Download tenders and newclips. . . Regulatory Upadate: Part I. Regulatory Upadate: Part II. Northern grid: Latest update shows hydro highs, thermal stability, and shifting state allocations . Jalna AIS project tests rigid SPV transfer model at state level. Vindhyachal–Varanasi transmission line: Seven firms qualified including Powergrid and Adani. Suzlon vs GETCO: A connectivity showdown. CPSU power shields Rajasthan from cost surge in July purchases. Contracting news for the day: Part-1. Contracting news for the day: Part-2. Contracting news for the day: Part-3. Contracting news for the day: Part-4. Contracting news for the day: Part-5. Contracting news for the day: Part-6. Contracting news for the day: Part-7. Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day. Market Round-up. Daily forward looking import matrices. Contracting news for the day: Part-1. Contracting news for the day: Part-2. Contracting news for the day: Part-3. Contracting news for the day: Part-4. Contracting news for the day: Part-5. Contracting news for the day: Part-6. Contracting news for the day: Part-7. Contracting news for the day: Part-8. Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day. Northern India’s transmission: Latest update on costs, deviations and regulatory shifts. North East India: Key updates on tariffs, hydro capacity, and grid modernization . Regulatory Upadate: Part I. Regulatory Upadate: Part II. Regulatory Upadate: Part III. Regulatory Upadate: Part IV. Download tenders and newclips. Daily forward looking import matrices. Market Round-up. Are NTPC’s mid-cost plants still worth their weight in Rajasthan’s stack?. Morning peak tariff battle could reshape Gujarat’s ToU regime. Daytime solar output to offset night bills. Surya Roshni sets precedent for other Gujarat MSME solar players. Mine-linked deductions cut Neyveli’s schedulable supply across units. Pricing spreads in Rajgarh–Neemuch project reflect cut -throat competition. BHEL solar tender sees crowded bidder pool and unusual bid extensions. Consultancy race for discom reform:Technical bids opened. Contracting news for the day: Part-1. Contracting news for the day: Part-2. Contracting news for the day: Part-3. Contracting news for the day: Part-4. Contracting news for the day: Part-5. Market Round-up. Regulatory Upadate: Part I. Regulatory Upadate: Part II. Regulatory Upadate: Part III. Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day. Eastern Grid Update: Rising Demand, Transmission Delays, and Grid Resilience Priorities. Download tenders and newclips. Daily forward looking import matrices. Kerala pays premium for peak-hour power. Renewable exemptions shift burden to thermal. Regulator tightens cost recovery on miscellaneous works. Pumped storage gains financial visibility. August power costs trigger Rs 0.40/unit surcharge. Regulatory Upadate: Part I. Regulatory Upadate: Part II. Regulatory Upadate: Part III. Regulatory Upadate: Part IV. Regulatory Upadate: Part V. Regulatory Upadate: Part VI. Regulatory Upadate: Part VII. Market Round-up. Jharkhand solar pricing emerges below peer benchmarks. Award value fixed at Rs 23.01 lakh below typical consultancy benchmarks. Contracting news for the day: Part-1.
Download tenders and newclips
Oct 03: For reference purposes the website carries here the following newsclips: 8Tender for complete overhauling, servicing and retrofitting of 6.6 kV SF6 circuit breakers Details 8Tender for work of second circuit stringing on 132kV line Details 8Tender for work of erection, testing and commissioning of 66kV LILO Details 8Tender for work of erection, testing and commissioning of 66kV D/C line Details 8Tender for work of erection, testing and commissioning of 66kV LILO Details 8Tender for work of erection of 66kV equipment, structures, earthing, installation, control wiring, yard Details 8Tender for replacement of tension SRI of D/C 400kV line Details 8Tender for work of H frame to tower Details 8Tender for supply, erection, testing & commissioning of 66kV D/C line Details 8Tender for supply of various consumable item Details 8Tender for supply of proportional valve for turbine governing system Details 8Tender for supply of DC battery grounding fault tracer Details 8Tender for supply, erection & commissioning of H2 leak detection system Details 8Design, supply, installation, testing and commissioning of 25MVA, 230/7KV station transformer along with all accessories Details 8Tender for erection of 66kV S/C line on D/C panther tower structure Details 8Tender for biannual rate contract for erection of structure, equipment, earthing Details 8Tender for supply, erection and commissioning of new street light poles with cable laying Details 8Tender for biannual rate contract for erection of structure, equipment, earthing, control wiring etc. Details 8Tender for construction of control room extension and providing structural equipment plinths Details 8Tender for procurement of drill pipe spinner Details 8Tender for repair, installation and commissioning of MSP BGC-D motor 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 highmasts Details 8Design, manufacture, supply, installation, testing commissioning of 4000 white LED based Details 8Tender for civil works introduction of 110 / 33 kV ratio with 1x16 MVA power transformer Details 8Tender for mechanical for overflow lagoon Details 8Tender for procurement of 22 kV polymer composite disc insulator Details 8Tender for work of various maintenance works of stacker cum reclaimer for coal handling plant Details 8Tender for supply, erection, modifying & commissioning of lighting system Details 8Tender for work of instrumentation maintenance Details 8Tender for bi annual rate contract for restoration of various 400kV class transmission lines Details 8Tender for construction of RCC wall at stacker reclaimer Details 8Tender for supply of various instruments for chemical laboratory Details 8Tender for procurement of 2 ton split ACs Details 8Tender for augmentation / replacement of existing 400/230kV, 315 MVA ICT-2 with 400/230kV 500MVA ICT Details 8Tender for appointment of agency for supply and commissioning of additional hardware Details 8Tender for supply and retrofitting of 245kV pantograph isolators and 245kV centre break isolator Details 8Tender for various civil work Details 8Tender for bi-ennial rate contract (BRC) of complete boiler plant Details 8Tender for repair and maintenance of civil work Details 8Tender for retrofitting and up-gradation of 2 Nos. chlorine dosing system Details 8Tender for supply of submersible slurry pump capacity Details 8Tender for supply of pneumatic rigging hoist Details 8Design, procurement, erection, testing and commissioning of microprocessor based high speed bus transfer system for 6.6KV HT supply Details 8Tender for SITC of of 22kV bay Details 8Tender for supply of power cable fault locator, XLPE cable Details 8Tender for conversion of HT O/H 11 kV open line Details 8Tender for replacement of LT bare conductor with AB cable Details 8Tender for repair and maintenance of 33 kV outdoor VCBs Details 8Tender for replacement of old service cable by armoured cable for installation of smart meter Details 8Tender for repair and maintenance of 33 kV outdoor VCBs Details 8Tender for replacement of DTR cables for smart metering Details 8Tender for extension of control room and yard Details 8Tender for construction of protection wall , nali , gate , and other misc.civil works Details 8Tender for construction of electricity test lab at 33/11 kV substation Details 8Tender for construction of fencing and other miscellaneous civil works at 33/11 kV sub station Details 8Tender for AMC of ingersoll rand air compressor model No.234 of EHV circuit breaker Details 8Tender for work of attending planned/emergency/breakdown maintenance work at various Details 8Tender for work of servicing of 22kV gas insulated switchgear Details 8Tender for BMC for the work of replacement of failed/sick substation equipments Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Market leader stock in focus after securing Rs.4 Crore order for solar PV pumping systems from MPUVNL Details 8Centre tells renewable energy agencies to cancel rushed solar tenders Details 8SJVN Green Energy adds 128.88 MW to Bikaner solar project Details 8Waaree Energies begins operations at new solar module plant in Gujarat Details 8Adani Green reaches 16.7 GW of operating renewable capacity Details 8Interview with R.K. Vishnoi: “THDCIL is committed to driving India’s clean energy transition Details 8Tata Power's latest move a big relief for Mumbai customers, read more Details 8Black Box-Wind River deal to drive edge, cloud growth with Rs.1,350 Crore boost Details 8United Breweries upgraded to buy at Nirmal Bang; check outlook, target here Details 8India has 171GW/279GW solar cell and module manufacturing capacity under construction Details 8IEA-PVPS warns soiling costs solar industry billions per year Details 8Power sector sees fresh spark in August: 3 big factors fuelling demand rebound Details 8Tata Power arm to invest Rs.1,200 Crore to develop 80 MW FDRE renewable project Details 8Mobilising Domestic Capital Crucial To Power India’s Startup Growth Amid Foreign Reliance Details 8Sterlite Electric Limited Files DRHP with SEBI Details 8Coal Demand Sluggish This Fiscal Year: mjunction Details 8Transformer stock that delivered 1500% return in 5 years amid rising demand and export momentum Details 8Forget Iron and Coal: Why NMDC and Coal India are betting big on EV magnets Details 8These 3 power stocks will be in focus on Friday, Oct 3, 2025 Details 8Windergy international trade fair from Oct 29 to 31 at Chennai Trade Centre Details 8DICABS Nextgen commissions second rod mill at Vadodara facility Details 8India Ratings downgrades Wapcos loans on stretched working capital cycle Details You can also click on Newsclips for moreDetails
Regulatory Upadate: Part I
Oct 03: 1) NDMC’s solar procurement: A test for Delhi’s renewable regulations 8As NDMC seeks approval for a major solar deal, the DERC’s decision will test the robustness of Delhi’s renewable energy regulations and procurement strategies.
2) DERC's decision on NDMC's PPAC petition could reshape Delhi's power tariffs 8The anticipated ruling on NDMC's PPAC petition may lead to significant tariff shifts, emphasizing the critical role of regulatory bodies in balancing market forces and consumer protection.
3) New deadline for deviation metric feedback could alter regulatory path 8The extended period for comments reflects the complexity and importance of the deviation metrics, with potential long-term impacts on renewable energy compliance.
4) Compensation cess abolition: Relief or burden for coal buyers? 8The removal of the Rs 400/MT cess offers short-term relief, but the concurrent GST hike raises questions about net impact on operational costs. 8Industry players will deliberate on October 13.
5) Market clearing price (MCP) dips on IEX, remains steady on PXIL and HPX 8The average MCP on IEX fell to Rs.3.99/kWh in August 2025, marking a decrease from previous months. 8Meanwhile, PXIL and HPX maintained higher MCPs, reflecting varied pricing dynamics across exchanges.
6) NTPC's delayed response stalls Chandigarh's power purchase agreement 8Chandigarh Power Distribution Limited's effort to secure a supplementary power purchase agreement with NTPC hits a snag as NTPC has not filed its reply. 8The delay could affect power supply dynamics and regulatory compliance timelines.
Oct 03: 1) Chandigarh Power faces data bottlenecks in consumer refund process 8Chandigarh Power Distribution Limited cites delays in receiving consumer data from the Electricity Department, complicating the refund of meter rental charges and compensation, and pointing to systemic inefficiencies.
2) Battery storage bids: Tata Power tests regulatory waters with novel clauses 8TPDDL's petition withdrawal uncovers unusual clauses in energy storage bidding, suggesting strategic maneuvering in a rapidly evolving power sector landscape.
3) Power Grid authorized to recover additional charges under new tariff order 8CERC's order allows Power Grid to recoup expenses like GST and security costs, providing financial clarity for stakeholders in the transmission sector.
4) SECI’s solar auction sees Reliance offering highest bid at INR 3.53/kWh 8Reliance NU Suntech emerges with the highest bid, marginally above others, indicating competitive market pressures and strategic bidding tactics.
5) Sasan Power and NLC Ltd. exempt from latest PPA changes 8Unique among peers, Sasan Power Ltd. and NLC Ltd. avoid new tariff adjustments due to captive coal mine operations, highlighting disparities in regulatory impact.
