India Power Sector

Power companies brace for demand surge as El Nino indicates extended summer

The optimism is reflecting in shares of electricity producers and of Coal India

India plans 100 GW pumped hydro energy storage by 2035-36: Power Ministry

Maharashtra, Odisha and Andhra Pradesh emerge as key hubs as states drive India’s pumped hydro expansion.

India's power sector offers $500 billion investment opportunity as capacity addition hits 4-5 GW a month

Union power minister Manohar Lal Khattar said the sector is emerging as one of the largest long-term investment opportunities as electricity demand rises alongside economic growth.

Centre fast tracks hydropower in J&K; Ratle project to be ready by 2028-end, Dulhasti clears green hurdle

With Indus Waters Treaty in abeyance, the Centre reviews Salal, Ratle and Dulhasti projects, as it looks to unlock hydropower potential across the Indus basin

Hitachi Energy poised to leverage domestic energy upcycle

With improving margins and earnings visibility, the stock should offer good rewards

Chart of the Day: Rising fuel inventories at power plants should worry Coal India’s investors

Dispatches by Coal India slowed in FY25 and in April FY26

Chart of the Day: An unusually slow beginning to summer 2025 for power utilities

Electricity production declined sequentially in April for the first time since the COVID years

Chart of the Day: How inflation is driving up electricity procurement costs

The average cost of power supply has increased by about 18 percent from FY19

Budget Snapshot: Slow progress in energy mix needs sustained focus on green power

Hydro power generation lagged in recent years amid muted capacity additions

Chart of the Day: India’s electricity generation mix improves in August

The share of non-fossil fuels in total electricity generation rose on strong growth in nuclear power and moderation in demand

Economic Survey 2023-24 has the right prescription for coal power plants

The focus should be on adoption of cleaner coal and ultra super-critical technologies to reduce emissions, suggests the Economic Survey

In Budget 2024, government should help accelerate capacity additions in power sector

The pace of capacity addition needs to be ramped up to meet the rising electricity needs of the country

Power: We require a fool-proof plan to avoid load shedding

Peak electricity demand and deficits rose in the country

The emissions challenge to India’s energy exercise

Excessive reliance on coal is making India a big power sector emitter even as it makes progress in RE production

A ray of hope for gas-based power plants

Utilisation levels of gas-based power plants increased to 20.4 percent in April from 13.6 percent in March and the year ago period

Chart of the Day: April thermal power plant utilisation levels highest in 13 years

Thermal power generation grew by about 9 percent for the fourth consecutive month in April 2024

Why COP28 matters little for NTPC investors 

India’s dependence on coal-based power rose in April-November 2023 despite muted capacity additions

Will split Areva T&D into two separate entities: Alstom

In June 2010, Alstom Group had acquired global Areva T&D's transmission activities and changed its business name to Alstom Grid, which is now based in India under the operation control of Areva T&D India. In an interview on CNBC-TV18, Alstom Global said that it will split Areva T&D into two separate entities.