Energy Sector

Growth potential and earnings factored into GE Vernova's valuations

A large HVDC order win, rising transmission capex and renewable energy push strengthen GE Vernova T&D's earnings outlook, but high valuations already price in much of the upside

Updated On: 24 Dec 2025 | 12:20 AM IST

India reclaims third place in global wind market in 2025: BNEF report data

BloombergNEF says India is set to add 6.2 GW of wind projects in 2025, helping it reclaim third place globally and narrowing the gap with the US in second place

Updated On: 23 Dec 2025 | 10:42 PM IST

India's clean energy transition's biggest potential lies in agriculture

India's clean energy transition can gain scale through agriculture, using decentralised renewable energy to cut post-harvest losses, create green jobs and boost farmer incomes across rural India

Updated On: 22 Dec 2025 | 11:40 PM IST

SHANTI Bill has fully solved third-party liability issue: Holtec CEO

India's SHANTI nuclear law aligns liability with global norms, easing investor concerns and opening India's nuclear sector to greater private and foreign investment, says Holtec CEO Kris Singh

Updated On: 22 Dec 2025 | 11:14 PM IST

Coal, mining sector set for busy 2026 as reforms target energy security

From the market listings of two subsidiaries of state-owned CIL to a surge in funding for ambitious coal gasification projects, the coal sector braces for a whirlwind of activities in 2026 that could redefine energy security amid the global push for cleaner fuels. With ambitious mining reforms, surging global demand for critical minerals, and the government's push, 2026 is likely to fuel the green energy boom, promising to unearth not just resources but also boost economic powerhouses. As India races toward its ambitious Viksit Bharat@2047 goals, the Centre is rolling out sweeping reforms in the coal and mining sector to bolster national energy security. These changes target key pain points like cumbersome approval processes, inefficient dispatch mechanisms, and safety protocols, aiming to create a resilient, self-reliant energy ecosystem. The initiatives will accelerate clean energy adoption, reduce import dependence, and ensure a stable power supply for a USD 30 trillion economy

Updated On: 22 Dec 2025 | 1:30 PM IST

Only a new price system can solve the complexity of modern electricity

A market-based price system is key to managing renewable energy, AI-driven demand and grid stability, replacing outdated central planning in modern electricity systems

Updated On: 21 Dec 2025 | 10:15 PM IST

India adds 50 GW renewable energy capacity with ₹2 trn investment in 2025

While major powers slowed their push on renewable energy, India - often portrayed as a champion of fossil fuels - did the unthinkable. In 2025, it achieved a major climate milestone, with 50 per cent of its installed power generation capacity now coming from non-fossil fuel sources, five years ahead of its 2030 target under the Paris Agreement signed in December 2015. The world's fastest-growing economy now has a total installed generation capacity of about 510 gigawatts, comprising 247 GW of fossil-fuel sources and 262 GW of non-fossil fuel sources (including 254 GW from renewable energy sources). India added around 50 GW of renewable energy capacity in 2025, backed by investments of nearly Rs 2 lakh crore, taking its total non-fossil fuel capacity to about 262 GW. The government expects to sustain a similar pace of capacity addition in 2026, even as challenges related to land acquisition, right-of-way issues and delays in signing power purchase agreements continue to constrain fres

Updated On: 21 Dec 2025 | 10:41 AM IST

NTPC prepares 244 GW expansion plan till 2037 with ₹7 trillion investment

Power giant NTPC has prepared a roadmap to have an installed capacity of 244 gigawatts (GW) by 2037 that the company said will require a capex of Rs 7 lakh crore. Under the Ministry of Power, NTPC is the largest power generation company in India catering to the country's one-fourth electricity demand alone through conventional and green sources. On Wednesday, NTPC's operational capacity of over 85,000 MW at group-level, with addition of 359.58 MW through various solar projects of its subsidiaries in Gujarat and Rajasthan. CMD Gurdeep Singh has shared growth and expansion plans of the company in a lenders' meet, NTPC statement said on Thursday. NTPC said it has 32 GW of capacity under various stages of construction, and the company set an ambitious target to scale up to 149 GW by 2032, and further to 244 GW by 2037, NTPC. The roadmap envisages a capital expenditure of approximately Rs 7 lakh crore, with expansion plans across energy storage systems, pumped storage projects, nuclear

Updated On: 19 Dec 2025 | 3:34 PM IST

Japan's JAPEX buys US tight oil and gas assets in $1.3 billion deal

JAPEX will buy VRIH, which holds assets in Colorado and Wyoming, from Verdad Resources Feeder LLC using a mix of its own funds and debt. The transaction is expected to close by the end of Feb 2026

Updated On: 18 Dec 2025 | 5:20 PM IST

Harnessing nuclear energy: Bill seeks to address key investor concerns

Changes in the provision on operator liabilities can be expected to encourage investment

