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Power sector

Topic tag · tracked since 24 Sept · also power, electricity, power companies, power utilities

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Today16 stories · 26 articles65 stories since 24 Sept

Net tone▼ −15% today+35% over the week

Market checkPower +0.55%Nifty Power on Fri, 25 Sept · Nifty +0.34%

Developing6 storylinesBiggest: India's coal supply measures for power plants · 7 updates

Power sector in three lines

Written 10h ago from its latest stories

India’s 500 GW non-fossil capacity target for 2030 needs clear grid-stability milestones, a report said
The government directed company-run power plants to supply surplus electricity to the market
77 thermal power plants face critical coal inventories

Stories per day

Bar colour is the day’s tone · tracking began on 24 Sept

1124 Sept

2525 Sept

1226 Sept

1227 Sept

528 Sept

Often tagged with

stories together this week · colour is their tone

Power demand16 Renewables15 Thermal power13 AI11 Data centres11 Coal10 Infrastructure10 Adani Group8 Power transmission8 Adani Power7

Stories

65 in all · newest first

Policy● mixedCaptive coal plants asked to maintain stocks from October 1: What it means for India's power supplyCoal Thermal power1 source
36m

Order win● mixedDilip Buildcon secures transmission project in Yavatmal, MaharashtraDilip Buildcon Maharashtra Power transmission1 source
50m

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 Exchange Power demand1 source
1h

Market move● mixedPower Grid Share Price Live Updates: Power Grid dips below its 20-day Exponential Moving AveragePower Grid Power transmission Market valuations1 source
3h

Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketData centres AI Infrastructure1 source
5h

● mixedClean energy ambition needs grid stability milestones: ReportIndia’s 500 GW non-fossil capacity target for 2030 needs clear grid-stability milestonesRenewables Power transmission Energy storage1 source
11h

Expansion● mixedGerman Green Steel & PowerGerman Green Steel and Power Steel Metals and mining1 source
11h

Funding and debt▲ bullishIFC to lend $70 million to JN Port for first blue financing in maritime sectorIFC will lend $70 million to JNPA for the maritime sector’s first blue financingPorts and airports Infrastructure FDI1 source
12h

● mixedData centres need a green growth planData centres face public pushback over power and water useData centres AI Power demand1 source
14h

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 demand Thermal power1 source
14h

Order win● mixedSteamhouse India wins Rs 311 crore EPC mandate for 300 TPH steam project in Himachal PradeshSteamhouse India won a Rs 311 crore EPC mandate for a 300 TPH steam and co-generation plantSteamhouse India Infrastructure Manufacturing1 source
16h

Market move▼ bearishCoal stocks worsen as 77 thermal power plants face critical inventories77 thermal power plants face critical coal inventoriesCoal Thermal power Shipping and logistics1 source
18h

● mixedCould Europe’s data centre boom trigger a nuclear power revival?Data centres Nuclear power AI1 source
19h

Expansion● mixedFujiyama Power Systems plans 1.2 GW solar cell plant; reports differ on locationThe planned solar cell facility will have 1.2 GW capacityFujiyama Power Systems Solar manufacturing Renewables3 sources
22h

Expansion▲ bullishAdani’s Dhamra Port shifts entirely to renewable electricityDhamra Port has shifted its entire electricity consumption to renewable powerAdani Ports Renewables Ports and airports2 sources
1d

● mixedAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surgeData centres AI Power demand1 source
1d

● mixedHeavy Storm Cuts Power, Grounds Planes Across US NortheastA nor’easter knocked out power to thousands of homes and businesses in the US NortheastAviation1 source
1d

Policy● mixedCentre orders captive coal plants to boost output and sell surplus powerDirections apply from October 1 to December 31Coal Thermal power Power demand2 sources
1d

● mixedWestwood Holdings CEO Brian Casey on Y'all Street and an ETF tracking the AI power ecosystemBrian Casey is CEO of Dallas-based asset manager Westwood HoldingsAI ETFs Mutual funds1 source
2d

