Power

Fix the delivery points to help power reforms deliver

Why three official reports converge on discom reform, and why privatisation may no longer be optional

KEC International: Robust order flows, but weak execution weighs down margins

Execution delays and time taken on claims settlement are a drag on profitability

India should play to its strengths in energy storage

Hydro pumped storage projects use more components made in India compared to battery energy storage systems

Union Budget 2026: FM Sitharaman announces restructuring of the lenders REC, PFC

Shares of Power Finance Corporation and REC rallied over 4% each after the finance minister proposed restructuring the two state-run lenders.

Can NEP 2026 add spark to power reforms?

After two decades of capacity expansion, India’s power challenge has shifted to fixing tariffs, discom finances, and market design

Budget Snapshot: The steady improvement in India’s energy mix

Government should step up policy support for hydro and nuclear power capacity additions

Davos 2026: India hitting energy transition milestones early, but AI power demand, energy security next tests: WEF’s Roberto Bocca

Bocca said India has a “very ambitious plan” and is already achieving some of the key milestones “even earlier than planned,” pointing to India’s progress in building renewable capacity and expanding electricity infrastructure.

Budget 2026: Fixing the loose connections in India’s clean power circuit

Budget 2026 must prioritise finance, grids, and certainty over headline capacity numbers

US exit only a fleeting shadow over global solar club

The American involvement with the India-headquartered ISA was materially limited

China will raise competition for BHEL, but unlikely to hurt its business significantly

Investors would do well to focus on execution of order backlog at BHEL

OPINION | Building Momentum: Power sector priorities for Budget 2026

Budget 2026 should address refinancing for legacy discom debt. Subsidies must be paid directly to consumers. Reform attempts such as Electricity Bill, 2025 must be pushed to avoid losing incremental progress to structural issues

El Nino will raise electricity demand, but can hurt farm sector

El Nino conditions can pose growth challenges for agrochemicals industry for the second consecutive year

OPINION | Is Budget 2026 ready to make solar India’s most competitive energy source?

The Union Budget 2026–27 holds immense potential to accelerate India’s renewable energy goals, particularly solar power, by strengthening domestic manufacturing, enhancing financial incentives, and supporting climate-focused initiatives for sustainable growth

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