AGP Executive Report
Last update: an hour agoGrid Strain: China’s wind and solar curtailment reached 360 billion kWh in the first half of 2026, up 49% year on year, highlighting gaps in grid capacity and regulation. Storage Push: India approved support for 92 GWh of battery and pumped-hydro storage and plans to require utilities to procure storage alongside renewable power, aiming to firm up supply after sunset. Ukraine’s Energy Crisis: Russian strikes have damaged power infrastructure nationwide, with Kyiv facing prolonged electricity, water and heating outages. Nigeria’s Grid: Authorities released 98 containers of long-delayed transmission equipment, while gas shortages and low water levels continue to constrain generation. AI and Power Demand: OpenAI pledged to cover electricity and grid costs for future campuses it owns and operates; a separate U.S. analysis says distributed energy could avoid $614 billion in power-system costs through 2050. Clean Power Links: Vermont signed a three-year agreement with Nova Scotia to explore offshore wind exports, while Revolution Wind began full commercial operation, supplying Connecticut and Rhode Island.
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