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TRANSMISSION BOTTLENECKS
Trump pledge on data center power supplies draws skepticismPresident Donald Trump announced a non-binding pledge for energy infrastructure. Power producers and data centers will fund massive AI-rela...
Can America lag China in the AI race? A new threat is cropping upThe pause on data center construction in New York reveals a significant conflict between the accelerating demand for AI and the limitations...
GE Vernova, Atlanta Electricals among top beneficiaries of India's transmission expansionIndia's power transmission sector anticipates growth, with new policies supporting domestic manufacturing. Chinese firms can participate, b...
India's solar sector a big opportunity, could become exporter to Europe: Renewables Norway CEOIndia's burgeoning solar power sector is a significant driver for global climate action, according to Renewables Norway CEO Bard Vegar Solh...
Federal regulators back Trump's plan to speed power to energy-hungry AI data centersFederal regulators are speeding up power grid connections for big energy users like AI data centers. This move aims to boost America's comp...
Adani Group keen on Hooghly river tunnel, power, infra projects in Bengal: OfficialThe Adani Group is keen to invest in West Bengal's infrastructure. They are interested in projects like a tunnel under the Hooghly river to...
ET Alpha Wealth Summit | Kotak's Nilesh Shah bets on India's electrification story over next decade; flags AI as the wildcardIndia's energy self-sufficiency is a decade-long investment theme, driven by aggressive electrification to reduce import dependence. Expert...
US-Iran peace deal: Is it enough to end the 2-year drought for Nifty bulls, bring FIIs back?A US-Iran peace framework has sparked a sharp rally in Indian markets, sending crude oil prices lower, strengthening the rupee and promptin...
India's FTAs set stage for $1 trillion export target: ReportIndia's new generation of Free Trade Agreements can act as a catalyst for manufacturing expansion, private capex revival and supply-chain i...
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...
Zinc prices at multi-year highs: What’s driving the rally and what lies ahead?Zinc prices have climbed to multi-year highs as tight global inventories, rising production costs, and supply disruptions fuel a strong ral...
The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
India’s first choice for cars is going second-handIndia’s car market is shifting gears: why stretch for a new hatchback when a used SUV gets you further? A booming pre-owned market is redef...
Solar June Sunshine can be a reliefIn a bold move to elevate its energy self-sufficiency, India is ramping up efforts to develop its environmental capabilities. The ALMM sche...
How to break through the transmission bottlenecks for small non-banksThis 'transmission conundrum' is not new. Rate reductions against the backdrop of difficult economic situations have often been negated by ...
Western states sell less power due to transmission bottlenecksThe Exchange continued to experience severe congestion on inter-state transmission system, especially on the western-southern region and we...