Northern grid: Latest update shows hydro highs, thermal stability, and shifting state allocations
Oct 03: Auraiya GPP tops availability charts with 98.21% performance in September 2025 8Auraiya Gas Power Plant demonstrates exceptional operational efficiency with a peak availability of 98.21%, significantly impacting power reliability in the Northern region. 8This sets a new benchmark in plant performance. Provisional REA reveals strategic power shifts in Northern India for September 2025 8The September 2025 Provisional REA indicates significant shifts in power allocations, with notable increases in energy entitlements for states like Delhi and Rajasthan, suggesting policy-driven redistribution. Dhauliganga HEP underachieves with 52.78% availability; implications for hydro power 8Dhauliganga Hydro Electric Project's low availability at 52.78% raises concerns about hydroelectric reliability and calls for strategic reassessment of hydro resource management in the region. Koldam HEP exceeds expectations with 110% availability factor 8Koldam Hydro Electric Plant surpasses its capacity expectations, reporting a 110% availability factor, underscoring its role as a critical power contributor in the Northern grid. Delhi secures significant power entitlement with 75% share from Dadri-II TPS 8Delhi emerges as a major power recipient, holding a 75% entitlement from Dadri-II Thermal Power Station, reflecting strategic energy security measures for the capital. No misdeclarations recorded in September 2025, signaling improved operational transparency 8For the first time, no misdeclarations were noted in the declared capabilities of power stations, indicating enhanced operational transparency and adherence to regulatory norms. Provisional data indicates 33% surplus power surrendered by Rajasthan in September 2025 8Rajasthan's surplus power surrender of 33% may reflect strategic load management or economic decisions, prompting analysis of regional energy policies and market conditions. Rihand-III STPS achieves flawless 100% availability, setting a high standard 8Rihand-III Super Thermal Power Station's perfect availability highlights its operational excellence and reliability, crucial for maintaining grid stability in high-demand periods. Tehri HEP's impressive 108.5% availability underscores hydro resilience 8Tehri Hydro Electric Plant's outstanding performance at 108.5% availability reaffirms hydroelectric power's potential in achieving energy sustainability and resilience. Innovative energy allocations see Jammu and Kashmir maximizing hydro entitlements 8Jammu and Kashmir leverage hydro resources efficiently, optimizing energy entitlements from multiple hydro projects, reflecting strategic planning in power utilization. Click on Details for moreDetails
Jalna AIS project tests rigid SPV transfer model at state level
Oct 03: 8The project’s share purchase agreement hands bidders complete liability absorption, backed by a steep Rs 10 crore bid bond. With no exit leeway, contractors inherit all risks from day one. 8Market response will determine whether Maharashtra institutionalises this CTUIL-style model for intra-state schemes or treats it as a one-off experiment.Details
Vindhyachal–Varanasi transmission line: Seven firms qualified including Powergrid and Adani
Oct 03: 8The qualified list features a mix of PSU private majors and ambitious infra EPCs. 8The qualification clause demands infra or EPC experience of Rs.1000 crore in 5 years with a minimum Rs.200 crore per project.Details
Suzlon vs GETCO: A connectivity showdown
Oct 03: 8Suzlon’s 35 MW wind evacuation plan is stuck at Nadadhri as procedural disputes delay Stage-II approval. 8The standoff highlights how regulatory friction can derail Gujarat’s renewable rollout. Click on Details for moreDetails
CPSU power shields Rajasthan from cost surge in July purchases
Oct 03: 8Affordable CPSU power, led by NTPC and NHPC, formed the backbone of Rajasthan’s July supply mix. 8With rates under ?3.50/unit for bulk volumes, central allocations kept overall purchase costs in check. Click on Details for moreDetails
Contracting news for the day: Part-1
Oct 03: NTPC’s BESS tender may set precedent for future fleet -wide retrofits 8This is not just a single procurement but a template. If successful, similar tenders could replicate across India’s coal fleet. The sector will watch closely whether bidders absorb the high risk -allocation model. Market signals show weak appetite for dyke -based civil tenders 8Few firms are equipped for ash dyke civil works at BTG scale. The lack of immediate participation interest underlines this niche expertise gap. It could drive a thin competition field.Details
Contracting news for the day: Part-2
Oct 03: SAS integration with ABB and Areva systems adds interoperability risk 8Existing ABB and Areva SAS must be integrated with new gear. Bus bar protection and SCADA synchronisation fall on the contractor. This increases technical risk and demands OEM coordination. Odisha GIS tender: Seven -year cap on type test validity reshapes bidder eligibility 8CTs, chargers, and XLPE cables must carry type tests not older than seven years. This provision filters out vendors with outdated labs, raising compliance costs for smaller firms.Details
Contracting news for the day: Part-3
Oct 03: Extensions mirror NTPC’s wider logistics tender struggles 8Similar patterns have emerged in past NTPC transport bids. Bidder hesitation points to structural issues in tender framing. Recalibration of risk allocation may be essential going forward. SASCI funds shaping North -East modernisation drive 8The MSPCL tender mirrors recent EPC calls in Assam and Tripura. Together, they mark a policy -driven trend towards digital substations in the region.Details
Contracting news for the day: Part-4
Oct 03: Talabira cooling tower tender: Globalisation clause on free -issue materials gives minor relief 8Contractors may adjust cement and steel usage as long as the total free -issue cost stays constant. This reduces penalty risks during execution. However any overrun beyond total value still triggers deductions. 8High EMD of Rs.300 lakh is seen as a major entry barrier. SJVN’s solar EPC slips three times under bidder pressure 8Submission dates have been extended thrice in one month pushing deadlines out by 27 days. The repeated changes show weak bidder confidence. Questions over land bundling and risk allocation remain unresolved.Details
Contracting news for the day: Part-5
Oct 03: RDSS package signals template shift for hill states 8The Bairaj package combines FRLS melt -proof and factory -sealed standards rarely seen before. UPCL’s adoption aligns with central RDSS norms and may become a template for hill -state utilities. Market response will determine whether it sets precedent or remains a one -off. Trend of compliance-heavy tenders likely to spread beyond KSEB 8The tender is a model for future Transgrid 2.0 packages and may set precedent in other utilities. Safety durability and compliance take precedence over contractor cost flexibility. The bidder pool shrinks but long-term asset reliability improves.Details
Contracting news for the day: Part-6
Oct 03: Bundled tender suggests pilot for wider GIS retrofit policy 8MSETCL’s three -substation bundling may serve as a policy pilot. If successful similar packages could emerge across other congested belts. Contractors must anticipate repeat business models. Tier -1 EPCs likely to dominate bids for Karnataka substation package 8The complex mix of HV LV and civil scope narrows eligibility. Smaller contractors face resource and compliance hurdles. Participation could concentrate among a few large players.Details
Contracting news for the day: Part-7
Oct 03: RVUNL BESS project: Extensions echo SECI’s storage struggles 8Other storage tenders have seen similar delays due to weak participation. 8The pattern reflects structural discomfort across the ecosystem. Rajasthan’s package risks falling into the same trap.Details
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Oct 03: 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
Market Round-up
Oct 03: 1) ER–NR stayed constrained for 11 hours on 2025-10-01 8Mid-day onward, the ER→NR corridor breached ATC for 11 hours (11.46% of time). Inference — Import pressure into NR was corridor-specific (ER→NR), not system-wide; WR→NR showed 0 breaches the same day. Chain: SRI table “ATC violations” across corridors. Why it matters — Persistent ER→NR binds raise the odds of NR/ER price separation and uplift in NR cover costs.
2) Midday RTM price collapsed below Re 1 while DAM held near Rs 2 8At Hour 9 (T33–T36) on 2025-10-01, RTM MCP printed Rs 946.82/MWh (Rs 0.95/kWh), while DAM Weighted MCP was Rs 2,001.57/MWh (Rs 2.00/kWh). Inference — A 3.9–4.6× sell-overhang (RTM & DAM order books) compressed RTM far more than DAM, pointing to real-time surplus rather than transmission relief. Why it matters — The DAM–RTM basis of ~Rs 1.05/kWh created a clear intra-day optimisation window for buyers holding DAM cover.
3) Frequency tails were heavy despite an on-target average 8Average frequency on 2025-10-01 was 50.003 Hz; but 162 excursions fell below 49.97 Hz and 101 rose above 50.03 Hz. Min hit 49.748 Hz at 20:48 IST. Inference — Governor/AGC headroom was tested during shoulder and evening ramps; controlling tails, not the mean, drove operational risk. Why it matters — DSM exposure accrues in tails; aligning reserves to excursion clusters saves crores even when the daily average looks fine.
4) Non-fossil share hit one-third even as “zero-shortage” held at peaks 8On 2025-10-01, non-fossil share in generation was 33.56% (RES 15.78%). Peak demand was 205,145 MW at 19:00 (non-solar hour) with 0 shortage reported. Inference — Adequate capacity met peaks, but (see frequency tails) system stress still surfaced in quality metrics rather than quantum. Chain: PSP mix + Frequency excursions same day. Why it matters — “Zero-shortage” optics can mask balancing costs; ancillary/DSM budgets should be tuned to tail risk, not just peak adequacy.
5) Voltage non-compliance pockets persisted at 765 kV Ajmer 8Ajmer 765 kV logged 6.25% time outside the IEGC voltage band on 2025-10-01; several 765 kV nodes in NR otherwise stayed within limits. Inference — Localised reactive/voltage management gaps remain even on days without broad congestion, raising local loss and tripping risk. Why it matters — Persistent node-level deviations warrant targeted VAR support and tap-changer/STATCOM set-point reviews.
6) Coal stock is bloated at moderate-util plants, stranding flexibility 8Panipat TPS held 424.7 kt (198% of normative 214.9 kt) at 52% PLF on 2025-09-30. Inference — Inventory sits at stations not scheduled as often, cushioning local risk but doing little for system-wide ramping flexibility. Why it matters — Carrying cost without commensurate dispatch returns; inventory should bias toward units likely to run and flex.
7) NR thermal under-delivery forced hydro to hold the line 8On 2025-09-30 (DGR), NR thermal actuals were 813.08 MU vs 918.95 MU program (-105.87 MU), while NR hydro stayed near plan (320.00 MU vs 327.77 MU). Inference — Hydro adherence helped cap NR imports the next day despite ER→NR binds; energy balancing shifted to hydro, not coal. Why it matters — Tight thermal performance pushes NR to depend on hydro/ancillary and constrained corridors, raising procurement risk.
