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POWER DEMAND
I Squared, US DFC to set up $3 billion energy infrastructure platform in AsiaI Squared Capital and the US International Development Finance Corporation are partnering. They will create a three billion dollar investme...
Jabil raises annual profit forecast amid strong data center demandJabil has raised its profit forecast for 2026, fueled by a surge in demand from AI-powered data centers. This boom in infrastructure invest...
Natural gas prices rebound as inventories tighten, LNG exports rise: Motilal OswalNatural gas prices are climbing back up. This recovery is driven by lower stored gas, increased power sector use, and more US liquefied nat...
Strong earnings, easing headwinds to boost market outlook: Devang MehtaIndian stock markets are poised for growth. Strong company profits and stable economic factors are supporting this positive outlook. Invest...
Intel's new manufacturing tech enters initial productionIntel CEO Lip-Bu Tan has started recognizing 18A as a potential offering for external clients, reversing his earlier view that the process...
Andhra Pradesh to inaugurate 24 power transmission projects worth Rs 3,507 crore by December 2026Andhra Pradesh is set to significantly upgrade its electricity network. Twenty-four power transmission projects valued at Rs 3,507 crore wi...
Iran war is a 'wake-up call' for Southeast Asia's energy sector, report saysA war in Iran has highlighted significant energy risks for Southeast Asia. The region faces a potential tripling of its energy import bill ...
No runaway rally likely; markets to trade in broad range: Sameer DalalEquity markets face near-term unevenness due to global optimism tempered by domestic uncertainties like elevated crude prices and monsoon r...
NBFCs, autos, and multi-decadal themes gain traction as India eyes post–West Asia stability boost: Nitin RahejaMarket participants are recalibrating India portfolios towards financials, autos, and long-term structural themes like defence and digital ...
Vedanta Aluminium vs Vedanta Power: Which can give investors better wealth in Rs 2 lakh crore demerger playVedanta's demerger has created distinct investment opportunities in Vedanta Aluminium Metal and Vedanta Power. Vedanta Aluminium, valued at...
After the deluge, get ready for a resetA deal between the US and Iran signals a post-war future. The oil market will see significant shifts. Energy resilience will drive demand f...
Centre urges states to accelerate nuclear power plants and green energy storageIndia is accelerating approvals for nuclear power plants and energy storage systems. This push is vital for the nation's growing data and A...
Highly dangerous plutonium offers no quick fix to US nuclear fuel crunchAmerica is exploring turning surplus plutonium into nuclear fuel for new reactors. This move aims to meet rising power demands, particularl...
Why a Rs 72,000 crore fund manager refuses to chase defence rally nowICICI Prudential's Mittul Kalawadia advises caution on current market valuations. He notes that future growth is already factored into stoc...
Time to adopt a tactical perspective? 6 metal stocks, 4 with an upside potential of up to 14%In metal stocks, ‘buy, forget, and return after five years’ is not the best strategy to adopt. The sector is cyclical, global, China- and t...
Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...
Hitachi Energy India to set up Rs 2,000 cr large power transformer factory in GujaratHitachi Energy India will invest approximately Rs 2,000 crore to build a new Large Power Transformer factory in Karjan, Vadodara, Gujarat. ...
Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
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...
India's power consumption grows 11.55 pc to 164.98 bn units in MayIndia's power consumption rose significantly in May. Heat waves across the nation drove up the use of cooling appliances. This led to a rec...