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Nikhil Kamath sees energy transition powering next wave of opportunitiesNikhil Kamath, Zerodha co-founder, sees significant investment potential in the energy transition, citing the U.S.-Iran conflict's emphasis...- Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocksJefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite str...
- 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...
- 3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bellsTwo Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentra...
- Resonia wins Telangana transmission project to boost renewable energy connectivityResonia, formerly Sterlite Power's transmission arm, has secured a significant project in Telangana from Power Finance Corporation. This in...
- China's push for green power use in AI projects faces hurdles, experts sayEnsuring reliable electricity for AI-focused data centres has become a strategic priority, underscored in China's 2026 government work repo...
- Power sector stocks regain momentum on rising electricity demand and strong investment cycleRising electricity demand and a strong investment cycle lift outlook for power companies.
- NTPC installs 5 GWh battery storage at coal plants in Rs 5,000 crore push to cut renewable curtailmentNTPC is installing 5 gigawatt-hours of battery storage at its coal power plants. This initiative aims to reduce renewable energy that goes ...
- 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...
- 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...
- Nepal seeks reset with China as Foreign Minister Khanal holds wide-ranging talks in BeijingNepal's Foreign Minister Shisir Khanal had a meeting with China's Wang Yi in Beijing. They talked about how the two countries get along, im...
- 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...
- Green power push gets grid backingIndia is setting standard timelines for power transmission projects. This aims to match infrastructure development with new electricity gen...
- Why India’s green transition must move beyond large-scale renewable projectsAs India pursues ambitious climate and renewable energy goals, decentralised clean energy solutions are emerging as a critical driver of ru...
- 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...
- Grid India seeks steering panel for market couplingGrid India suggests a steering committee for power market coupling. This body would include CERC, Grid India, and power exchanges. The move...
- Long-term investing: The only play in today’s market; 5 large-caps from different sectors with upside potential of up to 33%Belligerence is back. Both the US and Iran are hitting each other and the statements from both sides do not auger well for a peace deal. Th...
- 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...
- Adani Energy Solutions vs Power Grid Corp: Which stock is Jefferies betting on?Jefferies remains bullish on both Adani Energy Solutions and Power Grid Corp but sees significantly stronger growth in AESL, driven by tran...
- Tata Steel shares dip over 2% as UK project may face 6-8 month delay amid electricity access issuesTata Steel's ambitious low-carbon steel project in the UK is facing a significant delay. The commissioning of the new electric arc furnace ...
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