Coal logistics: Results. Clean technical clearance sets up high-stakes price discovery in Mawkhanu. Urja Global Limited’s review flags missing evidence for Rs 46.35 crore CWIP; recoverability “not determinable. Contracting news for the day: Part-1. Contracting news for the day: Part-2. KEC International Limited details bribery-case overhang as “sub judice”; no update, no outcome stated. Company updates. Dry bottom ash systems tendering: Patience becomes a qualification filter. Download tenders and newclips. Miscellaneous Update: Part II. CSE Deccan Solar has a flags 12-year lock-in vs 19.75-year debt tail. ReNew Wind Energy (TN2) PLF slip to 21.2% in H1FY26 despite NTPC-backed Rs.4.66–4.80 tariffs. Solar’s trillion-dollar surge exposes widening divide between capital-rich and capital-poor regions. Coal demand from thermal plants crosses 1-billion-tonne mark after post-pandemic surge. Solar surge masks structural churn in India’s under-construction renewable pipeline. India’s winter demand surge pushes coal fleet back to high utilisation while renewables continue expanding. EV charging demand dips at public stations while private and depot charging accelerates across India. Regulatory Updates: Part I. Regulatory Upadate: Part II. Miscellaneous Update: Part I. Power Committee Updates. Market Round-up. Daily forward looking import matrices. REC tightens transmission risk screws in Ryapte 2000 MW solar park evacuation tender. TNPDCL’s 20,000 km AAAC rabbit conductor tender draws 30 qualified bidders, sharpening focus on price discipline. Owner draws a hard compliance line at technical opening for its 33 MW rooftop solar programme. Synergy quietly deepens its bet on GMR Power through preferential allotment. Company updates. Contracting news for the day: Part-1. Contracting news for the day: Part-2. Contracting news for the day: Part-3. Miscellaneous Update: Part II. . Download tenders and newclips. . . Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day. . Daily forward looking import matrices. Power Committee Updates. Regulatory Updates: Part I. Miscellaneous Update: Part I. Market Round-up. . Download tenders and newclips. . . . . . Surplus power post PPA: Deadline pushed not the risk boundary. Premier Energies wafer plant: Where is the money?. Market Round-up. Regulatory Updates. Miscellaneous Update: Part I. Miscellaneous Update: Part II. Power Committee Updates. Company updates. Contracting news for the day: Part-1. Contracting news for the day: Part-2. NTPC’s Andaman gas power tenders enter a year-long extension loop with synchronized deadline resets across packages. SEZ supercritical project uses zero-EMD balance-works tender to push schedule closure. Geological certainty is hardcoded into this PSP. PSPCL fractures Rs 128.78 crore 11 kV HT cable award across four vendors after intense reverse auction. Borosil Renewables Rs 371.49 crore proceeds unspent: Parked in money market funds is not great. PSPCL rewrites cable procurement playbook with multi-price awards in 11 kV XLPE tender. Daily forward looking import matrices. Download tenders and newclips. Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day. REC PDCL hard-codes HVDC-scale risk transfer in the Rajasthan REZ Ph-IV Barmer-II transmission tender. NTPC extends bid deadline for procurement process review consultant, signalling quality-over-speed governance push. Company updates. NTPC stretches the clock on multi-station BESS EPC bids. SJVN stretches WIND-4 timelines again, turning a 600 MW ISTS wind tender into a prolonged price-discovery exercise. SJVN seeks regulatory firepower for Dhaulasidh HEP capacity expansion.
Coal logistics: Results
Feb 03: NTPC locks two Magadh–North Karanpura coal logistics 8Find out who the bidders areDetails
Clean technical clearance sets up high-stakes price discovery in Mawkhanu
Feb 03: 8Three EPC players have cleared technical scrutiny in a deceptively complex MeECL transmission tender.Details
Urja Global Limited’s review flags missing evidence for Rs 46.35 crore CWIP; recoverability “not determinable
Feb 03: 8The auditor records management’s explanation that a GST department raid on 20-07-2021 took records, leaving project documents and balance confirmations for loans/advances not available. Click on Details for more.
Details
Contracting news for the day: Part-1
Feb 03: This GSS PMC tender turns consultancy into a capital-intensive, EPC-grade risk play 8Repeated deadline extensions hint at market hesitation without promoter retreat.
UJVN stretches the bid timeline for Sirkari Bhyol Rupsiabagar electro-mechanical EPC package 8A hydro electro-mechanical EPC tender rarely moves quietly. 8UJVN’s repeated bid-date extensions suggest deeper signals about market readiness and execution risk. 8The real story sits in what the timeline flexibility reveals about bidder capability and promoter intent.
UJVN hard-codes technology and performance risk into Tiloth 15 Mw / 37.5 Mwh BESS tariff 8UJVN’s Tiloth BESS tender looks routine at first glance, but its risk geometry is anything but. 8Tariff discovery here quietly rewrites who carries India’s storage learning curve. 8The real contest is not price, but endurance.
Technical scope locks developers into long-term performance 8The tenders extend responsibility well beyond construction. 8Performance risk does not taper after commissioning. 8This reshapes how bidders evaluate module, inverter, and O&M strategies
UJVN’s Khatima BESS tender quietly shifts battery storage risk deeper into the developer balance sheet 8UJVN’s latest battery storage tender looks routine on the surface, but the risk architecture tells a sharper story. 8Tariff-based bidding under BOOT shifts long-term performance exposure in ways many bidders may underestimate. 8The real test will emerge not at bid opening, but years into operation.
Feb 03: APTRANSCO grants a calibrated bid deadline extension for the 400/220 kV AIS Sanampudi transmission package 8The date extension suggests bidders are engaging deeply with route constraints, bay interfaces, and energisation sequencing. 8Commercially, APTRANSCO has avoided reopening cost or risk clauses, signalling confidence in its tender design.
OPTCL’s Basudevpur 400/220 kV EPC tender tests market depth after three bid-date extensions 8OPTCL’s flagship Basudevpur EPC package has crossed its third deadline reset without touching scope or risk allocation. 8The extensions quietly shift cost, validity, and execution pressure onto bidders already navigating OEM and ROW constraints. 8What this means for price aggression and future grid tenders is only beginning to surface.
RVPN extends bid deadlines twice on 220 kV NPH–VKIA turnkey transmission package 8A high-capacity 220 kV cable-plus-monopole project rarely gets time relief without giving something up.
UJVN’s Lakhwar hydro EPC tender stretches time, tests balance sheets, and quietly reshapes bidder risk appetite 8UJVN’s Lakhwar electro-mechanical EPC tender looks conventional on paper, but its timeline tells a different story. 8More than twenty bid extensions have transformed time itself into a filtering mechanism.
TNGECL’s Karur 15 MW solar-BESS tender opens financial bids 8A hybrid solar-storage tender in Tamil Nadu has formally crossed the financial bid stageDetails
KEC International Limited details bribery-case overhang as “sub judice”; no update, no outcome stated
Feb 03: 8KEC International Limited’s CEO said there is “no particular update” on a “bribery case with Power Grid officials,” describing it as “sub judice” with hearings “not yet started.” 8The CEO says he has “no idea” what Power Grid will do. Click on Reports for more.
Details
Company updates
Feb 03: 8POWERGRID raises FY26 capex guidance to Rs 32,000 crore and capitalization to Rs 22,000 crore in investor deck. Click on Reports for more. 8Partial commissioning flagged: ACME unit cites GEDA certificate for 16 MW at Garambhadi, Sayla. Click on Reports for more. 8Orient Green’s subsidiary signs Rs. 85.05 crore EPC for 9.9 MW wind in Tamil Nadu. Click on Reports for more. 8Ujaas Energy says CMD Shyamsunder Mundra died on Feb 1; promoter status to cease. Click on Reports for more. 8CLN Energy grants 1,60,046 ESOP 2025 options; five-year exercise window stated. Click on Reports for more. 8K.P. Energy reports Q3 FY26 revenue Rs 347.6 crore; order book pegged at 2.18 GW. Click on Reports for more.Details
Dry bottom ash systems tendering: Patience becomes a qualification filter
Feb 03: 8Across large coal-based projects, promoters are increasingly tolerating longer tender cycles to preserve qualification and risk frameworks rather than dilute them. 8This aligns with tighter post-award governance and lower appetite for claims-heavy EPCsDetails
Download tenders and newclips
Feb 03: For reference purposes the website carries here the following tenders: 8Tender for upkeeping and routine maintenance of air preheater Details 8Tender for operation and upkeeping of unit II boiler Details 8Tender for annual overhauling work of TG set Details 8Tender for procurement of fasteners and studs for auxiliaries Details 8Tender for supply, installation, testing and commissioning of one 8-passenger or above capacity elevator Details 8Tender for procurement of spares for bottom ash hopper and eccentric crusher Details 8Tender for procurement of working and lube oil cooler assembly Details 8Tender for procurement of spares for ESP internals Details 8Tender for procurement of spares of CW pump Details 8Tender for procurement of spares for UF membrane for DM plant Details 8Tender for procurement of different size of knife edge gate valves installed Details 8Tender for work of construction of 1x33kV bay Details 8Tender for supply of pipes & bend Details 8Tender for construction of new retaining wall at coal stockpile Details 8Tender for assistance in jobs of electrical planning section and collection, loading, un-loading and transportation of HT motors Details 8Tender for providing and laying waterproofing treatment of various Details 8Tender for regular civil maintenance works in main plant and other infrastructure Details 8Tender for gas compressors replacement project Details 8Tender for HT & LT line extension, improvement and maintenance works Details 8Tender for Bi -annual rate contract for restoration work of various 132kV & 220kV class transmission lines Details 8Tender for HT & LT line extension, improvement and maintenance works Details 8Tender for fabrication, supply, erection and commissioning of top base frame structure assembly Details 8Tender for supply, erection, and commissioning of 300 NB M.S. seamless pipe Details 8Tender for providing take of structure, structural plinth, water supply arrangements Details 8Tender for supply, erection, dismantling of deteriorated/corroded 200 NB pipe Details 8Tender for HT & LT line extension, improvement and maintenance works Details 8Tender for work of fault attending work 15 MVA, 66/11kV transformer Details 8Tender for work of replacement of earth wire on 66kV line Details 8Tender for supply and works related to implementation of automatic generation control Details 8Tender for supply of varios types of valves for 200KHI boiler feed pump Details 8Tender for annual maintenance work Details 8Tender for procurement of fabricated and cantilever racks Details 8Tender for Bi-ARC for the emergency restoration of power of 66kV, 132kV & 220kV transmission line Details 8Tender for annual maintenance work Details 8Tender for supply of transformer oil at 220kV sub-station Details 8Tender for annual maintenance work Details 8Tender for supply, retrofitting and commissioning of 6.6kV VCB Details 8Tender for renovation of 33/11 kV 2/10 MVA DSS Details 8Tender for one-time calibration of SCADA based compressive testing machine Details 8Tender for bi-annual Up-keeping of switchyard Details 8Tender for fabrication, supply and erection of steel liner Details 8Tender for empanelment of electrical contractors Details 8Tender for ARC for the work of running, operation and maintenance of sewerage and storm water pumps Details 8Tender for erection of substation electrical structures and installation of equipments and other related electrical works Details 8Tender for construction of 400 kV D/C transmission line with twin HTLS conductor equivalent Details 8Tender for biennial maintenance contract for boiler non pressure part Details 8Tender for biennial civil maintenance work Details 8Tender for procurement of LED luminaries for different Details 8Tender for providing & fixing of chain link fencing Details 8Tender for work for replacement of breaker/ CT/ PT/ ISO/ LA/ 11kV panel Details 8Tender for supply of electrical actuator for feed control valve Details 8Tender for miscellaneous civil works Details 8Tender for maintenance of emergency 11 kV lines Details 8Tender for work of complete overhauling and routine maintenance / BTF work of boiler Details 8Tender for supply, dismantling, installation and commissioning of shaft with hub for 165000 CFM capacity Details 8Tender for operation and maintenance power house / power plant Details 8Tender for bi annual maintenance contract (Bi-AMC) for work of refilling & providing new spares Details 8Tender for work of providing and fixing of high voltage busbar insulation tape & heat shrinkable busbar insulation tubing Details 8Tender for annual transportation of 10M/270KG PSC poles Details 8Tender for supply of nut bolt for rectification work in 765kV D/C transmission line Details 8Tender for survey, installation, testing and commissioning of 11kV line Details 8Tender for maintenance contract for 400/220/132 kV EHV lines ground Details 8Tender for maintenance contract for 400/220/132 kV EHV lines Details 8Tender for balance works for upgradation of control room renovation of cable trench slab Details 8Tender for maintenance contract for 400/220/132 kV EHV lines ground/routine/tripping/break down/top/night patrolling and maintenance Details 8Tender for maintenance contract for 400/220/132 kV EHV lines Details 8Tender for procurement of LP turbine Details 8Tender for line work of HT/LT line Details 8Tender for manufacture, testing, supply & delivery of 750 MT hot dip galvanised GI nuts bolts, step bolts and EG spring washers Details 8Tender for work of second circuit stringing along with end bays Details 8Tender for electrical works Details 8Tender for rate contract (RC) for the procurement of AIO PCs Details 8Tender for work of chemical washing of insulator strings Details 8Tender for work of overhauling of various make OLTC’s diverter switch (220/132/110 kV class) of ICT’s & T/F's at various Details 8Tender for supply of hardware for LT shackle insulators Details 8Tender for rate contract for repair of 33 kV and 11 kV CT-PT sets Details 8Tender for day to day repair of roofs and floors against leakages, pressure grouting for arresting Details 8Tender for annual maintenance contract for DCS system Details 8Tender for day to day repair and maintenance of steel structural works Details 8Tender for annual contract of hydro water jet cleaning of turbine condenser Details 8Tender for annual maintenance contract for servicing or overhauling of LT air circuit breaker Details 8Tender for non-comprehensive annual maintenance contract for symphony melody and symphony plus series DCS systems Details 8Tender for supply of material, erection, testing & commissioning (including civil works) of 33/11 kV indoor AIS substation Details 8Tender for annual maintenance contract of ash dyke Details 8Tender for LT reconductoring under exchange transformer Details 8Tender for supply of poles A type GI 11m and 12 m Details 8Tender for carrying out dyuthi 2.0 HT works Details 8Tender for annual contract for operation and maintenance of on line coal sampler Details 8Tender for overhauling of different LT motors Details 8Tender for renovation of control room along with fencing and other allied civil maintenance works Details 8Tender for renovation of control room switchyard Details 8Tender for supply, installation, testing and commissioning of 220V 300Ah plante type lead acid flooded stationary battery bank Details 8Tender for procurement of 10MVA, 66/33 kV and 66/11 kV power transformer Details 8Tender for procurement of 33kV isolators. Details 8Tender for procurement of 400 kV and 220 kV pantograph isolators. Details 8Tender for supply of various type material of 33/11 kV substation Details 8Tender for supply of various type material Details 8Tender for supply of various type material of 33/11 kV substation Details 8Tender for meter reading, bill preparation, bill distribution Details 8Tender for meter reading, bill preparation, bill distribution, and supervision of the work Details 8Tender for construction of 11 kV line for providing Details 8Tender for meter reading, bill preparation, bill distribution Details 8Tender for meter reading, bill preparation, bill distribution, and supervision of the work Details 8Tender for meter reading, bill preparation, bill distribution Details 8Tender for replacement of 11 kV ACSR to AAAC Details 8Tender for work for second circuit stringing on existing 132 kV SCDC line Details 8Tender for procurement of numerical protection relay retrofitting kit Details 8Tender for supply of vibrating screen assembly with motor for primary crusher Details 8Tender for replacement of various high energy drain valves, steam/feed water lines Details 8Design, supply, installation, testing, commissioning including dismantling, replacement of control and relay panel for 66kV line feeder & transformer feeder Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Record renewables, weak links: India’s twin last-mile problem Details 8India’s energy balancing act Details 8India auctions 136 coal blocks since 2020 under Niti Aayog guidelines, boosting revenue and jobs Details 8Budget 2026: Coal freight, AC 3-tier may throw Rlys' FY26 revenue off track Details 8Thermal anchors grid reliability as renewables drive power capacity in FY2027: India Ratings Details 8Power Grid's india energy transition role amplified Details 8Budget 2026 Reactions: Views of clean energy industry stakeholders Details 8South Korea’s GS E&C enters India’s renewable energy market with 12.75 MWp open-access solar project Details 8Solar power allocation up 32% at Rs 30,539 crore Details 8GK Energy announces strategic expansion into retail solar rooftop systems sector Details 8Industry expects India-US trade deal to boost solar exports Details 8Waaree, Suzlon, Adani Green and 5 other green energy stocks jump by up to 14% today; Here’s why Details 8Cautious Monday: Nifty ends above 25,000, Sensex jumps 940 points – here are key highlights Details 8Coal India leadership changes reflect sector shift Details 8Orient Green power unit secures Rs 85.05 crore EPC contract for 9.9 MW wind project in Tamil Nadu Details 8200 units of free power for 2.23 lakh J&K families: J&K LG Sinha greenlights NC’s big poll promise Details 8India’s solar sector welcomes Budget measures to support local PV manufacturing Details 8Tata Power Renewable Energy commissions 198 MW wind project in TN Details 8Driving Change: Draft NEP 2026 proposes the next phase of sector reforms Details 8Budget 2026-27: Govt to restructure PFC, REC as part of NBFC reform push Details 8Easing Compliance: MoP releases draft Electricity (Amendment) rules, 2026 for captive power projects Details 8Balancing the Grid: CEA roadmap for scaling up pumped storage Details 8India Installs over 5.28 crore smart meters under RDSS to boost power sector efficiency Details 8Coal India production, offtake fall as power sector demand weakens Details 8Structural Shift: Key trends and new discom strategies to improve costs and efficiency Details You can also click on Newsclips for moreDetails
Miscellaneous Update: Part II
Feb 03: Contents8HPX sets Rs 9,000/MWh ceiling for Tamil Nadu Genco-Discom’s 400 MW April reverse auction. Click on Details for more.
8HPX sets Rs. 6,200/MWh ceiling for Tamil Nadu Genco-Discom’s 200 MW April overnight reverse auction. Click on Details for more.
8PXIL opens 400 MW Tamil Nadu discom reverse auction for April evening supply, minimum bid 20 MW. Click on Details for more.
8TANGEDCO seeks 200 MW April night power on PXIL; bids open till Feb 4, 11:00 am. Click on Details for more. 8Acme Solar doubles BESS target to 2 GWh by Q4FY26 to chase peak–off-peak arbitrage. Click on Details for more. 8PL keeps BUY on NTPC with Rs.423 target as Q3FY26 adjusted PAT rises ~1% YoY. Click on Details for more.
8Tripura extends deadline for TPGL Director (Technical) appointment applications. Click on Details for more.
8Defence revenue share at Solar Industries rises to ~22% in H1FY26; ICRA reaffirms A1+ and doubles CP limit. Click on Details for more.Details
CSE Deccan Solar has a flags 12-year lock-in vs 19.75-year debt tail
Feb 03: 8How will the company handle it? Click on Details for more.Details
ReNew Wind Energy (TN2) PLF slip to 21.2% in H1FY26 despite NTPC-backed Rs.4.66–4.80 tariffs
Feb 03: 8PLF is declining to 22.6% in FY25 (24.1% FY24) and 21.2% in H1FY26 (22.2% H1FY25), with FY26 generation expected to remain subdued around ~22%. 8There is no signal yet of any operational remediation beyond expectation of a return to long-term trends from FY27 onwards. The project’s revenue is entirely locked under 25-year PPAs with NTPC Limited (NTPC) Click on Details for more.Details
Solar’s trillion-dollar surge exposes widening divide between capital-rich and capital-poor regions
Feb 03: 8Battery deployment is rising alongside solar, supporting energy shifting and peak management. Solar-plus-storage is moving from pilot phase to mainstream procurement model. Markets are beginning to price firm renewable power. Click on Details for moreDetails
Coal demand from thermal plants crosses 1-billion-tonne mark after post-pandemic surge
Feb 03: 8After two consecutive years of decline, utility coal offtake surged. The data signals that grid-connected utilities, not industrial captive users, are now driving incremental coal logistics pressure. This expansion locks the power system into sustained high coal throughput. The trend also hints at tightening rail and mining infrastructure stress as dispatch volumes approach structural limits. Click on Details for moreDetails
Solar surge masks structural churn in India’s under-construction renewable pipeline
Feb 03: 8The shift toward solar-heavy additions increases future daytime oversupply risk and deepens the system’s need for storage and flexible balancing resources. 8Regulators and grid planners may soon face rising curtailment management and scheduling complexity as this solar-heavy capacity begins commissioning. Click on Details for moreDetails
India’s winter demand surge pushes coal fleet back to high utilisation while renewables continue expanding
Feb 03: 8Thermal generation absorbed most of this increase, with all-India coal PLF rising sharply from 59.01% to 66.17%, signalling a strong return of baseload dispatch. Peak demand climbed by nearly 17 GW month-on-month, yet the system maintained virtually zero peak shortage, reflecting improved reserve margins and grid coordination. Click on Details for moreDetails
EV charging demand dips at public stations while private and depot charging accelerates across India
Feb 03: 8The data signals a structural transition in India’s EV power demand geography rather than a slowdown in electrification Click on Details for moreDetails
Regulatory Updates: Part I
Feb 03: 8Kerala regulator sets February hearing for FY25 tariff proceedings Click on Details for more 8GERC cracks grid-access deadlock, orders DGVCL to sign MSME solar pact in 3 days Click on Details for more 8TNERC hearing slate signals compliance crackdown across Tamil Nadu power ecosystem Click on Details for more 8CERC monetises stranded Essar link as RE backbone, clears delayed tariff recovery Click on Details for more 8Tariff lands 21% below regulatory cost benchmark: CERC locks in sub-norm tariff for Mandsaur renewable evacuation grid link Click on Details for moreDetails
Regulatory Upadate: Part II
Feb 03: 81) Delhi regulator cuts Tata Power Delhi Distribution’s PPAC ask, allows 7.24% till 30 April 2026 Click on Details for more
82) BSHPCL true-up hearing turns on a late capex question Click on Details for more
83) Kajra 185 MW solar with 282 MWh BESS tariff case risks ex-parte track as discoms stay absent Click on Details for more
84) Bihar ERC advances SLDC capex approval case after notice; no public objections received Click on Details for more
85) Uttarakhand regulator opens clock for ToD solar vs non-solar hours concept Click on Details for more
86) West Bengal regulator extends tariff regulations consultation deadline Click on Details for more
87) MERC’s MSEDCL tariff review hearing draws 180+ objectors, speaker list locked by 27 Dec 2025 Click on Details for more
88) APERC opens APTRANSCO FY25 resource-plan performance works to objections before 13 Feb 2026 Click on Details for more
89) DISCOMs must adjust LT consumers’ leading reactive energy charges after APERC blames capacitor-driven kVARh spikeClick on Details for moreDetails
Miscellaneous Update: Part I
Feb 03: 8Powergrid lifts FY26 capex plan as storage and global expansion accelerate Click on Details for more 8Powergrid moves to withdraw government nominee director after MoP disinvestment directive Click on Details for more 8Coal ministry expands contract hiring to strengthen mine monitoring and legal oversight. This strengthens oversight during a period of accelerated mine operationalization. States and central ministries will see closer engagement Click on Details for more 8India’s coal block allocation map widens as auctions extend into new year. Allocation of blocks has steadily shifted from captive power and industrial end-use toward commercial sale-of-coal mining Click on Details for more 8SCED redispatch widens national pool deficit as northern coal units surge and southern fleet backs down in December Click on Details for more 8India’s solar park engine shifts from construction mode to commissioning surge in Q4 2025 Click on Details for more 8Concentrated Solar Power (CSP) growth has stalled after early expansion Click on Details for more 8BESCOM activates consecutive FPPCA revisions, tightening monthly consumer cost alignment Click on Details for more 8CESC tightens field accountability with grievance, inspection and service enforcement push Click on Details for more 8APSPDCL: FPPCA cap blunts full cost pass-through as APPC rises across November–December 2025 Click on Details for more 8Koradi transmission unit publishes apprentice merit list, begins verification window Click on Details for moreDetails
Power Committee Updates
Feb 03: 8WR transmission is getting costlier - but the real story is the RTDA “discipline cliff” in Madhya Pradesh and DNHDDPDCL Click on Details for more 8TPTCL’s transmission-deviation bill is small in the eastern region-but the pattern screams “discipline by default, then a single relapse,” with Deemed-GNA assumptions quietly doing the heavy lifting Click on Details for more 8Bihar’s transmission bill jumps hard as Eastern Region cost-weight shifts-Odisha follows, while West Bengal quietly de-risks Click on Details for more 8January’s DC shock in the East: JIPL steps up hard, MPL flips from “middling” to “must-run”-but the schedule gap widens where it matters Click on Details for more 8Jan 2026 opens with a billing-heavy grid in the East: transmission cost allocation tightens even as waivers swing wildly across the same system that’s still rewriting its demand shape Click on Details for more 8NER’s transmission bill steps up again - and the real tell is not Assam’s dominance, but Manipur’s sudden leap and the HVDC waiver shock Click on Details for more 8From audit fatigue to protection Failure: NER’s grid governance stress-test deepens Click on Details for more 8Southern Grid Under Stress: When RE variability, transmission delays, and discipline slippage collide Click on Details for more 8January’s “availability rebound” is real in the South - but it’s turning the market into Telangana’s pressure-release valve Click on Details for moreDetails
Market Round-up
Feb 03: 1) Tiny real-time volume hits price ceiling, exposing liquidity gaps 8On 2026-02-02, one RTM window cleared just 190.00 MWh but printed Rs 10.00/kWh MCP. Inference: A thin order book can “gap” to the ceiling even when the broader RTM market clears far lower (Rs 3.58/kWh), making price discovery fragile. Why it matters: Liquid price spikes distort balancing benchmarks and can inflate procurement costs for discoms relying on RTM for last-minute corrections.
