In Short : The Government of India has expressed confidence in handling potential disruptions in global energy markets. With diversified energy sources, strategic reserves, and a growing renewable portfolio, India aims to ensure supply stability and price resilience while reducing dependence on imports and strengthening long-term energy security amid global uncertainties. In Detail : The […]
Bernstein Raises FY27 Power Demand Growth Outlook for India Amid Expected Strong Second Half – EQ
In Short : Global brokerage Bernstein has raised its outlook for India’s power demand growth for FY27, expecting a stronger second half driven by industrial expansion, rising cooling demand, and economic growth. The firm believes electricity consumption will continue to rise steadily as electrification, urbanization, and renewable energy integration accelerate across the country’s power sector. […]
India’s Energy Transition Enters Complex Execution Phase Amid Carbon Pricing and Grid Reforms – EQ
In Short : India’s energy transition is moving from planning to a complex execution phase, as carbon pricing and grid reforms begin to reshape investment signals. Policymakers and investors are navigating evolving regulatory, financial, and operational frameworks to optimize renewable integration, modernize transmission systems, and balance growth with decarbonization objectives, signaling a critical shift in […]
Adani Power Maintains Electricity Supply to Bangladesh Amid Diplomatic Strains – EQ
In Short : Adani Power has continued to supply electricity to Bangladesh despite growing diplomatic tensions between India and Bangladesh. The move highlights the strategic importance of cross-border energy cooperation, ensuring grid stability and uninterrupted power for Bangladesh while reinforcing Adani Power’s role as a key regional energy partner in South Asia’s evolving geopolitical landscape. […]
Fujiyama Power Systems IPO Sees Robust Oversubscription Amid Strong Market Confidence – EQ
In Short : Fujiyama Power Systems’ ₹828 crore IPO saw strong investor interest, closing with subscriptions exceeding twice the offer size on the final day. The robust response was driven by confidence in the company’s growth outlook and presence in the power systems sector. Institutional and retail investors showed solid participation, reflecting positive market sentiment […]
Speculation Fuels Lithium’s Price Surge Amid Clean Energy Boom – EQ
In Short : Lithium prices are witnessing a sharp rally, fueled not just by rising demand for EV batteries but also by heavy speculative trading, notes Andy Home. While fundamentals support long-term growth, speculation is amplifying volatility. Analysts caution that this surge may be unstable, highlighting the need to separate genuine market demand from short-term […]
India’s Power Demand Climbs 2.4% in July Amid Rising Renewables and Falling Coal Share: CRISIL – EQ
In Short : India’s power demand rose 2.4% in July to 154 billion units, driven by strong industrial activity, Crisil reported. Hydropower generation surged 36% due to heavy rainfall, while renewables grew 7.2%. Coal’s share in power generation fell to 63%. The average market price dropped 23% to ₹3.83/unit. Crisil projects 2.5–3.5% power demand growth […]
Indosol Solar Charts ₹69,000 Cr Growth Path, Targets FY27 IPO Amid Mega Manufacturing Push – EQ
In Short : Indosol Solar, backed by Shirdi Sai Electricals, plans a ₹69,000 crore investment in solar manufacturing and aims for an IPO in FY27. The company is developing a 1 GW integrated plant in Andhra Pradesh and has received ₹5,175 crore under India’s PLI scheme. Aiming for 20 GW downstream capacity, Indosol targets ₹600 […]
Cost of capital expectations for 2025 diverge amid rising uncertainty – EQ
In Short : Cost of capital expectations for 2025 are diverging as global uncertainty grows. While some sectors anticipate rising financing costs due to inflation and tight monetary policy, others expect easing as rate cuts loom. In India, infrastructure and renewables may see stable capital access, but startups and leveraged firms could face funding challenges […]
Zelestra Plans $500 Million Exit from India Renewables Amid Growing Investor Interest – EQ
In Short : Zelestra, backed by EQT, plans to sell its India renewable energy business for $400–500 million. The portfolio includes over 3 GW of solar, wind, and battery storage assets. JP Morgan is leading the sale process, with interest from Brookfield, JSW, and others. The move aligns with sector consolidation and Zelestra’s strategy to […]