When captive power plants get drafted: Inside India’s September supply squeeze
India’s all-India peak demand touched 269 GW on 10 September 2026, just short of the all-time high of 270.8 GW...
05 October 2026
#Regulation
Coal India’s record September output fails to cool a scorching e-auction market
Coal India produced 53.5 million tonnes in September, up 9.2% year-on-year and above its own monthly target of 51.55 million...
04 October 2026
India’s cheapest LNG is the cargo that has not arrived as Qatar extends force majeure
This week’s policy moves, from the six-month gas price ceiling to the new PNG Drive 3.0, assume steady supply that...
03 October 2026
India’s USUS$41.7-billion storage build-out meets a battery price reversal
India’s battery storage story rests on one striking number. About 1 GWh of renewable-linked storage was commissioned as of last...
30 September 2026
India turns to emergency powers and imported coal as plant stocks slide further
Coal stocks at Indian thermal plants stood at 21.98 million tonnes on 26 September. That is 24% below the 29...
27 September 2026
India’s US$89.5-billion heat budget is missing the children it was built to protect
For most of India’s history, a child’s exposure to dangerous heat was seasonal, unpleasant, and largely unmeasured. That has changed....
24 September 2026
India’s US$38.6-billion EV financing bet is running into a resale-value problem
For most of its life, India’s EV policy conversation has been about the front end of the transaction: subsidies, GST...
17 September 2026
India’s coal crisis proves to be a logistics problem, not a scarcity one
The power-plant stock situation kept deteriorating through the window. Fifty-nine coal-fired plants were classified as critically low as of 9...
14 September 2026
India’s coal supply gap widens as Coal India’s output falls and global prices climb
Last week’s report flagged forty-five power plants running critically low on coal. That number has since climbed to fifty. Government...
06 September 2026
NTPC’s US$176.4 billion roadmap shows India’s power money is outrunning its regulators
At its 50th annual general meeting on 27 August, NTPC’s chairman and managing director, Gurdeep Singh, told shareholders the company...
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Indoen Admin
04 September 2026
India’s US$210-billion nuclear bet is running into its own rulebook
India’s civil nuclear sector has waited decades for a moment like this one. The SHANTI Act, passed last year, ended...
02 September 2026
India’s US$6.7-billion wind bet faces a reckoning as its regulatory cushion disappears
For most of its history, Indian wind power has been treated as a delicate guest at the grid’s table. Because...
01 September 2026