2) Evening frequency peak crosses 50.17 Hz as excursions stack up 8On 2026-02-02, instantaneous frequency hit 50.174 Hz; the day logged 134 excursions above 50.03 Hz. Inference: The excursion count alongside a 49.990 Hz average suggests repeated short control actions rather than one prolonged imbalance. Why it matters: Persistent frequency excursions increase control stress, raise reserve deployment needs, and signal tighter balancing margins than headline averages imply.
3) System leans hard on downward balancing: 53.77 GWh absorbed in reserves 8On 2026-02-02, SRAS+TRAS Down totalled 53.77 GWh, dominated by downward TRAS dispatch. Inference: Sustained down-dispatch points to prolonged surplus absorption or constraint-driven backing down, not a short mid-day correction. Why it matters: Heavy downward balancing suppresses generator realisations and may mask congestion or scheduling stress that can later reappear as price volatility.
4) South shows “zero shortage” - but one state carries a deep forecast miss 8On 2026-02-02, the region reported zero shortage, yet one state logged a double-digit negative day-energy forecast deviation. Inference: The mismatch suggests balancing via deviations and imports rather than accurate scheduling. Why it matters: Hidden forecast gaps shift costs into deviation settlements and imports, undermining the credibility of “no-shortage” comfort signals.
5) Grid “continuous outages” aren’t short - over 70 elements out for a year 8The outage sheet lists 70+ transmission elements with outage start dates more than a year old. Inference: This reflects embedded derating or project delays rather than routine maintenance cycling. Why it matters: Long-duration outages reduce contingency headroom and make the grid structurally more vulnerable to cascading risks during peak stress.
6) Day-ahead price whipsaws: MCP jumps 19% as buy interest surges 8DAM MCP rose from Rs 2.67/kWh to Rs 3.18/kWh in one day (+19%), alongside a sharp rise in purchase bids. Inference: Higher buy appetite with a higher clearing price suggests tighter flexible supply or reduced marginal availability. Why it matters: Rising DAM prices directly raise discom procurement costs and increase hedge value for generators with flexible capacity.
7) Real-time price premium widens: RTM jumps 26% in a single day 8RTM MCP climbed from Rs 2.84/kWh to Rs 3.58/kWh day-on-day (+26%). Inference: Stable traded volumes with a sharp price rise point to stress in marginal flexibility rather than aggregate demand growth. Why it matters: Costlier RTM corrections penalise forecast errors and increase balancing risk for discoms and open-access buyers.
8) Reactive power workarounds persist as key 400 kV lines remain open 8Multiple 400 kV transmission lines remain deliberately open for months to manage voltage. Inference: This indicates structural reactive power or voltage control limitations, not short-term operational adjustments. Why it matters: Prolonged topology-based voltage control reduces transfer flexibility and weakens resilience during high-stress grid events. Click on Details for moreDetails
Daily forward looking import matrices
Feb 03: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days. Get the daily updates for : 8LNG 8Crude 8Chemicals 8Fertilizers 8LPG 8Ammonia 8Coal & Coke 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
REC tightens transmission risk screws in Ryapte 2000 MW solar park evacuation tender
Feb 02: 8REC’s Ryapte evacuation tender looks routine only at first glance. 8Beneath the tariff-based bidding lies a tightly wound structure that concentrates execution, financial, and integration risk on a single entity. 8The qualified bidder list shows who is willing to shoulder that burden — and who is not.Details
TNPDCL’s 20,000 km AAAC rabbit conductor tender draws 30 qualified bidders, sharpening focus on price discipline
Feb 02: 8A single conductor size has attracted thirty technically qualified suppliers in TNPDCL’s latest procurement. 8With no attrition at the technical stage, the entire contest shifts to the price envelope. 8The result will signal whether competition enforces efficiency or erodes margins.Details
Owner draws a hard compliance line at technical opening for its 33 MW rooftop solar programme
Feb 02: 8This rooftop solar tender looks routine until the bid-opening sheet is read closely. 8One bidder was eliminated before technical scoring even began, not on technology but on financial discipline. 8That single exclusion reveals how Rajasthan’s rooftop solar procurement is quietly being reshaped.Details
Synergy quietly deepens its bet on GMR Power through preferential allotment
Feb 02: 8A fresh equity infusion lifts Synergy’s stake in GMR Power and Urban Infra beyond 12%, underscoring a preference for negotiated capital over open-market buying. The move strengthens the balance sheet, but comes with clear dilution for existing shareholders. Click on Details for more.Details
Company updates
Feb 02: 8Adani Green files “further update” on SEC civil case in EDNY; stresses company not a party, contest jurisdiction. Click on Reports for more. 8Alfa Transformers approves Q3 unaudited financials. Click on Reports for more. 8Jindal Steel’s 31 January earnings-call recording goes live online. Click on Reports for more. 8PFC loses executive director Raj Kumar Malhotra to superannuation. Click on Reports for more. 8POWERGRID exits PTC board seat; gives up promoter rights. Click on Reports for more. 8Adani Power puts January 2026 investor decks online, in INR and US. Click on Reports for more. 8NHPC swaps an ED: Rajat Gupta exits Jan 31; Anish Gouraha in Feb 1. Click on Reports for more. 8Solarium’s Rs 50 crore HDFC term loan tagged CARE BBB-; stable with repayments starting January 2026. Click on Reports for more. 8KP Green Engineering claims manufacturing milestone but keeps contract specifics undisclosed. Click on Reports for more. 8Reliance Infrastructure board filing pairs earnings with ED attachment and SEBI/SFIO actions disclosure. Click on Reports for more. 8Hyderabad Jabilli buys 3,30,90,668 GMR Power warrants in preferential allotment. Click on Reports for more. 8Sterling and Wilson receives full Rs 143.12 crore indemnity payment from Shapoorji Pallonji. Click on Reports for more. 8High Energy Batteries flags board actions. Click on Reports for more. 8Jindal Steel synchronises 1,050 MW power plant revival, Angul expansion stays on track. Click on Reports for more. 8Adani Green Energy pitches Khavda 30 GW renewable park scale, 7.7 GW already operational. Click on Reports for more. 8Adani Renewable Energy Holding Eleven incorporates Windrix Energy as 100% step-down subsidiary. Click on Reports for more. 8Resurgent-led Tata Power JV delivers Mainpuri transmission corridors after stressed-asset acquisition. Click on Reports for more. 8Adani Ports breaches sovereign ceiling with JCR A- rating: Reinforcing its funding access and balance sheet positioning, while leaving future issuance or leverage decisions unaddressed here; group cre. Click on Reports for more. 8JCR initiates Adani ratings with stable outlook; APSEZ flagged as above-sovereign: APSEZ 1.8x net debt/EBITDA and Rs 19,025 Cr FY25 EBITDA cited. Click on Reports for more. 8NHPC Limited declares Subansiri Lower Unit 3 (250 MW) commercial from 01 Feb 2026 midnight. Click on Reports for more. 8Ministry memo backs management control shift at PTC India toward NTPC, subject to AoA amendments. Click on Reports for more. 8NTPC uploads analyst call audio link after Q3 results discussion. Click on Reports for more. 8ACME Solar signs 25-year NHPC PPA for 250 MW FDRE project; capex pegged at Rs 3,700 crore. Click on Reports for more. 8ACME Solar’s Q3 FY26 call audio uploaded. Click on Reports for more. 8Reliance Power Limited (RPOWER) faces subsidiary going-concern stress as Rs 42,398 lakh impairment remains unassessed as it disputes Rs 1,66,252 lakh guarantee demand as SMPL arbitration continues. Click on Reports for more. 8Indowind Energy lines up up to USD 70 million overseas raise as 9M EBITDA rises 29.4% seeks shareholder nod to raise borrowing powers to Rs1,500 crore. Click on Reports for more. 8Reliance Power files security cover certificate for Rs 250 crore NCDs; auditor confirms asset coverage statement. Click on Reports for more. 8IEX directs investors to Q3 FY26 earnings call recording hosted on its website. Click on Reports for more. 8Amravati plant runs at 79% PLF, but RattanIndia Power’s change-in-law payments remain pending as it swings to Rs 52.76 crore Q3 profit while EBITDA rises 60% QoQ. Click on Reports for more. 8G.G. Tronics ties Rs 433 crore KAVACH order to 11-year AMC priced at 3% per annum from year five. Click on Reports for more. 8Power Mech Projects Limited parked Rs. 142.92 crore QIP balance in deposits as washery spends lag. Click on Reports for more. 8K.P. Energy Limited’s 99 MW Bhuj LOA ties execution to NTPC Phase-II technical specifications. Click on Reports for more. 8CLN Energy discloses subsidiary CLNGreen; 51% stake. Click on Reports for more. 8RRIL promoter’s pledge tied to 2.5x security cover on NCD principal. Click on Reports for more. 8Solar Industries wins INR 830 crore defence export orders, deliveries spread over 4 years. Click on Reports for more. 8KEC International Limited lifts order book & L1 to over Rs. 41,000 crore; largest Rs. 1,050 crore T&D order cited. Click on Reports for more. 8Company official in custody: KEC International Limited flags chargesheet and court cognizance; impact “not determinable. Click on Reports for more. 8Orient Electric: BEE fan norms trigger destocking pain before benefits arrive. Click on Reports for more.Details
Contracting news for the day: Part-1
Feb 02: This 765–400–220 kV upgrade quietly raises the bar for ICT-centric EPC execution 8The new tender looks routine on the surface but hides several structural signals. 8The way value, risk and accountability are packaged reshapes who can realistically bid. 8The real story only emerges once you read beyond the portal listing.
KPTCL folds GIS ambition and underground risk into a single high-stakes urban substation package 8KPTCL has quietly raised the bar on who can play in Bengaluru’s next wave of substation expansion. 8A single tender now stitches together GIS precision, underground cable risk, and a Rs 1.9123 crore entry ticket. 8The real story lies in what this structure signals about KPTCL’s future contracting philosophy.
Solar project uses the DPR tender to quietly hard-code risk discipline before EPC entry 8This tender looks routine, but its structure reveals a deeper shift in how solar project risk is being redistributed. 8By tightening accountability at the DPR stage, the promoter is reshaping who gets to define cost and performance truth. 8The implications will surface only when EPC bids hit the table.
60 MW / 150 MWh hydro-linked BESS portfolio rolled out under BOOT model across Uttarakhand 8This storage tender quietly reshapes how hydro assets are expected to perform in a flexible grid. 8The BOOT structure transfers more than just construction risk to developers. 8What it signals for future state-led BESS pricing is not immediately obvious.
TANTRANSCO raises the bar on KKNPP evacuation with a high-EMD, turn-key 400 kV line tender 8A 24 km transmission link tied to India’s most sensitive nuclear asset is being tendered with unusually sharp financial filters. 8TANTRANSCO’s structuring choices quietly reshape who can realistically bid. 8The implications for competition and risk allocation go far beyond a routine line package.Details
Contracting news for the day: Part-2
Feb 02: Five deadline extensions reshape bidder strategy in KSEB’s dhyuthi 2.0 Idukki turnkey distribution tender 8Five deadline extensions are rarely accidental in a turnkey distribution tender. 8They often signal more about bidder risk perception than about paperwork delays. 8In Idukki, KSEB’s patience may be the real story.
NTPC Green Energy extends bid timelines twice for floating solar-BESS EPC package 8NTPC Green Energy has again recalibrated the clock on its ABVTPS floating solar-plus-BESS EPC tender. 8The back-to-back extensions hint at deeper market calibration rather than routine administrative drift. 8What this signals about bidder readiness and hybrid EPC risk appetite is where the real story begins.
UJVN stretches the bid clock on Rs 158 crore Sirkari Bhyol Rupsiabagar hydro EPC without easing entry barriers 8A year-long bid extension is never just about dates. 8In UJVN’s flagship hydro EPC, time itself has become a filter and a pricing lever. 8What looks procedural may ultimately decide who can afford to compete.
DVC’s Rs 139 crore 132 kV reconductoring tender quietly raises the bar on capital strength and execution risk 8A routine reconductoring tender, on paper, masks a sharp recalibration of entry barriers. 8The numbers tell a story of consolidation, not just capacity upgrade. 8The real signal lies in who can afford to bid, not who wants to.
MSETCL’s Sakoli 400/220/132 kV AIS tender front-loads risk screening under TBCB 8MSETCL is no longer waiting for the RFP stage to discover execution risk. 8The Sakoli AIS tender quietly shifts the real contest to the pre-bid phase, where balance sheets and technical credibility matter more than price bravado. 8Who gets filtered out here may never reach the tariff table.Details
Contracting news for the day: Part-3
Feb 02: A rooftop solar tender in Leh quietly shifts residential solar into a BOT-driven risk regime 8A residential rooftop solar tender in Ladakh is being structured more like a utility concession than a subsidy scheme. 8A Rs 2.80 crore EMD and a five-year BOT obligation are doing the heavy lifting. 8The real story lies in how much risk the market is willing to absorb for a foothold in Leh.
SECI extends bid timeline for 700 MW Radha Nesda solar PV BOS tender without altering risk or financial thresholds 8SECI has quietly pushed out the bid deadline on one of its largest BOS solar tenders in Gujarat. 8The extension changes timing but leaves the Rs 33 crore entry barrier untouched. 8For EPCs, the signal is less about relief and more about endurance.
REC extends Musalgaon and Jalna transmission bid deadlines, prioritising auction depth over calendar certainty 8Two high-voltage Maharashtra transmission projects quietly receive deadline extensions within days of each other. 8The clauses changed are procedural, but the signal to bidders is strategic. 8What this does to tariff aggression becomes visible only at reverse auction.
RECPDCL pushes bid deadline for Shongtong–Tidong ISTS project, recalibrating auction timing without touching risk or tariff structure 8A late-stage amendment quietly resets the clock on one of the most complex hydro evacuation corridors under tariff-based bidding. 8The scope, securities, and risk transfer remain untouched, but the timeline tells a subtler story about bidder readiness and auction dynamics. 8The real signal lies not in what changed, but in what was deliberately left intact.
Thirty-four extensions later, the holds the line on risk in this green hydrogen transmission bid 8After thirty-four deadline extensions, the company has shifted the clock again on one of India’s most ambitious green hydrogen transmission projects. 8The scope remains untouched, the securities remain locked, and the schedule remains unforgiving. 8What this says about bidder appetite, tariff realism, and future hydrogen corridors is where the real story begins.Details
Miscellaneous Update: Part II
Feb 02: 8Jodhpur Vidyut Vitran Nigam Ltd: Why does it get such a lousy rating? give me paywall story. Click on Details for more.
8GMR Gujarat Solar Power: Module degradation and dramatic fall in tariffs comes back to bite. Click on Details for more.
8Rs 20,000 crore CCUS scheme and duty exemptions frame thermal power as “ESG-positioned”. Click on Details for more.
8REC top management change. Click on Details for more.
8Advanced Chemistry Cell Production Linked Incentive (ACC PLI) dramatically misses 50 GWh target as two-year “gestation period” for commissioning facilities is viewed as unrealistic ; zero payouts by October 2025. Click on Details for more.
8Power sector gets Rs 1000 crore BESS VGF + higher RDSS outlay + nuclear duty exemption till Sept 2035. Click on Details for more.
8BIS clears Ola 5.2 kWh residential storage unit after Jan 15 certification for 9.1 kWh. Click on Details for more.
8Anyday SSC-R auction 500 MW April 00:00–08:00 keeps extending if late L1 appears. Click on Details for more.
8DVC seeks 400 MW March evening supply via Anyday SSC-R, 5 MW minimum seller quote. Click on Details for more.
8NLDC sets all-India ISTS transmission loss at 4.26% for Feb 2–8 2026. Click on Details for more.
8TSECL waives contractor test-report submission for internal wiring up to 150 kW, deposits as per load. Click on Details for more.
8Rajasthan Urja Vikas PXIL auction for 500 MW April evening supply, bids close 2 Feb. Click on Details for more.