8) HPX RTM liquidity dried up to zero while IEX stayed active 8HPX RTM showed 0 purchase bids, 0 cleared volume across 26-09 to 02-10; on 2025-10-01 IEX RTM cleared Hour-by-Hour with MCPs ranging ~Rs 0.95–3.11/kWh (H9–H6). Inference — Fragmented liquidity concentrates price discovery on IEX; alternative venues add little real-time depth on tight days. Why it matters — Risk desks relying on multi-venue hedging need to account for “empty books” on HPX during stressed or surplus hours. Click on Details for moreDetails
Daily forward looking import matrices
Oct 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 8Coal and Coke 8LPG 8Ammonia 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Contracting news for the day: Part-1
Oct 01: SECI’s 1200MW FDRE bid: CTU connectivity lock raises entry barrier 8Final CTU grant required at bid stage removes speculative bids. Smaller firms without connectivity access are excluded. The field is restricted to large developers only.Details
Contracting news for the day: Part-2
Oct 01: Powergrid’s AIS extension tender: Startup relaxation allows 80% compliance with financial norms 8Startups and MSEs can qualify if meeting 80% of turnover and liquidity bars. Net worth must still be positive across three years. The concession is unlikely to benefit many but signals policy alignment.Details
Contracting news for the day: Part-3
Oct 01: Davanagere–Bellary RE transmission project: No relief for ROW or clearance delays in REC documents 8All permitting risks remain with the TSP. Delays in forest or land approvals have no structured mitigation. This heightens execution uncertainty.Details
Contracting news for the day: Part-4
Oct 01: Ryapte transmission tender delay mirrors wider trend in REC’s intra -state projects 8Other REC run projects have seen multiple extensions but seven is exceptional. The signal is that participation is being prioritised over timelines. This could set precedent for future schemes.Details
Contracting news for the day: Part-5
Oct 01: Ukai TPS: Consortium requests for TG foundation works rejected outright 8Bidders proposed joint execution models to meet TG deck experience norms. BHEL refused stating tender conditions prevail. This narrows the eligible bidder pool further.Details
Contracting news for the day: Part-6
Oct 01: Punjab’s distribution packages show repeated extension patterns 8Earlier packages in Ludhiana and Amritsar saw multiple sequential extensions. Naya Gaon’s Package 53 and Mohali–Aerocity’s Package 51 now show the same pattern. This points to a wider procurement fatigue within the RDSS roll-out.Details
Contracting news for the day: Part-7
Oct 01: BHEL enforces auxiliary power caps and HSE -linked billing in AHP EPC tender 8BHEL’s 1×800MW ash handling plant tender caps auxiliary load at 4053kW and imposes Rs.5.5lakh/kW penalties on MRHS compressors. Safety compliance is monetized by linking 1.5% of billing to HSE performance. The bid extension signals muted participation under this strict regime.Details
Contracting news for the day: Part-8
Oct 01: Cancellation of Ladakh’s Solar -BESS tender risks delaying flagship renewable goals 8The project was meant to showcase Ladakh’s storage leadership. Its cancellation pushes timelines further. Momentum in India’s storage frontier is at risk.Details
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Oct 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
Northern India’s transmission: Latest update on costs, deviations and regulatory shifts
Oct 01: State tops transmission charges with Rs.3.49 billion in October 2025 8The highest payer in regional transmission charges reflects extensive energy drawal needs. 8Industry stakeholders should assess the impact on financial forecasts and operational budgets. Capital faces Rs.1.55 billion in transmission fees amid growing demand 8Surging energy demand is leading to significant regional transmission costs. 8This trend could influence future pricing strategies and infrastructure investments in the region. Hill state records massive 716 MW excess injection deviation 8The excess energy injection highlights a potential mismatch in demand forecasting, raising questions about capacity planning and regulatory compliance. Renewable developer’s transmission charges remain minimal despite large projects 8Despite significant investments in renewable energy, payable transmission charges remain notably low. 8This discrepancy invites scrutiny into how renewable projects are integrated into the grid economically. Transmission deviation penalties surge in two northern states 8Substantial penalties for transmission deviations could impact energy cost structures. 8Understanding these patterns is crucial for future regulatory adjustments. First-time bidders on transmission projects eye strategic foothold 8New entrants in the transmission bidding process signal competitive shifts in the energy sector. 8Their strategies and financial implications warrant close monitoring by established players. Delayed commissioning in major projects raises cost concerns 8Significant delays in key projects are leading to increased transmission charges, impacting project viability and financial planning. Renewable injection deviations highlight integration challenges 8Renewable energy deviations underscore ongoing challenges in grid integration, necessitating strategic adjustments in project planning and execution. HCERC 2020 regulations continue to reshape transmission cost landscape 8The application of recent regulations in transmission accounting reflects ongoing regulatory shifts, impacting cost structures and strategic planning across states. City’s minimal transmission charges suggest efficient energy management 8Low transmission charges point to effective energy management strategies, serving as a model for other regions aiming to optimize their transmission costs. Click on Details for moreDetails
North East India: Key updates on tariffs, hydro capacity, and grid modernization
Oct 01: NTPC pushes for 55% scheduling to ensure competitiveness in power market 8NTPC seeks a minimum scheduling threshold for its thermal plants, aiming to secure a competitive edge amidst evolving market dynamics. 8This could impact operational strategies for power producers across India. New tariff amendments to shake up thermal and gas-based station compensations 8Recent amendments to the Tariff Regulations aim to alter compensation structures for thermal and gas stations. 8Industry stakeholders must assess the financial impacts of these changes. Interim tariff of Rs.1.62/kWh set for Khandong HPS amidst regulatory delays 8The Khandong Hydro Power Station adopts a provisional tariff pending final CERC approval, affecting financial planning for regional utilities and stakeholders involved. SRAS incentive discrepancies prompt calls for 132-week account revision 8Errors in SRAS incentive calculations have led to significant underpayments. 8A proposed methodology for adjustment is under review to rectify past discrepancies efficiently. Hindustan Power Exchange seeks non-member status in NERPC discussions 8HPX’s inclusion as a non-member participant in NERPC forums could provide valuable market insights, influencing regional power policy and planning. Capacity derating for Khandong and Kopili-II HEPs confirmed due to system limitations 8NEEPCO confirms reduced capacities for Khandong and Kopili-II units, highlighting infrastructure constraints that may affect future power generation strategies. NERPC emphasizes cybersecurity and grid modernization in regional strategy 8With cybersecurity and grid upgrades prioritized, the NERPC outlines a roadmap to enhance power sector reliability and efficiency in the North Eastern region. Regulatory push for virtual PPAs and revised power market guidelines 8New draft regulations on Virtual Power Purchase Agreements aim to reshape market practices, inviting stakeholders to submit feedback on the proposed frameworks. Commercial sub-committee nominations face challenges amid limited personnel 8Staffing shortages and nomination hurdles impact effective representation for key regional power stakeholders, necessitating strategic personnel adjustments. Imphal power infrastructure expansion critical for regional connectivity 8The expansion of Imphal’s sub-station and associated infrastructure underlines its pivotal role in regional power distribution, crucial for ongoing economic development. Click on Details for moreDetails
Regulatory Upadate: Part I
Oct 01: 1) Adani Renewable Energy Park's minimal transmission cost sparks interest 8With transmission charges as low as Rs.8,528, Adani's setup in Rajasthan presents a cost-efficient model, intriguing industry analysts.
2) North Eastern states face zero waiver on October transmission charges 8All North Eastern states, except Assam, receive no waiver on their transmission charges for October 2025, raising questions about equitable cost distribution among regional entities.
3) MSETCL successfully commissions multiple lines despite persistent RoW challenges 8MSETCL achieves commissioning milestones across several projects, demonstrating resilience and effective management amidst ongoing RoW issues.
4) New regulatory surcharge on delayed reactive energy payments set at 0.04% per day 8The introduction of a daily surcharge for late payments underlines CERC’s stringent enforcement measures, impacting financial planning for regional entities.
5) IREDA's financial leap bolsters India's clean energy projects 8The agency's robust growth in financial metrics will facilitate the scaling of clean energy projects, critical for India's green energy future.
Oct 01: 1) New Rs.2500 crore threshold for hydro project evaluations by CEA 8Projects exceeding Rs.2500 crore must submit DPRs for CEA concurrence, highlighting a strategic focus on large-scale hydro developments. 8This shift underscores the regulatory emphasis on big-ticket energy infrastructure.
2) New CEA mandate: Hydro project DPRs to be vetted by state experts 8State-level Central Design Organizations are now tasked with evaluating crucial aspects of hydroelectric DPRs, signaling a shift towards localized expertise in project approvals.
3) JSW Energy and Greenko lead project commissioning in August 2025 8Key players like JSW Energy and Greenko have commissioned major projects, adding a combined 480 MW capacity. 8This marks a critical development for stakeholders tracking competitive positioning and market share expansion in the energy sector.
4) Independent energy storage systems gain regulatory clarity in India 8New amendments clarify the role and status of standalone energy storage systems, crucial for grid management and renewable integration.
5) Goa to monetize assets, targeting financial stability and infrastructure growth 8The Electricity Department of Goa plans to monetize select assets to bolster financial health and fund infrastructure projects. 8This strategy reflects a broader trend of leveraging public assets for revenue generation.
Oct 01: 1) Regulatory update introduces SCED and SCUC for thermal efficiency compensation 8The introduction of SCED and SCUC mechanisms marks a regulatory shift aimed at enhancing efficiency in thermal power stations, potentially altering future bidding and project planning.
2) August’s grid stability challenges relevance of Beta ‘β’ reports 8With no reportable events in August 2025, the Beta 'β' metric was deemed unnecessary. 8This suggests a need to revisit how frequency response metrics are applied in stable months.
3) Assam Gas-Based Power Stations to undergo major overhaul in October 8Key units at Assam's gas-based power stations will see significant overhauls, including major inspections and control system upgrades, aiming to boost plant efficiency and reliability.
4) Revised power allocation to Rajasthan and Bundelkhand: implications for EPC contractors 8The latest power allocation revision could spell new opportunities and challenges for EPC contractors in Rajasthan and Bundelkhand. 8Understanding the implications of these strategic shifts is crucial for future project bids and execution.
5) Policy recalibration required: Bridging India's regional solar potential gap 8The NISE report highlights the need for tailored policies to exploit regional solar disparities effectively. 8Strategic interventions could ensure equitable development and optimize resource utilization.
Oct 01: 1) Late payment surcharge looms over northern entities as October 8 deadline approaches 8Northern regional entities face a 0.04% daily surcharge for late payments to the NR Deviation and Ancillary Services Pool Account, urging timely settlements under the SCUC regulations.
2) Competitive bidding sees eight major players, with Dineshchandra R. Agrawal emerging as L1 8A high-stakes bidding process reveals intense competition among leading infrastructure firms, setting a new benchmark for transmission project pricing.
3) Regulatory compliance boosts financial security for Tumkur-II project 8Tumkur-II REZ's adherence to CERC regulations in creating security interests highlights a robust legal framework supporting energy project financing.
4) Excess spares adjustments alter tariff landscape for PGCIL's transmission asset 8A re-evaluation of allowable initial spares has necessitated adjustments, influencing the opening capital cost and impacting future tariff calculations for involved utilities.
5) Power Grid's tariff petitions reveal strategic financial shifts for 2024-29 8The document uncovers strategic financial shifts in Power Grid's tariff petitions, indicating potential impacts on market competitiveness and regulatory compliance in the upcoming tariff block.
