India's 100GW Milestone, Australia's EV Tipping Point, and the Geopolitical Shock Accelerating the Transition

Solar and wind output in India exceeded 100 gigawatts for the first time on July 13, delivering a record 42.8% of the country's electricity supply. Renewable power's share of India's total mix jumped to 20% for the full month, up 30% year-on-year, while coal's dominance slipped to 65.7% — its lowest in a year. Don't uncork the champagne just yet: El Niño is hammering hydropower output, potentially creating an 18...