8HESCOM links Rs 74.54 crore power purchase cost drop to January consumer tariff adjustment. Click on Details for more. Details
Download tenders and newclips
Feb 02: For reference purposes the website carries here the following tenders: 8Tender for operation and maintenance works of substation Details 8Tender for attending sheath damage of 132 kV IC x 630 sqmm aluminum conductor XLPE cable Details 8Tender for work of revetment at tower Details 8Tender for construction of 01 No. 132 kV bay at 132 kV S/S Details 8Tender for construction 01 No. 400/220kV 500MVA ICT GIS bay at 400kV GIS substation Details 8Tender for special repair works Details 8Tender for installation of addl. 100 KVA DTR Details 8Tender for award of contract for up gradation of existing 33/11 kV outdoor substation having PTRs Details 8Tender for empanelment of contractors to award a contract for survey, installation, testing and commissioning of 33kV line Details 8Tender for empanelment of contractors to award a contract for 33 kV line Details 8Tender for empanelment of erection contractors to award a contract for survey, installation, testing and commissioning of 11 kV line, 11/0.433 kV distribution transformer and LT line Details 8Tender for empanelment of erection contractors to award a contract for survey, installation, testing and commissioning of 11 kV line, ,11/0.433 kV distribution transformer Details 8Tender for balance works for upgradation of control room Details 8Tender for biennial work contract for round the clock routine / preventive / breakdown / emergency minor mechanical maintenance of various auxiliaries Details 8Tender for work contract for assistance in construction store related Details 8Tender for ARC for Mtc. of ash dyke A including manual channelization of ash slurry Details 8Tender for carrying out dosing of hydrogen nitrogen gas round the clock in 600 MW unit Details 8Tender for carry out running maintenance contract for HT/LT motors Details 8Tender for routine maintenance works on unit I II turbine auxiliary motors Details 8Tender for supply of LT shackle insulators Details 8Tender for supply of 33/11 kV 5.0 MVA power transformers Details 8Tender for manual unloading of indigenous coal from railway wagons and loading Details 8Tender for repairing of conv 1B motor of 220Kw Details 8Tender for ARC for hygienic cleaning of main plant Details 8Tender for construction of rain water harvesting system at 132kV substation Details 8Tender for leftover civil works Details 8Tender for fabrication and supply of hydraulic hoses of pedestal cranes Details 8Tender for servicing and maintenance of N2 suppression system installed Details 8Tender for operation of coal handling plant Details 8Tender for annual contract for rewinding/re-caging/ re-staggering and other repairs of HT motors Details 8Tender for rate contract for engagement 03 nos safety supervisor for overhauling job of different plant Details 8Tender for supply and delivery of 1494 set of single tension hardware fittings Details 8Tender for replacement of weasel conductor Details 8Tender for setting-up of 15 MW/37.5 MWh battery energy storage system Details 8Tender for setting-up of 15 MW/37.5 MWh battery energy storage system Details 8Tender for setting-up of 30 MW/75 MWh battery energy storage system Details 8Tender for replacement of weasel conductor Details 8Tender for repair and restoration of spur at RD Details 8Tender for on-site cryogenic cleaning, heating and varnishing of generator of two units Details 8Tender for repair and restoration of spur Details 8Tender for providing service connection Details 8Tender for procurement of spare equipments for sub-station maintenance at 132kV GSS Details 8Tender for providing service connection Details 8Design, manufacturing, testing, supply and delivery of 100 No. numerical type power transformer differential relays Details 8Tender for bi-annual rate contract (Bi-ARC) for transportation of structure material, tower material Details 8Tender for R&M work of 220kV bus strengthening conversation of existing Details 8Tender for work of rubber lining of various equipments, pipes and fittings Details 8Tender for operation and maintenance of valves for water distribution Details 8Tender for supply of worm gear set for coal mill Details 8Tender for supply of hoist spare Details 8Tender for manufacturing paver blocks of different shapes in precast yard Details 8Tender for work of erection of 66kV S/C line Details 8Tender for supply of 11/0.4 kV substation Details 8Tender for supply of 33 kV 800 AMP isolators Details 8Tender for supply of gas distribution screen for ESP system Details 8Tender for supply of primary air diffuser cone set for pulverized coal burner for boiler Details 8Tender for supply of modified LDO and LSHS oil guns with spares for boiler Details 8Tender for procurement of guided wave radar level transmitters installed Details 8Tender for supply of APH heating elements and APH seals Details 8Tender for procurement of pneumatic smart positioners Details 8Tender for procurement of spares for gas analyzer of continuous emission monitoring system Details 8Tender for supply of lube oil system spares Details 8Tender for supply of ceramic lined spool piece and coal bends for boiler Details 8Tender for supply of spares of hydraulic system of roller coal mill Details 8Tender for procurement of HEA igniters spark tips, HEA igniters rod, exciter box and HEA igniters cable Details 8Tender for shifting of 33 kV /HT/LT poles, lines, structures Details 8Tender for procurement of grinding elements for 883XRP bowl mill Details 8Tender for rate contract for different mechanical maintenance jobs Details 8Tender for earthwork excavation, stub setting, concreting, tower erection, stringing of panther conductor Details 8Tender for supply of VFDs for 4570 kW, 6.6 kV motor Details 8Tender for supply of 420 kV, 245 kV and 145 KV CTs for various substations Details 8Design, fabrication, supply, installation, testing, commissioning of on grid solar rooftop project with net meter and remote monitoring system, capacity of 300kW Details 8Tender for supply installation of street lighting system for illumination at ash dyke Details 8Tender for annual maintenance and meter reading Details 8Tender for annual maintenance and meter reading work Details 8Tender for construction of temp. bund along Details 8Tender for leasing of spare dark fibre of optical ground wire (OPGW) network Details 8Tender for preparation of the structure design and drawing ic electrification water supply sanitation plumbing and fire fighting arrangement etc Details 8Tender for carrying out routine and preventive maintenance of mill reject handling system Details 8Tender for supply, fabrication, erection of ERW 150NB pipe along Details 8Tender for bi-annual Up keeping/ housekeeping of control room, switch yard Details 8Tender for supply of M.S ERW coal discharge pipe Details 8Tender for supply, installation, commissioning and testing of new lighting system Details 8Tender for construction of protection wall Details 8Tender for laying of 3C 33kV 400 sqmm XLPE UG cable Details 8Tender for tit-bit civil renovation work Details 8Tender for laying of 3C 33kV 400 sqmm XLPE UG cable by microtunneling Details 8Tender for laying of 11 kV, 3Cx300 sq.mm. XLPE UG cable Details 8Tender for laying of 3C 11kV 300 sqmm XLPE UG cable Details 8Tender for supply of 9.0 M long PCC poles Details 8Tender for construction of 33 kV S/S Details 8Tender for renovation of 33 kV sub-station Details 8Tender for supply of butterfly valves rubber valve seal of make Fouress Details 8Tender for repair and maintenance of sanitary works Details 8Tender for supply of spares for turbine and TDBFP of unit Details 8Tender for requirement of various spares of dynamic classifier installed Details 8Tender for procurment of spare parts of BFV of various CW and ACW lines installed Details 8Tender for supply of spares for stacker reclaimer no 1 and 2, ring granulator Details 8Tender for work of providing & fixing electrical insulation, acid & alkali-proof synthetic insulating mat Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8GCC begins direct power grid interconnection project with Oman to strengthen regional energy security Details 8Coal blocks to be allotted only through auctions: Govt Details 8Power consumption rises 3.8% to 142.74 billion units in January: Govt Details 8Gstar's solar module series first to achieve India's new BIS certification Details 8Defence, Railways, solar: did Budget 2026 live up to market expectations for these sectors Details 8Engineering projects (India) invites EOI For 250 MW solar PV project Details 8Tata Power, Adani Ports, RVNL and other stocks announcing results this week Details 8Studio Saar designs India’s largest and most sustainable printed circuit board factory in Madhya Pradesh Details 8Why transformers are the unsung heroes of India’s green revolution Details 8Reviving 200 legacy industrial clusters: India’s manufacturing sector gets “second wind” in union budget 2026 Details 8India renewables seek policy clarity, storage incentives in Union Budget 2026 Details 8Government considers merger of power finance corporation and rural electrification corporation Details 8Restructuring PFC & REC to improve credit flows, execution discipline in power sector Details 8Budget to enhance competitiveness; duty exemption on lithium batteries to aid EV sector: Industry Details 8Power sector PSUs' investments to rise nearly 19 pc to Rs 1.01 lakh crore in FY27 Details 8TCS on Coal, lignite doubled to 2% Details 8Gia Lai Electricity's 2025 net profit records 10-fold increase on wind power gains Details 8Solar stock hit 10% upper circuit with heavy volume because Details 8In a boost for renewable energy, Budget slashes duties for battery, solar sectors Details 8India Eyes NBFC consolidation for power sector scale Details 8Union Budget 2026: Sitharaman calls for restructuring of power finance corp, rural electrification corp Details 8Reforms In financial sector: govt to set up banking panel for Viksit Bharat Vision Details You can also click on Newsclips for moreDetails
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Feb 02: 8Find a snapshot of thermal, hydro, pumped storage, solar, wind, BESS and T&D contracts related updates for the day Click on Reports for moreDetails
Daily forward looking import matrices
Feb 02: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days. Get the daily updates for : 8Crude 8Fertilizers 8Coal & Coke Click on Reports for more.Details
Power Committee Updates
Feb 02: 8Eastern grid on a knife-edge: Summer-2026 readiness hinges on delayed lines, deferred SPS, and commercial fault-lines as slow execution and shrinking buffers begin to bite Click on Details for more 8Spare ICTs: Reliability recast as inventory discipline as it is all about asset age, replenishment speed, and inventory governance Click on Details for more 8The grid quietly pivoted toward market scheduling while TRAS sank deeper into the red - and SCED flipped direction in Western India Click on Details for more 8Western Region’s deviation bill turned into an inter-regional settlement shock-WR–NR bled cash, WR–SR harvested it, and Gujarat still carried the biggest state-level payable Click on Details for more 8Southern grid’s quiet pivot: RSD moves from emergency tool to structured market signal as stakeholders deliberate a dedicated RSD (Reserve Shutdown) Procedure for 2026 Click on Details for more 8Transmission bills crept up-but the real story is RTDA whiplash in the South: Karnataka & Kerala suddenly become the region’s deviation payers while the nuclear swing resets Click on Details for more 8From compliance fatigue to grid fragility: Why Rajasthan’s RE expansion is now testing the limits of regulation, transmission, and accountability Click on Details for more 8NR’s “cost stack” thickened-while deviation risk migrated sharply into Rajasthan and a few named plants flipped the RTDA story Click on Details for moreDetails
Regulatory Updates: Part I
Feb 02: 8CERC ruling may reopen coal cost recovery battle between Adani and Karnataka discoms Click on Details for more 8CERC asked to reopen reserved transmission cost case after landmark Change in Law ruling Click on Details for more 8CERC resets Northern grid charges after multi-year cost review of key Powergrid assets Click on Details for more 8CERC scrutinises financial strength and compliance gaps before clearing new power trader Click on Details for more 8CERC clears Powergrid arm to build major NR–WR high-voltage transmission corridor Click on Details for more 8TNERC orders major deposit refund with interest, tightens compliance clock as an immediate financial signal to distribution utilities holding refundable security deposits Click on Details for moreDetails
Miscellaneous Update: Part I
Feb 02: 8Power Grid: Funding intensity rises just as rising earnings rely more on core tariffs than regulatory deferral cushions as reduced contribution from deferral balances means less accounting cushion if revenue recognition slows Click on Details for more 8Grid study targets real time inertia gap and protection risks in weak-strength networks in the Indian power system as it pivots to dynamic performance in inverter-dominated grids Click on Details for more 8Weekly data: All-India ISTS losses ease as solar-hour flows continue to compress daytime transmission burden Click on Details for more 8India’s power market shifts toward advance contracting as winter demand tightens supply margins as real-time curtailment spikes fivefold and Transmission congestion climbs 42% Click on Details for more 8CEA moves to fill critical field logistics role through deputation Click on Details for more 8India cracks down on non-standard transformer procurement Click on Details for more 8APCPDCL’s fuel cost pressures breach regulatory ceiling for second straight month Click on Details for more 8Rajasthan tightens grid entry rules with bank guarantees and strict compliance gates Click on Details for more 8AVVNL shields deputed staff from housing loss and HRA tax complications Click on Details for more 8Transmission cost rebound sharply compresses NPCL’s consumer fuel surcharge relief as procurement drops 39 MU in one month Click on Details for more 8Consecutive negative FPPCA cycles return power purchase savings to HESCOM consumers Click on Details for more 8KSEBL’s fuel surcharge collapses as cheaper coal dispatch neutralises cost pressure between November and December 2025 Click on Details for more 8KSEB fast-tracks 2026 Civil Wing promotions with urgent data call Click on Details for more 8Promotion gatekeeping tightens as service, vigilance, and tax compliance linked to career progression in Kerala Click on Details for more 8Civil engineering cadre elevation signals execution layer strengthening in Kerala utility Click on Details for more 8KSEBL renews Rs 15 lakh accident cover, shifts premium recovery into payroll system Click on Details for more 8CESC deploys 40 field staff for mandatory technical refresher training also mobilises cross-department staff for full-day cyber security training Click on Details for moreDetails
Market Round-up
Feb 02: 1) HPX went dark across products for a full trading week 8Cleared volume and MCP printed as 0.00 across RTM for 2026-01-26 to 2026-02-01. Inference: This looks like no-trade / no-publication rather than low liquidity, because every daily row is zeroed. Why it matters: A “blank” week breaks cross-exchange price discovery and weakens any congestion/price attribution story.
2) IEX HPDAM showed sellers queued, but not a single buyer cleared 8HPDAM posted sell bids ~124,358–133,022 MWh/day through the week, but MCV and final scheduled volume stayed 0.00 every day. Inference: Persistent one-sided sell interest without matching bids suggests either price expectations gap or product-level participation failure. Why it matters: HPDAM cannot signal hydro/flex scarcity if it never clears; it becomes “intent” data, not a market outcome.
3) Day-ahead to real-time flipped sharply positive on 2026-01-31 8On 2026-01-31, IEX DAM MCP = 2821.20 Rs/MWh while RTM MCP = 3399.37 Rs/MWh (basis +578.17 Rs/MWh). Inference: Such a late-day premium is consistent with tighter balancing needs vs day-ahead expectations, especially when frequency discipline is stressed. Why it matters: A near Rs 0.58/kWh basis can quickly inflate balancing costs for buyers who under-covered day-ahead.
4) Ancillary down-dispatch dominated 2026-02-01 balancing energy 8TRAS Down = -41,945 MWh on 2026-02-01, with average TRAS+SRAS = -1,543 MW across the day. Inference: The system leaned more on downward balancing, pointing to surplus/over-schedule pockets rather than scarcity. Why it matters: Down-dispatch at this scale changes who pays/earns in balancing, and it can distort real-time price signals.
5) Zero ATC/(N-1) breaches, yet a 765-kV corridor saw repeated voltage excursions 8For 2026-02-01, ATC and (N-1) violation counts are 0 on all listed corridors, but Chittorgarh shows 8.13% time outside IEGC band. Inference: Corridor transfer headroom can look “clean” while local voltage control still strains-two different risk surfaces. Why it matters: Voltage excursions are operational risk even when transfer indices say “no constraint.”
6) Frequency softened from Friday to Sunday, with deeper low-end touchpoints 8Average frequency moved from 50.008 Hz (2026-01-30) to 49.992 Hz (2026-02-01); minimum instantaneous on 2026-02-01 hit 49.693 Hz. Inference: The shift is small in average terms but the tail risk (deep dips) is what forces tighter balancing actions. Why it matters: More low-end exposure increases deviation risk for states and raises the system’s need for fast reserves.
7) Southern region reported zero shortage, but deviations diverged across states 8On 2026-02-01, SR evening peak demand 45,803 MW was met with 0 MW shortage, yet state UI energy shows Tamil Nadu -3.72 MU and Karnataka -1.49 MU. Inference: Zero-shortage can coexist with state-level deviation behaviour-the balancing burden shifts internally rather than showing as shortage. Why it matters: Persistent negative/positive UI pockets can become the hidden driver of reserve deployment and settlement friction.
8) A zero-stock captive unit still appears inside the national coal ledger 8On 2026-01-31, SHREE CEMENT LTD TPS (344 MW) shows Actual Stock = 0.0 (‘000 tonnes) and Stock vs normative = 0%. Inference: Even if it’s not a grid-critical ISGS station, zero-stock pockets can worsen local drawal volatility when captive demand flips to the grid. Why it matters: It’s a small-unit signal, but it’s the kind that turns into sudden demand shocks in tight hours. Click on Details for moreDetails
Download tenders and newclips
Jan 31: For reference purposes the website carries here the following tenders: 8Tender for work of diversion and height raising of 220 kV transmission line Details 8Tender for work of attending oil leakage from 160 MVA transformer Details 8Tender for repair of plaster, painting and other misc. civil works Details 8Tender for construction of 01 No. 132 kV sunsure solar park Details 8Tender for construction of 132 kV bay at 220 kV S/S Details 8Tender for supply installation testing and commissioning 03 Nos. high mast light Details 8Tender for misc civil maintenance and renovation Details 8Tender for providing additional link feeder-II Details 8Tender for construction and renovation of bridge upstream Details 8Tender for annual maintenance contract of control and instrumentation systems and equipments Details 8Tender for disposal of ash 1000000 M3 to low laying Details 8Tender for restoration of whole sinking Details 8Tender for protective ceramic coating on spiral casing, stay vanes and top cover of all the three generating units Details 8Tender for annual operation and maintenance work of hydro mechanical equipment Details 8Tender for supply, erection, testing and commissioning of frequency protection relay Details 8Tender for supply of various testing instruments Details 8Tender for annual operation and maintenance of water supply system Details 8Tender for replacement of weasel conductor Details 8Tender for supply of numerical over current and earth fault protection relay Details 8Tender for replacement of weasel conductor Details 8Tender for providing and applying liquid rubber waterproofing Details 8Design, engineering, supply & procurement, erection, testing, commissioning & comprehensive operation & maintenance for 5 years for 1000 KWP rooftop solar photovoltaic power project Details 8Tender for upkeeping and carryout routine electrical maintenance for HT/LT motors and LT switchgears Details 8Tender for carrying out up keeping, routine and continuous monitoring of the unit Details 8Tender for carrying out preventive breakdown maintenance works in condenser/ chilled water pumps, pipe line Details 8Tender for routine maintenance, up keeping and cleaning of RWPH, pre filtration plant Details 8Tender for carrying out up keeping routine preventive maintenance attending breakdown works in SWAS chill Details 8Tender for attending leaks in steam pipe lines feed water oil lines Details 8Tender for fabrication and supply of 500 NB 450 NB SS316Gr pipes and fittings Details 8Tender for routine maintenance and break down maintenance of boiler water wall Details 8Tender for electrical work for construction of equipment and structure plinths works Details 8Tender for work of erection of 66kV feeders bay equipment, structures, control wiring etc Details 8Tender for supply of single pole standalone complete materials Details 8Tender for supply of V cross Arm 4.5 feet Details 8Tender for work of stub strengthening of 132kV D/C line Details 8Tender for operation and maintenance services for HVAC and air washer systems Details 8Tender for routine maintenance and breakdown maintenance works in ACW pumps Details 8Tender for upkeeping & routine maintenance and attending minor repair works Details 8Tender for civil work for construction of cable duct Details 8Tender for supply of various instruments for chemical laboratory Details 8Tender for supply of modified IGV of PA Fan NDFV 22B / impeller housing Details 8Tender for rate contract of fabrication, dismantling, replacement, erection, strengthening / modification of various M.S structure Details 8Design, fabrication, supply, installation, testing, commissioning with remote monitoring system of decentrlized solar micro grid system Details 8Tender for solar powered LED street lighting system Details 8Tender for work of LT ABC Details 8Tender for LT ABC work Details 8Tender for replacing old conductor with new LT ABC Details 8Tender for construction of 800 M HT covered conductor and installation of one 100 kVA transformer Details 8Tender for supply of 24765 coils of 6 sq.mm weather proof wire Details 8Design, manufacturing, supply, installation, testing and commissioning of digital governor system with valve table ssembly and auto synchronizer for the 1 X 16 MW PLBE power house Details 8Tender for providing aluminum roofing over the terrace Details 8Tender for generator stator, rotor and exciter replacement and recommissioning job Details 8Tender for annual maintenance contract of 04 nos. centrifugal air compressors Details 8Tender for complete machining of miscellaneous ST components Details 8Tender for misc. civil maintenance and plumbing works Details 8Tender for procurement of spares of DOC-IV controllers Details 8Tender for procurement of spare parts bypass rotameter installed Details 8Tender for supply, installation, testing & commissioning of 33 kV line, 11 kV additional bay, 11/0.433 kV distribution transformer Details 8Tender for supply, installation, testing & commissioning of 33 kV line Details 8Tender for drilling of tube well Details 8Tender for rate contract for empanelment of agencies Details 8Tender for replacement of 636 no. single suspension/tension fitting to double suspension/tension fitting Details 8Tender for procurement of spare parts of M/s KSB pumps condensate extraction pump Details 8Tender for work contract for refurbishment of discharge electrode frames of 02 no. ESP fields Details 8Tender for procurement, installation, testing and commissioning of 02 Nos. passenger lifts Details 8Tender for servicing of HPBP system along with supply of spares Details 8Tender for work of chain link fencing of land Details 8Tender for supply of dirty ait test with iso-kinetic coal sampling of coal mills Details 8Tender for work of overhauling, servicing & supply of spares for 245kV circuit breakers Details 8Tender for work of overhauling/repairing of 11/22/33kV circuit breakers Details 8Tender for work of overhauling/repairing of 11/22/33kV circuit breakers at various Details 8Tender for supply and erection of 200NB SS pipe for TG PHE back wash and header sea water pipe lines Details 8Tender for supply of 11 kV AB switch with PT insulators Details 8Tender for construction of control room foundations, cable trench Details 8Tender for supply and application of corrosion protection lining/coating on external surface of structures Details 8Tender for strengthening work of crusher house Details 8Design, manufacture, testing, supply & delivery of B and S type 90kN and 160kN antifog disc insulators Details 8Tender for manufacture, testing, supply and delivery of master trip relays, trip circuit supervision relays Details 8Tender for manufacture, testing, supply and delivery of SCADA compatible numeric differential relays Details 8Tender for work of renovation of 33 kV yard and dewatering arrangement at 33/11 kV S/s Details 8Tender for work of installation of additional 12.5 MVA power transformer Details 8Tender for work of supply and replacement of defective CT, PT of 11 kV connections Details 8Tender for installation of 2.5 MVA, 33/0.433 kV and 33/11 kV distribution systems Details 8Tender for service order for overhauling of CW pumps Details 8Design, manufacture, supply, erection, testing & commissioning of economizer coil complete assembly Details 8Tender for supply of 11 kV transformer structure material Details 8Design, manufacture, supply, erection, testing & commissioning of economizer coil assembly, LTSH supply tubes & bends and straight tube panels Details 8Tender for running works contract for erection, maintenance and dismantling of electrical networks Details 8Tender for running works contract for loading / unloading of line materials, DTs etc Details 8Tender for supply of spares for ESP Details 8Tender for supply of various electrical AC/DC MCB's installed for control supply maintenance purpose in HT/LT MCC and in different critical auxiliary panels Details 8Tender for work of removal and supply and reapplication of spray thermal insulation during Details 8Tender for rate contract for the work of on line preventive & breakdown maintenance for boiler rotary parts Details 8Tender for work of overhauling/ repairing of 11/22/33kV circuit breakers Details 8Tender for work of overhauling, servicing & supply of spares for 145kV circuit breakers Details 8Tender for biannual contract for restoration under emergency situation of collapsed tower of EHV lines Details 8Tender for conversion of 110kV SC line to 132kV SCDC line Details 8Tender for establishment of 220/22kV GIS Details 8Tender for establishment of 132/22kV GIS Details 8Tender for annual maintenance contract for work of maintenance of switchyard lighting at various substation Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Arunachal cabinet okays hydropower incentives, recruitment and governance reforms Details 8Who are not coal swindlers Details 8Suzlon Energy gets BIG targets from Motilal Oswal, Systematix on strong risk-reward Details 8CEA Mandates strict use of standard transformer specifications for power utilities Details 8NLC India: How this PSU Stock Is turning its power business into renewable energy company Details 8Shyam Sunder Jindal advocates for advanced energy storage solutions ahead of Union Budget 2026 Details 8Top losers among Nifty 50 stocks in midday trade today, Jan 30: Hindalco Industries, Tata Steel, coal India Details 8India Energy demand keeps coal in focus Details 8The moment has come for reliable renewable power Details 8KP Energy wins 99 MW wind project in Gujarat Details 8Blue Energy motors & HPCL partner for battery swapping Details 8BPCL Inaugurates 71 MWp solar plant at Prayagraj during India energy week 2026 Details 8Oswal Greenzo energies wins 5 MW green hydrogen project at deendayal port Details 8India Likely to begin green ammonia exports by 2028 Details 8Bajaj Auto Approves Rs. 12 Crore investment in clean energy project Details 8Beyond Adani: 3 niche power giants quietly wiring India’s Rs 40 lakh crore energy revolution Details 8Kanyakumari nuclear project advances; India studies converting old thermal plants to atomic use Details 8RattanIndia power reports Q3 revenue of Rs billion against Rs 7.33 billion year-over-year Details 8JSW Energy completes the acquisition of tidong power generation private limited Details 8India Inc Q3 revenue growth seen at 6-7%, but operating margin falls 100 bps Details 8Atlanta Electricals wins multiple orders worth Rs.288 crore Details 8India’s cheapest power needs new buyers Details You can also click on Newsclips for moreDetails
Surplus power post PPA: Deadline pushed not the risk boundary
Jan 30: 8It is a balance-sheet optimisation instrument for operating RE assets. 8The real contest will be between forecasting discipline and pricing aggression.Details
Premier Energies wafer plant: Where is the money?
Jan 30: 8Making solar wafers is never easy, only 8Adani has a small quantity going so far 8But this company is saying it is putting in a whopping Rs 5600 crore into building a big wafer plant 8But where is the money? Click on Details for more.Details
Market Round-up
Jan 30: 1) DAM–RTM basis widens as day-ahead price holds a premium 8On 2026-01-29, IEX DAM MCP = Rs 3,150.51/MWh while RTM MCP = Rs 2,910.94/MWh (basis ≈ Rs 239.57/MWh). Inference: buyers stayed willing to lock cost in DAM despite softer RTM, suggesting uncertainty/hedging demand rather than a real-time scarcity spike. Why it matters: a wider basis raises procurement risk for discoms leaning on intraday balancing and can distort “efficient dispatch” signals.
2) A sharp frequency step-down hits mid-morning-without a matching demand shock 8Frequency drops by about 0.34 Hz from 50.23 to 49.89 between 09:00 and 09:15 on 2026-01-29. Inference: the move is too abrupt to be explained by demand drift alone; it looks like a dispatch/imbalance correction event rather than a gradual ramp. Why it matters: step-moves like this tighten the operating margin and can amplify deviation exposure even when the day “looks normal” in aggregates.
3) Solar ramp drives exports with a measurable lag 8Solar jumps by ~7,485 MW in one 15-minute step from 08:45 to 09:00 (28,453 → 35,938 MW) on 2026-01-29. Inference: solar and net interchange show a strong negative lag relationship (|ρ| ≈ 0.60–0.66 over ~15–120 minutes), consistent with rising solar pushing the system toward higher exports after a short lag. Why it matters: export-led balancing is fragile-if inter-regional margins tighten, the same solar ramp can spill into congestion/price volatility fast.
4) East-to-North flows do the heavy lifting-export shows up corridor-by-corridor 8ER↔NR interchange totals show ER net export ~64.1 MU on 2026-01-29 (ER-NR: Import 3.5 MU, Export 67.6 MU, Net −64.1 MU). Inference: The same page flags large max export MW on specific ER-NR links (e.g., 765 kV Gaya–Varanasi max export 1,453 MW). Why it matters: sustained corridor reliance hardens the system into “flow dependency”; when it breaks, prices don’t just move-reliability does too.
5) Market transparency gap: HPX RTM prints zeros while IEX clears real volume 8HPX RTM snapshot shows 0.00 for bids/MCV/cleared volume/MCP across 23/01–29/01/2026, including 2026-01-29. Inference: this is a reporting/data gap, because IEX RTM for 2026-01-29 shows MCV ~146,803 MWh and MCP Rs 2,910.94/MWh (i.e., the market certainly didn’t “go to zero”). Why it matters: any narrative built on cross-exchange price/volume comparison becomes untrustworthy when one feed is blanked out.
6) PXIL RTM also shows blanks-two exchanges missing in the same week 8PXIL RTM report prints “–” for Purchase/Sell/MCV/Scheduled/MCP/Weighted MCP for all days 23-01-2026 to 29-01-2026. Inference: with PXIL and HPX RTM both blank in these attachments, “market-wide RTM behaviour” cannot be stated from non-IEX sources for this window. Why it matters: reporting gaps weaken regulatory and newsroom scrutiny exactly when volatility narratives need hard numbers.
7) Evening ramp is still thermal-led despite meaningful wind support 8All-India thermal in the 15-min table rises from ~113,695 MW (13:45) to ~173,227 MW (18:45): a ~59,532 MW lift into the evening. Inference: wind helps (peaks ~21,458 MW at 18:45), but the scale of the net evening ramp remains structurally thermal-led as solar fades. Why it matters: thermal flexibility, not just RE buildout, is still setting the system’s ramp cost and operational risk envelope.
