AGP Executive Report
Last update: 8 hours agoSolar Policy & Compliance: India’s MNRE clarified ALMM List-II rules for government rooftop solar projects awarded via bidding before Aug 31, 2025, easing cell sourcing ambiguity while keeping module sourcing aligned. Clean Energy Manufacturing Push: Premier Energies booked INR 3,011 crore for 1,846 MW of solar cells and modules, with deliveries in FY27–FY28, alongside capacity expansion to support Make-in-India. Battery Materials Investment: Himadri-backed Sicona Battery Technologies won up to AUD 45m from ARENA to build a commercial-scale demo facility for silicon-carbon anode materials at BlueScope’s Port Kembla site. Industrial Decarbonization Pressure: INEOS chairman warned Europe’s chemical industry is in a “closure phase” as Chinese imports surge with cheaper supply, urging faster EU action. Trade & Tariffs: The US Trade Representative begins a hearing on forced-labour prohibition policies across 60 countries, with potential added duties on imports. Defense Manufacturing: Canada named TKMS as preferred bidder for its next submarine fleet, targeting deliveries by 2034. Foreign Labour Administration: Malaysia’s FMM urged smoother rollout of a centralised foreign worker management system and faster implementation of a Multi-Tier Levy Mechanism. Mining Chemicals: American Industrial Chemicals reported a 4% mineral recovery uplift in a commercial pyrite trial using TAS96 as a cyanide replacement reagent. EV Supply Chain Risk: UK manufacturers face a looming 10% tariff threat tied to EU local-content rules from Jan 1, 2027.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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