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GRID INFRASTRUCTURE INVESTMENT
Brookfield bets on grid-ready Indian states for green investmentBrookfield Asset Management plans to focus new renewable energy investments in southern India, citing stronger transmission networks and lo...- India needs 86 GW additional thermal power by FY36, 64 GW under works: GovtIndia requires 86,440 MW of new thermal power capacity by 2035-36. Over 63,000 MW of this capacity is currently under implementation. Trans...
- Malaysia's resource anxiety tests Asia's fastest data centre build-outIn Johor, China's ZDATA told Reuters its data centre operates solely on treated wastewater, and it is finalising a renewable energy deal wi...
- 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...
- Adani Energy Solutions bags Rs 8,500 crore Andhra Pradesh transmission projectAdani Energy Solutions secured a significant power transmission project valued at approximately Rs 8,500 crore. This project will support u...
- AI Powerplay! Proxy power stocks give up to 100% returns in India's hottest trade this yearIndia's power and electrical equipment stocks have emerged as key AI proxy plays, with names like Hitachi Energy, Kirloskar Oil Engines and...
- Farmers should be ‘businessmen’ who respond to market demand, not just grow rice and wheat: NITI Aayog’s Ashok LahiriLahiri stressed the need for greater adoption of science and technology, noting that productivity per acre for several Indian crops remains...
- India's data centre sector poised for growth, but land, power access issues remain: ReportIndia's data centre sector is set for significant expansion as rising artificial intelligence (AI) adoption, cloud computing and enterprise...
- India's capex boom is different this time and not dependent on one sector: TCG AMCIndia's capital expenditure boom shows broad resilience across defense and energy sectors. Growth is sustained by multiple structural drive...
- Southern Company unit signs 25-year power deal with OpenAIOpenAI, which is expected to need about 3,200 megawatts (MW) of power for its new facility, has agreed to provide up to 1,000 MW to the Sou...
- India's installed solar capacity rises 57-fold since 2014 to 162.15 GW, Government tells ParliamentIndia's solar power capacity has expanded significantly to 162.15 GW by June 2026. This growth places India as the world's third-largest na...
- Owning an ecosystem is sometimes the better approach: 21 stocks from the energy ecosystem, 9 with upside potential of over 13%Faced with a rising sector, the instinct is to find the best stock in it. The single name that will best ride the wave. In an ecosystem lik...
- The most extraordinary rock on Earth isn't gold or diamond, but the metal is small enough to hold in your hand. Powerful enough to power a cityA plain-looking lithium rock is now more valuable to the modern economy than its appearance suggests. Hidden inside are critical minerals t...
- AI could lift Sub-Saharan Africa economy 4% if power, internet improve, IMF saysAs countries and companies race to secure AI's economic benefits, investment in data centres, energy infrastructure and digital networks ...
- ETMarkets Smart Talk | Power, electricals and cooling could be biggest winners of India’s $25 billion data-centre boom: Atul SuriIndia's data-centre expansion will drive significant investment in physical infrastructure. Power equipment and electricals are poised to b...
- Global Market: China eyes faster national infrastructure spending to steady growth amid local investment slumpChina is accelerating national infrastructure projects to boost economic growth this year. This strategy aims to offset reduced local gover...
- Power ministry plans grid for data centres as demand surgesThe power ministry is assessing infrastructure readiness for data centres. Internal estimates project significant power demand from these f...
- AI trade moves from chips to electricity: Why 7 power stocks are gaining Wall Street attention with gains up to 86%Wall Street’s AI trade is expanding beyond chipmakers to power producers, grid builders and equipment suppliers as surging data-centre elec...
- Actis, IndiGrid, Inox among companies in talks for Brookfield's renewable energy assetSeveral companies are discussing acquiring Brookfield's 550 MW renewable energy portfolio. This Bikaner-based clean power asset is valued a...
- 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...
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