Oct 01: For reference purposes the website carries here the following tenders: 8Tender for construction of 110kV substation Details 8Tender for supply of 220kV PT and its SS,110kV PT and its Details 8Tender for providing 02 nos 220kV line bays at 220kV sub-station Details 8Tender for construction of control room, chain link Details 8Tender for construction of control room, chain link mesh fencing, yard leveling Details 8Tender for construction of control room, chain link mesh fencing Details 8Tender for extension of battery room at 220 kV GSS Details 8Tender for construction of 132 kV breaker Details 8Tender for providing and fixing MS railing over drains wall Details 8Design, supply, installation and commissioning of EMS sys in CHP, VSTPS Details 8Tender for balance work of construction of pit and shed Details 8Tender for waterproofing work Details 8Tender for refurbishment and waterproofing jobs for roof slab Details 8Tender for estimate for bifurcation of 11 kV pump feeder Details 8Tender for estimate for bifurcation of 11 kV line Details 8Tender for estimate for providing 5.60 Km 33 kV interconnection line Details 8Tender for estimate for 18Km. 33kV line work Details 8Tender for rate contract for purchase of tong tester Details 8Tender for award of contractor for survey, installation, testing and commissioning of 5 MVA 33/11kV substation Details 8Tender for supply of gaskets, graph seal and gland packings Details 8Tender for supply of sweep frequency response analyzers Details 8Tender for supply of permanent magnet magnetic pulley Details 8Tender for work of supply & application of anticorrosive epoxy /metal protective paint on various conveyor structures and equipment Details 8Tender for supply, installation/erection & commissioning of complete energy efficient oil free rotary screw air compressor motor set Details 8Tender for empanelment of third party inspecting agency for quality assurance and inspection of projects Details 8Tender for supply of spares battery cell for 220kV C/R and raw water Details 8Tender for supply of various types & sizes of fasteners Details 8Tender for work of overhauling and servicing of boiler feed pump Details 8Tender for augmentation of 132 kV S/Stn. Details 8Tender for work of overhauling, servicing & repairing of air preheater and its connected system Details 8Tender for augmentation of 132 kV S/Stn. Details 8Tender for outsourcing of activity pertaining to the maintenance sanitation tasks Details 8Tender for utilization of pond ash Details 8Tender for procurement of fire extinguishers, spares for fire extinguishers, hose pipes Details 8Tender for procurement of aluminium sulphate Details 8Tender for utilization of dry fly ash Details 8Tender for repair of damaged retaining walls Details 8Tender for annual maintenance work of 33/11 kV sub-station Details 8Tender for erection, maintenance and dismentalling work of overhead HT/LT line Details 8Tender for supply of 4800 MWh (1200 MW x 4 Hrs.) from ISTS connected RE projects Details 8Tender for construction of 33kV sub station Details 8Tender for supply of fine chemicals Details 8Tender for construction of 33kV sub station Details 8Tender for procurement of hardwares for 400kV (assorted type) Details 8Tender for procurement of span markers (globules) Details 8Tender for construction of 400kV line with laying of OPGW in existing 400 kV line Details 8Tender for installation of 500 Sq mm and 630 Sq. mm 132 kV XLPE underground copper cable work Details 8Tender for purchase of 11kV,120 kN and 11kV,160 kN disc insulators Details 8Tender for construction of 1X500 MVA, 400/220 kV sub-station Details 8Tender for annual maintenance work of 33/11 kV sub-station Details 8Tender for erection, maintenance and dismentalling work of overhead HT/LT line Details 8for supply, installation, commissioning, trial run of semi automatic fly ash brick plant Details 8Tender for extension of sick line Details 8Tender for work of augmentation by addition and replacement of transformers Details 8Tender for procurement of carbon brush Details 8Tender for supply of acid bulk tank Details 8Tender for supply, installation, testing and commissioning of 48V DC, KPM, 184 Ah Ni-Cd battery set Details 8Tender for supply of heat resistance conveyor belt size Details 8Tender for supply of ACSR MOOSE conductor for switchyard Details 8Tender for estimate for 11 kV baifarcation feeder Details 8Tender for work of augmentation of 02 number 25 KVA to 100 KVA DTR Details 8Tender for augmentation of 66kV sub station Details 8Tender for supply of limestone for wet limestone-based flue gas desulphurisation (FGD) plant installed Details 8Tender for work of supply & installation of compliant, fire protection screen cum water & rodent protection advanced cable Details 8Tender for AMC for services during annual & emergency outages Details 8Tender for route alignment and detail survey activities for 765kV DC line 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 highmasts Details 8Design, fabrication, supply, installation, testing, commissioning 1 no of 7.5 HP (AC) solar PV water pumping system Details 8Tender for water proofing treatment of various structures Details 8Tender for LT MCC panel extension supply erection and commissioning Details 8Tender for supply and application of anti-corrosion and energy efficient coating Details 8Tender for biennial maintenance contract for civil works Details 8Tender for supply dismantling erection and commissioning of rack and pinion type elevator Details 8Tender for EPC package for BESS implementation Details 8Tender for annual maintenance civil works Details 8Tender for repair of suspended magnets installed on conveyor Details 8Tender for providing outsourcing activity pertaining to the maintenance sanitation tasks arboricultural services Details 8Tender for providing 160 MVA 220/132kV as hot T/F and associated bays Details 8Tender for procurement of nut and bolts Details 8Tender for erection of new 66 kV S/C line Details 8Tender for work of online, routine, preventive, break down, AOH & COH maintenance of ash handling plant Details 8Tender for supply of microcontroller based PID controllers Details 8Tender for construction of 33 kV substation Details 8Tender for construction of 132kV GSS Details 8Tender for turnkey works of augmentation of 66 kV lines with HTLS conductor Details 8Tender for procurement of ISI Marked, 11/0.433 kV, three phase, 10KVA, 50 cycles, outdoor type, oil immersed, CRGO/Amorphous core oil type DTs Details 8Tender for procurement of stainless steel center feed pipe and RC feeder Details 8Tender for supply of APH bypass seal Details 8Tender for operation, maintenance and housekeeping of central workshop machines Details 8Tender for supply of caustic soda lye Details 8Tender for supply of ISI marked, DLMS compliant, LT three phase smart meters Details 8Tender for procurement of various size, valves, connectors and fittings installed Details 8Tender for work of chemical dosing Details 8Tender for biannual contract for restoration under emergency situation of collapsed tower of EHV lines Details 8Tender for augmentation of 01X25 MVA,220/33 kV power transformers along with associated Details 8Tender for annual maintenance contract (AMC) for work of underground cables Details 8Tender for work of annual contract for repair, overhauling, servicing, maintenance alignment of 220/132/33kV isolator available Details 8Tender for supply & installation of new cassette type air conditioning unit Details 8Tender for annual maintenance contract (AMC) for overhauling & servicing of 22/33kV circuit breakers Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8BHEL Wins Rs15,000 Crore Thermal Power Orders in MP, to Build 2×660 MW Plants for MPPGCL Details 86 Companies File IPO Papers with Sebi Details 8SJVN commissions 128.88 MW solar capacity at Bikaner project Details 8No power shutdown during major festivals except in unavoidable cases UP Power Corp chief Details 8Jindal Power gets CCI nod to acquire debt-ridden Jaiprakash Associates Details 8Power stocks may rebound on demand recovery, attractive valuations Details 8Every Electric Vehicle Should Run on Renewable Energy: Pralhad Joshi Details 8Serentica, Envision team up for 560 MW wind project in India Details 8SECI announces maiden debenture issue to strengthen renewable energy investments Details 8Maha Cabinet Approves Tax Hike on Sale of Electricity To Fund PM-KUSUM Scheme Details 8Analysts see up to 34% upside in ACME Solar Holdings stock; here's why Details 8Govt To Use New Monitoring System to Track Solar Equipment Imports Amid China Supply Tightening Details 8India's renewable energy capacity jumps 123% till August, on track to surpass 35 GW in FY2026 Details 8Centrum initiates 'Buy' on BSE; sees exchanges as catalysts of India growth Details 8India installed 17.5 GW solar in first five months of this fiscal: ICRA report Details 8India’s Bioenergy Revolution: Targeting Net Zero by 2070 Details 8Rs.16,489 Crore Agreement: PSU stock jumps after signing agreements for major power projects Details 8India’s Nuclear Leap: Balancing Vision and Roadblocks Details 8Domestic Demand, Infrastructure Spending to Power India Inc Growth Despite U.S. Tariff Pressures Details 8India’s power sector delivers record renewable growth but faces rising thermal push in Q1 Details You can also click on Newsclips for moreDetails
Daily forward looking import matrices
Oct 01: 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 8Coal and Coke 8LPG 8Ammonia 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Market Round-up
Oct 01: 1) WR→NR interface blinked briefly; NR import needs did not 8A total of 4 blocks (1.00% of day) saw WR→NR ATC breaches on 2025-09-30, yet “Import of NR” showed violations in 9 blocks (2.25%). Inference — Local import pressure into NR was broader than any single corridor pinch, pointing to systemic tightness rather than a one-off interface. Chain: WR→NR (4 blocks) + “Import of NR” (9 blocks) from the same SRI sheet. Why it matters — Price separation risk was driven by NR’s import need; hedging NR import exposure would have been more protective than a pure WR→NR hedge.
2) Frequency tails were heavy despite a benign mean 8On 2025-09-30, average frequency printed 50.011 Hz, but 210 excursions were above 50.03 Hz and 115 below 49.97 Hz; the intraday low was 49.604 Hz at 08:22:10 IST. Inference — Control held the mean but not the tails, implying governor/AGC headroom was tested around the morning ramp and pre-noon shoulder. Why it matters — DSM exposure sits in the tails; timing reserves to excursion clusters (not the average) avoids paying for “quiet” hours.
3) DAM crash on 2025-09-28 was about order book, not constraints 8Weighted MCP fell to Rs 2.21/kWh as sell bids (575,933.48 MWh) dwarfed purchase bids (162,703.99 MWh) — a ~3.54× sell/buy skew. Inference — With that skew and no same-day ATC narrative in the exchange sheet, the fall aligns with an order-book inversion, not transmission binds. Why it matters — On such days, pre-hedging peaks is counter-productive; better to scale bids with the sell/buy ratio.
4) RTM’s tightest price wasn’t the weekend 8RTM MCP peaked at Rs 3.78/kWh on 2025-09-25 with the week’s highest scheduled volume (151,602.28 MWh), while 2025-09-28 cleared more volume (177,224.49 MWh) at only Rs 2.35/kWh. Inference — Scarcity concentrated on a weekday ramp; weekend oversupply expanded depth and compressed price. Why it matters — Intraday cover is most valuable on weekday shoulders; weekend “high tape” is often noise without depth.
5) Hydro-peaking auctions didn’t transact despite supply 8Across 23–30 Sep, HPDAM recorded large sell bids daily (e.g., 90–109 GWh), yet scheduled 0 MWh on every day; even on 26–28 Sep when there were purchase bids, results were zero. Inference — Auction constraints (price/volume match windows) or offer granularity blocked monetisation of available flexibility. Why it matters — Unused hydro flex pushes buyers into pricier RTM cover and leaves Rs on the table for hydro owners.
6) Northern thermal under-delivered; hydro stayed on-plan 8On 2025-09-29 (CEA DGR), Northern thermal generated 834.99 MU vs a program of 914.62 MU (-79.63 MU), while Northern hydro was essentially on program (327.56 MU vs 327.77 MU). Inference — Hydro adherence backfilled part of the thermal shortfall and likely moderated import needs into NR the next day. Chain: DGR (29-Sep) → SRI (30-Sep import breaches). Why it matters — Each ~80 MU thermal gap raises reliance on inter-regional flows or RTM, with spillover to ATC/price risk.
7) Coal inventory bloat at low-util plants skews risk 8Panipat TPS (Haryana) held 428 kt coal (199% of normative) at just 51% PLF on 2025-09-29. Inference — Stockpiles are being parked at moderate-utilisation stations; this cushions local risk but does little for system-wide flexibility if those units aren’t scheduled. Why it matters — Carrying costs rise while flexibility stays stranded; dispatch policy should prioritise inventory at plants likely to run.
8) PSP daily shows frequency discipline issues alongside clean “zero-shortage” optics 8All-India FVI was 0.048 on 2025-09-30, with 73.37% of time in 49.9–50.05 Hz but 22.84% above 50.05 Hz; state table simultaneously reports zero energy shortage in several NR states despite large OD/UD spikes. Inference — Operational stress is visible in frequency metrics even when headline “shortage” reads as zero; deviation control, not scarcity, drove system risk. Why it matters — Utilities that target “zero shortage” optics but ignore tail control invite DSM/ancillary costs in crores. Click on Details for moreDetails
Are NTPC’s mid-cost plants still worth their weight in Rajasthan’s stack?
