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Context is everything.
Detailed stories on technology startups, business and economic current affairs.
Detailed stories on technology startups, business and economic current affairs.
After years of cheap money and easy growth, solar must now prove it can stand on financial fundamentals.
Welcome to NetZero Now, a weekly newsletter from The Morning Context that covers the latest developments in the burgeoning energy, climate and cleantech ecosystem.
For almost a decade, the solar industry has had an extraordinary run as costs fell, installations surged and capital rushed in faster than panels could be laid out. But the tide of easy money is turning and the sector now faces what may be its most important proving moment: a capital stress test.
Global corporate funding in the solar sector dropped 22% year-on-year to $17.3 billion in the first nine months of 2025, according to Mercom …
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.
Dubai and Abu Dhabi markets bounce back on real estate strength and central bank support, but sentiment remains fragile amid ongoing conflict.
