Green Energy Stocks Under Pressure Amid Global Headwinds

Friday was a rough ride for green energy stocks as names like KPI Green Energy, ACME Solar Holdings, and Suzlon Energy suffered significant intraday losses on the BSE. KPI Green Energy hit its lower circuit at ₹351.70, down 5%, while ACME Solar tumbled 3% to an all-time low of ₹202.85. Suzlon Energy wasn’t spared either, shedding over 3% during the session. Market experts attribute some of the sector’s recent struggles to geopolitical ripples, notably linked to former US President Donald Trump. His potential return to the White House has raised concerns over clean energy investments. Trump has long been an advocate of fossil fuels, and recent reports suggest a freeze on wind and solar project authorizations on federal lands under his administration. His stance—amplified by calls to boost oil and gas production—has cast a shadow over global renewable energy momentum. Back home, the long-term outlook remains optimistic. Crisil projects a massive ₹31 lakh crore in green investments between 2025 and 2030, driven by India’s ambitious climate goals. These include slashing carbon intensity by 45% by 2030 and pushing non-fossil-fuel energy capacity to 50% of the total. As Amish Mehta, MD & CEO of Crisil, emphasized, achieving net-zero emissions will require scaling up grants, incentives, and blended finance, alongside a robust carbon market. Despite the sector’s current challenges, the road ahead looks transformative for India’s green energy story.

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