Sep 30: 8With Dadri-I and Jhajjar near Rs 6/kWh and Tanda-II, Kahalgaon, and Unchahar in the Rs 4–5.5/kWh band, NTPC’s mid-cost fleet sits between Rajasthan’s cheapest pithead and UMPP supplies at Rs 1.5–3/kWh. 8The question is whether these plants ensure grid reliability or merely inflate Rajasthan’s power costs. Click on Details for moreDetails
Morning peak tariff battle could reshape Gujarat’s ToU regime
Sep 30: 8If morning peak charges are struck down, it could reset tariff design principles in Gujarat. 8The outcome will test how regulators balance fairness for industry with DSM imperatives. Click on Details for moreDetails
Daytime solar output to offset night bills
Sep 30: 8The regulator has ordered CSPDCL to adjust surplus solar power generated during 9 AM–5 PM against night consumption from 11 PM–9 AM. 8The move ensures prosumers secure fairer returns on rooftop investments under the revised ToD regime, preventing credit losses. Click on Details for moreDetails
Surya Roshni sets precedent for other Gujarat MSME solar players
Sep 30: 8The Commission’s directive to revise agreements and adjust excess charges strengthens the case for MSMEs. 8Rooftop solar projects commissioned before May 2022 now gain a protective shield against disputed banking levies. Click on Deatails for moreDetails
Mine-linked deductions cut Neyveli’s schedulable supply across units
Sep 30: 8NLC TPS-II units trim 50 MW for mine use, leaving 580 MW and 790 MW for the grid, underlining how auxiliary demands erode effective availability. 8The newly commissioned NNTPS also sheds 66 MW for mines, lowering net supply to 934 MW against its 1000 MW installed capacity. 8Can such deductions be sustained without straining Southern Region reserves? Click on Details for moreDetails
Pricing spreads in Rajgarh–Neemuch project reflect cut -throat competition
Sep 30: 8GR Infra quoted Rs.3670.73 million, just 0.3 percent below L2 and 3 percent below L3. Such wafer -thin gaps leave no room for cost escalations. Contractors risk negative margins if execution hurdles arise.Details
BHEL solar tender sees crowded bidder pool and unusual bid extensions
Sep 30: 8BHEL’s hybrid solar tender has attracted 11 bidders, including several non -traditional players. The RESCO model ensures zero upfront cost for BHEL but requires 25 -year O&M commitments from developers. Multiple technical bid extensions highlight both opportunity and uncertainty in this small -capacity BOOT tender.Details
Consultancy race for discom reform:Technical bids opened
Sep 30: 8The technical round marked a five-bidder contest. Global, public, and local firms all lined up. The delayed opening raises questions about evaluation sequencing.Details
Contracting news for the day: Part-1
Sep 30: PFC Wagdari project: Renewable evacuation bays untouched 8Dedicated bays for solar integration are intact. RE developers gain assurance of connectivity. Contractors still carry full design and execution burden.Details
Contracting news for the day: Part-2
Sep 30: Banaskantha GIS project: Mandatory site engineer raises consultant obligations 8Consultants must station a field engineer full -time for 18 months. This provision adds cost pressure and restricts smaller firms’ ability to bid.Details
Contracting news for the day: Part-3
Sep 30: RVPN extension could be early signal of wider state -utility trend 8Several state utilities have been extending transmission tenders in recent months. The Karnu shift fits this broader sectoral pattern. If repeated, it may indicate systemic challenges in bidder mobilisation.Details
Contracting news for the day: Part-4
Sep 30: Tribal electrification adds heightened policy visibility 8Unlike ordinary feeder segregation, DA -JGUA electrification carries political salience. Consultants will be under scrutiny to show tangible delivery in tribal areas. How liability and reporting are structured will shape bidder appetite.Details
Contracting news for the day: Part-5
Sep 30: UJVN tightens eligibility for hydro EIA consultancy, raising barriers for smaller firms 8UJVN’s hydro project consultancy embeds strict eligibility norms rarely seen in packages of this size. The five -day bid extension already points to limited market response. Whether this secures regulatory success or triggers single -bidder awards is still uncertain.Details
Market Round-up
Sep 30: 1) DAM price slid only when sell stack flooded on 2025-09-28 8DAM weighted MCP fell to Rs 22.11/kWh on 2025-09-28 as sell bids (575,933.48 MWh) dwarfed purchase bids (162,703.99 MWh). Inference — The drop aligns with a classic order-book inversion rather than a transmission bind (sell?buy by ~3.5× across the day). Why it matters — Price-risk models should key off bid asymmetry; over-hedging peak blocks on such days leaks Rs/kWh.
2) RTM tightest on 2025-09-25, not the weekend 8RTM MCP peaked at Rs 37.83/kWh on 2025-09-25 with the week’s highest scheduled volume (151,602.28 MWh). Inference — Depth concentrated on a weekday ramp; the 2025-09-28 lull (Weighted MCP Rs 28.56/kWh) came with even bigger sell stacks but shallower depth. Why it matters — Intraday hedges should prioritise weekday shoulders; weekend oversupply can mask true scarcity.
3) Hydro-peaking auction drew bids all week, cleared zero 8HPDAM logged sizeable sell bids daily (avg 98,957.51 MWh) yet scheduled 0 MWh on 09-23→09-29; even on the three days with purchase bids, result stayed nil. Inference — Price/volume matching failed to meet auction constraints; flexibility existed but didn’t transact into HPDAM. Why it matters — Untapped hydro flex leaves Rs on the table during peak compression and pushes buyers to costlier RTM cover.
4) PXIL RTM printed Rs 100.00/kWh on minute volumes 8PXIL RTM hit the cap (Rs 100.00/kWh) on 2025-09-25, 26, and 29 with scheduled volumes of just 100–600 MWh. Inference — Micro-clears can set scary tape prints without depth; venue routing and slice size matter more than the headline MCP. Why it matters — Execution slippage risk is real on thin venues; multi-homing across exchanges reduces five-digit surprises.
5) Only WR→NR brushed ATC limits on 2025-09-29 8System Reliability Index shows ATC violation on WR→NR for 1 block (1.04% of day); all other major corridors showed 0.00%. Inference — Price separation risk on 2025-09-29 came from a narrow, corridor-specific pinch, not system-wide transfer limits. Why it matters — Hedging a single interface (WR→NR) would have covered the day’s transfer-cap risk more efficiently.
6) Frequency tails were real despite a near-perfect average 8On 2025-09-29 the average frequency was 49.995 Hz, but excursions were heavy: 175 above 50.03 Hz and 136 below 49.97 Hz; intraday low was 49.690 Hz at 18:27. Inference — Evening ramp stress showed up in the tails, not the mean; secondary control kept center-mass steady while edges frayed. Why it matters — State deviation exposure sits in tails; portfolio reserves must be timed to excursion clusters, not daily means.
7) Voltage discipline held rock-solid at several 765 kV nodes 8On 2025-09-28, multiple 765 kV substations (e.g., Ranchi, Angul, Gaya, Jharsuguda, Sasaram) spent 100% of the day within voltage bands; Angul averaged ~769.82 kV. Inference — Strong voltage control co-existed with next-day WR→NR ATC nudge, suggesting local reactive support contained wider voltage drift. Why it matters — With high RE, voltage is the first to wobble; flawless VDI at backbone nodes lowers ancillary cost overhang.
8) Northern hydro out-generated its program on 2025-09-26 8Northern hydro delivered 356.29 MU vs a program of 327.77 MU (+28.52 MU) while regional thermal undershot its program (832.14 MU vs 899.40 MU). Inference — Hydro flex backfilled a part of thermal shortfall, limiting the need for pricier real-time purchases. Why it matters — Each +25 MU hydro over-program in the evening can shave crores from peak procurement. Click on Details for moreDetails
Regulatory Upadate: Part I
Sep 30: 1) Haryana regulators scrutinize QCA role amid renewable integration 8The ongoing case could lead to significant regulatory changes, affecting how QCAs are appointed and managed within the state's solar and wind power sectors.
2) Consultants sought for detailed project reports on Haryana's underground cabling 8Plans for converting overhead lines in Haryana to underground systems are advancing as UHBVN initiates the hiring of consultants to draft detailed project reports, a crucial step towards project realization.
3) Discoms face scrutiny over deteriorated pole-mounted meter setups 8UHBVN and DHBVN must report on deteriorated meter installations as the HERC intensifies oversight. 8This directive highlights the regulatory emphasis on operational reliability and theft prevention across Haryana's electricity network.
4) Jind Bio Energy's tariff hike reflects rising fuel costs in renewable sector 8The adjustment to Rs. 5.33/kWh marks significant recognition of the higher operational costs in bioenergy, setting a precedent for future tariff considerations.
5) Renewable tariffs recalibrated: Haryana sets Rs. 5.33/kWh for paddy-based power 8In a pivotal interim order, the Haryana Electricity Commission recalibrates tariffs for bioenergy, reflecting a nuanced approach to balancing renewable growth with economic realities.
Sep 30: 1) Energy stakeholders brace for implications of HPPTCL legal case 8Industry professionals are closely monitoring the HPPTCL case, aware that its outcome could set precedents for future energy sector disputes.
2) Withdrawal of RE-RTC bids raises questions on future procurement strategies 8The retraction of RE-RTC procurement bids by BRPL and BYPL points to potential strategic realignments. 8This development could influence future bidding processes and regulatory expectations.
3) New power agreements required as winter allocations take effect 8Beneficiaries must finalize new PPAs and commercial arrangements as revised allocations from the Northern Region's CGSs come into effect. 8This directive underscores the procedural shifts accompanying the winter energy strategy.
4) Three-year term set for new ACGRF independent member under HPERC regulations 8Er. Rakesh Kumar Sharma's appointment as the independent member of ACGRF is guided by a three-year tenure, reflecting HPERC’s structured approach to consumer grievance oversight.
5) Inaction stalls power dispute resolution in Uttarakhand 8A detailed order reveals how inaction and lack of communication from parties involved can derail the resolution process, posing challenges to the efficacy of Uttarakhand's power regulatory framework.
Sep 30: 1) First-time bidder undercuts rivals with 20% lower offer in renewable tender 8A new entrant has startled the renewable sector with a bid 20% lower than established players, signaling a potential shift in competitive pricing dynamics. 8Industry veterans will need to reassess their strategies to stay competitive.
2) Appeal raises questions about UPCL's handling of connection applications 8The appeal against the Consumer Grievance Redressal Forum's decision questions the efficacy and transparency of UPCL's processes, urging a review of existing protocols.
3) Unresolved petitions may deter investment in India's energy sector 8The persistent backlog and delayed orders could deter potential investors, affecting the sector's growth and India's energy security strategy. 8Strategic reforms are essential to maintain investor interest.
4) Major infrastructure boost as Talegaon plans 6,000 MW HVDC terminal 8A planned 6,000 MW HVDC terminal near Pune marks a substantial leap in regional power infrastructure. 8The project underscores the shift towards high-capacity energy solutions in Western India.
5) Leh's 5 GW RE evacuation plan pivots to EHVAC systems after HVDC setbacks 8Strategic planning shifts from HVDC to EHVAC systems for Leh’s RE parks, overcoming technical challenges and ensuring robust power evacuation solutions.
