Green Supply Chain

Green Supply Chain

India’s Real-Time Power Prices Fall to 10 Paise Amid Renewable Glut

Real-time electricity prices on India’s Indian Energy Exchange fell to 9 paise per unit on 28 July 2026 — part of 31 sub-₹0.05 events in Q1 FY2026–27. Despite record peak demand of 270.8 GW on 21 May and projected growth to 300 GW by FY28, solar and wind generation (90.09 GW at 1 p.m.) now meets 39% of demand, flooding the grid midday and driving prices toward zero. Discoms are offloading surplus green power well below procurement costs (₹2–₹3+/unit), threatening returns for merchant-exposed projects. Experts cite storage as critical: on 21 May, 1 p.m. power cleared at ₹1.56 versus ₹10.00 at 6:30 p.m. Government and discom BESS tenders are scaling in response.

2026-07-30

Green Supply Chain

South Africa’s port reform unlocks R11.1bn as power reforms stall

South Africa’s reform trajectory is bifurcated: administrative upgrades like e-visas and the Trusted Employer Scheme are improving business efficiency, while electricity and rail logistics reforms stall. Key delays include the postponed wheeling framework (now set for September 2026), Eskom’s R2bn debt to IPPs, and the non-operational Transport Economic Regulator. In contrast, Durban Gateway Terminal’s financial close unlocked R11.1bn in investment, signaling strong private interest in ports. Analysts stress that without grid and rail unbundling, industrial expansion and job creation remain capped.

2026-07-30

Green Supply Chain

India’s Industrial Production Rises 7.3% in June

India’s Index of Industrial Production (IIP) rose 7.3% year-on-year in June 2026 — up from 5.1% in May 2026 — driven by 7.8% manufacturing growth and a 10.6% surge in electricity & gas supply. Key contributors included electrical equipment (+34%), motor vehicles (+17.5%), and food products (+10.8%). This marks the third monthly IIP release under the new 2011–12 base-year series. Mining grew 1%, while sewerage & waste management rose 6.1%. The data reflects broad-based industrial momentum and has tangible implications for procurement lead times and energy-intensive supply chains.

2026-07-29

Green Supply Chain

Hana F&I raises ₩687B in bond demand forecast

Hana F&I secured ₩687 billion ($468.9 million) in buy orders for its corporate bond issuance — 4.6 times its ₩150 billion target. The 3-year tranche alone drew ₩505 billion, exceeding its ₩50 billion goal by tenfold and pricing at −12 bps versus market average. Joint lead underwriters included Korea Investment & Securities, NH Investment & Securities, KB Securities, and Shinhan Investment Securities. Proceeds will refinance ₩70 billion in commercial paper and ₩30 billion in electronic short-term bonds maturing in August–September. With an A+, Stable rating from Korea Ratings, Korea Investors Service, and NICE Investors Service, the firm posted ₩10.1 billion ($6.9 million) in Q1 net profit.

2026-07-29

Green Supply Chain

UI Boustead REIT posts S$29.2M NPI, 4.3% below IPO forecast

UI Boustead REIT reported S$29.2 million net property income for Mar 12–Jun 30, 4.3% below its IPO forecast, citing yen weakness and delayed leasing in Japan. Committed portfolio occupancy rose to 98.1% as of Jun 30, up from 89.4% six months earlier. Joint venture contributions exceeded forecast by 30.3%, totaling S$3.3 million. The REIT — Singapore’s first mainboard and REIT listing of 2026 — achieved 100% committed occupancy in Japan and 97% in Singapore, with rental reversions of 2.6%. Its weighted average lease expiry stands at 5.4 years.

2026-07-28

Green Supply Chain

TPG in talks to buy Netrality for up to $3 billion

TPG is in advanced talks to acquire Netrality Data Centers for up to $3 billion, according to Bloomberg. Netrality operates 14 U.S. data centers across cities including Chicago, Dallas, and New York, serving over 500 customers. The firm reported $275 million in annualized recurring revenue as of Q2 2024, with net lease coverage exceeding 1.8x. The deal follows recent sector consolidation, including Apollo’s $10.1 billion acquisition of QTS and DigitalBridge’s $1.35 billion purchase of Zayo’s data center assets. U.S. colocation revenue rose 12.4% year-over-year in Q1 2024.

