Energy Policy and Regulation
Most of what determines whether a clean-energy project happens is decided before any engineering begins — subsidy design, auction rules, interconnection procedure, tariffs, and the price ratio between electricity and gas.
Policy coverage here is about mechanisms rather than politics: what a rule actually does, who it pays, and whether the stated goal and the observable effect point in the same direction. When a government declares an energy emergency and then pays developers to cancel capacity, that gap is the story.
Cost of Capital: Why It Sets the Price of Clean Power
A wind farm burns no fuel, so most of what it costs is the money that built it. That is why financing – 20 to 50% of solar’s lifetime cost – sets the price of clean power.
The BrightVolt Take: China Taxed Lithium and Spared Sodium
On 1 September China began taxing lithium batteries at 2%, rising to 4% in 2027, while zero-rating sodium-ion and solid-state through 2028. That is not a subsidy cut – it is Beijing picking a chemistry.
Contracts for Difference: The Two-Way Clean-Power Deal
A contract for difference fixes the price a wind or solar farm is paid, and pays money back to consumers when the market runs above it. In Britain’s 2021-23 price spike, that returned around £660m.
India’s Grid-Forming Mandate Leans on a Storage Floor
India’s grid regulator wants new solar and wind to run grid-forming inverters and carry two hours of storage from 2027 — a response to the 8,963 MW that tripped at Khavda in 16 seconds.
BYD Now Makes More Money Abroad Than in China
For the first time, most of BYD’s revenue came from outside China in H1 2026 — overseas sales rose 34% to 52.6% of the total while home-market revenue fell 31%.
Australia’s First Offshore Wind Auction: A 2 GW Long Bet
Victoria has opened Australia’s first offshore wind auction for 2 GW off Gippsland — but contracts land in 2028 and power in the 2030s, on the priciest wind there is.
The BrightVolt Take: CATL Just Made the Cell a Commodity
CATL now sells LFP battery cells online for about $63/kWh with no distributor, and 1,800 firms have signed up. The cheap-battery headline misses the real shift: the cell is now a commodity.
The BrightVolt Take: Europe’s Battery Bet Sold for Scrap
Lyten just bought bankrupt Morrow Batteries, its sixth distressed European asset in 14 months. Northvolt burned through $15bn, Morrow nearly half a billion euros. The buyer has never shipped a cell at scale.
The BrightVolt Take: Australia’s Wind Gap Is the Real Story
Australia connected a record 9.1 GW of clean generation and storage in FY26 — and just 0.2 GW was wind. AEMO needs 18 GW of it by 2030. The record is how the target gets missed.
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