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Sep 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
Sep 30: Eastern states face grid challenges amid 8% rise in power demand 8The Eastern Region's power demand soared by 8%, exposing the grid's vulnerabilities. 8This increase underscores the urgent need for transmission network upgrades to prevent operational bottlenecks and ensure reliable power supply. Intra-state transmission lag threatens East India’s power stability 8Despite surging demand, intra-state transmission upgrades remain sluggish. 8The Eastern Region risks grid instability, highlighting the critical need for timely execution of infrastructure projects to match demand growth. GMR’s unit shutdown rescheduled to November sparks strategic planning 8In a strategic move, GMR reschedules its Unit#3 shutdown to November. 8This decision alters planned maintenance timelines, impacting regional power availability and necessitating adaptive operational strategies. Coal stock disparities pose risk to power reliability in Eastern states 8Coal stock levels vary sharply across Eastern states, with some plants operating below optimal reserves. 8This disparity could potentially disrupt power generation, demanding immediate attention to coal supply logistics. WB’s voltage collapse risk prompts urgent reactive compensation measures 8West Bengal faces potential voltage collapse during peak demand, necessitating dynamic reactive compensation. 8This underscores the need for proactive measures to enhance grid resilience against contingencies. ERLDC flags high-frequency grid operations amid low demand forecasts 8The ERLDC reports high-frequency operations due to low demand forecasts, raising concerns about grid stability. 8Stakeholders must address this imbalance to optimize grid performance and reliability. Farakka and Purnea lines assessed for operational reliability amid network stress 8Amidst network stress, critical assessments of the Farakka and Purnea lines aim to bolster reliability. 8These evaluations are pivotal for maintaining seamless power transmission across the Eastern grid. Eastern Region’s thermal plants face operational challenges amid demand surge 8Thermal plants in the Eastern Region struggle with operational constraints amidst a demand surge. 8This highlights the importance of strategic planning and infrastructure reinforcement to meet energy needs. Eastern Region’s grid performance report reveals strategic insights 8The recent ERPC meeting unveils strategic insights into grid performance, addressing key operational challenges and proposing measures for enhanced grid reliability amidst growing power demands. ER states urged to simulate inverter-based sources for future grid stability 8With large-scale renewable integration on the horizon, ER states are urged to simulate inverter-based sources. 8This initiative is crucial for ensuring grid stability and accommodating future energy transitions. Click on Details for moreDetails
Download tenders and newclips
Sep 30: For reference purposes the website carries here the following tenders: 8Tender for construction of new 66kV link line for SC on DC towers Details 8Tender for work of breakdown, periodical, preventive and shut down maintenance of all 6.6 KV HT switchgear of main plant Details 8Tender for procurement of non clog vertical type centrifugal pump without motor Details 8Tender for routine, periodical, preventive, breakdown, shutdown maintenance and annual overhauling of 04x210 MW turbo-generators, 15.75 kV generator Details 8Tender for replacement of 3.5 core 70 mm sq armoured aluminium cable Details 8Tender for construction of 02 nos 132 kV TSS bay Details 8Tender for measurement of closing of circuit breakers Details 8Tender for procurement of equipment and appliances required Details 8Tender for work of stringing of OPGW in 132 kV line Details 8Tender for procurement of spares of vibro grizzly feeder installed Details 8Tender for procurement of tubular type heating elements. Details 8Tender for execution of supply and erection of works contract for provision of 33 kV feeder Details 8Tender for supply of mechanical measuring instruments & spanners Details 8Tender for supply of actuators spares Details 8Tender for work contract for online, routine, preventive & breakdown maintenance work Details 8Tender for annual maintenance contract for complete servicing / overhauling / attending fault / repairing / checking of various Details 8Tender for work of collection of fly ash, bed ash Details 8Tender for work of attending routine, preventive, shut down, breakdown and emergency maintenance Details 8Tender for replacement of 1x10/16MVA, 132/11kV T/F Details 8Tender for augmentation of 132 kV substation Details 8Tender for supply of DC contactor and motor starter panel Details 8Tender for supply of power cables Details 8Tender for providing additional 160 MVA 220/132kV and associated bays at 220kV S/Stn Details 8Tender for supply, installation, testing & commissioning of conversion of 66kV line Details 8Tender for construction of peripheral drain, stone pitching Details 8Tender for biennial contract for supply of civil maintenance operation and maintenance of water supply and sewerage network Details 8Tender for procurement of 200 kW, 6.6 kV, condensate pump motors Details 8Tender for dismantling and modification works of civil foundation for erection, testing and commissioning of transformers Details 8Tender for supply, installation, testing and commissioning of copper wiring including accessories Details 8Tender for preparation of drawings, supply of CS structural materials Details 8Tender for internal painting of induced draft cooling towers Details 8Tender for supply of utility water Details 8Tender for work of providing and laying of earthing grid mat, grid rods, treated earth electrode Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33,kV OD SS with 2X8 MVA power transformers, associated equipments, accessories, control panels Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33,kV OD SS with 2X8 MVA power transformers, associated equipments Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33,kV OD SS with 2X8 MVA power transformers Details 8Tender for construction of RCC protection wall Details 8Tender for improvement works to the existing of flume channel running Details 8Tender for erection, dismantling and maintenance of HT/LT line and transformer Details 8Tender for SITC of flow meter for discharge measurement in turbines Details 8Tender for meter reading, bill preparation, bill distribution, supervision of the work Details 8Tender for supply of sliding ring seals Details 8Tender for providing water proofing treatment to the roof Details 8Tender for certain improvement works Details 8Tender for biennial contract for operation & maintenance of CW system Details 8Tender for repair and overhauling service high pressure water jet Details 8Tender for reconditioning of twenty-two numbers of mill journal shafts Details 8Tender for construction of tower pile foundation Details 8Tender for work of replacement of earth wire and replacement of deteriorated cross arm of tower Details 8Tender for supply of LTSH coil assembly for renewal ectification of unitII boiler Details 8Tender for procurement of sealing ring and screw hex Details 8Tender for M&R of sanitary fitting works Details 8Tender for procurement of spares/consumables for rail track maintenance of 1x660 MW for coal handling Details 8Tender for supply of items required for rail track system Details 8Tender for supply of machine crushed stone ballast for rail track Details 8Tender for levelling and grading works Details 8Tender for round the clock operation of DG, miscellaneous cabling and lighting augmentation work Details 8Tender for supply and apply of paint on structural steel Details 8Tender for biennial civil maintenance work at ash dyke Details 8Tender for routine/breakdown maintenance of LT switchgear Details 8Tender for supply of protection shields for boiler Details 8Tender for supply of caustic soda lye Details 8Tender for repair/overhauling of 125OKVA DG set breaker and control panel Details 8Tender for supply and installation of new 100 W electrical heating plates Details 8Tender for work of shifting of control room at 220kV substations Details 8Tender for supply of BIS certified energy efficiency level Details 8Tender for procurement of 250 KVA, 500 KVA, 1000 KVA 33/ 0.4 kV oil filled transformers Details 8Tender for special repair, water proofing and other necessary civil works Details 8Tender for transgrid 2.0 project transmission line package Details 8Tender for construction of 33kV substation Details 8Tender for drawing double run under ground cable Details 8Tender for rectification IB fencing Details 8Tender for providing ramp at various Details 8Tender for special watch and ward of UBDC hydel channel Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33/11 kV SS with 1X8 MVA power transformers, associated equipments, accessories, control panels Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33/11 kV SS with 1X8 MVA power transformers, associated equipments Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33/11 kV SS with 1X8 MVA power transformers Details 8Tender for setting up of 40 MWp of grid connected roof top solar PV projects Details 8Tender for Bi ARC for fault finding work for 66kV under ground power cable line Details 8Tender for augmentation of 132 kV S/Stn. Details 8Tender for construction of 33 kV bay 01 no gantry tower 01 no gantry beam and associated work Details 8Tender for work of mechanism servicing / overhauling of 245kV SF6 circuit breakers with supply of mandatory & optional spares at 220kV substation Details 8Tender for special estimate for augmentation of 132 kV S/Stn Details 8Tender for procurement of 33kV LA Details 8Tender for procurement of OC and EF relay Details 8Tender for procurement of 132kV and 66kV LA Details 8Design, manufacture & supply of air washery blowers & ducts, erection & commissioning of complete air washery blowers & ducts and dismantling of existing air washery blowers Details 8Tender for construction of 33 kV substation Details 8Tender for supply of composite polymer disc insulators Details 8Tender for construction of 33 kV substation Details 8Tender for supply of various carpentry work material for day to day maintenance work Details 8Tender for annual work contract for assistance in operation related work in all three shifts Details 8Tender for supply of various water valves Details 8Tender for work contract for various C&I related job works required during Details 8Tender for supply of IBR approved high pressure gate valve for pallet system at boiler Details 8Tender for procurement of 1100V, 4x120 sqmm LT UG XLPE armoured aluminium power cable. Details 8Tender for renewal of defective boiler tubes bends Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33 kV outdoor SS with 2X8 MVA power transformers Details 8Tender for renewal of defective boiler tubes bends Details 8Tender for renewal of defective boiler tubes bends in heat recovery Details 8Tender for works contract for execution of various sanctioned work Details 8Tender for supply and erection of turn over panel clip assembly Details 8Tender for running contract for carrying out the extension improvement and maintenance work Details 8Tender for supply and erection of 250 NB seamless pipes and fittings Details 8Tender for work of supply, erection, testing and commissioning of bi-directional FOTE panels alongwith allied works and material Details 8Tender for supply of T &P to newly commissioned 220/33kV substation Details 8Tender for annual work contract for restoration of collapsed towers of EHV lines in emergency/breakdown situation Details 8Tender for work for replacement of existing old VRLA battery sets by Ni- Cad. battery set and old battery charger Details 8Tender for work of overhauling work (supply of material, services and alignment) of 400 kV isolators Details 8Tender for work of AMC for work of planned/routine & breakdown maintenance of 400 kV lines Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Major Handover: RECPDCL Transfers 650-km Power Transmission Project to G R Infraprojects Details 8IPO-bound EV startup Simple Energy plans aggressive expansion by 2029 Details 8Reviving Wind: Bridging gaps to unlock future growth Details 8Reviving Wind: Bridging gaps to unlock future growth DetailsGERC Hears petition on delay in 36 MW wind-solar hybrid project commissioning in gujarat Details 8Adani Green switches on 408.1 MW renewable energy projects at Khavda Details 8India adds record 20.1 GW renewable capacity in Apr-Aug, 123% jump YoY Details 8How lithium-ion batteries are reshaping the energy landscape Details 8India to track solar equipment imports to boost local manufacturing Details 8India initiates anti-dumping probe into import of solar cell component, mobile covers from China Details 8Solarworld Energy Solutions posts strong debut; shares list at 11% premium Details 8IRFC Signs Rs 10,560 Crore Loan Agreement with MAHAGENCO for Koradi Thermal Power Expansion in Maharashtra Details 8Telangana to move towards manufacturing, green energy, agri-value chains Details 84 Fast Growing Small Cap Stocks in the Power Sector Details 8Electrifying India: A Renewable Revolution Details 8India can power its future with Vision 2032 transmission expansion Details 8India’s industrial output grows 4% in August, mining sector leads the way Details 8Isa Logistics Launches Electric Vehicle Program as India's Commercial EV Sector Surges Details 8THDC India Honoured for Outstanding Initiatives During Swachhata Pakhwada 2025 Details 8Andhra electricity regulator orders DISCOMs to refund Rs 924 Crore to consumers Details 8Azad India Mobility expands into EV sector with Bengaluru bus plant lease Details 8Tata Power & VECV Partner for EV Adoption in India Details 8REC and RECPDCL bag top honours at D&B PSU Summit; REC also wins Sustainability Icons Award 2025 Details You can also click on Newsclips for moreDetails
Daily forward looking import matrices
Sep 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 : 8LNG 8Crude 8Chemicals 8Fertilizers 8Coal and Coke 8LPG 8Ammonia 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Kerala pays premium for peak-hour power
Sep 29: 8Evening supply has been cleared at tariffs touching Rs 9.50/unit, underlining the steep price Kerala is willing to pay for peak-hour reliability. 8Jindal and Tata emerged as the key suppliers for summer evening blocks. Click on Details for moreDetails
Renewable exemptions shift burden to thermal
Sep 29: 8About 750 MU of green energy was exempted from ISTS losses, shielding renewable portfolios in weekly accounting. 8But this carve-out meant that conventional generators and discoms had to absorb a higher share of the effective 3.43% loss burden. Click on Details for moreDetails
Regulator tightens cost recovery on miscellaneous works
Sep 29: 8The state power regulator has proposed advance recovery of labour, material, and overheads for consumer works, while fixing supervision charges at 2.5% for Bharatmala projects versus 15% for others. Click on Details for moreDetails
Pumped storage gains financial visibility
Sep 29: 8For the first time, Tehri PSP’s generation and pumping data are reflected in the Regional Energy Account. 8This inclusion formalizes pumped storage as a billable, auditable service under India’s ABT framework. Click on Details for moreDetails
August power costs trigger Rs 0.40/unit surcharge
Sep 29: 8APERC’s auto-pass rule has ensured a direct pass-through of fuel and purchase cost hikes across consumer categories. Click on Details for moreDetails
Regulatory Upadate: Part I
Sep 29: 1) Tribunal opens doors for senior legal positions amid pending court cases 8The Appellate Tribunal for Electricity is recruiting for key posts, including a Deputy Registrar position contingent on a court decision, reflecting judicial influences on hiring.
2) Uttar Pradesh leads rural power supply improvements with a 6-hour boost 8Uttar Pradesh shows remarkable progress with rural power supply increasing by over 6 hours since 2021. 8This significant improvement signals strategic efforts in infrastructure enhancement and policy focus on rural electrification.
