THE NEWS

By Julianne Geiger of OilPrice.com,

India’s solar sector has hit that awkward stage of adolescence where ambition seems to be outpacing demand. And now the adults in the room are issuing critical warnings.

A new letter from the clean-energy ministry, quietly circulated to the finance ministry, urges lenders to think twice before showering cash on yet another wave of standalone module factories. When a government that spent the last three years cheerleading capacity expansion suddenly says “maybe don’t,” you can assume the oversupply problem is no longer a theory.

The timing isn’t great for India’s manufacturers. They bulked up with a clear target in mind: the U.S. market. But U.S. tariff walls went up, as did customs scrutiny over Chinese components. This has turned Indian shipments into a slow-moving regulatory piñata. Exports faded. Domestic installations couldn’t pick up the slack. And now the ministry is speaking the painful truth that module capacity could climb to 200 GW in the next few years, and cell capacity could climb to 100 GW.

Local demand won’t come close to that.

Translation: keep building like this and you’re manufacturing future bankruptcies.

The subtext here is political as much as economic. India’s decade-long quest to peel itself away from Chinese supply chains has produced a patchwork of incentives, protectionist barriers, and bold proclamations about “solar self-reliance.” But you can only sustain that narrative if the factories you’ve coaxed into existence have somewhere to sell. Right now, many don’t.

The ministry’s preferred solution is to nudge lenders toward funding fully integrated facilities — the kind that run from polysilicon to finished panels.

That would, at least in theory, give India a more defensible position in the global supply chain. But integrated plants require heavy capex, deep technical expertise, and long-term policy stability. India has not always provided the latter.

The smarter read is this: India isn’t abandoning its solar manufacturing push. It’s trying to avoid a bloodbath.

A gentle warning today is cheaper than a mass insolvency cleanup tomorrow. Whether India’s fragmented solar industry takes the hint is another matter entirely.

The arrest of Brian Cole Jr. on Thursday for planting pipe bombs near the DNC and RNC headquarters on January 5, 2021, has exposed yet another case of media malpractice. The Trump administration quickly noted that all the information needed to catch the suspect had been available to the Biden administration for four years, and yet nothing happened. 

Rather than examine why it took so long to crack the case, the legacy media immediately pivoted to protect the Biden administration. The following morning, legacy media outlets were pushing the narrative, based entirely on anonymous sources, that the suspect told the FBI under questioning that he is a Trump supporter who was radicalized by claims that the 2020 election was stolen.

According to NBC News, “The man charged with planting two pipe bombs near the Democratic and Republican party headquarters on the eve of the Jan. 6 attack on the U.S. Capitol told the FBI he believed conspiracy theories about the 2020 election, according to two people familiar with the matter.”

Other networks promptly followed.

“During interviews with the FBI, the suspect arrested in the pipe bomb probe told investigators that he believed the 2020 election was stolen, providing perhaps the first indication of a possible motive for the bombs placed near the DNC and RNC headquarters, people briefed on the matter told CNN,” CNN reported. 

CNN’s own reporting, however, thoroughly debunked this storyline. Hours prior to the story suggesting the 2020 election was a motivating factor for Cole, a separate CNN report detailed the criminal affidavit against him, which relied on purchase records of bomb-making materials, cell phone location data, and vehicle license plate reader information to identify him.

The criminal affidavit against Cole primarily relies on purchase history of alleged bomb-making materials, cell phone location data and a vehicle license plate reader.

In 2019 and 2020, Cole purchased multiple items consistent with the components used to make the bombs at Home Depot, Walmart, Lowe’s and Micro Center stores, according to the affidavit.

Investigators then went through Cole’s purchase history and determined he bought all of those supplies over 2019 and 2020, the affidavit states. He also purchased equipment to help assemble the bombs, including safety glasses and a wire-stripping tool, the document states.

If Cole was buying bomb parts in 2019 and 2020 before the election, the notion that post-election grievances drove him to plant the bombs falls apart. The Trump supporter angle collapses even further when you look at Cole’s background.

According to a Daily Wire report, he worked at his family’s bail-bond business, which sued the Trump administration over immigration policy in a case decided in November 2020. The family operation, which included helping illegal immigrants get out of ICE facilities, doesn’t exactly scream MAGA activism. Public records show the business entangled itself in left-leaning causes, with Cole’s father even teaming up with attorney Benjamin Crump—who previously represented the family of Trayvon Martin—to demand the Biden Justice Department investigate a Tennessee prosecutor who raised questions about the bail bond company. This family profile is wildly inconsistent with the image of a die-hard Trump supporter.

But even Cole’s family says he wasn’t a Trump supporter.

Cole’s grandmother, Loretta, told the Daily Mail that Cole “has no party affiliation, never votes,” and “don’t like either party.” She described her grandson as socially withdrawn, “borderline autistic,” with “the mind of a 16-year-old,” living in his mother’s basement and grieving the death of his pet chihuahua. She also emphasized that Cole has no social media presence and never engages in political discussions online. All of this information was readily available to reporters, yet they went ahead with the Trump-supporter storyline anyway.

CNN’s Chief Law Enforcement and Intelligence Analyst John Miller appeared on Anderson Cooper 360° to discuss the accused bomber’s purported statements to the FBI about his election beliefs.

CNN Chief Law Enforcement and Intelligence Analyst John Miller on the accused DC pipe bomber telling the FBI he believed the 2020 election was stolen, according to sources. pic.twitter.com/RbYarZUxoJ

— Anderson Cooper 360° (@AC360) December 6, 2025

Throughout the day on Friday, mainstream outlets reported Cole as a Trump supporter motivated by stolen election claims, despite their own reporting revealing he purchased bomb materials well before the 2020 election even happened. The media had all the contradictory evidence in front of them and chose to ignore it in favor of a narrative that fit their political agenda. They knew the radicalized Trump supporter angle was false all along, but they ran with it anyway. But why? Was it to protect the Biden administration for failing to capture him sooner?