AGP Executive Report
Last update: 11 hours agoSolar Policy Update (India): MNRE reopened the National Institute of Solar Energy (NISE) portal for ALMM List-II investment protection claims, extending the application window for solar cell projects to July 23, 2026 (after earlier DCR portal deadlines). EV & Auto Manufacturing (India): India’s electric car market is forecast to hit a USD 111.24B valuation by 2035 on a 41% CAGR, with passenger EV penetration projected to rise toward ~10% by FY2027. Defense Industrial Base (India): Kotak expects India’s defence capex to reach ₹2.8 trillion by FY30, supported by indigenisation and export growth, with drones reshaping spending priorities. Pharma Supply Chain (US): The FDA selected seven companies for its PreCheck Pilot to give earlier technical feedback on new US manufacturing sites, aiming to reduce readiness and review uncertainty. Biologics Manufacturing (US): Bora Biologics expanded its US drug substance platform by adding a Rockville, Maryland site, doubling down on domestic commercial capacity. Machine Tools (UK): Soraluce opened Soraluce UK to bring sales, technical support and after-sales service closer to local manufacturers. Smart Energy Hardware (Europe): Krannich Solar added Sigenergy’s three-phase storage and EV charging products to its portfolio, reflecting a push toward integrated PV-storage-charging systems. Semiconductor Momentum (US/Global): Reports highlight continued AI-driven chip demand, including Tesla-Samsung AI5 tape-out progress toward Samsung’s 2nm manufacturing ramp.
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.
Perspectify News