3) Energy distribution shifts as Tehri PSP data enters REA 8States like Haryana and Rajasthan must reevaluate their energy strategies as Tehri PSP's operational data alters regional electricity distribution and storage dynamics.
4) Uttarakhand emerges as a key player in regional energy storage 8With substantial energy consumption from Tehri PSP, Uttarakhand strengthens its position in the Northern grid's energy storage strategies, relevant for stakeholders monitoring regional power distribution.
5) CERC 2024 regulations steer pumped storage integration 8The updated REA emphasizes the regulatory framework guiding pumped storage solutions, reflecting the broader policy direction under CERC's 2024 tariff regulations.
6) Draft compensation rules could redefine electrical safety in Arunachal Pradesh 8The proposed regulations aim to institutionalize compensation for electrical accident victims, potentially setting new precedents in the region's regulatory landscape.
Sep 29: 1) True-up order reveals Rs. 646 crore disallowed in power purchase costs 8APERC's stringent review disallows significant power purchase costs, emphasizing fiscal discipline and transparency in utility filings.
2) FPPCA order reduces power purchase cost per unit to Rs 5.74 for FY 2024-25 8In a significant regulatory move, the commission curtails power purchase costs, impacting unit prices for three major Discoms.
3) Arunachal's power petition hints at regulatory gaps for specialized projects 8The request for regulatory approval, though not mandatory, points to potential gaps in current regulations for specialized infrastructure projects, suggesting a need for policy updates.
4) Lack of cost transparency stalls critical Arunachal Pradesh power project 8The Commission's review finds insufficient cost justification in the GIS Bay project agreement, impeding approval and raising concerns over financial accountability.
5) Haryana power utility under fire for ignoring CGRF orders 8DHBVN's disregard for CGRF directives to refund ACD highlights governance challenges, risking penalties under the Electricity Act, 2003.
6) DRIPS portal: A critical tool for minimizing power disruptions during disasters 8By centralizing resource inventory and enhancing coordination, DRIPS is set to play a vital role in maintaining power supply stability during emergencies across India.
Sep 29: 1) IREDA implements insider trading freeze amid financial review 8In a move to uphold SEBI's insider trading regulations, IREDA has initiated a trading freeze for insiders, coinciding with the review of its financial performance for the recent quarter.
2) APTEL mandates cross-subsidy reassessment for Haryana DISCOMs 8APTEL's directive requires Haryana's DISCOMs to reassess cross-subsidy surcharges with comprehensive data, impacting financial and operational strategies of electricity providers.
3) Regulatory complexities in Haryana's captive power requirements exposed 8The Piccadily versus DHBVNL case underscores the nuanced regulatory landscape of captive power obligations, potentially influencing policy and compliance strategies in the region.
4) Sikkim-Haryana power sale agreement faces uncertainty amid legal delays 8The uncertainty surrounding the Chuzachen project's tariff decision underscores risks in inter-state power agreements. 8Stakeholders are closely monitoring the situation for financial implications.
5) JSW Energy's Kutehr project faces natural disaster-induced regulatory hurdles 8As HERC allows more time for cost submission due to floods, the energy sector must consider the implications of environmental disruptions on project timelines and costs.
6) Haryana's electricity order enforcement faces procedural pause 8The petition withdrawal delay in Haryana's electricity sector highlights procedural complexities that may influence future regulatory decisions and compliance timelines.
Sep 29: 1) Interim tariff hike reflects strategic push for renewable energy adoption 8The increase in the interim tariff for paddy-straw based power projects signals a strategic policy shift towards more aggressive support for renewable energy, aligning economic incentives with environmental goals.
2) HERC mandates comprehensive cost breakdown in tariff determination case 8To ensure transparency, HERC requires Jind Bio to present detailed cost documentation. 8The directive seeks to enhance regulatory scrutiny and inform future tariff settings.
3) Haryana developers face regulatory heat over infrastructure delays 8Developers in Haryana's TDI City are under scrutiny as the HERC highlights persistent delays in critical power infrastructure, stressing the importance of adherence to timelines.
4) Regulatory diligence heightened in Haryana's electricity supply obligations case 8The Haryana Electricity Regulatory Commission's recent actions highlight increased regulatory diligence as it seeks to resolve enduring electricity supply obligations by enforcing strict procedural timelines.
5) HERC enforces regulatory compliance with firm deadlines for DHBVN 8The Haryana Electricity Regulatory Commission's interim order sets a firm four-week deadline for DHBVN to verify consumer data, stressing the importance of regulatory adherence in the power sector.
6) Market power purchases at Rs 6.79/unit challenge cost efficiency norms 8DISCOMs' preference for market power over more economical options raises questions about cost management, as stakeholders weigh the benefits of continuous supply against rising consumer costs.
Sep 29: 1) OERC sets 5% security deposit in new facility management tender 8A significant security deposit requirement underscores the need for financial robustness among potential bidders in OERC's latest tender.
2) New regulations impose hefty fines for unsafe electrical practices 8APSERC's draft regulations detail penalties and compensation for failure to comply with safety standards, urging companies to prioritize public safety and mitigate risks in electrical operations.
3) Himachal Pradesh Commission upholds Rs. 4.50 per kWh hydro tariff 8Despite claims of a calculation error, the commission stands by its methodology, emphasizing regulatory compliance over the petitioner's alternative subsidy valuation approach.
4) Competitive bidding gains momentum with TPDDL's battery energy storage proposal 8TPDDL's focus on competitive tariff-based bidding for its battery storage system could herald a new era of cost-efficient energy solutions, addressing both peak demand and procurement costs.
5) Private sector struggles with stalled thermal projects amid financial woes 8Financial difficulties continue to plague private thermal power projects, with several projects stalled and under liquidation. 8This situation underscores the urgent need for financial restructuring and strategic intervention to revive stalled assets.
6) JERC's delayed true-up orders raise questions on regulatory efficiency 8The tribunal's directive highlights significant delays in true-up orders, urging JERC to address backlog. 8These delays could influence financial planning for utilities and government bodies involved.
Sep 29: 1) Open access and wheeling units excluded from AT&C loss metrics 8The refined methodology dismisses open access and wheeling units from net input energy and energy sold calculations, aiming to depict a true reflection of distribution efficiency.
2) Series approval guidelines set new standards for India’s solar battery market 8India's Ministry of New & Renewable Energy has released detailed series approval guidelines, raising the bar for battery quality and performance in solar applications. Compliance will be crucial for market players.
3) Net-metering and open access projects face new ALMM compliance deadline 8Projects in these categories must use ALMM-approved modules if commissioned after June 1, 2026, aligning with MNRE's domestic energy agenda.
4) UERC mandates strict qualifications for new consultancy positions 8With stringent qualification criteria, UERC aims to ensure high competency in its consultancy roles. 8The focus on specific engineering and finance degrees reflects the technical and commercial rigor expected in the regulatory sphere.
5) CTUIL's RTM approval for Kurawar project sets new regulatory benchmark 8The CTUIL's endorsement of the Kurawar expansion under the RTM framework marks a significant regulatory precedent for sub-Rs 100 crore projects, streamlining implementation.
6) Regulatory agility: Bhuj-II projects navigate single-bid challenge with RTM allocation 8This adaptive regulatory approach by CERC may set a precedent for future projects facing similar competitive bidding constraints, highlighting the need for policy flexibility in infrastructure development.
Sep 29: 1) APTEL’s intervention brings temporary relief in Dhariwal-TANGEDCO dispute 8APTEL’s order for partial payment provides immediate relief but leaves broader compensation issues unresolved, affecting stakeholder strategies.
2) Rs.141.42 crore investment in transmission to connect Rajasthan’s RE power 8The approved projects will significantly enhance the region's renewable capacity, promoting efficient power evacuation from solar and wind sources.
3) Power Grid faces scrutiny over additional capital expenditure claims 8Power Grid's claims for additional capital expenditures have been challenged, with UPPCL questioning the compliance with regulatory cut-off dates. 8This debate may set precedents for future tariff petitions.
4) Regulatory spotlight: Can Dera Hydro access Himachal Hydel's transmission line? 8With legal arguments centered on optimal resource utilization, Dera Hydro challenges Himachal Hydel's refusal, putting regulatory frameworks under scrutiny.
5) Tribunal rejects Bharat Petroleum's plea to delay hearing on pipeline classification 8Bharat Petroleum's request to postpone its appeal against PNGRB's common carrier classification for its ATF pipeline is denied, spotlighting significant implications for asset management and operational control.
Sep 29: 1) DAM caps out on scarce sell interest at 20:00 8Final DAM price hit Rs 10.00/kWh at 20:00 on 2025-09-26 as sell bids were the day’s slimmest against elevated purchase interest. Inference — The cap print coincided with the evening demand pivot, and not with widespread transmission constraints on 2025-09-28 (ATC/(N-1) = 0% violations), pointing to order-book scarcity rather than corridor binds. Why it matters — Cap hours transfer bargaining power to short buyers; portfolios without pre-cover risk paying Rs 10.00/kWh on peak blocks.
2) SCUC leaned net-up on 2025-09-28 8System commitment skewed to Up: 1,20,205 MWh Up vs −66,973 MWh Down across the day. Inference — Net positive commitment suggests latent tightness outside headline peak, likely smoothing shoulder-hour ramps before the 19:00–21:00 pivot. Why it matters — Up-commit signals are hedgeable; aligning bilateral/generation schedules to these blocks can avoid Rs-heavy spot exposure.
3) Frequency saw heavy excursions despite near-target average 8On 2025-09-27, average frequency was 49.989 Hz with 155 excursions below 49.97 Hz and 128 above 50.03 Hz. Inference — The tails show active secondary/tertiary control through the day; with next-day SCUC skewing Up, operators likely tightened reserves to contain tails. Why it matters — Persistent tails raise deviation and imbalance risk for states and generators that run thin reserves or chase intraday buys.
4) HPX RTM printed Rs 10,000 on micro-clears 8HPX’s RTM cleared just 25 MW at Rs 10,000/MWh on 2025-09-22; several adjacent days cleared zero. Inference — Micro-liquidity can “print the board”; a single thin match can set headline price without true depth, unlike DAM’s broader stack. Why it matters — Desks must slice orders and multi-home to avoid paying five-digit MCPs for token volumes.
5) PXIL RTM remained effectively dormant on 2025-09-26 8Across most hours, PXIL RTM showed zero scheduled volume, including the 18:00–19:00 tranche. Inference — Liquidity concentration on other venues raises execution risk for participants relying on PXIL alone for ramp coverage. Why it matters — Venue fragmentation adds slippage risk; portfolios should pre-define routing logic across exchanges.
6) Rajasthan coal stocks sat well above norms while output varied 8On 2025-09-25, Suratgarh STPS held 158% of normative stock, Chhabra-I PH-2 225%, Kota 119%, with PLFs ranging 39%–77%. Inference — With fuel cushions intact, dispatch choices (not fuel scarcity) shaped scheduling and market buying. Why it matters — Under-utilising in-house coal when prices rise passes Rs/kWh leakage to consumers/utilities.
7) Northern hydro outperformed the day’s program 8On 2025-09-25, Northern region hydro generated 352.45 MU vs a program of 327.77 MU. Inference — Above-program hydro likely supported evening adequacy and limited deeper frequency tails the next day. Why it matters — Extra hydro flex reduces reliance on high-priced real-time purchases; every +25 MU shaved off peak spot can save crores.