8) Exports deepen in the solar-heavy afternoon-net interchange hits its daily extreme 8Net interchange reaches its most negative point around 15:15 at ~−2,536 MW (deepest export) on 2026-01-29. Inference: this aligns with the solar-driven surplus window (solar still elevated), matching the observed lagged solar↔interchange coupling from the same 96-block table. Why it matters: export-heavy balancing can mask internal stress until a corridor binds-then the adjustment comes through prices and frequency. Click on Details for moreDetails
Regulatory Updates
Jan 30: 8Tripura tightens rooftop solar payouts while widening grid-level capacity bands Click on Details for more 8Tripura shifts to formula-driven fuel cost regime, easing regulatory lag in tariff recovery Click on Details for more 8Tripura discoms barred from counting spot market buys toward reliability compliance Click on Details for more 8Aviation clearances delay renewable rollout: TERC grants time relief to airport solar project Click on Details for more 8CSERC flags revenue leakage as DSM misinterpretation benefits open access consumers Click on Details for more 8TNERC clears 500 MW pumped storage procurement, allows imported coal pass-through Click on Details for more 8Mundra HVDC cost sharing dispute could reshape treatment of dedicated links in pooled tariffs Click on Details for more 8CERC tells wind developer: PPA terms can’t be bypassed through grid code relaxation Click on Details for moreDetails
Miscellaneous Update: Part I
Jan 30: 8Government formally carves out coking coal in mining law Click on Details for more 8Centre expands formal pool of certified coal exploration agencies Click on Details for more 8WBSETCL posts Rs 656 crore income, keeps losses well below norms Click on Details for more 8Payroll recalibration begins as Karnataka notifies profession tax revision Click on Details for more 8Distribution material vendor ecosystem widens as RDSS drives multi-category sourcing at KSEBL Click on Details for more 8Rajasthan transmission utility logs Rs 5,173 crore capex plan for FY26 Click on Details for moreDetails
Miscellaneous Update: Part II
Jan 30: 8Telangana regulator seeks auditor-certified allocation for Yadadri capital cost; TGGENCO cites Rs.20,444.54 crore BHEL EPC orders. Click on Details for more.
8Shared distribution networks and capped unauthorised-use assessment proposed in power law rewrite. Click on Details for more.
8Renewable pipeline: 1,57,800 MW under construction; pumped storage 11,620 MW and BESS 9,653.94 MW underway; 97,000 MW new coal capacity. Click on Details for more.
8Wind manufacturers push indigenisation and policy stability amid geopolitically uncertain environment. Click on Details for more.
8ICICI Securities sets BEL target at Rs.530 as order backlog stands at Rs.73,015 crore in Dec’25. Click on Details for more.
8IREDA frames co-lending and long-tenor debt as its tool to scale renewables and rooftop segments. Click on Details for more.
8Reliance Power’s 3,960 MW Sasan project closes rated loans, prompting withdrawal of ICRA grades. Click on Details for more.
8US gas power pipeline hits 252 GW, with over a third tied to on-site data centers. Click on Details for more.
8L&T order book hits Rs.7.33 lakh crore as Q3 inflows jump 17% led by international wins. Click on Details for more.
8ABB crosses $10.3 billion quarterly orders as data centers drive electrification surge. Click on Details for more.
8REC market clears below offered supply as PXIL records 24.64 lakh sell offers in one session. Click on Details for more.
8SAEL Solar’s fixed Rs.2.60/unit SECI PPA anchors rating; DSCR seen at 1.27x. Click on Details for more.Details
Power Committee Updates
Jan 30: 8Emergency TRAS ballooned while SCUC support collapsed: Eastern pool turned sharply more ‘receivable’ in the latest week Click on Details for more 8Eastern Region’s “part-load compensation” is becoming a structural transfer: With West Bengal repeatedly underwriting the bulk of the FY bill Click on Details for more 8WR’s maintenance calendar is no longer “routine”: It’s turning into a corridor-by-corridor reconditioning campaign, with Aurangabad and Raigarh-PS carrying the operational consequence Click on Details for more 8RTV coating of polymer CTs at Aurangabad is not a one-off-it’s a series Click on Details for more 8WRLDC just tightened the spotlight on ramp discipline-two consecutive assessment releases, but the real dataset is sitting outside the statement as who is under-delivering flexibility, who is improving, and where WR’s ramp headroom is structurally constrained-remains off-page Click on Details for more 8WRPC’s NTPC gas fleet flipped from “mixed-cycle” to near-pure open cycle in Oct-on sharply lower generation. Open-cycle-heavy operation typically indicates peaking or flexibility calls, but here it coincides with very low energy volumes, raising questions on how often the assets are being used versus how they are being positioned operationally Click on Details for more 8December flips WR into a higher-burn, higher-import month: Coal and demand surge-yet the “stress markers” (frequency dip time + shortfall) quietly worsen Click on Details for more 8WR outage calendar is being “managed” around peak demand rather than engineered around system resilience - and the paperwork shows the strain Click on Details for more 8From partial compliance to binary extremes: WR frequency response turns all-or-nothing in October Click on Details for more 8WR’s “critical asset map” goes formal: compliance-driven grid governance tightens around lines, reactors, HVDC, FACTS and black-start readiness Click on Details for more 8NER’s outage calendar is quietly turning into a system-security stress test - with Bongaigaon/Balipara/Misa at the centre Click on Details for more 8Deviation charges: WR–NR stayed the grid’s cash magnet - but “discipline leadership” flipped sharply from Delhi to Haryana as renewables/QCAs turned from earning to bleeding Click on Details for more 8Reactive discipline tightens in the North, but Rajasthan–UP voltage stress hardens into a structural pattern Click on Details for more 8NR’s emergency-TRAS hangover is easing-but SCUC flips the bill back onto the big thermal block Click on Details for moreDetails
Company updates
Jan 30: 8REC posts Q3 net profit Rs 4,043 crore and writes off Rs 709.78 crore loan under IBC plan execution. Click on Reports for more. 8NTPC flags four senior exits on superannuation, including executive director Aditya Dar. Click on Reports for more. 8Adani Power’s call presentation highlights Q3 FY26 PAT at Rs 2,488 crore. Click on Reports for more. 8ACME Solar Holdings flags Rs 500 crore enhancement in rated bank facilities, rating unchanged at AA-. Click on Reports for more. 8IEX flags Q3FY’26 market-clearing prices down to Rs 3.22–3.26/unit as volumes hit 34.1 BUs. Click on Reports for more. 8Clarion Wind Farm contracts Suzlon for 3×2.1 MW WEGs; completion deadline stated as June 30, 2026. Click on Reports for more. 8Indowind Energy’s Dec-quarter revenue stated at Rs 1,755.40 lakh; profit after minority interest Rs 42.14 lakh. Click on Reports for more. 8Indowind seeks to change rights issue spending plan: Raises eyebrows. Click on Reports for more. 8TD Power Systems flags Rs 18,45 crore order book as exports dominate inflows. Click on Reports for more. 8Inox Leasing and Finance Limited lifts promoter holding in IGESL to 60.13% after warrant-linked allotment. Click on Reports for more. 8TD Power Systems assigns Ramya Ramesh dual remit—sales and project execution (motors) plus IT. Click on Reports for more. 8HPL Electric launches ‘Neeram Pulse’ smart water meter, opens Gurugram plant for ultrasonic and multi-jet units. Click on Reports for more. 8KPI Green Energy ties revenue ramp to long-term GUVNL offtake as 240 MW DC plant begins injection. Click on Reports for more. 8Borosil Renewables Limited targets Dec 2026 commissioning for Rs 950 crore solar-glass expansion. Click on Reports for more. 8Indosolar reports independent director Shiv Kumar Agarwal resigns. Click on Reports for more. 8Surana Solar posts Q3 profit after tax of 21.91 lakhs. Click on Reports for more. 8RMC Switchgears Limited issues 25,050 ESOP shares. Click on Reports for more. 8Vedanta Limited discloses Rs 474 crore Cambay PSC exposure; Delhi HC orders status quo on January 6, 2026. Click on Reports for more. 8Vedanta signals board-level HR leadership reset. Click on Reports for more. 8L&T says no fresh disclosure on Holtec and Clean Core Thorium MoUs. Click on Reports for more.Details
Contracting news for the day: Part-1
Jan 30: PSPCL 300 MW EPC-plus-land tender extends bid window, shifting price calculus and delivery risk 8Three sequential deadline extensions and a final push, materially lowering land-aggregation uncertainty for bidders. 8The contractual terms remain unchanged: land and a three-year O&M obligation stay bundled with EPC, concentrating early-life risk on the contractor. 8The key question is whether the extra time produces deeper competition.
Timelines stretched for again high-voltage GIS packages at 400 kV and 220 kV levels 8This signals technical caution over speed. 8High-voltage GIS is unforgiving of weak pre-bid alignment. 8The owner appears willing to trade time for technical certainty. 8The downstream effects are subtle but material.
Serial bid extensions stretch 400/220 kV GIS EPC into a four-month procurement marathon 8A high-capacity GIS sub-station should test engineering, not procurement stamina. 8The tender has quietly accumulated six deadline extensions without touching scope or terms. 8The pattern raises sharper questions than any corrigendum ever could. 8The project hinges on seamless GIS and live-line LILO integration. 8Extended bidding does not reduce this risk, it redistributes it.
Repeated bid date extensions tighten the spotlight on bidder readiness for this 132/33 kV GIS project 8The owner has pushed the submission deadline again. 8The move looks procedural, but the timing reveals deeper signals about bidder preparedness and OEM alignment. 8What it ultimately means for competition and pricing lies beneath the surface.
BHEL extends deadline for clubbed DG EOT cranes across five thermal power projects 8A quiet date extension in a heavy-lift crane tender reveals more than a scheduling tweak. 8When five power stations are bundled into one procurement, timelines become a strategic lever. 8The implications run deeper than the calendar.Details
Contracting news for the day: Part-2
Jan 30: Repeated bid extensions spotlight thin specialist bandwidth for this ash dyke stage II stability tender? 8Five extensions for a narrowly scoped ash dyke consultancy is not procedural noise. 8It points to deeper stress between regulatory urgency and market readiness. 8What is really tested here goes far beyond bid dates.
Regulatory consultant: Extended 8Regulatory capability is central to financial sustainability, not an auxiliary legal function. 8The tender keeps scope, risk and accountability firmly intact while widening the competitive funnel. 8For consultants, the real challenge lies beyond bid submission — in defending tariff outcomes across two MYT cycles.
NHPC’s Parbari Stage-II turns to OEM-locked GE Vernova expertise for HV R-phase diagnosis under a tightly scoped GeM tender 8A small consultancy masks a high-consequence HV measurement problem at NHPC’s Parbari Stage-II. 8By naming the OEM and disabling arbitration, the promoter sharpens accountability while narrowing the field. 8The extensions tell their own story about specialist availability and risk tolerance.
OPTCL stretches bid timelines four times for high-risk 220 kv underground turnkey package 8OPTCL has quietly extended the bid deadline four times for its Mendhasal–Chandaka-B 220 kv underground transmission package. 8The move preserves contractual rigidity while buying time for a hesitant EPC market. 8The real signal lies not in what changed, but in what deliberately did not.
NTPC stretches bid timelines for 200 MVA GT at RSTPS stage-II, quietly shifting risk back to OEMs 8NTPC’s RSTPS stage-II generator transformer tender did not change its clauses, but it changed its clock. 8Multiple deadline extensions pushed bid exposure deep into a volatile cost window for transformer OEMs. 8The real story lies in who can afford to wait — and who cannot.Details
NTPC’s Andaman gas power tenders enter a year-long extension loop with synchronized deadline resets across packages
Jan 30: 8A 50 MW island gas project rarely waits this long to choose its builders. 8Seventeen extensions across two linked tenders tell a story far bigger than calendar drift. 8The real signal lies in who can afford to wait—and who quietly cannot.Details
Jan 30: 8A zero-EMD tender at a near-completion supercritical plant is never about generosity. 8It is about speed, control, and who can actually finish the job. 8The real signal lies in what the advertiser is willing to waive — and what it is not.Details
Geological certainty is hardcoded into this PSP
Jan 30: 8This is not a routine testing contract. 8The advertiser is quietly moving subsurface risk out of EPC hands and into the consultant layer. 8The implications run deeper than lab reports.Details
PSPCL fractures Rs 128.78 crore 11 kV HT cable award across four vendors after intense reverse auction
Jan 30: 8A routine cable tender turned into a stress test for India’s HT cable manufacturers. 8Reverse auction pressure reshaped pricing, rankings, and ultimately the award structure. 8The implications extend well beyond Punjab’s grid.Details
Borosil Renewables Rs 371.49 crore proceeds unspent: Parked in money market funds is not great
Jan 30: 8There is no alleged misuse but it leaves open why this cash-routing choice was made beyond the factual note. The immediate risk allocation implied by the text is governance and traceability scrutiny sits alongside idle-fund parking, while spending remains pending within the stated project timelines. Click on Reports for more.Details
PSPCL rewrites cable procurement playbook with multi-price awards in 11 kV XLPE tender
Jan 30: 8A state utility quietly accepted bids spanning nearly an order of magnitude under a single cable tender. 8The move upends long-held assumptions about L1 dominance in power distribution procurement. 8What PSPCL gains in reliability, the market may pay for in pricing discipline.Details
Daily forward looking import matrices
Jan 30: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days. Get the daily updates for : 8Crude 8Fertilizers 8Coal & Coke 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Download tenders and newclips
Jan 30: For reference purposes the website carries here the following tenders: 8Tender for repair & rehabilitation works on the outside of cooling tower Details 8Tender for fabrication of towable metal shed for GWC, electrical, SME and conveyor Details 8Tender for modification of GM/O&M & CGM secretariat with ACP paneling Details 8Tender for procurement of PLCC cards/modules and tag block of ETL 41/42 type PLCC panels Details 8Tender for laying of tower foundations, erection of towers, stringing and sagging of conductor Details 8Tender for repair and renovation of houses Details 8Tender for procurement of spares and consumables of hot air damper installed Details 8Tender for work contract for engagement of third party supervisory agency for inspection and supervision of AOH COH of boiler pressure parts of various Details 8Tender for supply of M.S.bolts and nuts Details 8Tender for supply of LT 3 phase channel cross arm. Details 8Tender for drifting work for geotechnical investigation Details 8Tender for annual maintenance and repair of power channel of chilla hydro electric project. Details 8Tender for renovation and miscellaneous work Details 8Tender for construction of civil structure Details 8Tender for repair and maintenance of water supply network Details 8Tender for renovation of civil wing Details 8Tender for additional provisional estimate for construction of 2.3 km long 11kV spur line Details 8Tender for engagement of consultant for feasibility study, preparation of pre-feasibility report (PFR) and detailed project report (DPR) for setting up of 25 MW(AC) agrivoltaic project Details 8Tender for supply of thyristor based battery chargers of 48V with current rating Details 8Tender for works contract for facility management services contract for maintenance of SCADA and SCADA related equipment Details 8Tender for procurement of spares of 22kV sectionaliser in various Details 8Tender for work of erection of structures, equipment, earthing, control wiring etc. Details 8Tender for procurement of high speed (master 86) trip relay, type MVAJM15, 110V & 220V DC for C&R panel Details 8Tender for supply of various size MS pipes and various joint fittings Details 8Tender for supply and retrofitting work of 415 V LT ACB for 5X50 MW units Details 8Tender for supply, installation & commissioning of 48V, 350AH capacity lead acid plante type battery set along Details 8Tender for providing & laying waterproofing to the damaged expansion & construction joints Details 8Tender for enhancement of transformation of capacity of substation Details 8Tender for augmentation of substation by providing of 1X100 MVA 220/33kV T/F Details 8Tender for work of providing & fixing of dedicated metering CT’s & PT’s of required Details 8Tender for providing of extra pole Details 8Tender for height raising of all insalled C&R panel, RTU panel Details 8Tender for replacement of defective keypads in protection relays Details 8Tender for civil & architectural works Details 8Tender for OLA of 2 years for electrical supply & services activities Details 8Tender for laying of double circuit 11kV XLPE 185 Sq.Mm cable(UG), main cable Details 8Tender for carrying out performance guarantee test for steam turbines of industrial and captive power plants Details 8Tender for carrying out misc. civil works Details 8Tender for O and M of EHV and HV substations and electrical maint. Details 8Tender for balance civil & architectural works Details 8Tender for rate contract for engagement 03 nos safety supervisor for overhauling job of different plant Details 8Tender for service contract for round the clock operation of panel cabin Details 8Tender for service contract for overhauling of ID, FD and PA fans and gate and dampers Details 8Tender for biennial contract of mechanical maintenance of ash handling plant Details 8Tender for construction of new 33 kV indoor switchgear Details 8Tender for supply, erection, testing & commissioning including five years insurance and comprehensive operation and maintenance of total 06 meter height 50 WP capacity solar street high masts Details 8Tender for supply, erection, testing & commissioning including five years insurance and comprehensive operation and maintenance of total 06 meter height 200 WP capacity solar street high masts Details 8Design, supply, installation, testing, commissioning of total 40 kW grid connected solar PV plant Details 8Tender for supply of 16 KVA rating outdoor type completely self protected single phase aluminium wound distribution transformer Details 8Tender for supply of bar type LTCT of various ratio Details 8Tender for supply of 33 kV CT-PT sets of various ratios Details 8Tender for supply of 33 kV pin insulator porcelain type Details 8Tender for R and M works at 132 kV GSS Details 8Tender for R and M works at 220 kV GSS Details 8Tender for construction of 132kV GSS Details 8Tender for annual contract for routine, breakdown and capital maintenance of ball tube mills Details 8Tender for biennial maintenance contract (BMC) by OEM for 24 V DC float and boost chargers Details 8Tender for procurement of spares of gearbox installed between turbine and booster pump Details 8Tender for procurement of various spares of sky man international OCTO drive unit Details 8Tender for dismantling and shifting HT and LT poles and lines Details 8Tender for replacing existing V grooved anchor bolts with rectangular threaded anchor bolts Details 8Tender for supply of pipe HDPE 110mm PN 6 configuration and PE grade 80 Details 8Tender for implementing drone based aerial patrolling and thermo vision inspection of important 400/220/132 kV transmission lines Details 8Design, manufacture, testing, supply and delivery of 132kV PTs, 132kV NCTs and 132kV CTs of various ratios Details 8Tender for procurement of 3000 MT 66 kV tower material and sub station structure Details 8Tender for operation and maintenance of PDFAC system and wet sluice system including materials Details 8Tender for supply of spool piece pipe with flanged in one end and a loose flange Details 8Tender for supply and erection of 400 kV DC towers, supply and stringing of ACSR twin moose conductor Details 8Tender for routine maintenance up keeping works in the mills and feeders Details 8Tender for supply of automatic isoperibol bomb calorimeter along with complete accessories and spare Details 8Tender for sale of various scrap materials Details 8Tender for supply of material for for rejumpering by using cover conductor Details 8Tender for supply of material for re jumpering by using cover conductor and earthing of transformer Details 8Tender for replacement of ACSR conductor by 33 kV AAAC AL-59, 241 sqmm Details 8Tender for annual maintenance and meter reading work Details 8Tender for straightening of titled poles Details 8Tender for work of repairing & overhauling of OLTC of 220/33kV 25 MVA & 132/11kV 25 MVA transformers Details 8Tender for work of overhauling, servicing & supply of spares for 145kV circuit breakers Details 8Tender for work of earth pit ( renovation ) at various substations Details 8Tender for attending emergency breakdown work & annual routine maintenance work at 220/132/110 kV substations Details 8Tender for work of non comprehensive annual maintenance contract for microprocessor based Details 8Tender for work of up-gradation of wave trap and bay strengthening in view of utilization of HTLS for associated end bays Details 8Tender for miscellaneous civil works for maintenance Details 8Tender for biennial rate contract for attending running repairs, scheduled, preventive & breakdown maintenance with overhauling of 08 nos. bulldozers Details 8Tender for misc. civil works required Details 8Tender for work of rubber lining of various equipments, pipes and fittings Details 8Tender for operation and maintenance of valves for water distribution Details 8Tender for As and when required, miscellaneous civil works Details 8Tender for work of as & when required rate contract for online leak sealing services for high pressure/temperature valves, lines etc. Details 8Tender for fabrication and erection of expansion bellows during Details 8Tender for maintenance of emergency 11 kV lines Details 8Tender for rate contract for the work of overhaul, lifting & shifting of various sizes of LT motors Details 8Tender for supply, erection, testing, and commissioning of 220kV & 66kV equipment’s & materials Details 8Tender for providing & fixing water tanks Details 8Tender for repairing of existing road of ash dykes Details 8Tender for misc. plumbing related civil maintenance work Details 8Tender for construction of compound wall periphery of power house Details 8Tender for work of 66kV S/C line Details 8Tender for construction of compound wall Details 8Tender for supply of fibre glass pultruded hotline operating sticks with accessories suitable for 220kV & 66kV class for various substations Details 8Tender for work of overhauling & servicing of dampers for boiler Details 8Tender for work of complete overhauling and cartridge replacement of 200KHI boiler feed pump Details You can also click onTenders for more For reference purposes the website carries here the following newsclips: 8India's NMDC exploring coal reserves in Canada to boost steel capacity, minister says Details 8Govt notifies coking coal as critical mineral to cut import dependence Details 8India Power Corporation Limited to develop 70 MW solar project in Bhutan Details 8Gujarat tops nation in renewable energy says Dy CM Harsh Sanghavi Details 8Tripura: 740 consumers earn from surplus solar power under PM Surya Ghar Yojana Details 8Adani Power Q3 net profit declines over 15 pc to Rs 2,488 crore Details 8Adani pivots to local debt, aims to raise $10 billion over three years Details 8Made in India. made for the world! suzlon and the making of India’s wind energy story Details 8Grid investment strains as India’s demand accelerates Details 8India’s green energy leap Details 8Bid to address material intensity in renewables, cross-subsidy in power Details 8India Will stop setting annual clean energy tender targets Details 8Coal to remain central for India's energy security: PM's principal secy Details 8Cyprus solar capacity grows in 2025 despite record curtailment and grid constraints Details 8Beyond Adani and Reliance: Meet the 2 solar ‘pure-plays’ leading a Rs 73,000 crore order book Details 8Material and storage roadblocks emerge as key risks in India’s energy transition, Economic Survey signals reform momentum Details 8S Usha takes over as director (market operation) of grid-India Details 8Jefferies’ top power, defence and infra sector picks with upto 68% upside potential Details 8Expert Explains: Why Thorium-based nuclear power generation is key to securing India’s energy independence Details You can also click on Newsclips for moreDetails
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Jan 30: 8Find a snapshot of thermal, hydro, pumped storage, solar, wind, BESS and T&D contracts related updates for the day Click on Reports for moreDetails
REC PDCL hard-codes HVDC-scale risk transfer in the Rajasthan REZ Ph-IV Barmer-II transmission tender
Jan 29: 8This is not a routine transmission bid; it is a balance-sheet stress test. 8REC PDCL has stripped its SPV sale of almost all comfort, pushing construction, legal, and historical risk onto the bidder. 8Who steps forward will define the next decade of India’s HVDC grid build-outThis is not a routine transmission bid; it is a balance-sheet stress test.
