Perspectives

What is the ideal level of free electricity units ? This would depend on the region where it is implemented. It can’t be a random number say 250 units or 300 units. One has to do a lot more analysis to find the right number.

Perspectives

There is a popular belief that that air pollution is a problem only in the big, rich cities but does not bother them. We know that PM2.5 is the real killer. However, its measurement does not trace back to a period of ten years across most parts of India. We also now know that there are at least 132 cities across India that do not meet the national air quality standards on any day of the year. There are days when many other cities overtake Delhi in pollution. What is the solution ?

Situation Report

The government’s ₹6,00,000 crore ‘National Monetisation Pipeline’ (NMP) project was released on 23 August’21. Under the NMP, the government has identified 13 sectors — including airports, railways, roads, shipping, gas pipeline among others— which will be monetised. Although its a detailed report, implementation would require more clarification.

Situation Report

The capital goods suppliers have shown intentions to considerably change their strategy in the forthcoming future. In this article we talk about stated or publicly available strategies of capital goods suppliers in power sector – BHEL, Thermax, GE, L&T, Toshiba, BGR, Siemens

Situation Report

Indian Government is proposing to amend the Electricity Act 2003 ( called Draft Electricity Amendment Bill 2021) to address some important issues. Amendments are focused on giving more choice to the electricity consumers, uniform selection of various regulatory bodies like CERC, SERC, APTEL, and promoting renewables.

Situation Report

78 GW is installed, 31 GW in progress, and 27 GW in bidding stage. 19 GW is on hold due to PSA delays. However, the 27 GW is also on hold due to delay in PSA. 175 GW is the target by 2022

Situation Report

Delta Plus has an extra mutation called K417N. Most of the coronavirus vaccines are designed to train the body to recognise the spike protein, or parts of it – the place where Delta Plus extra mutation is. So what happens to efficacy of vaccines and the immune response ?

Perspectives

Large oil companies cannot let go of their resources or natural gas. So they are pushing for blue hydrogen, so they can continue to pumping fossil fuels out of the ground for decades to come. China and Europe would compete on green hydrogen, however, most likely with solar domination; China would control the green hydrogen market. According to news, they have started investing in large scale electrolysers, which would reduce costs in say 10 years. Europe has offshore wind plus hydrogen, but that cannot be scaled around the world. Solar plus electrolyser is the way to go.

Perspectives

Many of us believe we have excess capacity in Indian power sector. We see the numbers – installed capacity of 377 GW and think peak load is only 183 GW, we have too much capacity. Capacity utilisation (PLF) is only 50-60 % for most coal power plants, so first let them get to higher capacity utilisation. But when we look in detail, there can be peak power deficit, and hence there can be blackouts in some regions.

Perspectives

How Coronavirus spread in India in relation to number of tests and leakage which led to herd immunity and rapid fall in number of cases. Was lockdown due to lack of medical facilities, or was done to stop the spread of virus ? These questions can be answered by one graph