Updated On: 16 Dec 2025 | 10:49 PM IST

Proposed nuclear energy Bill caps operator's liability at ₹3,000 crore

Govt introduces SHANTI Bill in Parliament after amending provisions dealing with thorny issues

Updated On: 15 Dec 2025 | 11:48 PM IST

Nuclear sector needs strategy, skilled manpower to reach 100 GW by 2047

Revision in insurance policies, fuel-buying plans, and lack of skilled manpower among issues flagged for the industry

Updated On: 14 Dec 2025 | 11:58 PM IST

India's solar push hits slowdown as transmission and demand gaps emerge

India's rapid solar boom is slowing as grid constraints, weak demand growth, stalled contracts, and rising storage needs push the sector into a recalibration phase

Updated On: 14 Dec 2025 | 10:22 PM IST

Behavioural change crucial to boost energy efficiency: President Murmu

President Droupadi Murmu on Sunday said behavioural change in every citizen is crucial to bringing energy efficiency to all sectors in the country. Addressing National Energy Conservation Day Function here, she said the consciousness of adopting a balanced lifestyle in harmony with nature is fundamental to India's cultural tradition -- this very sentiment forms the basis of our message to the world, "Lifestyle for Environment -- LiFE". "Participation of every sector and citizen is essential for the success of India's energy transition. Behavioural change is crucial for bringing energy efficiency to all sectors," she said. The President said energy conservation is the most environmentally friendly and reliable source of energy. Energy conservation is not just an option, but the most crucial need of today, she said. She underlined that saving energy doesn't simply mean using less, but utilising energy wisely, responsibly, and efficiently. "When we avoid unnecessary use of electrica

Updated On: 14 Dec 2025 | 4:05 PM IST

Cabinet clears nuclear energy Bill to open sector to private participation

The draft legislation seeks to amend the Atomic Energy Act 1962 and the Civil Liability for Nuclear Damage (CLND) Act 2010

Updated On: 13 Dec 2025 | 12:17 AM IST

Naxion Energy plans ₹200 crore expansion, new plant in Hyderabad by 2026

Naxion Energy, a sodium-ion battery company, plans to invest Rs 200 crore by the end of December 2026 to enhance its manufacturing capabilities, including establishing a new facility here. The company also plans to expand its workforce by 50 per cent as part of this initiative. Headquartered in Hyderabad, Naxion Energy has a manufacturing facility in Coimbatore and develops high-performance sodium-ion battery packs for mobility and energy storage applications. As part of its India-wide expansion, the company is setting up a new manufacturing plant in Hyderabad, which is expected to be operational next year, to meet growing demand from OEMs and enterprise customers, Naxion Energy India CEO Abishek Reddy told reporters on Thursday. "Our plans include setting up both an assembly plant and a cell manufacturing facility in Hyderabad, which will be Naxion Energy's second manufacturing plant," he said. Earlier in the day, Naxion Energy announced the launch of its sodium-ion-based energy

Updated On: 11 Dec 2025 | 5:39 PM IST

Centre has no list of future project cancellations: Pralhad Joshi

The Centre has not cancelled any renewable energy project awards and has prepared no list for future cancellations, MNRE minister Pralhad Joshi told Parliament in a written reply

Updated On: 10 Dec 2025 | 4:46 PM IST

Rooftop solar's promise hits reality: Who pays for night-time power?

Battery mandates and lower buyback tariffs aim to ease discom losses, but risk slowing household adoption of solar power

Updated On: 07 Dec 2025 | 11:07 PM IST

Telecom and energy stocks stop November from ending on a flat note

Without them, foreign portfolio investor flows would have gone off-key

Updated On: 07 Dec 2025 | 10:30 PM IST

India achieved 50% of electricity capacity from non-fossil fuels: MNRE

India has already achieved 50 per cent of its installed electricity capacity from non-fossil fuel sources, five years ahead of the target set under its Nationally Determined Contributions to the Paris Agreement.According to the Ministry of New and Renewable Energy release, as of October 31 2025, the installed capacity from non-fossil sources stands at about 259 GW, with 31.2 GW added in the current financial year up to October.At several places, it is being reported that the Ministry of New & Renewable Energy (MNRE) has issued an advisory to lenders to pause fresh financing to Renewable Energy Projects amid significant overcapacity concerns.It is hereby clarified that MNRE has not issued any advisory to Financial Institutions for stopping lending to either renewable energy power projects or to renewable energy equipment manufacturing facilities.However, MNRE, has circulated to Department of Financial Servies and NBFCs like PFC, REC and IREDA, the status of present installed ...

Updated On: 07 Dec 2025 | 1:54 PM IST