Details
NTPC extends bid deadline for procurement process review consultant, signalling quality-over-speed governance push
Jan 29: 8NTPC has quietly extended the bid deadline for its procurement process review consultancy. 8The move reshapes who can realistically compete for a mandate that sits at the heart of governance and audit reform. 8What looks procedural on paper carries deeper signals for how NTPC wants this review done.Details
Company updates
Jan 29: 8GE Vernova T&D India posts 58% Q3 revenue rise to Rs 1,700 crore, driven by multiple domestic and export GIS/AIS orders. Click on Reports for more. 8Adani Enterprises confirms its subsidiary signed an MoU with Embraer after the January 27 price move, but says no Regulation 30 disclosure is required yet. Click on Reports for more. 8CLN Energy discloses Dubai subsidiary plan. Click on Reports for more. 8ArcelorMittal order becomes Suzlon’s “first” with the group; tied to 550 MW Gujarat hybrid captive project. Click on Reports for more. 8NTPC Green Energy adds 130.47 MW to commercial stack at Khavda-I; group commercial capacity cited at 8,347.78 MW pre-addition. Click on Reports for more. 8Reliance Infrastructure’s secretarial auditor quits effective January 27, 2026; company flags “personal problems. Click on Reports for more. 8Kalpataru Projects says ITAT Mumbai order deletes tax demand for AY 2018-19 to 2020-21. Click on Reports for more. 8RMC Switchgears promoter group plans 8.02% off-market transfer to Ankit Agrawal under SEBI SAST exemption. Click on Reports for more. 8L&T says order book crosses Rs 7 lakh crore as international orders hit 49% of backlog. Energy projects order book swells, but margins slip under execution strain. Click on Reports for more.Details
NTPC stretches the clock on multi-station BESS EPC bids
Jan 29: 8The price signals, when they arrive, will reveal more about India’s storage economics than the tender documents themselves.Details
SJVN stretches WIND-4 timelines again, turning a 600 MW ISTS wind tender into a prolonged price-discovery exercise
Jan 29: 8Seven deadline extensions tell a deeper story than any rewritten clause. 8The 600 MW WIND-4 tender now tests how far schedule elasticity can go before price signals change. 8For bidders and lenders alike, time has become the quiet variable.Details
SJVN seeks regulatory firepower for Dhaulasidh HEP capacity expansion
Jan 29: 8SJVN has moved early on the regulatory chessboard for Dhaulasidh HEP’s capacity expansion. 8Undefined expansion parameters transfer interpretive risk.Details
Coal logistics: Results
Feb 03: NTPC locks two Magadh–North Karanpura coal logistics 8Find out who the bidders areDetails
Clean technical clearance sets up high-stakes price discovery in Mawkhanu
Feb 03: 8Three EPC players have cleared technical scrutiny in a deceptively complex MeECL transmission tender.Details
Urja Global Limited’s review flags missing evidence for Rs 46.35 crore CWIP; recoverability “not determinable
Feb 03: 8The auditor records management’s explanation that a GST department raid on 20-07-2021 took records, leaving project documents and balance confirmations for loans/advances not available. Click on Details for more.
Details
Contracting news for the day: Part-1
Feb 03: This GSS PMC tender turns consultancy into a capital-intensive, EPC-grade risk play 8Repeated deadline extensions hint at market hesitation without promoter retreat.
UJVN stretches the bid timeline for Sirkari Bhyol Rupsiabagar electro-mechanical EPC package 8A hydro electro-mechanical EPC tender rarely moves quietly. 8UJVN’s repeated bid-date extensions suggest deeper signals about market readiness and execution risk. 8The real story sits in what the timeline flexibility reveals about bidder capability and promoter intent.
UJVN hard-codes technology and performance risk into Tiloth 15 Mw / 37.5 Mwh BESS tariff 8UJVN’s Tiloth BESS tender looks routine at first glance, but its risk geometry is anything but. 8Tariff discovery here quietly rewrites who carries India’s storage learning curve. 8The real contest is not price, but endurance.
Technical scope locks developers into long-term performance 8The tenders extend responsibility well beyond construction. 8Performance risk does not taper after commissioning. 8This reshapes how bidders evaluate module, inverter, and O&M strategies
UJVN’s Khatima BESS tender quietly shifts battery storage risk deeper into the developer balance sheet 8UJVN’s latest battery storage tender looks routine on the surface, but the risk architecture tells a sharper story. 8Tariff-based bidding under BOOT shifts long-term performance exposure in ways many bidders may underestimate. 8The real test will emerge not at bid opening, but years into operation.
Feb 03: APTRANSCO grants a calibrated bid deadline extension for the 400/220 kV AIS Sanampudi transmission package 8The date extension suggests bidders are engaging deeply with route constraints, bay interfaces, and energisation sequencing. 8Commercially, APTRANSCO has avoided reopening cost or risk clauses, signalling confidence in its tender design.
OPTCL’s Basudevpur 400/220 kV EPC tender tests market depth after three bid-date extensions 8OPTCL’s flagship Basudevpur EPC package has crossed its third deadline reset without touching scope or risk allocation. 8The extensions quietly shift cost, validity, and execution pressure onto bidders already navigating OEM and ROW constraints. 8What this means for price aggression and future grid tenders is only beginning to surface.
RVPN extends bid deadlines twice on 220 kV NPH–VKIA turnkey transmission package 8A high-capacity 220 kV cable-plus-monopole project rarely gets time relief without giving something up.
UJVN’s Lakhwar hydro EPC tender stretches time, tests balance sheets, and quietly reshapes bidder risk appetite 8UJVN’s Lakhwar electro-mechanical EPC tender looks conventional on paper, but its timeline tells a different story. 8More than twenty bid extensions have transformed time itself into a filtering mechanism.
TNGECL’s Karur 15 MW solar-BESS tender opens financial bids 8A hybrid solar-storage tender in Tamil Nadu has formally crossed the financial bid stageDetails
KEC International Limited details bribery-case overhang as “sub judice”; no update, no outcome stated
Feb 03: 8KEC International Limited’s CEO said there is “no particular update” on a “bribery case with Power Grid officials,” describing it as “sub judice” with hearings “not yet started.” 8The CEO says he has “no idea” what Power Grid will do. Click on Reports for more.
Details
Company updates
Feb 03: 8POWERGRID raises FY26 capex guidance to Rs 32,000 crore and capitalization to Rs 22,000 crore in investor deck. Click on Reports for more. 8Partial commissioning flagged: ACME unit cites GEDA certificate for 16 MW at Garambhadi, Sayla. Click on Reports for more. 8Orient Green’s subsidiary signs Rs. 85.05 crore EPC for 9.9 MW wind in Tamil Nadu. Click on Reports for more. 8Ujaas Energy says CMD Shyamsunder Mundra died on Feb 1; promoter status to cease. Click on Reports for more. 8CLN Energy grants 1,60,046 ESOP 2025 options; five-year exercise window stated. Click on Reports for more. 8K.P. Energy reports Q3 FY26 revenue Rs 347.6 crore; order book pegged at 2.18 GW. Click on Reports for more.Details
Dry bottom ash systems tendering: Patience becomes a qualification filter
Feb 03: 8Across large coal-based projects, promoters are increasingly tolerating longer tender cycles to preserve qualification and risk frameworks rather than dilute them. 8This aligns with tighter post-award governance and lower appetite for claims-heavy EPCsDetails
Download tenders and newclips
Feb 03: For reference purposes the website carries here the following tenders: 8Tender for upkeeping and routine maintenance of air preheater Details 8Tender for operation and upkeeping of unit II boiler Details 8Tender for annual overhauling work of TG set Details 8Tender for procurement of fasteners and studs for auxiliaries Details 8Tender for supply, installation, testing and commissioning of one 8-passenger or above capacity elevator Details 8Tender for procurement of spares for bottom ash hopper and eccentric crusher Details 8Tender for procurement of working and lube oil cooler assembly Details 8Tender for procurement of spares for ESP internals Details 8Tender for procurement of spares of CW pump Details 8Tender for procurement of spares for UF membrane for DM plant Details 8Tender for procurement of different size of knife edge gate valves installed Details 8Tender for work of construction of 1x33kV bay Details 8Tender for supply of pipes & bend Details 8Tender for construction of new retaining wall at coal stockpile Details 8Tender for assistance in jobs of electrical planning section and collection, loading, un-loading and transportation of HT motors Details 8Tender for providing and laying waterproofing treatment of various Details 8Tender for regular civil maintenance works in main plant and other infrastructure Details 8Tender for gas compressors replacement project Details 8Tender for HT & LT line extension, improvement and maintenance works Details 8Tender for Bi -annual rate contract for restoration work of various 132kV & 220kV class transmission lines Details 8Tender for HT & LT line extension, improvement and maintenance works Details 8Tender for fabrication, supply, erection and commissioning of top base frame structure assembly Details 8Tender for supply, erection, and commissioning of 300 NB M.S. seamless pipe Details 8Tender for providing take of structure, structural plinth, water supply arrangements Details 8Tender for supply, erection, dismantling of deteriorated/corroded 200 NB pipe Details 8Tender for HT & LT line extension, improvement and maintenance works Details 8Tender for work of fault attending work 15 MVA, 66/11kV transformer Details 8Tender for work of replacement of earth wire on 66kV line Details 8Tender for supply and works related to implementation of automatic generation control Details 8Tender for supply of varios types of valves for 200KHI boiler feed pump Details 8Tender for annual maintenance work Details 8Tender for procurement of fabricated and cantilever racks Details 8Tender for Bi-ARC for the emergency restoration of power of 66kV, 132kV & 220kV transmission line Details 8Tender for annual maintenance work Details 8Tender for supply of transformer oil at 220kV sub-station Details 8Tender for annual maintenance work Details 8Tender for supply, retrofitting and commissioning of 6.6kV VCB Details 8Tender for renovation of 33/11 kV 2/10 MVA DSS Details 8Tender for one-time calibration of SCADA based compressive testing machine Details 8Tender for bi-annual Up-keeping of switchyard Details 8Tender for fabrication, supply and erection of steel liner Details 8Tender for empanelment of electrical contractors Details 8Tender for ARC for the work of running, operation and maintenance of sewerage and storm water pumps Details 8Tender for erection of substation electrical structures and installation of equipments and other related electrical works Details 8Tender for construction of 400 kV D/C transmission line with twin HTLS conductor equivalent Details 8Tender for biennial maintenance contract for boiler non pressure part Details 8Tender for biennial civil maintenance work Details 8Tender for procurement of LED luminaries for different Details 8Tender for providing & fixing of chain link fencing Details 8Tender for work for replacement of breaker/ CT/ PT/ ISO/ LA/ 11kV panel Details 8Tender for supply of electrical actuator for feed control valve Details 8Tender for miscellaneous civil works Details 8Tender for maintenance of emergency 11 kV lines Details 8Tender for work of complete overhauling and routine maintenance / BTF work of boiler Details 8Tender for supply, dismantling, installation and commissioning of shaft with hub for 165000 CFM capacity Details 8Tender for operation and maintenance power house / power plant Details 8Tender for bi annual maintenance contract (Bi-AMC) for work of refilling & providing new spares Details 8Tender for work of providing and fixing of high voltage busbar insulation tape & heat shrinkable busbar insulation tubing Details 8Tender for annual transportation of 10M/270KG PSC poles Details 8Tender for supply of nut bolt for rectification work in 765kV D/C transmission line Details 8Tender for survey, installation, testing and commissioning of 11kV line Details 8Tender for maintenance contract for 400/220/132 kV EHV lines ground Details 8Tender for maintenance contract for 400/220/132 kV EHV lines Details 8Tender for balance works for upgradation of control room renovation of cable trench slab Details 8Tender for maintenance contract for 400/220/132 kV EHV lines ground/routine/tripping/break down/top/night patrolling and maintenance Details 8Tender for maintenance contract for 400/220/132 kV EHV lines Details 8Tender for procurement of LP turbine Details 8Tender for line work of HT/LT line Details 8Tender for manufacture, testing, supply & delivery of 750 MT hot dip galvanised GI nuts bolts, step bolts and EG spring washers Details 8Tender for work of second circuit stringing along with end bays Details 8Tender for electrical works Details 8Tender for rate contract (RC) for the procurement of AIO PCs Details 8Tender for work of chemical washing of insulator strings Details 8Tender for work of overhauling of various make OLTC’s diverter switch (220/132/110 kV class) of ICT’s & T/F's at various Details 8Tender for supply of hardware for LT shackle insulators Details 8Tender for rate contract for repair of 33 kV and 11 kV CT-PT sets Details 8Tender for day to day repair of roofs and floors against leakages, pressure grouting for arresting Details 8Tender for annual maintenance contract for DCS system Details 8Tender for day to day repair and maintenance of steel structural works Details 8Tender for annual contract of hydro water jet cleaning of turbine condenser Details 8Tender for annual maintenance contract for servicing or overhauling of LT air circuit breaker Details 8Tender for non-comprehensive annual maintenance contract for symphony melody and symphony plus series DCS systems Details 8Tender for supply of material, erection, testing & commissioning (including civil works) of 33/11 kV indoor AIS substation Details 8Tender for annual maintenance contract of ash dyke Details 8Tender for LT reconductoring under exchange transformer Details 8Tender for supply of poles A type GI 11m and 12 m Details 8Tender for carrying out dyuthi 2.0 HT works Details 8Tender for annual contract for operation and maintenance of on line coal sampler Details 8Tender for overhauling of different LT motors Details 8Tender for renovation of control room along with fencing and other allied civil maintenance works Details 8Tender for renovation of control room switchyard Details 8Tender for supply, installation, testing and commissioning of 220V 300Ah plante type lead acid flooded stationary battery bank Details 8Tender for procurement of 10MVA, 66/33 kV and 66/11 kV power transformer Details 8Tender for procurement of 33kV isolators. Details 8Tender for procurement of 400 kV and 220 kV pantograph isolators. Details 8Tender for supply of various type material of 33/11 kV substation Details 8Tender for supply of various type material Details 8Tender for supply of various type material of 33/11 kV substation Details 8Tender for meter reading, bill preparation, bill distribution Details 8Tender for meter reading, bill preparation, bill distribution, and supervision of the work Details 8Tender for construction of 11 kV line for providing Details 8Tender for meter reading, bill preparation, bill distribution Details 8Tender for meter reading, bill preparation, bill distribution, and supervision of the work Details 8Tender for meter reading, bill preparation, bill distribution Details 8Tender for replacement of 11 kV ACSR to AAAC Details 8Tender for work for second circuit stringing on existing 132 kV SCDC line Details 8Tender for procurement of numerical protection relay retrofitting kit Details 8Tender for supply of vibrating screen assembly with motor for primary crusher Details 8Tender for replacement of various high energy drain valves, steam/feed water lines Details 8Design, supply, installation, testing, commissioning including dismantling, replacement of control and relay panel for 66kV line feeder & transformer feeder Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Record renewables, weak links: India’s twin last-mile problem Details 8India’s energy balancing act Details 8India auctions 136 coal blocks since 2020 under Niti Aayog guidelines, boosting revenue and jobs Details 8Budget 2026: Coal freight, AC 3-tier may throw Rlys' FY26 revenue off track Details 8Thermal anchors grid reliability as renewables drive power capacity in FY2027: India Ratings Details 8Power Grid's india energy transition role amplified Details 8Budget 2026 Reactions: Views of clean energy industry stakeholders Details 8South Korea’s GS E&C enters India’s renewable energy market with 12.75 MWp open-access solar project Details 8Solar power allocation up 32% at Rs 30,539 crore Details 8GK Energy announces strategic expansion into retail solar rooftop systems sector Details 8Industry expects India-US trade deal to boost solar exports Details 8Waaree, Suzlon, Adani Green and 5 other green energy stocks jump by up to 14% today; Here’s why Details 8Cautious Monday: Nifty ends above 25,000, Sensex jumps 940 points – here are key highlights Details 8Coal India leadership changes reflect sector shift Details 8Orient Green power unit secures Rs 85.05 crore EPC contract for 9.9 MW wind project in Tamil Nadu Details 8200 units of free power for 2.23 lakh J&K families: J&K LG Sinha greenlights NC’s big poll promise Details 8India’s solar sector welcomes Budget measures to support local PV manufacturing Details 8Tata Power Renewable Energy commissions 198 MW wind project in TN Details 8Driving Change: Draft NEP 2026 proposes the next phase of sector reforms Details 8Budget 2026-27: Govt to restructure PFC, REC as part of NBFC reform push Details 8Easing Compliance: MoP releases draft Electricity (Amendment) rules, 2026 for captive power projects Details 8Balancing the Grid: CEA roadmap for scaling up pumped storage Details 8India Installs over 5.28 crore smart meters under RDSS to boost power sector efficiency Details 8Coal India production, offtake fall as power sector demand weakens Details 8Structural Shift: Key trends and new discom strategies to improve costs and efficiency Details You can also click on Newsclips for moreDetails
Miscellaneous Update: Part II
Feb 03: Contents8HPX sets Rs 9,000/MWh ceiling for Tamil Nadu Genco-Discom’s 400 MW April reverse auction. Click on Details for more.
8HPX sets Rs. 6,200/MWh ceiling for Tamil Nadu Genco-Discom’s 200 MW April overnight reverse auction. Click on Details for more.
8PXIL opens 400 MW Tamil Nadu discom reverse auction for April evening supply, minimum bid 20 MW. Click on Details for more.
8TANGEDCO seeks 200 MW April night power on PXIL; bids open till Feb 4, 11:00 am. Click on Details for more. 8Acme Solar doubles BESS target to 2 GWh by Q4FY26 to chase peak–off-peak arbitrage. Click on Details for more. 8PL keeps BUY on NTPC with Rs.423 target as Q3FY26 adjusted PAT rises ~1% YoY. Click on Details for more.
8Tripura extends deadline for TPGL Director (Technical) appointment applications. Click on Details for more.
8Defence revenue share at Solar Industries rises to ~22% in H1FY26; ICRA reaffirms A1+ and doubles CP limit. Click on Details for more.Details
CSE Deccan Solar has a flags 12-year lock-in vs 19.75-year debt tail
Feb 03: 8How will the company handle it? Click on Details for more.Details
ReNew Wind Energy (TN2) PLF slip to 21.2% in H1FY26 despite NTPC-backed Rs.4.66–4.80 tariffs
Feb 03: 8PLF is declining to 22.6% in FY25 (24.1% FY24) and 21.2% in H1FY26 (22.2% H1FY25), with FY26 generation expected to remain subdued around ~22%. 8There is no signal yet of any operational remediation beyond expectation of a return to long-term trends from FY27 onwards. The project’s revenue is entirely locked under 25-year PPAs with NTPC Limited (NTPC) Click on Details for more.Details
Solar’s trillion-dollar surge exposes widening divide between capital-rich and capital-poor regions
Feb 03: 8Battery deployment is rising alongside solar, supporting energy shifting and peak management. Solar-plus-storage is moving from pilot phase to mainstream procurement model. Markets are beginning to price firm renewable power. Click on Details for moreDetails
Coal demand from thermal plants crosses 1-billion-tonne mark after post-pandemic surge
Feb 03: 8After two consecutive years of decline, utility coal offtake surged. The data signals that grid-connected utilities, not industrial captive users, are now driving incremental coal logistics pressure. This expansion locks the power system into sustained high coal throughput. The trend also hints at tightening rail and mining infrastructure stress as dispatch volumes approach structural limits. Click on Details for moreDetails
Solar surge masks structural churn in India’s under-construction renewable pipeline
Feb 03: 8The shift toward solar-heavy additions increases future daytime oversupply risk and deepens the system’s need for storage and flexible balancing resources. 8Regulators and grid planners may soon face rising curtailment management and scheduling complexity as this solar-heavy capacity begins commissioning. Click on Details for moreDetails
India’s winter demand surge pushes coal fleet back to high utilisation while renewables continue expanding
Feb 03: 8Thermal generation absorbed most of this increase, with all-India coal PLF rising sharply from 59.01% to 66.17%, signalling a strong return of baseload dispatch. Peak demand climbed by nearly 17 GW month-on-month, yet the system maintained virtually zero peak shortage, reflecting improved reserve margins and grid coordination. Click on Details for moreDetails
EV charging demand dips at public stations while private and depot charging accelerates across India
Feb 03: 8The data signals a structural transition in India’s EV power demand geography rather than a slowdown in electrification Click on Details for moreDetails
Regulatory Updates: Part I
Feb 03: 8Kerala regulator sets February hearing for FY25 tariff proceedings Click on Details for more 8GERC cracks grid-access deadlock, orders DGVCL to sign MSME solar pact in 3 days Click on Details for more 8TNERC hearing slate signals compliance crackdown across Tamil Nadu power ecosystem Click on Details for more 8CERC monetises stranded Essar link as RE backbone, clears delayed tariff recovery Click on Details for more 8Tariff lands 21% below regulatory cost benchmark: CERC locks in sub-norm tariff for Mandsaur renewable evacuation grid link Click on Details for moreDetails
Regulatory Upadate: Part II
Feb 03: 81) Delhi regulator cuts Tata Power Delhi Distribution’s PPAC ask, allows 7.24% till 30 April 2026 Click on Details for more
82) BSHPCL true-up hearing turns on a late capex question Click on Details for more
83) Kajra 185 MW solar with 282 MWh BESS tariff case risks ex-parte track as discoms stay absent Click on Details for more
84) Bihar ERC advances SLDC capex approval case after notice; no public objections received Click on Details for more
85) Uttarakhand regulator opens clock for ToD solar vs non-solar hours concept Click on Details for more
86) West Bengal regulator extends tariff regulations consultation deadline Click on Details for more
87) MERC’s MSEDCL tariff review hearing draws 180+ objectors, speaker list locked by 27 Dec 2025 Click on Details for more
88) APERC opens APTRANSCO FY25 resource-plan performance works to objections before 13 Feb 2026 Click on Details for more
89) DISCOMs must adjust LT consumers’ leading reactive energy charges after APERC blames capacitor-driven kVARh spikeClick on Details for moreDetails
Miscellaneous Update: Part I
Feb 03: 8Powergrid lifts FY26 capex plan as storage and global expansion accelerate Click on Details for more 8Powergrid moves to withdraw government nominee director after MoP disinvestment directive Click on Details for more 8Coal ministry expands contract hiring to strengthen mine monitoring and legal oversight. This strengthens oversight during a period of accelerated mine operationalization. States and central ministries will see closer engagement Click on Details for more 8India’s coal block allocation map widens as auctions extend into new year. Allocation of blocks has steadily shifted from captive power and industrial end-use toward commercial sale-of-coal mining Click on Details for more 8SCED redispatch widens national pool deficit as northern coal units surge and southern fleet backs down in December Click on Details for more 8India’s solar park engine shifts from construction mode to commissioning surge in Q4 2025 Click on Details for more 8Concentrated Solar Power (CSP) growth has stalled after early expansion Click on Details for more 8BESCOM activates consecutive FPPCA revisions, tightening monthly consumer cost alignment Click on Details for more 8CESC tightens field accountability with grievance, inspection and service enforcement push Click on Details for more 8APSPDCL: FPPCA cap blunts full cost pass-through as APPC rises across November–December 2025 Click on Details for more 8Koradi transmission unit publishes apprentice merit list, begins verification window Click on Details for moreDetails
Power Committee Updates
Feb 03: 8WR transmission is getting costlier - but the real story is the RTDA “discipline cliff” in Madhya Pradesh and DNHDDPDCL Click on Details for more 8TPTCL’s transmission-deviation bill is small in the eastern region-but the pattern screams “discipline by default, then a single relapse,” with Deemed-GNA assumptions quietly doing the heavy lifting Click on Details for more 8Bihar’s transmission bill jumps hard as Eastern Region cost-weight shifts-Odisha follows, while West Bengal quietly de-risks Click on Details for more 8January’s DC shock in the East: JIPL steps up hard, MPL flips from “middling” to “must-run”-but the schedule gap widens where it matters Click on Details for more 8Jan 2026 opens with a billing-heavy grid in the East: transmission cost allocation tightens even as waivers swing wildly across the same system that’s still rewriting its demand shape Click on Details for more 8NER’s transmission bill steps up again - and the real tell is not Assam’s dominance, but Manipur’s sudden leap and the HVDC waiver shock Click on Details for more 8From audit fatigue to protection Failure: NER’s grid governance stress-test deepens Click on Details for more 8Southern Grid Under Stress: When RE variability, transmission delays, and discipline slippage collide Click on Details for more 8January’s “availability rebound” is real in the South - but it’s turning the market into Telangana’s pressure-release valve Click on Details for moreDetails
Market Round-up
Feb 03: 1) Tiny real-time volume hits price ceiling, exposing liquidity gaps 8On 2026-02-02, one RTM window cleared just 190.00 MWh but printed Rs 10.00/kWh MCP. Inference: A thin order book can “gap” to the ceiling even when the broader RTM market clears far lower (Rs 3.58/kWh), making price discovery fragile. Why it matters: Liquid price spikes distort balancing benchmarks and can inflate procurement costs for discoms relying on RTM for last-minute corrections.