2026-07-28

Green Supply Chain

GCC-Africa Corridor Cuts Waste: 40% Empty Truck Miles Targeted

Across the GCC-Africa trade corridor, logistics operators are prioritising operational waste elimination over capital-intensive green tech. Regional data shows 30–40% of trucks run empty on return legs — costing millions in fuel and inflating emissions. In megacities like Lagos and Nairobi, last-mile inefficiencies inflate logistics costs to 35% of import value. Heavy-haul specialists like Vanguard move 91m wind turbine blades across rugged terrain, while digital corridor tools cut border delays. The zero-waste architecture proves sustainability is sound business — not just ESG reporting.

2026-07-27

Green Supply Chain

Nestlé sells half waters business for $3.4B to form Peranel

Nestlé has sold half its waters and premium beverage business to Platinum Equity for $3.4 billion, forming a new independent company called Peranel. The 50:50 joint venture includes over 30 brands—including S.Pellegrino, Source Perrier, Essentia, and Nestlé Pure Life—and carries an enterprise value of €4.9 billion ($5.6 billion). Headquartered in Paris and led by Muriel Lienau, Peranel is expected to close in H1 2027. The deal advances Nestlé CEO Philipp Navratil’s portfolio restructuring plan, which targets $2.8 billion in cost cuts by 2027 and follows recent sales of Blue Bottle Coffee and its remaining ice cream business.

2026-07-27

Green Supply Chain

South Africa Reform Index Drops to 71.5 Amid Energy, Logistics Strain

South Africa’s reform completion index dropped to 71.5 in Q2 2026—the first quarterly decline since tracking began—driven by setbacks in electricity and freight logistics. Electricity reforms fell 2.2% amid R2bn curtailment compensation backlog and transmission shortfall (270.8 km vs. 423 km target). Freight logistics dipped 0.5%, though rail access agreements expanded capacity by 24 Mt/year. Governance rose modestly to 55.1, buoyed by the Public Service Amendment Act. BLSA CEO Busisiwe Mavuso flagged emerging strain in core reform areas.

2026-07-26

Green Supply Chain

DHL Welcomes SBTi’s Book-and-Claim Standard for Emissions Tracking

DHL has welcomed the Science Based Targets initiative’s (SBTi) adoption of the ‘book and claim’ mechanism in its June 2026 Corporate Net Zero Standard Version 2.0. The framework allows companies to credibly attribute emissions reductions from low-carbon fuels — like Sustainable Aviation Fuel — even when physically used elsewhere in the network. DHL achieved a 10% SAF blending ratio in its aircraft in 2025 and uses its GoGreen Plus service to enable thousands of customers globally to reduce transport-related Scope 3 emissions. The SBTi, founded in 2015, now validates this approach as aligned with Paris Agreement goals.

2026-07-26

Green Supply Chain

China launches 2,000-tonne hydrogen cargo ship with 760 km range

China has launched the Yun Tao No 1 — its largest hydrogen-powered inland cargo ship, with 2,000-tonne capacity and 760 km range. Built by Guangdong Yuntao Hydrogen Energy Technology and CSSC’s Guangzhou Shipbuilding Industry unit, it operates on Guangdong’s Beijiang river network. Powered by three 260 kW domestic hydrogen fuel-cell sets, it targets 25–30% lower fuel costs than diesel equivalents. Yuntao plans 100 standardized vessels across the Pearl River system within four years and subsidy-free operations by 2028. Parallel projects include the 64 TEU Dong Fang Qing Gang (in service since May 2026) and a 2,000-tonne hydrogen hybrid vessel launching in Wuhan in 2028.

2026-07-25

Green Supply Chain

Vietnamese billionaires lose $3.1B as VN-Index drops 3.6%

Vietnam’s seven billionaires collectively lost $3.1 billion in net worth during a single trading session on July 22, 2026, as the VN-Index plunged 3.6% to a four-month low. Vingroup’s stock hit its daily 7% limit, slashing founder Pham Nhat Vuong’s wealth by $2.4 billion to $31.6 billion. His sisters Pham Thu Huong and Pham Thuy Hang lost $304 million and $213 million respectively. VietJet Air’s Nguyen Thi Phuong Thao lost $163 million; Techcombank’s Ho Hung Anh lost $50 million. Masan Group’s Nguyen Dang Quang exited the billionaire list earlier in July after share declines.

2026-07-25