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Sep 2025
SECI narrows bidder pool with Rs 500 crore project experience filter — hydrogen hub DPR
8Only firms with megaproj ect credentials can qualify excluding midtier consultancies This reshapes competition favouring PSUs and global EPC tieups while raising entry barriers for private players.
8SECI reverts to a oneenvelope submission after years of twopart tenders This accelerates process flow but compresses technical and commercial disclosure into one step.
8Each proposed hub must anchor at least 100000TPA hydrogen production This high floor prioritizes scale ensuring only large integrated clusters or portbased complexes are viable candidates
BHEL solar RESCO tender: Hybrid rooftop - ground format complicates developer strategy
8Splitting capacity between rooftop and ground makes EPC planning more complex Developers must factor in higher rooftop labour risk and ground - mounted standardisation This duality could skew tariffs.
Puducherry solar tender reflects national policy push for subsidy - free rooftop solar
8SECI is testing subsidy independent models with stricter compliance If successful this could be rolled out across states Developers face a steeper but possibly standard future.
Substation upgrades at Bommanahalli and Belagalapeth
8Two legacy 33/11kV stations will be uprated to 110/11kV with new double-circuit lines from Akkialur. This migration expands MVA capacity fourfold. The dependence on one source Akkialur raises load-sharing questions.
Repeated deferrals reflect systemic pattern across Northeast utilities
8Similar extension cycles have been seen at APDCL and MNRE funded projects The issue is not isolated to MeECL It signals a structural bottleneck in regional GIS procurement.
Downstream RDSS timelines face pressure — MSEDCL
8Delays in cable procurement ripple into distribution projects. DT connections and feeder segregation schedules may slip. This puts RDSS milestone compliance at risk.
Twelve extensions highlight weak bidder appetite — NTPC Andaman Nicobar gas project
8The bid cycle has stretched nearly nine months through 12 rounds. Such persistent extensions reflect a thin contractor pool willing to risk mobilisation. It signals systemic hesitation about project viability.
Trend of micro - extensions continues — NHPC Dulhasti
8Like past hydro packages NHPC is using incremental date relief rather than wholesale rescheduling. This approach aims to keep project sequencing intact. However it risks repeated drip - feed delays if bidder appetite does not improve.
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