2) Evening frequency peak crosses 50.17 Hz as excursions stack up 8On 2026-02-02, instantaneous frequency hit 50.174 Hz; the day logged 134 excursions above 50.03 Hz. Inference: The excursion count alongside a 49.990 Hz average suggests repeated short control actions rather than one prolonged imbalance. Why it matters: Persistent frequency excursions increase control stress, raise reserve deployment needs, and signal tighter balancing margins than headline averages imply.
3) System leans hard on downward balancing: 53.77 GWh absorbed in reserves 8On 2026-02-02, SRAS+TRAS Down totalled 53.77 GWh, dominated by downward TRAS dispatch. Inference: Sustained down-dispatch points to prolonged surplus absorption or constraint-driven backing down, not a short mid-day correction. Why it matters: Heavy downward balancing suppresses generator realisations and may mask congestion or scheduling stress that can later reappear as price volatility.
4) South shows “zero shortage” - but one state carries a deep forecast miss 8On 2026-02-02, the region reported zero shortage, yet one state logged a double-digit negative day-energy forecast deviation. Inference: The mismatch suggests balancing via deviations and imports rather than accurate scheduling. Why it matters: Hidden forecast gaps shift costs into deviation settlements and imports, undermining the credibility of “no-shortage” comfort signals.
5) Grid “continuous outages” aren’t short - over 70 elements out for a year 8The outage sheet lists 70+ transmission elements with outage start dates more than a year old. Inference: This reflects embedded derating or project delays rather than routine maintenance cycling. Why it matters: Long-duration outages reduce contingency headroom and make the grid structurally more vulnerable to cascading risks during peak stress.
6) Day-ahead price whipsaws: MCP jumps 19% as buy interest surges 8DAM MCP rose from Rs 2.67/kWh to Rs 3.18/kWh in one day (+19%), alongside a sharp rise in purchase bids. Inference: Higher buy appetite with a higher clearing price suggests tighter flexible supply or reduced marginal availability. Why it matters: Rising DAM prices directly raise discom procurement costs and increase hedge value for generators with flexible capacity.
7) Real-time price premium widens: RTM jumps 26% in a single day 8RTM MCP climbed from Rs 2.84/kWh to Rs 3.58/kWh day-on-day (+26%). Inference: Stable traded volumes with a sharp price rise point to stress in marginal flexibility rather than aggregate demand growth. Why it matters: Costlier RTM corrections penalise forecast errors and increase balancing risk for discoms and open-access buyers.
8) Reactive power workarounds persist as key 400 kV lines remain open 8Multiple 400 kV transmission lines remain deliberately open for months to manage voltage. Inference: This indicates structural reactive power or voltage control limitations, not short-term operational adjustments. Why it matters: Prolonged topology-based voltage control reduces transfer flexibility and weakens resilience during high-stress grid events. Click on Details for moreDetails
Daily forward looking import matrices
Feb 03: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days. Get the daily updates for : 8LNG 8Crude 8Chemicals 8Fertilizers 8LPG 8Ammonia 8Coal & Coke 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
REC tightens transmission risk screws in Ryapte 2000 MW solar park evacuation tender
Feb 02: 8REC’s Ryapte evacuation tender looks routine only at first glance. 8Beneath the tariff-based bidding lies a tightly wound structure that concentrates execution, financial, and integration risk on a single entity. 8The qualified bidder list shows who is willing to shoulder that burden — and who is not.Details
TNPDCL’s 20,000 km AAAC rabbit conductor tender draws 30 qualified bidders, sharpening focus on price discipline
Feb 02: 8A single conductor size has attracted thirty technically qualified suppliers in TNPDCL’s latest procurement. 8With no attrition at the technical stage, the entire contest shifts to the price envelope. 8The result will signal whether competition enforces efficiency or erodes margins.Details
Owner draws a hard compliance line at technical opening for its 33 MW rooftop solar programme
Feb 02: 8This rooftop solar tender looks routine until the bid-opening sheet is read closely. 8One bidder was eliminated before technical scoring even began, not on technology but on financial discipline. 8That single exclusion reveals how Rajasthan’s rooftop solar procurement is quietly being reshaped.Details
Synergy quietly deepens its bet on GMR Power through preferential allotment
Feb 02: 8A fresh equity infusion lifts Synergy’s stake in GMR Power and Urban Infra beyond 12%, underscoring a preference for negotiated capital over open-market buying. The move strengthens the balance sheet, but comes with clear dilution for existing shareholders. Click on Details for more.Details
Company updates
Feb 02: 8Adani Green files “further update” on SEC civil case in EDNY; stresses company not a party, contest jurisdiction. Click on Reports for more. 8Alfa Transformers approves Q3 unaudited financials. Click on Reports for more. 8Jindal Steel’s 31 January earnings-call recording goes live online. Click on Reports for more. 8PFC loses executive director Raj Kumar Malhotra to superannuation. Click on Reports for more. 8POWERGRID exits PTC board seat; gives up promoter rights. Click on Reports for more. 8Adani Power puts January 2026 investor decks online, in INR and US. Click on Reports for more. 8NHPC swaps an ED: Rajat Gupta exits Jan 31; Anish Gouraha in Feb 1. Click on Reports for more. 8Solarium’s Rs 50 crore HDFC term loan tagged CARE BBB-; stable with repayments starting January 2026. Click on Reports for more. 8KP Green Engineering claims manufacturing milestone but keeps contract specifics undisclosed. Click on Reports for more. 8Reliance Infrastructure board filing pairs earnings with ED attachment and SEBI/SFIO actions disclosure. Click on Reports for more. 8Hyderabad Jabilli buys 3,30,90,668 GMR Power warrants in preferential allotment. Click on Reports for more. 8Sterling and Wilson receives full Rs 143.12 crore indemnity payment from Shapoorji Pallonji. Click on Reports for more. 8High Energy Batteries flags board actions. Click on Reports for more. 8Jindal Steel synchronises 1,050 MW power plant revival, Angul expansion stays on track. Click on Reports for more. 8Adani Green Energy pitches Khavda 30 GW renewable park scale, 7.7 GW already operational. Click on Reports for more. 8Adani Renewable Energy Holding Eleven incorporates Windrix Energy as 100% step-down subsidiary. Click on Reports for more. 8Resurgent-led Tata Power JV delivers Mainpuri transmission corridors after stressed-asset acquisition. Click on Reports for more. 8Adani Ports breaches sovereign ceiling with JCR A- rating: Reinforcing its funding access and balance sheet positioning, while leaving future issuance or leverage decisions unaddressed here; group cre. Click on Reports for more. 8JCR initiates Adani ratings with stable outlook; APSEZ flagged as above-sovereign: APSEZ 1.8x net debt/EBITDA and Rs 19,025 Cr FY25 EBITDA cited. Click on Reports for more. 8NHPC Limited declares Subansiri Lower Unit 3 (250 MW) commercial from 01 Feb 2026 midnight. Click on Reports for more. 8Ministry memo backs management control shift at PTC India toward NTPC, subject to AoA amendments. Click on Reports for more. 8NTPC uploads analyst call audio link after Q3 results discussion. Click on Reports for more. 8ACME Solar signs 25-year NHPC PPA for 250 MW FDRE project; capex pegged at Rs 3,700 crore. Click on Reports for more. 8ACME Solar’s Q3 FY26 call audio uploaded. Click on Reports for more. 8Reliance Power Limited (RPOWER) faces subsidiary going-concern stress as Rs 42,398 lakh impairment remains unassessed as it disputes Rs 1,66,252 lakh guarantee demand as SMPL arbitration continues. Click on Reports for more. 8Indowind Energy lines up up to USD 70 million overseas raise as 9M EBITDA rises 29.4% seeks shareholder nod to raise borrowing powers to Rs1,500 crore. Click on Reports for more. 8Reliance Power files security cover certificate for Rs 250 crore NCDs; auditor confirms asset coverage statement. Click on Reports for more. 8IEX directs investors to Q3 FY26 earnings call recording hosted on its website. Click on Reports for more. 8Amravati plant runs at 79% PLF, but RattanIndia Power’s change-in-law payments remain pending as it swings to Rs 52.76 crore Q3 profit while EBITDA rises 60% QoQ. Click on Reports for more. 8G.G. Tronics ties Rs 433 crore KAVACH order to 11-year AMC priced at 3% per annum from year five. Click on Reports for more. 8Power Mech Projects Limited parked Rs. 142.92 crore QIP balance in deposits as washery spends lag. Click on Reports for more. 8K.P. Energy Limited’s 99 MW Bhuj LOA ties execution to NTPC Phase-II technical specifications. Click on Reports for more. 8CLN Energy discloses subsidiary CLNGreen; 51% stake. Click on Reports for more. 8RRIL promoter’s pledge tied to 2.5x security cover on NCD principal. Click on Reports for more. 8Solar Industries wins INR 830 crore defence export orders, deliveries spread over 4 years. Click on Reports for more. 8KEC International Limited lifts order book & L1 to over Rs. 41,000 crore; largest Rs. 1,050 crore T&D order cited. Click on Reports for more. 8Company official in custody: KEC International Limited flags chargesheet and court cognizance; impact “not determinable. Click on Reports for more. 8Orient Electric: BEE fan norms trigger destocking pain before benefits arrive. Click on Reports for more.Details
Contracting news for the day: Part-1
Feb 02: This 765–400–220 kV upgrade quietly raises the bar for ICT-centric EPC execution 8The new tender looks routine on the surface but hides several structural signals. 8The way value, risk and accountability are packaged reshapes who can realistically bid. 8The real story only emerges once you read beyond the portal listing.
KPTCL folds GIS ambition and underground risk into a single high-stakes urban substation package 8KPTCL has quietly raised the bar on who can play in Bengaluru’s next wave of substation expansion. 8A single tender now stitches together GIS precision, underground cable risk, and a Rs 1.9123 crore entry ticket. 8The real story lies in what this structure signals about KPTCL’s future contracting philosophy.
Solar project uses the DPR tender to quietly hard-code risk discipline before EPC entry 8This tender looks routine, but its structure reveals a deeper shift in how solar project risk is being redistributed. 8By tightening accountability at the DPR stage, the promoter is reshaping who gets to define cost and performance truth. 8The implications will surface only when EPC bids hit the table.
60 MW / 150 MWh hydro-linked BESS portfolio rolled out under BOOT model across Uttarakhand 8This storage tender quietly reshapes how hydro assets are expected to perform in a flexible grid. 8The BOOT structure transfers more than just construction risk to developers. 8What it signals for future state-led BESS pricing is not immediately obvious.
TANTRANSCO raises the bar on KKNPP evacuation with a high-EMD, turn-key 400 kV line tender 8A 24 km transmission link tied to India’s most sensitive nuclear asset is being tendered with unusually sharp financial filters. 8TANTRANSCO’s structuring choices quietly reshape who can realistically bid. 8The implications for competition and risk allocation go far beyond a routine line package.Details
Contracting news for the day: Part-2
Feb 02: Five deadline extensions reshape bidder strategy in KSEB’s dhyuthi 2.0 Idukki turnkey distribution tender 8Five deadline extensions are rarely accidental in a turnkey distribution tender. 8They often signal more about bidder risk perception than about paperwork delays. 8In Idukki, KSEB’s patience may be the real story.
NTPC Green Energy extends bid timelines twice for floating solar-BESS EPC package 8NTPC Green Energy has again recalibrated the clock on its ABVTPS floating solar-plus-BESS EPC tender. 8The back-to-back extensions hint at deeper market calibration rather than routine administrative drift. 8What this signals about bidder readiness and hybrid EPC risk appetite is where the real story begins.
UJVN stretches the bid clock on Rs 158 crore Sirkari Bhyol Rupsiabagar hydro EPC without easing entry barriers 8A year-long bid extension is never just about dates. 8In UJVN’s flagship hydro EPC, time itself has become a filter and a pricing lever. 8What looks procedural may ultimately decide who can afford to compete.
DVC’s Rs 139 crore 132 kV reconductoring tender quietly raises the bar on capital strength and execution risk 8A routine reconductoring tender, on paper, masks a sharp recalibration of entry barriers. 8The numbers tell a story of consolidation, not just capacity upgrade. 8The real signal lies in who can afford to bid, not who wants to.
MSETCL’s Sakoli 400/220/132 kV AIS tender front-loads risk screening under TBCB 8MSETCL is no longer waiting for the RFP stage to discover execution risk. 8The Sakoli AIS tender quietly shifts the real contest to the pre-bid phase, where balance sheets and technical credibility matter more than price bravado. 8Who gets filtered out here may never reach the tariff table.Details
Contracting news for the day: Part-3
Feb 02: A rooftop solar tender in Leh quietly shifts residential solar into a BOT-driven risk regime 8A residential rooftop solar tender in Ladakh is being structured more like a utility concession than a subsidy scheme. 8A Rs 2.80 crore EMD and a five-year BOT obligation are doing the heavy lifting. 8The real story lies in how much risk the market is willing to absorb for a foothold in Leh.
SECI extends bid timeline for 700 MW Radha Nesda solar PV BOS tender without altering risk or financial thresholds 8SECI has quietly pushed out the bid deadline on one of its largest BOS solar tenders in Gujarat. 8The extension changes timing but leaves the Rs 33 crore entry barrier untouched. 8For EPCs, the signal is less about relief and more about endurance.
REC extends Musalgaon and Jalna transmission bid deadlines, prioritising auction depth over calendar certainty 8Two high-voltage Maharashtra transmission projects quietly receive deadline extensions within days of each other. 8The clauses changed are procedural, but the signal to bidders is strategic. 8What this does to tariff aggression becomes visible only at reverse auction.
RECPDCL pushes bid deadline for Shongtong–Tidong ISTS project, recalibrating auction timing without touching risk or tariff structure 8A late-stage amendment quietly resets the clock on one of the most complex hydro evacuation corridors under tariff-based bidding. 8The scope, securities, and risk transfer remain untouched, but the timeline tells a subtler story about bidder readiness and auction dynamics. 8The real signal lies not in what changed, but in what was deliberately left intact.
Thirty-four extensions later, the holds the line on risk in this green hydrogen transmission bid 8After thirty-four deadline extensions, the company has shifted the clock again on one of India’s most ambitious green hydrogen transmission projects. 8The scope remains untouched, the securities remain locked, and the schedule remains unforgiving. 8What this says about bidder appetite, tariff realism, and future hydrogen corridors is where the real story begins.Details
Miscellaneous Update: Part II
Feb 02: 8Jodhpur Vidyut Vitran Nigam Ltd: Why does it get such a lousy rating? give me paywall story. Click on Details for more.
8GMR Gujarat Solar Power: Module degradation and dramatic fall in tariffs comes back to bite. Click on Details for more.
8Rs 20,000 crore CCUS scheme and duty exemptions frame thermal power as “ESG-positioned”. Click on Details for more.
8REC top management change. Click on Details for more.
8Advanced Chemistry Cell Production Linked Incentive (ACC PLI) dramatically misses 50 GWh target as two-year “gestation period” for commissioning facilities is viewed as unrealistic ; zero payouts by October 2025. Click on Details for more.
8Power sector gets Rs 1000 crore BESS VGF + higher RDSS outlay + nuclear duty exemption till Sept 2035. Click on Details for more.
8BIS clears Ola 5.2 kWh residential storage unit after Jan 15 certification for 9.1 kWh. Click on Details for more.
8Anyday SSC-R auction 500 MW April 00:00–08:00 keeps extending if late L1 appears. Click on Details for more.
8DVC seeks 400 MW March evening supply via Anyday SSC-R, 5 MW minimum seller quote. Click on Details for more.
8NLDC sets all-India ISTS transmission loss at 4.26% for Feb 2–8 2026. Click on Details for more.
8TSECL waives contractor test-report submission for internal wiring up to 150 kW, deposits as per load. Click on Details for more.
8Rajasthan Urja Vikas PXIL auction for 500 MW April evening supply, bids close 2 Feb. Click on Details for more.
8HESCOM links Rs 74.54 crore power purchase cost drop to January consumer tariff adjustment. Click on Details for more. Details
Feb 02: For reference purposes the website carries here the following tenders: 8Tender for operation and maintenance works of substation Details 8Tender for attending sheath damage of 132 kV IC x 630 sqmm aluminum conductor XLPE cable Details 8Tender for work of revetment at tower Details 8Tender for construction of 01 No. 132 kV bay at 132 kV S/S Details 8Tender for construction 01 No. 400/220kV 500MVA ICT GIS bay at 400kV GIS substation Details 8Tender for special repair works Details 8Tender for installation of addl. 100 KVA DTR Details 8Tender for award of contract for up gradation of existing 33/11 kV outdoor substation having PTRs Details 8Tender for empanelment of contractors to award a contract for survey, installation, testing and commissioning of 33kV line Details 8Tender for empanelment of contractors to award a contract for 33 kV line Details 8Tender for empanelment of erection contractors to award a contract for survey, installation, testing and commissioning of 11 kV line, 11/0.433 kV distribution transformer and LT line Details 8Tender for empanelment of erection contractors to award a contract for survey, installation, testing and commissioning of 11 kV line, ,11/0.433 kV distribution transformer Details 8Tender for balance works for upgradation of control room Details 8Tender for biennial work contract for round the clock routine / preventive / breakdown / emergency minor mechanical maintenance of various auxiliaries Details 8Tender for work contract for assistance in construction store related Details 8Tender for ARC for Mtc. of ash dyke A including manual channelization of ash slurry Details 8Tender for carrying out dosing of hydrogen nitrogen gas round the clock in 600 MW unit Details 8Tender for carry out running maintenance contract for HT/LT motors Details 8Tender for routine maintenance works on unit I II turbine auxiliary motors Details 8Tender for supply of LT shackle insulators Details 8Tender for supply of 33/11 kV 5.0 MVA power transformers Details 8Tender for manual unloading of indigenous coal from railway wagons and loading Details 8Tender for repairing of conv 1B motor of 220Kw Details 8Tender for ARC for hygienic cleaning of main plant Details 8Tender for construction of rain water harvesting system at 132kV substation Details 8Tender for leftover civil works Details 8Tender for fabrication and supply of hydraulic hoses of pedestal cranes Details 8Tender for servicing and maintenance of N2 suppression system installed Details 8Tender for operation of coal handling plant Details 8Tender for annual contract for rewinding/re-caging/ re-staggering and other repairs of HT motors Details 8Tender for rate contract for engagement 03 nos safety supervisor for overhauling job of different plant Details 8Tender for supply and delivery of 1494 set of single tension hardware fittings Details 8Tender for replacement of weasel conductor Details 8Tender for setting-up of 15 MW/37.5 MWh battery energy storage system Details 8Tender for setting-up of 15 MW/37.5 MWh battery energy storage system Details 8Tender for setting-up of 30 MW/75 MWh battery energy storage system Details 8Tender for replacement of weasel conductor Details 8Tender for repair and restoration of spur at RD Details 8Tender for on-site cryogenic cleaning, heating and varnishing of generator of two units Details 8Tender for repair and restoration of spur Details 8Tender for providing service connection Details 8Tender for procurement of spare equipments for sub-station maintenance at 132kV GSS Details 8Tender for providing service connection Details 8Design, manufacturing, testing, supply and delivery of 100 No. numerical type power transformer differential relays Details 8Tender for bi-annual rate contract (Bi-ARC) for transportation of structure material, tower material Details 8Tender for R&M work of 220kV bus strengthening conversation of existing Details 8Tender for work of rubber lining of various equipments, pipes and fittings Details 8Tender for operation and maintenance of valves for water distribution Details 8Tender for supply of worm gear set for coal mill Details 8Tender for supply of hoist spare Details 8Tender for manufacturing paver blocks of different shapes in precast yard Details 8Tender for work of erection of 66kV S/C line Details 8Tender for supply of 11/0.4 kV substation Details 8Tender for supply of 33 kV 800 AMP isolators Details 8Tender for supply of gas distribution screen for ESP system Details 8Tender for supply of primary air diffuser cone set for pulverized coal burner for boiler Details 8Tender for supply of modified LDO and LSHS oil guns with spares for boiler Details 8Tender for procurement of guided wave radar level transmitters installed Details 8Tender for supply of APH heating elements and APH seals Details 8Tender for procurement of pneumatic smart positioners Details 8Tender for procurement of spares for gas analyzer of continuous emission monitoring system Details 8Tender for supply of lube oil system spares Details 8Tender for supply of ceramic lined spool piece and coal bends for boiler Details 8Tender for supply of spares of hydraulic system of roller coal mill Details 8Tender for procurement of HEA igniters spark tips, HEA igniters rod, exciter box and HEA igniters cable Details 8Tender for shifting of 33 kV /HT/LT poles, lines, structures Details 8Tender for procurement of grinding elements for 883XRP bowl mill Details 8Tender for rate contract for different mechanical maintenance jobs Details 8Tender for earthwork excavation, stub setting, concreting, tower erection, stringing of panther conductor Details 8Tender for supply of VFDs for 4570 kW, 6.6 kV motor Details 8Tender for supply of 420 kV, 245 kV and 145 KV CTs for various substations Details 8Design, fabrication, supply, installation, testing, commissioning of on grid solar rooftop project with net meter and remote monitoring system, capacity of 300kW Details 8Tender for supply installation of street lighting system for illumination at ash dyke Details 8Tender for annual maintenance and meter reading Details 8Tender for annual maintenance and meter reading work Details 8Tender for construction of temp. bund along Details 8Tender for leasing of spare dark fibre of optical ground wire (OPGW) network Details 8Tender for preparation of the structure design and drawing ic electrification water supply sanitation plumbing and fire fighting arrangement etc Details 8Tender for carrying out routine and preventive maintenance of mill reject handling system Details 8Tender for supply, fabrication, erection of ERW 150NB pipe along Details 8Tender for bi-annual Up keeping/ housekeeping of control room, switch yard Details 8Tender for supply of M.S ERW coal discharge pipe Details 8Tender for supply, installation, commissioning and testing of new lighting system Details 8Tender for construction of protection wall Details 8Tender for laying of 3C 33kV 400 sqmm XLPE UG cable Details 8Tender for tit-bit civil renovation work Details 8Tender for laying of 3C 33kV 400 sqmm XLPE UG cable by microtunneling Details 8Tender for laying of 11 kV, 3Cx300 sq.mm. XLPE UG cable Details 8Tender for laying of 3C 11kV 300 sqmm XLPE UG cable Details 8Tender for supply of 9.0 M long PCC poles Details 8Tender for construction of 33 kV S/S Details 8Tender for renovation of 33 kV sub-station Details 8Tender for supply of butterfly valves rubber valve seal of make Fouress Details 8Tender for repair and maintenance of sanitary works Details 8Tender for supply of spares for turbine and TDBFP of unit Details 8Tender for requirement of various spares of dynamic classifier installed Details 8Tender for procurment of spare parts of BFV of various CW and ACW lines installed Details 8Tender for supply of spares for stacker reclaimer no 1 and 2, ring granulator Details 8Tender for work of providing & fixing electrical insulation, acid & alkali-proof synthetic insulating mat Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8GCC begins direct power grid interconnection project with Oman to strengthen regional energy security Details 8Coal blocks to be allotted only through auctions: Govt Details 8Power consumption rises 3.8% to 142.74 billion units in January: Govt Details 8Gstar's solar module series first to achieve India's new BIS certification Details 8Defence, Railways, solar: did Budget 2026 live up to market expectations for these sectors Details 8Engineering projects (India) invites EOI For 250 MW solar PV project Details 8Tata Power, Adani Ports, RVNL and other stocks announcing results this week Details 8Studio Saar designs India’s largest and most sustainable printed circuit board factory in Madhya Pradesh Details 8Why transformers are the unsung heroes of India’s green revolution Details 8Reviving 200 legacy industrial clusters: India’s manufacturing sector gets “second wind” in union budget 2026 Details 8India renewables seek policy clarity, storage incentives in Union Budget 2026 Details 8Government considers merger of power finance corporation and rural electrification corporation Details 8Restructuring PFC & REC to improve credit flows, execution discipline in power sector Details 8Budget to enhance competitiveness; duty exemption on lithium batteries to aid EV sector: Industry Details 8Power sector PSUs' investments to rise nearly 19 pc to Rs 1.01 lakh crore in FY27 Details 8TCS on Coal, lignite doubled to 2% Details 8Gia Lai Electricity's 2025 net profit records 10-fold increase on wind power gains Details 8Solar stock hit 10% upper circuit with heavy volume because Details 8In a boost for renewable energy, Budget slashes duties for battery, solar sectors Details 8India Eyes NBFC consolidation for power sector scale Details 8Union Budget 2026: Sitharaman calls for restructuring of power finance corp, rural electrification corp Details 8Reforms In financial sector: govt to set up banking panel for Viksit Bharat Vision Details You can also click on Newsclips for moreDetails
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Feb 02: 8Find a snapshot of thermal, hydro, pumped storage, solar, wind, BESS and T&D contracts related updates for the day Click on Reports for moreDetails
Feb 02: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days. Get the daily updates for : 8Crude 8Fertilizers 8Coal & Coke Click on Reports for more.Details
Power Committee Updates
Feb 02: 8Eastern grid on a knife-edge: Summer-2026 readiness hinges on delayed lines, deferred SPS, and commercial fault-lines as slow execution and shrinking buffers begin to bite Click on Details for more 8Spare ICTs: Reliability recast as inventory discipline as it is all about asset age, replenishment speed, and inventory governance Click on Details for more 8The grid quietly pivoted toward market scheduling while TRAS sank deeper into the red - and SCED flipped direction in Western India Click on Details for more 8Western Region’s deviation bill turned into an inter-regional settlement shock-WR–NR bled cash, WR–SR harvested it, and Gujarat still carried the biggest state-level payable Click on Details for more 8Southern grid’s quiet pivot: RSD moves from emergency tool to structured market signal as stakeholders deliberate a dedicated RSD (Reserve Shutdown) Procedure for 2026 Click on Details for more 8Transmission bills crept up-but the real story is RTDA whiplash in the South: Karnataka & Kerala suddenly become the region’s deviation payers while the nuclear swing resets Click on Details for more 8From compliance fatigue to grid fragility: Why Rajasthan’s RE expansion is now testing the limits of regulation, transmission, and accountability Click on Details for more 8NR’s “cost stack” thickened-while deviation risk migrated sharply into Rajasthan and a few named plants flipped the RTDA story Click on Details for moreDetails
Regulatory Updates: Part I
Feb 02: 8CERC ruling may reopen coal cost recovery battle between Adani and Karnataka discoms Click on Details for more 8CERC asked to reopen reserved transmission cost case after landmark Change in Law ruling Click on Details for more 8CERC resets Northern grid charges after multi-year cost review of key Powergrid assets Click on Details for more 8CERC scrutinises financial strength and compliance gaps before clearing new power trader Click on Details for more 8CERC clears Powergrid arm to build major NR–WR high-voltage transmission corridor Click on Details for more 8TNERC orders major deposit refund with interest, tightens compliance clock as an immediate financial signal to distribution utilities holding refundable security deposits Click on Details for moreDetails
Miscellaneous Update: Part I
Feb 02: 8Power Grid: Funding intensity rises just as rising earnings rely more on core tariffs than regulatory deferral cushions as reduced contribution from deferral balances means less accounting cushion if revenue recognition slows Click on Details for more 8Grid study targets real time inertia gap and protection risks in weak-strength networks in the Indian power system as it pivots to dynamic performance in inverter-dominated grids Click on Details for more 8Weekly data: All-India ISTS losses ease as solar-hour flows continue to compress daytime transmission burden Click on Details for more 8India’s power market shifts toward advance contracting as winter demand tightens supply margins as real-time curtailment spikes fivefold and Transmission congestion climbs 42% Click on Details for more 8CEA moves to fill critical field logistics role through deputation Click on Details for more 8India cracks down on non-standard transformer procurement Click on Details for more 8APCPDCL’s fuel cost pressures breach regulatory ceiling for second straight month Click on Details for more 8Rajasthan tightens grid entry rules with bank guarantees and strict compliance gates Click on Details for more 8AVVNL shields deputed staff from housing loss and HRA tax complications Click on Details for more 8Transmission cost rebound sharply compresses NPCL’s consumer fuel surcharge relief as procurement drops 39 MU in one month Click on Details for more 8Consecutive negative FPPCA cycles return power purchase savings to HESCOM consumers Click on Details for more 8KSEBL’s fuel surcharge collapses as cheaper coal dispatch neutralises cost pressure between November and December 2025 Click on Details for more 8KSEB fast-tracks 2026 Civil Wing promotions with urgent data call Click on Details for more 8Promotion gatekeeping tightens as service, vigilance, and tax compliance linked to career progression in Kerala Click on Details for more 8Civil engineering cadre elevation signals execution layer strengthening in Kerala utility Click on Details for more 8KSEBL renews Rs 15 lakh accident cover, shifts premium recovery into payroll system Click on Details for more 8CESC deploys 40 field staff for mandatory technical refresher training also mobilises cross-department staff for full-day cyber security training Click on Details for moreDetails
Market Round-up
Feb 02: 1) HPX went dark across products for a full trading week 8Cleared volume and MCP printed as 0.00 across RTM for 2026-01-26 to 2026-02-01. Inference: This looks like no-trade / no-publication rather than low liquidity, because every daily row is zeroed. Why it matters: A “blank” week breaks cross-exchange price discovery and weakens any congestion/price attribution story.
