Market pulse › Power demand
Power demand
Today4 stories · 4 articles
Net tone▲ +25% today
Market checkCoal India +1.0%
Developing2 storylines
324 Sept
625 Sept
826 Sept
427 Sept
128 Sept
Policy▲ bullishFive stocks that may benefit from India invoking Sec 11 of Electricity ActElara Capital’s Rupesh Sankhe expects stronger peak power demand to support higher trading volumes on exchanges; IEX may benefitIndian Energy ExchangePower sector
● mixedData centres need a green growth planData centres face public pushback over power and water useData centresAIPower sector
Policy● mixedGovt directs company-run power plants to supply surplus electricity in marketGovernment directed company-run power plants to supply surplus electricity to the marketPower sectorThermal power
● mixedAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surgeData centresAIPower sector
Policy● mixedCentre orders captive coal plants to boost output and sell surplus powerDirections apply from October 1 to December 31CoalThermal powerPower sector
Policy▼ bearishCentre orders captive coal plants to maximise output from October 1 amid rising power demandThe directive requires captive coal plants to run at full capacity from October 1CoalThermal powerPower sector
Order win▲ bullishIndia orders 112 captive coal plants to run at full capacity from October 1The government ordered 112 captive coal plants to operate at full capacity from October 1CoalThermal powerPower sector
Policy▲ bullishStates seek 10,000+ more e-buses beyond PM E-DRIVE allocationStates sought over 10,000 additional e-buses beyond the 14,028 planned under PM E-DRIVECommercial vehiclesEVs and batteries
Policy● mixedEU warns of energy price crisis and urges countries to consider demand curbsThe EU urged governments to step up preparations and consider curbing energy demandEuropean UnionRussiaRussia–Ukraine war
Policy● mixedAs stocks fall at power plants, govt mulls imported coal blendingThermal powerCoalPower sector
Policy▼ bearishPower ministry weighs mandatory imported coal blending as stocks dwindleThermal power station coal stocks fell to 22.9 million tonnes on September 19CoalThermal powerPower sector
Market move● mixedNatural Gas Forecast: November Rollover Puts $3 to the TestNatural gasOil and gas companiesInput costs
● mixedHow a simple curtain change can save you around Rs 1,200 per month of AC electricity billPower sector
Policy● mixedIndia considers requiring power plants to blend up to 5% imported coalOfficials are discussing mandatory blending of up to 5% imported coal with domestic coalCoalThermal powerPower sector
Expansion▲ bullishJK Cement’s timely capacity ramp-ups give it bandwidth to beat FY27 volume goalsPanna line-2 capacity, north and central India demand, and green power may support FY27 volume growthJK CementCementPower sector
Data▲ bullishCoal expected to provide half of India’s power through 2035-36Coal is expected to generate **half of India’s electricity** by 2035-36 as power demand risesCoalThermal powerPower sector
Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet, proposes multiple power distributorsThe draft policy has been sent to the CabinetPower sectorPower transmissionThermal power
Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet for consultationThe draft policy has been submitted for Cabinet consultationPower sectorPower transmissionThermal power