Page 45 of 45

Re: India's Power Sector

Posted: 03 Aug 2025 18:39
by KL Dubey
Good balanced article highlighting all aspects of Bharat's power sector transition:

The US is slipping behind India’s clean power boom

https://www.taipeitimes.com/News/editor ... 2003841141

Excerpt:
For many years, India had a skeptical take on the energy transition, arguing since the 1970s that poverty was a more pressing problem than protecting the environment. The difference now is that zero-carbon power is decisively cheaper than the competition.

Meanwhile, rising incomes mean the government needs to also think about the needs of about half a billion middle-class citizens, who worry more about where to find a good job in a clean, livable city than the basics of subsistence living.

India is still building coal-fired power plants to make sure those newly minted urbanites do not suffer power cuts in the middle of punishing heat waves, but they are not necessarily being used. Thanks to milder weather than in the past few years and the rising volumes of renewables pushing it off the grid, fossil-fired power generation fell 4 percent in the first half relative to last year.

Re: India's Power Sector

Posted: 03 Aug 2025 19:07
by A_Gupta
> fossil-fired power generation fell 4 percent in the first half relative to last year.

Amazing. And this while manufacturing PMI has been healthy for months. I assume here that major manufacturing does not have captive power plants.

Re: India's Power Sector

Posted: 04 Aug 2025 02:41
by Vayutuvan
> Thanks to milder weather than in the past few years and the rising volumes of renewables

Re: India's Power Sector

Posted: 04 Aug 2025 05:23
by KL Dubey
A_Gupta wrote: 03 Aug 2025 19:07 > fossil-fired power generation fell 4 percent in the first half relative to last year.

I assume here that major manufacturing does not have captive power plants.
I don't think we can know until we dig into the PMI numbers. Captive power is a huge segment in Bharat.