2) IEX HPDAM showed sellers queued, but not a single buyer cleared 8HPDAM posted sell bids ~124,358–133,022 MWh/day through the week, but MCV and final scheduled volume stayed 0.00 every day. Inference: Persistent one-sided sell interest without matching bids suggests either price expectations gap or product-level participation failure. Why it matters: HPDAM cannot signal hydro/flex scarcity if it never clears; it becomes “intent” data, not a market outcome.
3) Day-ahead to real-time flipped sharply positive on 2026-01-31 8On 2026-01-31, IEX DAM MCP = 2821.20 Rs/MWh while RTM MCP = 3399.37 Rs/MWh (basis +578.17 Rs/MWh). Inference: Such a late-day premium is consistent with tighter balancing needs vs day-ahead expectations, especially when frequency discipline is stressed. Why it matters: A near Rs 0.58/kWh basis can quickly inflate balancing costs for buyers who under-covered day-ahead.
4) Ancillary down-dispatch dominated 2026-02-01 balancing energy 8TRAS Down = -41,945 MWh on 2026-02-01, with average TRAS+SRAS = -1,543 MW across the day. Inference: The system leaned more on downward balancing, pointing to surplus/over-schedule pockets rather than scarcity. Why it matters: Down-dispatch at this scale changes who pays/earns in balancing, and it can distort real-time price signals.
5) Zero ATC/(N-1) breaches, yet a 765-kV corridor saw repeated voltage excursions 8For 2026-02-01, ATC and (N-1) violation counts are 0 on all listed corridors, but Chittorgarh shows 8.13% time outside IEGC band. Inference: Corridor transfer headroom can look “clean” while local voltage control still strains-two different risk surfaces. Why it matters: Voltage excursions are operational risk even when transfer indices say “no constraint.”
6) Frequency softened from Friday to Sunday, with deeper low-end touchpoints 8Average frequency moved from 50.008 Hz (2026-01-30) to 49.992 Hz (2026-02-01); minimum instantaneous on 2026-02-01 hit 49.693 Hz. Inference: The shift is small in average terms but the tail risk (deep dips) is what forces tighter balancing actions. Why it matters: More low-end exposure increases deviation risk for states and raises the system’s need for fast reserves.
7) Southern region reported zero shortage, but deviations diverged across states 8On 2026-02-01, SR evening peak demand 45,803 MW was met with 0 MW shortage, yet state UI energy shows Tamil Nadu -3.72 MU and Karnataka -1.49 MU. Inference: Zero-shortage can coexist with state-level deviation behaviour-the balancing burden shifts internally rather than showing as shortage. Why it matters: Persistent negative/positive UI pockets can become the hidden driver of reserve deployment and settlement friction.
8) A zero-stock captive unit still appears inside the national coal ledger 8On 2026-01-31, SHREE CEMENT LTD TPS (344 MW) shows Actual Stock = 0.0 (‘000 tonnes) and Stock vs normative = 0%. Inference: Even if it’s not a grid-critical ISGS station, zero-stock pockets can worsen local drawal volatility when captive demand flips to the grid. Why it matters: It’s a small-unit signal, but it’s the kind that turns into sudden demand shocks in tight hours. Click on Details for moreDetails
Jan 31: For reference purposes the website carries here the following tenders: 8Tender for work of diversion and height raising of 220 kV transmission line Details 8Tender for work of attending oil leakage from 160 MVA transformer Details 8Tender for repair of plaster, painting and other misc. civil works Details 8Tender for construction of 01 No. 132 kV sunsure solar park Details 8Tender for construction of 132 kV bay at 220 kV S/S Details 8Tender for supply installation testing and commissioning 03 Nos. high mast light Details 8Tender for misc civil maintenance and renovation Details 8Tender for providing additional link feeder-II Details 8Tender for construction and renovation of bridge upstream Details 8Tender for annual maintenance contract of control and instrumentation systems and equipments Details 8Tender for disposal of ash 1000000 M3 to low laying Details 8Tender for restoration of whole sinking Details 8Tender for protective ceramic coating on spiral casing, stay vanes and top cover of all the three generating units Details 8Tender for annual operation and maintenance work of hydro mechanical equipment Details 8Tender for supply, erection, testing and commissioning of frequency protection relay Details 8Tender for supply of various testing instruments Details 8Tender for annual operation and maintenance of water supply system Details 8Tender for replacement of weasel conductor Details 8Tender for supply of numerical over current and earth fault protection relay Details 8Tender for replacement of weasel conductor Details 8Tender for providing and applying liquid rubber waterproofing Details 8Design, engineering, supply & procurement, erection, testing, commissioning & comprehensive operation & maintenance for 5 years for 1000 KWP rooftop solar photovoltaic power project Details 8Tender for upkeeping and carryout routine electrical maintenance for HT/LT motors and LT switchgears Details 8Tender for carrying out up keeping, routine and continuous monitoring of the unit Details 8Tender for carrying out preventive breakdown maintenance works in condenser/ chilled water pumps, pipe line Details 8Tender for routine maintenance, up keeping and cleaning of RWPH, pre filtration plant Details 8Tender for carrying out up keeping routine preventive maintenance attending breakdown works in SWAS chill Details 8Tender for attending leaks in steam pipe lines feed water oil lines Details 8Tender for fabrication and supply of 500 NB 450 NB SS316Gr pipes and fittings Details 8Tender for routine maintenance and break down maintenance of boiler water wall Details 8Tender for electrical work for construction of equipment and structure plinths works Details 8Tender for work of erection of 66kV feeders bay equipment, structures, control wiring etc Details 8Tender for supply of single pole standalone complete materials Details 8Tender for supply of V cross Arm 4.5 feet Details 8Tender for work of stub strengthening of 132kV D/C line Details 8Tender for operation and maintenance services for HVAC and air washer systems Details 8Tender for routine maintenance and breakdown maintenance works in ACW pumps Details 8Tender for upkeeping & routine maintenance and attending minor repair works Details 8Tender for civil work for construction of cable duct Details 8Tender for supply of various instruments for chemical laboratory Details 8Tender for supply of modified IGV of PA Fan NDFV 22B / impeller housing Details 8Tender for rate contract of fabrication, dismantling, replacement, erection, strengthening / modification of various M.S structure Details 8Design, fabrication, supply, installation, testing, commissioning with remote monitoring system of decentrlized solar micro grid system Details 8Tender for solar powered LED street lighting system Details 8Tender for work of LT ABC Details 8Tender for LT ABC work Details 8Tender for replacing old conductor with new LT ABC Details 8Tender for construction of 800 M HT covered conductor and installation of one 100 kVA transformer Details 8Tender for supply of 24765 coils of 6 sq.mm weather proof wire Details 8Design, manufacturing, supply, installation, testing and commissioning of digital governor system with valve table ssembly and auto synchronizer for the 1 X 16 MW PLBE power house Details 8Tender for providing aluminum roofing over the terrace Details 8Tender for generator stator, rotor and exciter replacement and recommissioning job Details 8Tender for annual maintenance contract of 04 nos. centrifugal air compressors Details 8Tender for complete machining of miscellaneous ST components Details 8Tender for misc. civil maintenance and plumbing works Details 8Tender for procurement of spares of DOC-IV controllers Details 8Tender for procurement of spare parts bypass rotameter installed Details 8Tender for supply, installation, testing & commissioning of 33 kV line, 11 kV additional bay, 11/0.433 kV distribution transformer Details 8Tender for supply, installation, testing & commissioning of 33 kV line Details 8Tender for drilling of tube well Details 8Tender for rate contract for empanelment of agencies Details 8Tender for replacement of 636 no. single suspension/tension fitting to double suspension/tension fitting Details 8Tender for procurement of spare parts of M/s KSB pumps condensate extraction pump Details 8Tender for work contract for refurbishment of discharge electrode frames of 02 no. ESP fields Details 8Tender for procurement, installation, testing and commissioning of 02 Nos. passenger lifts Details 8Tender for servicing of HPBP system along with supply of spares Details 8Tender for work of chain link fencing of land Details 8Tender for supply of dirty ait test with iso-kinetic coal sampling of coal mills Details 8Tender for work of overhauling, servicing & supply of spares for 245kV circuit breakers Details 8Tender for work of overhauling/repairing of 11/22/33kV circuit breakers Details 8Tender for work of overhauling/repairing of 11/22/33kV circuit breakers at various Details 8Tender for supply and erection of 200NB SS pipe for TG PHE back wash and header sea water pipe lines Details 8Tender for supply of 11 kV AB switch with PT insulators Details 8Tender for construction of control room foundations, cable trench Details 8Tender for supply and application of corrosion protection lining/coating on external surface of structures Details 8Tender for strengthening work of crusher house Details 8Design, manufacture, testing, supply & delivery of B and S type 90kN and 160kN antifog disc insulators Details 8Tender for manufacture, testing, supply and delivery of master trip relays, trip circuit supervision relays Details 8Tender for manufacture, testing, supply and delivery of SCADA compatible numeric differential relays Details 8Tender for work of renovation of 33 kV yard and dewatering arrangement at 33/11 kV S/s Details 8Tender for work of installation of additional 12.5 MVA power transformer Details 8Tender for work of supply and replacement of defective CT, PT of 11 kV connections Details 8Tender for installation of 2.5 MVA, 33/0.433 kV and 33/11 kV distribution systems Details 8Tender for service order for overhauling of CW pumps Details 8Design, manufacture, supply, erection, testing & commissioning of economizer coil complete assembly Details 8Tender for supply of 11 kV transformer structure material Details 8Design, manufacture, supply, erection, testing & commissioning of economizer coil assembly, LTSH supply tubes & bends and straight tube panels Details 8Tender for running works contract for erection, maintenance and dismantling of electrical networks Details 8Tender for running works contract for loading / unloading of line materials, DTs etc Details 8Tender for supply of spares for ESP Details 8Tender for supply of various electrical AC/DC MCB's installed for control supply maintenance purpose in HT/LT MCC and in different critical auxiliary panels Details 8Tender for work of removal and supply and reapplication of spray thermal insulation during Details 8Tender for rate contract for the work of on line preventive & breakdown maintenance for boiler rotary parts Details 8Tender for work of overhauling/ repairing of 11/22/33kV circuit breakers Details 8Tender for work of overhauling, servicing & supply of spares for 145kV circuit breakers Details 8Tender for biannual contract for restoration under emergency situation of collapsed tower of EHV lines Details 8Tender for conversion of 110kV SC line to 132kV SCDC line Details 8Tender for establishment of 220/22kV GIS Details 8Tender for establishment of 132/22kV GIS Details 8Tender for annual maintenance contract for work of maintenance of switchyard lighting at various substation Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Arunachal cabinet okays hydropower incentives, recruitment and governance reforms Details 8Who are not coal swindlers Details 8Suzlon Energy gets BIG targets from Motilal Oswal, Systematix on strong risk-reward Details 8CEA Mandates strict use of standard transformer specifications for power utilities Details 8NLC India: How this PSU Stock Is turning its power business into renewable energy company Details 8Shyam Sunder Jindal advocates for advanced energy storage solutions ahead of Union Budget 2026 Details 8Top losers among Nifty 50 stocks in midday trade today, Jan 30: Hindalco Industries, Tata Steel, coal India Details 8India Energy demand keeps coal in focus Details 8The moment has come for reliable renewable power Details 8KP Energy wins 99 MW wind project in Gujarat Details 8Blue Energy motors & HPCL partner for battery swapping Details 8BPCL Inaugurates 71 MWp solar plant at Prayagraj during India energy week 2026 Details 8Oswal Greenzo energies wins 5 MW green hydrogen project at deendayal port Details 8India Likely to begin green ammonia exports by 2028 Details 8Bajaj Auto Approves Rs. 12 Crore investment in clean energy project Details 8Beyond Adani: 3 niche power giants quietly wiring India’s Rs 40 lakh crore energy revolution Details 8Kanyakumari nuclear project advances; India studies converting old thermal plants to atomic use Details 8RattanIndia power reports Q3 revenue of Rs billion against Rs 7.33 billion year-over-year Details 8JSW Energy completes the acquisition of tidong power generation private limited Details 8India Inc Q3 revenue growth seen at 6-7%, but operating margin falls 100 bps Details 8Atlanta Electricals wins multiple orders worth Rs.288 crore Details 8India’s cheapest power needs new buyers Details You can also click on Newsclips for moreDetails
Surplus power post PPA: Deadline pushed not the risk boundary
Jan 30: 8It is a balance-sheet optimisation instrument for operating RE assets. 8The real contest will be between forecasting discipline and pricing aggression.Details
Premier Energies wafer plant: Where is the money?
Jan 30: 8Making solar wafers is never easy, only 8Adani has a small quantity going so far 8But this company is saying it is putting in a whopping Rs 5600 crore into building a big wafer plant 8But where is the money? Click on Details for more.Details
Market Round-up
Jan 30: 1) DAM–RTM basis widens as day-ahead price holds a premium 8On 2026-01-29, IEX DAM MCP = Rs 3,150.51/MWh while RTM MCP = Rs 2,910.94/MWh (basis ≈ Rs 239.57/MWh). Inference: buyers stayed willing to lock cost in DAM despite softer RTM, suggesting uncertainty/hedging demand rather than a real-time scarcity spike. Why it matters: a wider basis raises procurement risk for discoms leaning on intraday balancing and can distort “efficient dispatch” signals.
2) A sharp frequency step-down hits mid-morning-without a matching demand shock 8Frequency drops by about 0.34 Hz from 50.23 to 49.89 between 09:00 and 09:15 on 2026-01-29. Inference: the move is too abrupt to be explained by demand drift alone; it looks like a dispatch/imbalance correction event rather than a gradual ramp. Why it matters: step-moves like this tighten the operating margin and can amplify deviation exposure even when the day “looks normal” in aggregates.
3) Solar ramp drives exports with a measurable lag 8Solar jumps by ~7,485 MW in one 15-minute step from 08:45 to 09:00 (28,453 → 35,938 MW) on 2026-01-29. Inference: solar and net interchange show a strong negative lag relationship (|ρ| ≈ 0.60–0.66 over ~15–120 minutes), consistent with rising solar pushing the system toward higher exports after a short lag. Why it matters: export-led balancing is fragile-if inter-regional margins tighten, the same solar ramp can spill into congestion/price volatility fast.
4) East-to-North flows do the heavy lifting-export shows up corridor-by-corridor 8ER↔NR interchange totals show ER net export ~64.1 MU on 2026-01-29 (ER-NR: Import 3.5 MU, Export 67.6 MU, Net −64.1 MU). Inference: The same page flags large max export MW on specific ER-NR links (e.g., 765 kV Gaya–Varanasi max export 1,453 MW). Why it matters: sustained corridor reliance hardens the system into “flow dependency”; when it breaks, prices don’t just move-reliability does too.
5) Market transparency gap: HPX RTM prints zeros while IEX clears real volume 8HPX RTM snapshot shows 0.00 for bids/MCV/cleared volume/MCP across 23/01–29/01/2026, including 2026-01-29. Inference: this is a reporting/data gap, because IEX RTM for 2026-01-29 shows MCV ~146,803 MWh and MCP Rs 2,910.94/MWh (i.e., the market certainly didn’t “go to zero”). Why it matters: any narrative built on cross-exchange price/volume comparison becomes untrustworthy when one feed is blanked out.
6) PXIL RTM also shows blanks-two exchanges missing in the same week 8PXIL RTM report prints “–” for Purchase/Sell/MCV/Scheduled/MCP/Weighted MCP for all days 23-01-2026 to 29-01-2026. Inference: with PXIL and HPX RTM both blank in these attachments, “market-wide RTM behaviour” cannot be stated from non-IEX sources for this window. Why it matters: reporting gaps weaken regulatory and newsroom scrutiny exactly when volatility narratives need hard numbers.
7) Evening ramp is still thermal-led despite meaningful wind support 8All-India thermal in the 15-min table rises from ~113,695 MW (13:45) to ~173,227 MW (18:45): a ~59,532 MW lift into the evening. Inference: wind helps (peaks ~21,458 MW at 18:45), but the scale of the net evening ramp remains structurally thermal-led as solar fades. Why it matters: thermal flexibility, not just RE buildout, is still setting the system’s ramp cost and operational risk envelope.
8) Exports deepen in the solar-heavy afternoon-net interchange hits its daily extreme 8Net interchange reaches its most negative point around 15:15 at ~−2,536 MW (deepest export) on 2026-01-29. Inference: this aligns with the solar-driven surplus window (solar still elevated), matching the observed lagged solar↔interchange coupling from the same 96-block table. Why it matters: export-heavy balancing can mask internal stress until a corridor binds-then the adjustment comes through prices and frequency. Click on Details for moreDetails
Regulatory Updates
Jan 30: 8Tripura tightens rooftop solar payouts while widening grid-level capacity bands Click on Details for more 8Tripura shifts to formula-driven fuel cost regime, easing regulatory lag in tariff recovery Click on Details for more 8Tripura discoms barred from counting spot market buys toward reliability compliance Click on Details for more 8Aviation clearances delay renewable rollout: TERC grants time relief to airport solar project Click on Details for more 8CSERC flags revenue leakage as DSM misinterpretation benefits open access consumers Click on Details for more 8TNERC clears 500 MW pumped storage procurement, allows imported coal pass-through Click on Details for more 8Mundra HVDC cost sharing dispute could reshape treatment of dedicated links in pooled tariffs Click on Details for more 8CERC tells wind developer: PPA terms can’t be bypassed through grid code relaxation Click on Details for moreDetails
Miscellaneous Update: Part I
Jan 30: 8Government formally carves out coking coal in mining law Click on Details for more 8Centre expands formal pool of certified coal exploration agencies Click on Details for more 8WBSETCL posts Rs 656 crore income, keeps losses well below norms Click on Details for more 8Payroll recalibration begins as Karnataka notifies profession tax revision Click on Details for more 8Distribution material vendor ecosystem widens as RDSS drives multi-category sourcing at KSEBL Click on Details for more 8Rajasthan transmission utility logs Rs 5,173 crore capex plan for FY26 Click on Details for moreDetails
Miscellaneous Update: Part II
Jan 30: 8Telangana regulator seeks auditor-certified allocation for Yadadri capital cost; TGGENCO cites Rs.20,444.54 crore BHEL EPC orders. Click on Details for more.
