National Highways for Electric Vehicles (NHEV) to provide real-time fleet visibility, predictive risk detection, driver behaviour insights and operational monitoring for commercial EVs travelling across India’s e-highways. Rishi Ranjan KalaClick here to read moreThe Consultative Committee on Power met to discuss transmission bottlenecks as an expanding power demand amidst massive integration of renewable energy (RE) is exerting tremendous pressure on the grid. Rishi Ranjan KalaClick here to read moreExpert insights:Who will buy nuclear power when renewable energy comes cheap through battery or pumped storage? M RameshClick here to read moreResource Nationalism: Indonesia’s move to channelise coal exports through a state entity must make India calibrate its energy strategy. Richa MishraClick here to read morePodcasts:India is using two main plans to build a modern, self-reliant economy: its Semiconductor Policy and its Energy Policy. In the latest episode of Energonomics, Richa Mishra, speaks to Mr. Anuj Narain, Vice President – Product Development, Power Semiconductors, Cyient Semiconductors to understand whether the two policies are intertwined.Click here to watchIs 2026 the right time to buy an electric vehicle in India? Renil S Varghese explains.Click here to watchStay tuned in!Follow us for the latest updates, news, and insights on the energy sector!Published on June 5, 2026