Expansion● mixedSWELECT Energy Systems rolls out new inverter portfolio for commercial and industrial segmentInverter range spans 5 kW to 50 kW for commercial and industrial businessesSwelect Energy Systems Energy storage1 source
2d

Policy▼ bearishMaharashtra declares 265 talukas drought-affected and announces relief measures265 of Maharashtra’s 358 talukas, or 74% of the state, were declared drought-affectedMaharashtra Drought Agriculture6 sources
1d

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 1Coal Thermal power Power demand2 sources
2d

IPO● mixedDeon Energy files draft IPO papers as it plans to expand into solar power generationAhmedabad-based Deon Energy is a solar EPC firm filing draft papers with SEBI for an IPORenewables Infrastructure SEBI2 sources
2d

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 1Coal Power demand Thermal power5 sources
2d

Expansion▲ bullishNTPC Green Energy commissions 81.34 MW of solar capacity in RajasthanThe capacity is the first commercial operation of its Kalasar Solar Energy ProjectNTPC Green Energy Renewables2 sources
2d

Deal▲ bullishNTPC and EDF form 50:50 JV for low-carbon energy projects in IndiaNTPC and EDF Power Solutions India established a joint venture to develop renewable energy projectsNTPC EDF Renewables5 sources
2d

● mixedNor’easter brings flooding, high winds and outages to the US NortheastNew York and New Jersey declared states of emergencyWall Street3 sources
1d

Policy● mixedRegulation and cost deter AI's N-power growth depite $4.6 billion pushAI Data centres Input costs1 source
2d

Policy● mixedAs stocks fall at power plants, govt mulls imported coal blendingThermal power Coal Coal India1 source
2d

Deal● mixedEaton to acquire Italy's grid equipment maker COL Group for €810 million to expand in EuropePower transmission European Union1 source
3d

IPO● mixedGerman Green Steel and Power IPO subscribed 1.73 timesGerman Green Steel and Power’s IPO was subscribed 1.73 timesGerman Green Steel and Power Steel Listing rules1 source
3d

Policy▼ bearishPower ministry weighs mandatory imported coal blending as stocks dwindleThermal power station coal stocks fell to 22.9 million tonnes on September 19Coal Thermal power Power demand1 source
3d

Deal▲ bullishAdani Power merges 10 subsidiaries into company as restructuring takes effectAdani Power completed the merger of 10 wholly owned subsidiariesAdani Power Adani Group1 source
3d

● mixedFrance seeks bigger role in India’s nuclear push with European reactor localisationNuclear power EDF European Union1 source
3d

Funding and debt● mixedRunwal Enterprises, German Green Steel and Power raise ₹149 crore, ₹91 crore from anchor investorsRunwal Enterprises raised ₹149 crore from anchor investorsRunwal Enterprises Orient Cables Steel1 source
3d

Order win▲ bullishCESC arm Purvah Green Power signs agreement with Prism Johnson Ltd to develop 49.5 MW wind projectPurvah Green Power signed an agreement with Prism Johnson to develop a 49.5 MW wind project in Madhya PradeshPrism Johnson CESC Renewables1 source
3d

▲ bullishIndia and EDF discuss EPR reactor deployment and pumped hydro projectsTalks covered deployment of French EPR nuclear reactors and pumped hydro projectsEDF Nuclear power Pumped storage4 sources
2d

IPO▲ bullishKPIL announces successful listing of LMG on Nasdaq StockholmKalpataru Power Transmission Sweden retains a 65.9% stake in LMG after its Nasdaq Stockholm listingKalpataru Projects Power transmission Kalpataru1 source
3d

Order win▲ bullishJSW Thermal orders two 800 MW turbine generators for Salboni projectJSW Thermal ordered two 800 MW steam turbine generators for Salboni Phase IIJSW Energy JSW Group Infrastructure2 sources
2d

Legal▲ bullishAdani Power share price jumps after receipt of NCLT nod for merger of 10 wholly owned subsidiariesNCLT Mumbai Bench approved Adani Power’s merger of 10 wholly owned subsidiariesAdani Power Adani Group Insolvency and defaults1 source
3d

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