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India Renewable Energy • Turnaround Watch India’s Solar Gold Rush — Can Indowind Energy Ltd (Rs.9.49) Finally Rise from the Ashes? Beyond the ESG PowerPoint files: A hard data audit of a micro-cap wind legacy operator attempting a high-stakes pivot into hybrid asset engineering. The Indian renewable energy sector is no longer a sleepy ESG PowerPoint presentation served with hotel coffee and government slogans. It has turned into a high-stakes battlefield of aggressive capital, intense speculation, policy shifts, and corporate survival. Everywhere you look, the market landscape is flooded with massive declarations: gigantic solar parks, green hydrogen blueprints, hybrid renewable corridors, and billion-dollar clean-energy pledges. Amid this titanic macro transition, a tiny, legacy player has suddenly crawled back into market discussions: Indowind Energy Ltd. For years, Indowind was treated ...
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It is an irony that even after repeated trys, Saudis have failed to drown the US by flooding the markets with Crude oil (1.8 Mb/day of production). By now the Saudi Arabia might have understood their mistake and may work towards maintaining the much sought after Demand-Supply equilibrium.

If this happens then we could see the Crude oil prices shooting above $60/barrel, triggering a rally in the Commodity market. For Indian shareholders, this could be music as most of the time, the share price movement (in the Indian bourses) had been been directly proportional to the crude price.

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