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Railways showed the way. What should India electrify next?If railway electrification was one of the defining infrastructure decisions of the twentieth century, the electrification and redesign of I...
In 1981, when ISRO carried its APPLE on bullock cart for just Rs 150, the world laughed; Today, the same story is hailed as a masterstroke of innovationIndia's space journey began with innovation. In 1981, the APPLE satellite mission highlighted ISRO's resourcefulness. Engineers used a bull...
India sets transmission project deadlines to speed up renewable energy expansionIndia has introduced standardized timelines for power transmission projects to accelerate renewable energy integration. The Central Electri...
US-Iran peace deal brings relief, but India turns to a risk at homeIndia just got a near-term macroeconomic breather from a US-Iran peace deal. However, early monsoon weakness and potential El Niño conditio...
Japanese investors are looking beyond China... India is key alternative: Tsutomu Takemura, Senior MD, NomuraIndia is increasingly becoming a long-term structural investment destination rather than a short-term strategic bet. Global capital is movi...
Cost benefit in the long run: India needs right energy, at the right place and at the right timeCritics question the market viability of Small Modular Reactors (SMRs) due to high costs compared to renewable energy. However, a full syst...
The safe keepers: Inside India's booming locker economyIndia’s locker economy is booming amid rising gold prices and household wealth. While banks remain the preferred repository, private vault ...
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 tougher grid rules unsettle investors, test clean energy ambitionsIndia's new power grid rules are causing concern among clean energy investors, who say stricter penalties for solar and wind projects would...
Markets in limbo as US–Iran uncertainty clouds global outlook: Geoff DennisGlobal markets are grappling with US-Iran standoff uncertainty, with conflicting signals leaving investors hesitant. Despite geopolitical t...
Huawei bets on speed over shrinking transistors to sidestep US chip sanctionsChina has been barred since 2019 from importing ASML's most advanced extreme ultraviolet (EUV) lithography machines, curbing the ability of...
India’s solar crisis has been failure of planning, coordination and infrastructure: Swaminathan AiyarIndia’s rapid solar expansion is creating an unusual crisis where electricity prices on the Indian Energy Exchange briefly fell to zero in ...
QSR chains face margin pressure, not demand shock: Karan Taurani on fuel and LPG impactRising fuel and LPG prices are impacting India's consumption landscape unevenly. While some sectors like QSR face margin compression due to...
Solar surge hits coal wall, 300 GWh of clean power wasted in Q1 of 2026Coal-fired power plants in India are reportedly blocking the evacuation of solar power into the grid, leading to significant renewable ener...
Select SFBs and MFI players positioned for earnings upside: Rajiv MehtaNon-banking financial companies are demonstrating early resilience, with collections holding firm across key segments like vehicle finance ...
Why future of India's energy security depends on building smarter gridsIndia's power demand is soaring, highlighting the need for smarter electricity grids. These intelligent systems will manage renewable energ...
Battery storage firms eye AI demand but face grid, supply hurdlesAmerican battery storage companies are experiencing high demand from AI data centers. However, long waits to connect to the power grid and ...
PFC board clears next step for REC merger, seeks govt approvalPower Finance Corporation has taken a key step toward merging with REC Limited after its board approved seeking the President of India’s no...
Adani legal relief could be a turning point for India's biggest infrastructure bet: Deven ChokseyA potential dropping of US fraud charges against Gautam Adani could signal the end of an eighteen-month defensive period for the Adani Grou...