8Shared distribution networks and capped unauthorised-use assessment proposed in power law rewrite. Click on Details for more.
8Renewable pipeline: 1,57,800 MW under construction; pumped storage 11,620 MW and BESS 9,653.94 MW underway; 97,000 MW new coal capacity. Click on Details for more.
8Wind manufacturers push indigenisation and policy stability amid geopolitically uncertain environment. Click on Details for more.
8ICICI Securities sets BEL target at Rs.530 as order backlog stands at Rs.73,015 crore in Dec’25. Click on Details for more.
8IREDA frames co-lending and long-tenor debt as its tool to scale renewables and rooftop segments. Click on Details for more.
8Reliance Power’s 3,960 MW Sasan project closes rated loans, prompting withdrawal of ICRA grades. Click on Details for more.
8US gas power pipeline hits 252 GW, with over a third tied to on-site data centers. Click on Details for more.
8L&T order book hits Rs.7.33 lakh crore as Q3 inflows jump 17% led by international wins. Click on Details for more.
8ABB crosses $10.3 billion quarterly orders as data centers drive electrification surge. Click on Details for more.
8REC market clears below offered supply as PXIL records 24.64 lakh sell offers in one session. Click on Details for more.
8SAEL Solar’s fixed Rs.2.60/unit SECI PPA anchors rating; DSCR seen at 1.27x. Click on Details for more.Details
Power Committee Updates
Jan 30: 8Emergency TRAS ballooned while SCUC support collapsed: Eastern pool turned sharply more ‘receivable’ in the latest week Click on Details for more 8Eastern Region’s “part-load compensation” is becoming a structural transfer: With West Bengal repeatedly underwriting the bulk of the FY bill Click on Details for more 8WR’s maintenance calendar is no longer “routine”: It’s turning into a corridor-by-corridor reconditioning campaign, with Aurangabad and Raigarh-PS carrying the operational consequence Click on Details for more 8RTV coating of polymer CTs at Aurangabad is not a one-off-it’s a series Click on Details for more 8WRLDC just tightened the spotlight on ramp discipline-two consecutive assessment releases, but the real dataset is sitting outside the statement as who is under-delivering flexibility, who is improving, and where WR’s ramp headroom is structurally constrained-remains off-page Click on Details for more 8WRPC’s NTPC gas fleet flipped from “mixed-cycle” to near-pure open cycle in Oct-on sharply lower generation. Open-cycle-heavy operation typically indicates peaking or flexibility calls, but here it coincides with very low energy volumes, raising questions on how often the assets are being used versus how they are being positioned operationally Click on Details for more 8December flips WR into a higher-burn, higher-import month: Coal and demand surge-yet the “stress markers” (frequency dip time + shortfall) quietly worsen Click on Details for more 8WR outage calendar is being “managed” around peak demand rather than engineered around system resilience - and the paperwork shows the strain Click on Details for more 8From partial compliance to binary extremes: WR frequency response turns all-or-nothing in October Click on Details for more 8WR’s “critical asset map” goes formal: compliance-driven grid governance tightens around lines, reactors, HVDC, FACTS and black-start readiness Click on Details for more 8NER’s outage calendar is quietly turning into a system-security stress test - with Bongaigaon/Balipara/Misa at the centre Click on Details for more 8Deviation charges: WR–NR stayed the grid’s cash magnet - but “discipline leadership” flipped sharply from Delhi to Haryana as renewables/QCAs turned from earning to bleeding Click on Details for more 8Reactive discipline tightens in the North, but Rajasthan–UP voltage stress hardens into a structural pattern Click on Details for more 8NR’s emergency-TRAS hangover is easing-but SCUC flips the bill back onto the big thermal block Click on Details for moreDetails
Company updates
Jan 30: 8REC posts Q3 net profit Rs 4,043 crore and writes off Rs 709.78 crore loan under IBC plan execution. Click on Reports for more. 8NTPC flags four senior exits on superannuation, including executive director Aditya Dar. Click on Reports for more. 8Adani Power’s call presentation highlights Q3 FY26 PAT at Rs 2,488 crore. Click on Reports for more. 8ACME Solar Holdings flags Rs 500 crore enhancement in rated bank facilities, rating unchanged at AA-. Click on Reports for more. 8IEX flags Q3FY’26 market-clearing prices down to Rs 3.22–3.26/unit as volumes hit 34.1 BUs. Click on Reports for more. 8Clarion Wind Farm contracts Suzlon for 3×2.1 MW WEGs; completion deadline stated as June 30, 2026. Click on Reports for more. 8Indowind Energy’s Dec-quarter revenue stated at Rs 1,755.40 lakh; profit after minority interest Rs 42.14 lakh. Click on Reports for more. 8Indowind seeks to change rights issue spending plan: Raises eyebrows. Click on Reports for more. 8TD Power Systems flags Rs 18,45 crore order book as exports dominate inflows. Click on Reports for more. 8Inox Leasing and Finance Limited lifts promoter holding in IGESL to 60.13% after warrant-linked allotment. Click on Reports for more. 8TD Power Systems assigns Ramya Ramesh dual remit—sales and project execution (motors) plus IT. Click on Reports for more. 8HPL Electric launches ‘Neeram Pulse’ smart water meter, opens Gurugram plant for ultrasonic and multi-jet units. Click on Reports for more. 8KPI Green Energy ties revenue ramp to long-term GUVNL offtake as 240 MW DC plant begins injection. Click on Reports for more. 8Borosil Renewables Limited targets Dec 2026 commissioning for Rs 950 crore solar-glass expansion. Click on Reports for more. 8Indosolar reports independent director Shiv Kumar Agarwal resigns. Click on Reports for more. 8Surana Solar posts Q3 profit after tax of 21.91 lakhs. Click on Reports for more. 8RMC Switchgears Limited issues 25,050 ESOP shares. Click on Reports for more. 8Vedanta Limited discloses Rs 474 crore Cambay PSC exposure; Delhi HC orders status quo on January 6, 2026. Click on Reports for more. 8Vedanta signals board-level HR leadership reset. Click on Reports for more. 8L&T says no fresh disclosure on Holtec and Clean Core Thorium MoUs. Click on Reports for more.Details
Contracting news for the day: Part-1
Jan 30: PSPCL 300 MW EPC-plus-land tender extends bid window, shifting price calculus and delivery risk 8Three sequential deadline extensions and a final push, materially lowering land-aggregation uncertainty for bidders. 8The contractual terms remain unchanged: land and a three-year O&M obligation stay bundled with EPC, concentrating early-life risk on the contractor. 8The key question is whether the extra time produces deeper competition.
Timelines stretched for again high-voltage GIS packages at 400 kV and 220 kV levels 8This signals technical caution over speed. 8High-voltage GIS is unforgiving of weak pre-bid alignment. 8The owner appears willing to trade time for technical certainty. 8The downstream effects are subtle but material.
Serial bid extensions stretch 400/220 kV GIS EPC into a four-month procurement marathon 8A high-capacity GIS sub-station should test engineering, not procurement stamina. 8The tender has quietly accumulated six deadline extensions without touching scope or terms. 8The pattern raises sharper questions than any corrigendum ever could. 8The project hinges on seamless GIS and live-line LILO integration. 8Extended bidding does not reduce this risk, it redistributes it.
Repeated bid date extensions tighten the spotlight on bidder readiness for this 132/33 kV GIS project 8The owner has pushed the submission deadline again. 8The move looks procedural, but the timing reveals deeper signals about bidder preparedness and OEM alignment. 8What it ultimately means for competition and pricing lies beneath the surface.
BHEL extends deadline for clubbed DG EOT cranes across five thermal power projects 8A quiet date extension in a heavy-lift crane tender reveals more than a scheduling tweak. 8When five power stations are bundled into one procurement, timelines become a strategic lever. 8The implications run deeper than the calendar.Details
Contracting news for the day: Part-2
Jan 30: Repeated bid extensions spotlight thin specialist bandwidth for this ash dyke stage II stability tender? 8Five extensions for a narrowly scoped ash dyke consultancy is not procedural noise. 8It points to deeper stress between regulatory urgency and market readiness. 8What is really tested here goes far beyond bid dates.
Regulatory consultant: Extended 8Regulatory capability is central to financial sustainability, not an auxiliary legal function. 8The tender keeps scope, risk and accountability firmly intact while widening the competitive funnel. 8For consultants, the real challenge lies beyond bid submission — in defending tariff outcomes across two MYT cycles.
NHPC’s Parbari Stage-II turns to OEM-locked GE Vernova expertise for HV R-phase diagnosis under a tightly scoped GeM tender 8A small consultancy masks a high-consequence HV measurement problem at NHPC’s Parbari Stage-II. 8By naming the OEM and disabling arbitration, the promoter sharpens accountability while narrowing the field. 8The extensions tell their own story about specialist availability and risk tolerance.
OPTCL stretches bid timelines four times for high-risk 220 kv underground turnkey package 8OPTCL has quietly extended the bid deadline four times for its Mendhasal–Chandaka-B 220 kv underground transmission package. 8The move preserves contractual rigidity while buying time for a hesitant EPC market. 8The real signal lies not in what changed, but in what deliberately did not.
NTPC stretches bid timelines for 200 MVA GT at RSTPS stage-II, quietly shifting risk back to OEMs 8NTPC’s RSTPS stage-II generator transformer tender did not change its clauses, but it changed its clock. 8Multiple deadline extensions pushed bid exposure deep into a volatile cost window for transformer OEMs. 8The real story lies in who can afford to wait — and who cannot.Details
NTPC’s Andaman gas power tenders enter a year-long extension loop with synchronized deadline resets across packages
Jan 30: 8A 50 MW island gas project rarely waits this long to choose its builders. 8Seventeen extensions across two linked tenders tell a story far bigger than calendar drift. 8The real signal lies in who can afford to wait—and who quietly cannot.Details
Jan 30: 8A zero-EMD tender at a near-completion supercritical plant is never about generosity. 8It is about speed, control, and who can actually finish the job. 8The real signal lies in what the advertiser is willing to waive — and what it is not.Details
Geological certainty is hardcoded into this PSP
Jan 30: 8This is not a routine testing contract. 8The advertiser is quietly moving subsurface risk out of EPC hands and into the consultant layer. 8The implications run deeper than lab reports.Details
PSPCL fractures Rs 128.78 crore 11 kV HT cable award across four vendors after intense reverse auction
Jan 30: 8A routine cable tender turned into a stress test for India’s HT cable manufacturers. 8Reverse auction pressure reshaped pricing, rankings, and ultimately the award structure. 8The implications extend well beyond Punjab’s grid.Details
Borosil Renewables Rs 371.49 crore proceeds unspent: Parked in money market funds is not great
Jan 30: 8There is no alleged misuse but it leaves open why this cash-routing choice was made beyond the factual note. The immediate risk allocation implied by the text is governance and traceability scrutiny sits alongside idle-fund parking, while spending remains pending within the stated project timelines. Click on Reports for more.Details
PSPCL rewrites cable procurement playbook with multi-price awards in 11 kV XLPE tender
Jan 30: 8A state utility quietly accepted bids spanning nearly an order of magnitude under a single cable tender. 8The move upends long-held assumptions about L1 dominance in power distribution procurement. 8What PSPCL gains in reliability, the market may pay for in pricing discipline.Details
Daily forward looking import matrices
Jan 30: It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days. Get the daily updates for : 8Crude 8Fertilizers 8Coal & Coke 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Download tenders and newclips
Jan 30: For reference purposes the website carries here the following tenders: 8Tender for repair & rehabilitation works on the outside of cooling tower Details 8Tender for fabrication of towable metal shed for GWC, electrical, SME and conveyor Details 8Tender for modification of GM/O&M & CGM secretariat with ACP paneling Details 8Tender for procurement of PLCC cards/modules and tag block of ETL 41/42 type PLCC panels Details 8Tender for laying of tower foundations, erection of towers, stringing and sagging of conductor Details 8Tender for repair and renovation of houses Details 8Tender for procurement of spares and consumables of hot air damper installed Details 8Tender for work contract for engagement of third party supervisory agency for inspection and supervision of AOH COH of boiler pressure parts of various Details 8Tender for supply of M.S.bolts and nuts Details 8Tender for supply of LT 3 phase channel cross arm. Details 8Tender for drifting work for geotechnical investigation Details 8Tender for annual maintenance and repair of power channel of chilla hydro electric project. Details 8Tender for renovation and miscellaneous work Details 8Tender for construction of civil structure Details 8Tender for repair and maintenance of water supply network Details 8Tender for renovation of civil wing Details 8Tender for additional provisional estimate for construction of 2.3 km long 11kV spur line Details 8Tender for engagement of consultant for feasibility study, preparation of pre-feasibility report (PFR) and detailed project report (DPR) for setting up of 25 MW(AC) agrivoltaic project Details 8Tender for supply of thyristor based battery chargers of 48V with current rating Details 8Tender for works contract for facility management services contract for maintenance of SCADA and SCADA related equipment Details 8Tender for procurement of spares of 22kV sectionaliser in various Details 8Tender for work of erection of structures, equipment, earthing, control wiring etc. Details 8Tender for procurement of high speed (master 86) trip relay, type MVAJM15, 110V & 220V DC for C&R panel Details 8Tender for supply of various size MS pipes and various joint fittings Details 8Tender for supply and retrofitting work of 415 V LT ACB for 5X50 MW units Details 8Tender for supply, installation & commissioning of 48V, 350AH capacity lead acid plante type battery set along Details 8Tender for providing & laying waterproofing to the damaged expansion & construction joints Details 8Tender for enhancement of transformation of capacity of substation Details 8Tender for augmentation of substation by providing of 1X100 MVA 220/33kV T/F Details 8Tender for work of providing & fixing of dedicated metering CT’s & PT’s of required Details 8Tender for providing of extra pole Details 8Tender for height raising of all insalled C&R panel, RTU panel Details 8Tender for replacement of defective keypads in protection relays Details 8Tender for civil & architectural works Details 8Tender for OLA of 2 years for electrical supply & services activities Details 8Tender for laying of double circuit 11kV XLPE 185 Sq.Mm cable(UG), main cable Details 8Tender for carrying out performance guarantee test for steam turbines of industrial and captive power plants Details 8Tender for carrying out misc. civil works Details 8Tender for O and M of EHV and HV substations and electrical maint. Details 8Tender for balance civil & architectural works Details 8Tender for rate contract for engagement 03 nos safety supervisor for overhauling job of different plant Details 8Tender for service contract for round the clock operation of panel cabin Details 8Tender for service contract for overhauling of ID, FD and PA fans and gate and dampers Details 8Tender for biennial contract of mechanical maintenance of ash handling plant Details 8Tender for construction of new 33 kV indoor switchgear Details 8Tender for supply, erection, testing & commissioning including five years insurance and comprehensive operation and maintenance of total 06 meter height 50 WP capacity solar street high masts Details 8Tender for supply, erection, testing & commissioning including five years insurance and comprehensive operation and maintenance of total 06 meter height 200 WP capacity solar street high masts Details 8Design, supply, installation, testing, commissioning of total 40 kW grid connected solar PV plant Details 8Tender for supply of 16 KVA rating outdoor type completely self protected single phase aluminium wound distribution transformer Details 8Tender for supply of bar type LTCT of various ratio Details 8Tender for supply of 33 kV CT-PT sets of various ratios Details 8Tender for supply of 33 kV pin insulator porcelain type Details 8Tender for R and M works at 132 kV GSS Details 8Tender for R and M works at 220 kV GSS Details 8Tender for construction of 132kV GSS Details 8Tender for annual contract for routine, breakdown and capital maintenance of ball tube mills Details 8Tender for biennial maintenance contract (BMC) by OEM for 24 V DC float and boost chargers Details 8Tender for procurement of spares of gearbox installed between turbine and booster pump Details 8Tender for procurement of various spares of sky man international OCTO drive unit Details 8Tender for dismantling and shifting HT and LT poles and lines Details 8Tender for replacing existing V grooved anchor bolts with rectangular threaded anchor bolts Details 8Tender for supply of pipe HDPE 110mm PN 6 configuration and PE grade 80 Details 8Tender for implementing drone based aerial patrolling and thermo vision inspection of important 400/220/132 kV transmission lines Details 8Design, manufacture, testing, supply and delivery of 132kV PTs, 132kV NCTs and 132kV CTs of various ratios Details 8Tender for procurement of 3000 MT 66 kV tower material and sub station structure Details 8Tender for operation and maintenance of PDFAC system and wet sluice system including materials Details 8Tender for supply of spool piece pipe with flanged in one end and a loose flange Details 8Tender for supply and erection of 400 kV DC towers, supply and stringing of ACSR twin moose conductor Details 8Tender for routine maintenance up keeping works in the mills and feeders Details 8Tender for supply of automatic isoperibol bomb calorimeter along with complete accessories and spare Details 8Tender for sale of various scrap materials Details 8Tender for supply of material for for rejumpering by using cover conductor Details 8Tender for supply of material for re jumpering by using cover conductor and earthing of transformer Details 8Tender for replacement of ACSR conductor by 33 kV AAAC AL-59, 241 sqmm Details 8Tender for annual maintenance and meter reading work Details 8Tender for straightening of titled poles Details 8Tender for work of repairing & overhauling of OLTC of 220/33kV 25 MVA & 132/11kV 25 MVA transformers Details 8Tender for work of overhauling, servicing & supply of spares for 145kV circuit breakers Details 8Tender for work of earth pit ( renovation ) at various substations Details 8Tender for attending emergency breakdown work & annual routine maintenance work at 220/132/110 kV substations Details 8Tender for work of non comprehensive annual maintenance contract for microprocessor based Details 8Tender for work of up-gradation of wave trap and bay strengthening in view of utilization of HTLS for associated end bays Details 8Tender for miscellaneous civil works for maintenance Details 8Tender for biennial rate contract for attending running repairs, scheduled, preventive & breakdown maintenance with overhauling of 08 nos. bulldozers Details 8Tender for misc. civil works required Details 8Tender for work of rubber lining of various equipments, pipes and fittings Details 8Tender for operation and maintenance of valves for water distribution Details 8Tender for As and when required, miscellaneous civil works Details 8Tender for work of as & when required rate contract for online leak sealing services for high pressure/temperature valves, lines etc. Details 8Tender for fabrication and erection of expansion bellows during Details 8Tender for maintenance of emergency 11 kV lines Details 8Tender for rate contract for the work of overhaul, lifting & shifting of various sizes of LT motors Details 8Tender for supply, erection, testing, and commissioning of 220kV & 66kV equipment’s & materials Details 8Tender for providing & fixing water tanks Details 8Tender for repairing of existing road of ash dykes Details 8Tender for misc. plumbing related civil maintenance work Details 8Tender for construction of compound wall periphery of power house Details 8Tender for work of 66kV S/C line Details 8Tender for construction of compound wall Details 8Tender for supply of fibre glass pultruded hotline operating sticks with accessories suitable for 220kV & 66kV class for various substations Details 8Tender for work of overhauling & servicing of dampers for boiler Details 8Tender for work of complete overhauling and cartridge replacement of 200KHI boiler feed pump Details You can also click onTenders for more For reference purposes the website carries here the following newsclips: 8India's NMDC exploring coal reserves in Canada to boost steel capacity, minister says Details 8Govt notifies coking coal as critical mineral to cut import dependence Details 8India Power Corporation Limited to develop 70 MW solar project in Bhutan Details 8Gujarat tops nation in renewable energy says Dy CM Harsh Sanghavi Details 8Tripura: 740 consumers earn from surplus solar power under PM Surya Ghar Yojana Details 8Adani Power Q3 net profit declines over 15 pc to Rs 2,488 crore Details 8Adani pivots to local debt, aims to raise $10 billion over three years Details 8Made in India. made for the world! suzlon and the making of India’s wind energy story Details 8Grid investment strains as India’s demand accelerates Details 8India’s green energy leap Details 8Bid to address material intensity in renewables, cross-subsidy in power Details 8India Will stop setting annual clean energy tender targets Details 8Coal to remain central for India's energy security: PM's principal secy Details 8Cyprus solar capacity grows in 2025 despite record curtailment and grid constraints Details 8Beyond Adani and Reliance: Meet the 2 solar ‘pure-plays’ leading a Rs 73,000 crore order book Details 8Material and storage roadblocks emerge as key risks in India’s energy transition, Economic Survey signals reform momentum Details 8S Usha takes over as director (market operation) of grid-India Details 8Jefferies’ top power, defence and infra sector picks with upto 68% upside potential Details 8Expert Explains: Why Thorium-based nuclear power generation is key to securing India’s energy independence Details You can also click on Newsclips for moreDetails
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Jan 30: 8Find a snapshot of thermal, hydro, pumped storage, solar, wind, BESS and T&D contracts related updates for the day Click on Reports for moreDetails
REC PDCL hard-codes HVDC-scale risk transfer in the Rajasthan REZ Ph-IV Barmer-II transmission tender
Jan 29: 8This is not a routine transmission bid; it is a balance-sheet stress test. 8REC PDCL has stripped its SPV sale of almost all comfort, pushing construction, legal, and historical risk onto the bidder. 8Who steps forward will define the next decade of India’s HVDC grid build-outThis is not a routine transmission bid; it is a balance-sheet stress test.
Details
NTPC extends bid deadline for procurement process review consultant, signalling quality-over-speed governance push
Jan 29: 8NTPC has quietly extended the bid deadline for its procurement process review consultancy. 8The move reshapes who can realistically compete for a mandate that sits at the heart of governance and audit reform. 8What looks procedural on paper carries deeper signals for how NTPC wants this review done.Details
Company updates
Jan 29: 8GE Vernova T&D India posts 58% Q3 revenue rise to Rs 1,700 crore, driven by multiple domestic and export GIS/AIS orders. Click on Reports for more. 8Adani Enterprises confirms its subsidiary signed an MoU with Embraer after the January 27 price move, but says no Regulation 30 disclosure is required yet. Click on Reports for more. 8CLN Energy discloses Dubai subsidiary plan. Click on Reports for more. 8ArcelorMittal order becomes Suzlon’s “first” with the group; tied to 550 MW Gujarat hybrid captive project. Click on Reports for more. 8NTPC Green Energy adds 130.47 MW to commercial stack at Khavda-I; group commercial capacity cited at 8,347.78 MW pre-addition. Click on Reports for more. 8Reliance Infrastructure’s secretarial auditor quits effective January 27, 2026; company flags “personal problems. Click on Reports for more. 8Kalpataru Projects says ITAT Mumbai order deletes tax demand for AY 2018-19 to 2020-21. Click on Reports for more. 8RMC Switchgears promoter group plans 8.02% off-market transfer to Ankit Agrawal under SEBI SAST exemption. Click on Reports for more. 8L&T says order book crosses Rs 7 lakh crore as international orders hit 49% of backlog. Energy projects order book swells, but margins slip under execution strain. Click on Reports for more.Details
NTPC stretches the clock on multi-station BESS EPC bids
Jan 29: 8The price signals, when they arrive, will reveal more about India’s storage economics than the tender documents themselves.Details
SJVN stretches WIND-4 timelines again, turning a 600 MW ISTS wind tender into a prolonged price-discovery exercise
Jan 29: 8Seven deadline extensions tell a deeper story than any rewritten clause. 8The 600 MW WIND-4 tender now tests how far schedule elasticity can go before price signals change. 8For bidders and lenders alike, time has become the quiet variable.Details
SJVN seeks regulatory firepower for Dhaulasidh HEP capacity expansion
Jan 29: 8SJVN has moved early on the regulatory chessboard for Dhaulasidh HEP’s capacity expansion. 8Undefined expansion parameters transfer interpretive risk.Details
Feb 03: Solar’s trillion-dollar surge exposes widening divide between capital-rich and capital-poor regions:Details