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India is betting big on carbon capture and coal gas despite global failures. With a new entrant, the race for Shell’s renewable platform in the country is hotting up. Plus, why the solar relief rally might be premature.

A 10-percentage-point gap between what India plans domestically and what it promises the UN tells you everything about its climate strategy.
The solar module maker is banking on Sameer Nagpal to build 12 GW of cell capacity from scratch and catch up with Waaree and Premier—but the runway is tight and rivals are formidable.
Mukesh Ambani's conglomerate signs one of the world's largest binding green ammonia offtake agreements. In doing so, it delivers a credibility boost to an industry stuck between ambition and execution.