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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 · 18 articles67 stories since 24 Sept

Net tone▲ +17% 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 12h 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

728 Sept

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stories together this week · colour is their tone

Power demand16 Renewables15 Thermal power13 AI11 Data centres11 Infrastructure11 Coal10 Adani Group8 Power transmission8 Adani Power7

Stories

67 in all · newest first

Funding and debt▲ bullishWorld Bank arm IFC commits ₹672 crore to JNPA for shore power infraIFC committed ₹672 crore to JNPA for shore-power infrastructureJNPA World Bank Infrastructure1 source
24m

Market move● mixedRTS Power Corporation Ltd leads gainers in 'B' groupRTS Power Corporation led gainers in the B groupRTS Power JHS Svendgaard Retail Ventures SMC Global Securities1 source
29m

Policy● mixedCaptive coal plants asked to maintain stocks from October 1: What it means for India's power supplyCoal Thermal power1 source
3h

Order win● mixedDilip Buildcon secures transmission project in Yavatmal, MaharashtraDilip Buildcon Maharashtra Power transmission1 source
3h

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
3h

Market move● mixedPower Grid Share Price Live Updates: Power Grid dips below its 20-day Exponential Moving AveragePower Grid Power transmission Market valuations1 source
5h

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
7h

● 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
13h

Expansion● mixedGerman Green Steel & PowerGerman Green Steel and Power Steel Metals and mining1 source
13h

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
14h

● mixedData centres need a green growth planData centres face public pushback over power and water useData centres AI Power demand1 source
16h

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
16h

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
18h

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
20h

● mixedCould Europe’s data centre boom trigger a nuclear power revival?Data centres Nuclear power AI1 source
22h

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
1d

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
3d

Policy● mixedAs stocks fall at power plants, govt mulls imported coal blendingThermal power Coal Coal India1 source
3d

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

Market move● mixedSuzlon shares crash 30% in 3 months! Will it bounce back, or more pain ahead? Explained with support, resistanceSuzlon shares fell over 1% amid attention on India’s wind repowering potentialSuzlon Energy Renewables Market valuations1 source
3d

● mixedHow a simple curtain change can save you around Rs 1,200 per month of AC electricity billPower demand1 source
3d

Policy▲ bullishAndhra Pradesh mandates 70% renewable power for data centresAndhra Pradesh requires data centres to use 70% renewable energyData centres Renewables AI2 sources
2d

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 coalCoal Thermal power Power demand5 sources
2d

Order win▲ bullishSteamhouse India wins ₹311 crore EPC contract for Himachal steam projectThe EPC contract for a common steam and co-generation plant in Una is worth ₹311 croreSteamhouse India Infrastructure3 sources
2d

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 Cement Cement Power demand1 source
3d

Broker call▲ bullishAdani Power shares up over 30% in last 6 months - PL Capital sees a further 30% upside - Price target, rationaleAdani Power shares rose over 30% in the past six monthsAdani Power Adani Group Market valuations1 source
3d

Broker call● mixedAdani Power target: Strong earnings despite elevated capex! PL Capital says valuation to sustainAdani Power Adani Group Infrastructure1 source
3d

Broker call▲ bullishBuy Adani Power; target of Rs 259: Prabhudas LilladherAdani Power Adani Group1 source
3d

IPO● mixedSubscribe for German Green Steel and Power Ltd IPO; Anand RathiGerman Green Steel and Power Steel1 source
3d

Expansion● mixedWhy Chennai is losing to Hyderabad in India's data centre raceHyderabad is set to add twice Chennai’s data centre capacity by 2030Data centres AI1 source
3d

Market move▼ bearishOracle issues force majeure notice over New Mexico data-centre project; OFSS shares fallOFSS shares fell 4% in one report and over 5% in anotherOracle Financial Services Software Oracle New Mexico3 sources
3d

Broker call● mixedStocks to BUY, SELL or HOLD Today, Sept 25: Adani Power, NSE, PB Fintech, Laurus Labs and othersAdani Power PB Fintech Laurus Labs1 source
3d

Policy● mixedCustomised power policy likely for data centres, green hydrogen unitsData centres Green hydrogen AI1 source
4d

Market move● mixedHigh European gas prices push power producers back to coalNatural gas Coal Thermal power1 source
4d

Expansion● mixedOracle invokes force majeure over power delays at New Mexico data-centre projectOracle shares fell 5% in one report and 3% in anotherData centres AI Oracle6 sources
3d

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 risesCoal Thermal power Power demand2 sources
4d

Policy▲ bullishGovt starts consultation to develop indigenous chips, modules for power gridsGovernment consultation aims to develop indigenous chips and modules for power gridsSemiconductors Manufacturing Chip plants1 source
4d

Deal▲ bullishIGL looking to acquire stakes in city gas distribution firms: ChairmanIGL is looking to acquire stakes in city gas distribution firmsIndraprastha Gas Natural gas Renewables1 source
4d

Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet, proposes multiple power distributorsThe draft policy has been sent to the CabinetPower demand Power transmission Thermal power2 sources
4d

Policy● mixedDraft National Electricity Policy 2026 sent to Cabinet for consultationThe draft policy has been submitted for Cabinet consultationPower demand Power transmission Thermal power3 sources
4d

Policy● mixedIndia must reduce oil & gas dependence, shift to renewables: Power Secy Pankaj AgarwalPower Secretary Pankaj Agarwal urged India to reduce oil and gas dependence and shift towards renewablesRenewables Oil and gas companies Crude oil1 source
4d

Expansion▲ bullishAdani Group plans over ₹1 lakh crore investment in West Bengal by 2035Planned investment exceeds ₹1 lakh crore by 2035Adani Group Gautam Adani Ports and airports8 sources
4d

Expansion▲ bullishMaruti Suzuki commissions 300 kW green hydrogen pilot plant at ManesarThe 300 kW pilot plant will use surplus solar power to produce hydrogen for manufacturingMaruti Suzuki Green hydrogen Autos6 sources
3d

Order win▲ bullishKalpataru Projects wins ₹2,025 crore orders; FY27 inflow reaches ₹13,219 croreNew orders span transmission and distribution, buildings and factories, and oil and gasKalpataru Projects Kalpataru Power transmission3 sources
4d