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GE Vernova vs Hitachi vs Siemens: JPMorgan’s power sector picks as grid capex surges

1 source · first seen 14:18 29 Sept · updated 14:18 29 Sept

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35 stories this week
  1. 3 OctThird edition of Green Energy Corridor to add 51,126 ckm transmission lines, 50 GWh BESSExpansion · 1 source · Third phase will add 51,126 ckm of transmission lines and 50 GWh of battery storage
  2. 2 OctUN climate chief hails India's Green Energy Corridor-III, says grid strengthening will deliver "big dividends"1 source · UN climate chief backed India’s ₹1.86 lakh crore Green Energy Corridor Phase-III
  3. 1 OctGEC-III offers growth opportunities, but execution rests on state utilitiesPolicy · 1 source · The ₹1.86 trillion GEC-III scheme could benefit transmission, renewable energy and battery firms
  4. 1 OctGEC-III scheme to unlock next growth phase for India renewables sectorPolicy · 1 source · Union Cabinet approved the GEC-III scheme, earmarking Rs 1.86 lakh crore
  5. 1 OctPM DHARA's ₹1.86 lakh crore scheme opens multi-year opportunity for transmission companies: Elara's Harshit KapadiaPolicy · 1 source · PM-DHARA's ₹1.86 lakh crore scheme is expected to create a multi-year opportunity for transmission equipment makers
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1 report · earliest 14:18
Financial ExpressGE Vernova vs Hitachi vs Siemens: JPMorgan’s power sector picks as grid capex surges14:18