Market pulse › Power sector
Power sector
Today16 stories · 26 articles
Net tone▼ −15% today
Market checkPower +0.55%
Developing6 storylines
Power sector in three lines
- 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
1124 Sept
2525 Sept
1226 Sept
1227 Sept
528 Sept
Policy● mixedCaptive coal plants asked to maintain stocks from October 1: What it means for India's power supplyCoalThermal power
Order win● mixedDilip Buildcon secures transmission project in Yavatmal, MaharashtraDilip BuildconMaharashtraPower transmission
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 demand
Market move● mixedPower Grid Share Price Live Updates: Power Grid dips below its 20-day Exponential Moving AveragePower GridPower transmissionMarket valuations
Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketData centresAIInfrastructure
● mixedClean energy ambition needs grid stability milestones: ReportIndia’s 500 GW non-fossil capacity target for 2030 needs clear grid-stability milestonesRenewablesPower transmissionEnergy storage
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 airportsInfrastructureFDI
● mixedData centres need a green growth planData centres face public pushback over power and water useData centresAIPower demand
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 demandThermal power
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 IndiaInfrastructureManufacturing
Market move▼ bearishCoal stocks worsen as 77 thermal power plants face critical inventories77 thermal power plants face critical coal inventoriesCoalThermal powerShipping and logistics
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 SystemsSolar manufacturingRenewables
Expansion▲ bullishAdani’s Dhamra Port shifts entirely to renewable electricityDhamra Port has shifted its entire electricity consumption to renewable powerAdani PortsRenewablesPorts and airports
● mixedAI’s next bottleneck is power. 2 stocks riding the 30X data centre demand surgeData centresAIPower demand
● mixedHeavy Storm Cuts Power, Grounds Planes Across US NortheastA nor’easter knocked out power to thousands of homes and businesses in the US NortheastAviation
Policy● mixedCentre orders captive coal plants to boost output and sell surplus powerDirections apply from October 1 to December 31CoalThermal powerPower demand
● 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 HoldingsAIETFsMutual funds
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 SystemsEnergy storage