Power

Tough adjustments await the green energy sector in 2026

Plain vanilla solar power is no longer in demand

Suzlon, Inox: Waiting for the wind to turn

Following the steep correction in 2025, Suzlon Energy and Inox Wind are now available at more palatable valuations

These stocks are good to ride India’s data centre boom

While technology giants and large conglomerates dominate headlines, some of the most consistent AI-linked opportunities lie with the providers of critical infrastructure and enablers

OPINION | Mirage of Critical Mineral Diversification: How re-export hubs quietly undermine India’s energy security

Minerals are now often sourced through re-export hubs like Hong Kong. India is therefore indirectly tethered not only to China’s dominance but also to the political and trade dynamics of the intermediary state

Is domestic solar manufacturing heading for a shake-out?

A higher efficiency threshold for solar module manufacturing is likely to favour vertically integrated players

Atomic Bill — What is needed to give it a real power boost?

Changes to the liability and damage legislation are essential to truly open up India’s nuclear energy sector

The coming slowdown in India’s renewable energy sector

Renewable energy project awards slowed sharply this year

India’s power picture — Thermal energy weathers climate chill

New Delhi steps up power generation from coal-fired plants even as it remains committed to emissions control

Chart of the Day: Weak demand suppresses electricity prices in spot market

Supplies are exceeding demand even during non-peak solar power generation hours

Centre to temporarily slow down renewable energy tenders, cancel unviable projects as generation outpaces absorption capacity

Ministry of New and Renewable Energy (MNRE) will cut the pace of renewable energy auctions in FY26-27 amid surplus supply and connectivity hurdles. However, India is still on track to achieve its 500 GW non-fossil fuel-based power generation target by 2030, MNRE Secretary Santosh Kumar Sarangi told Moneycontrol.

Chart of the Day: Coal power plant utilisation levels slide on sluggish electricity demand

Electricity demand saw a notable reduction in October 2025

A welcome reset in government’s renewable energy plans

India has come a long way in galvanising green power generation capacity additions

Nuclear Power — From margins to mainstream in India’s energy mix

The government will have to take a judicious approach in implementing the proposals for achieving 100 GW nuclear power by 2047

Power Reforms — If there’s political will, there’s a Bill

The Centre’s fresh bid to fix glitches in electricity distribution will only be successful if the states play ball

OPINION | India’s clean energy future hinges on expanding open access

India’s 500 GW non-fossil energy goal depends on open access policies that enable businesses to buy renewable power directly, driving investment, reducing costs, and accelerating the clean energy transition

From Surge to Stall — Why India’s RE bidding has hit a speed bump

Over-enthusiasm, weak off-take, and tender cancellations have slowed the momentum in renewable energy

How can states further energise the RE drive?

The Centre must suggest steps to make PPAs more acceptable to states that are reluctant to raise clean power off-take

Chart of the Day: Soft demand hits thermal power plant utilisation in August

Thermal power plant utilisation levels declined to 61.7 percent in August 2025

RE focus must be on storage to support enhanced output

A calibrated strategy that takes care of ground realities will help in a smooth transition to clean power

Chart of the Day: Déjà vu for merchant power producers as soft demand creates supply glut

Supplies in day ahead market are far exceeding demand

Thermal power and its vital role in India's green energy transition

Thermal power remains crucial to India's energy security despite the shift to renewables. Public and private sectors play key roles in expanding and modernising capacity, ensuring reliable power amidst growing demand

Renewable energy is also feeling the impact of climate change

Changing weather patterns are increasingly posing risks to renewable power generation

Gujarat, Chhattisgarh and MP promise land to NTPC to set up nuclear power plants

The plants in Gujarat, Chhattisgarh and Madhya Pradesh will be the first solo nuclear power projects taken up by NTPC’s newly incorporated subsidiary NTPC Parmanu Urja Nigam Ltd

Chart of the Day | Interstate collection efficiency improves in power transmission assets

Improved collections are also translating into a drop in receivables, thereby improving financial outlook for power assets