8) Angular spreads persisted across nodes through 2025-09-28 8The all-India angular-spread profile shows multi-node divergence throughout the day relative to Vindhyachal reference. Inference — Wide spreads without recorded ATC/(N-1) breaches imply internal redispatch and commitment (SCUC/TRAS) did more of the balancing than corridor cuts. Why it matters — Where spreads, not hard constraints, drive risk, price protection beats transfer-cap hedges. Click on Details for moreDetails
Jharkhand solar pricing emerges below peer benchmarks
Sep 29: 8At Rs 6.44 crore/MW JREDA’s outcome is leaner than similar projects elsewhere This pressures future bidders to align with tighter margins Efficient supply chains will decide survival.Details
Award value fixed at Rs 23.01 lakh below typical consultancy benchmarks
Sep 29: 8The modest contract value contrasts with the highstakes capital decisions it influences NTPC gains lowcost academic expertise while avoiding expensive consultants This sets a sharp cost ceiling for future bids.Details
Contracting news for the day: Part-1
Sep 29: NTPC’s consultancy tender: Policy pilot or precedent? 8Tender blends entry relief with strict compliance If scaled up these norms could reset the framework for future EPC tenders. Maharashtra AIS to GIS tender: Lack of bidder clarifications raises transparency concerns 8No prebid Q&As are visible in the current notice Without clarifications ambiguities remain unresolved This could deter serious bid preparation.Details
Download tenders and newclips
Oct 03: For reference purposes the website carries here the following newsclips: 8Tender for complete overhauling, servicing and retrofitting of 6.6 kV SF6 circuit breakers Details 8Tender for work of second circuit stringing on 132kV line Details 8Tender for work of erection, testing and commissioning of 66kV LILO Details 8Tender for work of erection, testing and commissioning of 66kV D/C line Details 8Tender for work of erection, testing and commissioning of 66kV LILO Details 8Tender for work of erection of 66kV equipment, structures, earthing, installation, control wiring, yard Details 8Tender for replacement of tension SRI of D/C 400kV line Details 8Tender for work of H frame to tower Details 8Tender for supply, erection, testing & commissioning of 66kV D/C line Details 8Tender for supply of various consumable item Details 8Tender for supply of proportional valve for turbine governing system Details 8Tender for supply of DC battery grounding fault tracer Details 8Tender for supply, erection & commissioning of H2 leak detection system Details 8Design, supply, installation, testing and commissioning of 25MVA, 230/7KV station transformer along with all accessories Details 8Tender for erection of 66kV S/C line on D/C panther tower structure Details 8Tender for biannual rate contract for erection of structure, equipment, earthing Details 8Tender for supply, erection and commissioning of new street light poles with cable laying Details 8Tender for biannual rate contract for erection of structure, equipment, earthing, control wiring etc. Details 8Tender for construction of control room extension and providing structural equipment plinths Details 8Tender for procurement of drill pipe spinner Details 8Tender for repair, installation and commissioning of MSP BGC-D motor 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 highmasts Details 8Design, manufacture, supply, installation, testing commissioning of 4000 white LED based Details 8Tender for civil works introduction of 110 / 33 kV ratio with 1x16 MVA power transformer Details 8Tender for mechanical for overflow lagoon Details 8Tender for procurement of 22 kV polymer composite disc insulator Details 8Tender for work of various maintenance works of stacker cum reclaimer for coal handling plant Details 8Tender for supply, erection, modifying & commissioning of lighting system Details 8Tender for work of instrumentation maintenance Details 8Tender for bi annual rate contract for restoration of various 400kV class transmission lines Details 8Tender for construction of RCC wall at stacker reclaimer Details 8Tender for supply of various instruments for chemical laboratory Details 8Tender for procurement of 2 ton split ACs Details 8Tender for augmentation / replacement of existing 400/230kV, 315 MVA ICT-2 with 400/230kV 500MVA ICT Details 8Tender for appointment of agency for supply and commissioning of additional hardware Details 8Tender for supply and retrofitting of 245kV pantograph isolators and 245kV centre break isolator Details 8Tender for various civil work Details 8Tender for bi-ennial rate contract (BRC) of complete boiler plant Details 8Tender for repair and maintenance of civil work Details 8Tender for retrofitting and up-gradation of 2 Nos. chlorine dosing system Details 8Tender for supply of submersible slurry pump capacity Details 8Tender for supply of pneumatic rigging hoist Details 8Design, procurement, erection, testing and commissioning of microprocessor based high speed bus transfer system for 6.6KV HT supply Details 8Tender for SITC of of 22kV bay Details 8Tender for supply of power cable fault locator, XLPE cable Details 8Tender for conversion of HT O/H 11 kV open line Details 8Tender for replacement of LT bare conductor with AB cable Details 8Tender for repair and maintenance of 33 kV outdoor VCBs Details 8Tender for replacement of old service cable by armoured cable for installation of smart meter Details 8Tender for repair and maintenance of 33 kV outdoor VCBs Details 8Tender for replacement of DTR cables for smart metering Details 8Tender for extension of control room and yard Details 8Tender for construction of protection wall , nali , gate , and other misc.civil works Details 8Tender for construction of electricity test lab at 33/11 kV substation Details 8Tender for construction of fencing and other miscellaneous civil works at 33/11 kV sub station Details 8Tender for AMC of ingersoll rand air compressor model No.234 of EHV circuit breaker Details 8Tender for work of attending planned/emergency/breakdown maintenance work at various Details 8Tender for work of servicing of 22kV gas insulated switchgear Details 8Tender for BMC for the work of replacement of failed/sick substation equipments Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Market leader stock in focus after securing Rs.4 Crore order for solar PV pumping systems from MPUVNL Details 8Centre tells renewable energy agencies to cancel rushed solar tenders Details 8SJVN Green Energy adds 128.88 MW to Bikaner solar project Details 8Waaree Energies begins operations at new solar module plant in Gujarat Details 8Adani Green reaches 16.7 GW of operating renewable capacity Details 8Interview with R.K. Vishnoi: “THDCIL is committed to driving India’s clean energy transition Details 8Tata Power's latest move a big relief for Mumbai customers, read more Details 8Black Box-Wind River deal to drive edge, cloud growth with Rs.1,350 Crore boost Details 8United Breweries upgraded to buy at Nirmal Bang; check outlook, target here Details 8India has 171GW/279GW solar cell and module manufacturing capacity under construction Details 8IEA-PVPS warns soiling costs solar industry billions per year Details 8Power sector sees fresh spark in August: 3 big factors fuelling demand rebound Details 8Tata Power arm to invest Rs.1,200 Crore to develop 80 MW FDRE renewable project Details 8Mobilising Domestic Capital Crucial To Power India’s Startup Growth Amid Foreign Reliance Details 8Sterlite Electric Limited Files DRHP with SEBI Details 8Coal Demand Sluggish This Fiscal Year: mjunction Details 8Transformer stock that delivered 1500% return in 5 years amid rising demand and export momentum Details 8Forget Iron and Coal: Why NMDC and Coal India are betting big on EV magnets Details 8These 3 power stocks will be in focus on Friday, Oct 3, 2025 Details 8Windergy international trade fair from Oct 29 to 31 at Chennai Trade Centre Details 8DICABS Nextgen commissions second rod mill at Vadodara facility Details 8India Ratings downgrades Wapcos loans on stretched working capital cycle Details You can also click on Newsclips for moreDetails
Oct 03: 1) NDMC’s solar procurement: A test for Delhi’s renewable regulations 8As NDMC seeks approval for a major solar deal, the DERC’s decision will test the robustness of Delhi’s renewable energy regulations and procurement strategies.
2) DERC's decision on NDMC's PPAC petition could reshape Delhi's power tariffs 8The anticipated ruling on NDMC's PPAC petition may lead to significant tariff shifts, emphasizing the critical role of regulatory bodies in balancing market forces and consumer protection.
3) New deadline for deviation metric feedback could alter regulatory path 8The extended period for comments reflects the complexity and importance of the deviation metrics, with potential long-term impacts on renewable energy compliance.
4) Compensation cess abolition: Relief or burden for coal buyers? 8The removal of the Rs 400/MT cess offers short-term relief, but the concurrent GST hike raises questions about net impact on operational costs. 8Industry players will deliberate on October 13.
5) Market clearing price (MCP) dips on IEX, remains steady on PXIL and HPX 8The average MCP on IEX fell to Rs.3.99/kWh in August 2025, marking a decrease from previous months. 8Meanwhile, PXIL and HPX maintained higher MCPs, reflecting varied pricing dynamics across exchanges.
6) NTPC's delayed response stalls Chandigarh's power purchase agreement 8Chandigarh Power Distribution Limited's effort to secure a supplementary power purchase agreement with NTPC hits a snag as NTPC has not filed its reply. 8The delay could affect power supply dynamics and regulatory compliance timelines.
Oct 03: 1) Chandigarh Power faces data bottlenecks in consumer refund process 8Chandigarh Power Distribution Limited cites delays in receiving consumer data from the Electricity Department, complicating the refund of meter rental charges and compensation, and pointing to systemic inefficiencies.
2) Battery storage bids: Tata Power tests regulatory waters with novel clauses 8TPDDL's petition withdrawal uncovers unusual clauses in energy storage bidding, suggesting strategic maneuvering in a rapidly evolving power sector landscape.
3) Power Grid authorized to recover additional charges under new tariff order 8CERC's order allows Power Grid to recoup expenses like GST and security costs, providing financial clarity for stakeholders in the transmission sector.
4) SECI’s solar auction sees Reliance offering highest bid at INR 3.53/kWh 8Reliance NU Suntech emerges with the highest bid, marginally above others, indicating competitive market pressures and strategic bidding tactics.
5) Sasan Power and NLC Ltd. exempt from latest PPA changes 8Unique among peers, Sasan Power Ltd. and NLC Ltd. avoid new tariff adjustments due to captive coal mine operations, highlighting disparities in regulatory impact.
Northern grid: Latest update shows hydro highs, thermal stability, and shifting state allocations
Oct 03: Auraiya GPP tops availability charts with 98.21% performance in September 2025 8Auraiya Gas Power Plant demonstrates exceptional operational efficiency with a peak availability of 98.21%, significantly impacting power reliability in the Northern region. 8This sets a new benchmark in plant performance. Provisional REA reveals strategic power shifts in Northern India for September 2025 8The September 2025 Provisional REA indicates significant shifts in power allocations, with notable increases in energy entitlements for states like Delhi and Rajasthan, suggesting policy-driven redistribution. Dhauliganga HEP underachieves with 52.78% availability; implications for hydro power 8Dhauliganga Hydro Electric Project's low availability at 52.78% raises concerns about hydroelectric reliability and calls for strategic reassessment of hydro resource management in the region. Koldam HEP exceeds expectations with 110% availability factor 8Koldam Hydro Electric Plant surpasses its capacity expectations, reporting a 110% availability factor, underscoring its role as a critical power contributor in the Northern grid. Delhi secures significant power entitlement with 75% share from Dadri-II TPS 8Delhi emerges as a major power recipient, holding a 75% entitlement from Dadri-II Thermal Power Station, reflecting strategic energy security measures for the capital. No misdeclarations recorded in September 2025, signaling improved operational transparency 8For the first time, no misdeclarations were noted in the declared capabilities of power stations, indicating enhanced operational transparency and adherence to regulatory norms. Provisional data indicates 33% surplus power surrendered by Rajasthan in September 2025 8Rajasthan's surplus power surrender of 33% may reflect strategic load management or economic decisions, prompting analysis of regional energy policies and market conditions. Rihand-III STPS achieves flawless 100% availability, setting a high standard 8Rihand-III Super Thermal Power Station's perfect availability highlights its operational excellence and reliability, crucial for maintaining grid stability in high-demand periods. Tehri HEP's impressive 108.5% availability underscores hydro resilience 8Tehri Hydro Electric Plant's outstanding performance at 108.5% availability reaffirms hydroelectric power's potential in achieving energy sustainability and resilience. Innovative energy allocations see Jammu and Kashmir maximizing hydro entitlements 8Jammu and Kashmir leverage hydro resources efficiently, optimizing energy entitlements from multiple hydro projects, reflecting strategic planning in power utilization. Click on Details for moreDetails
Jalna AIS project tests rigid SPV transfer model at state level
Oct 03: 8The project’s share purchase agreement hands bidders complete liability absorption, backed by a steep Rs 10 crore bid bond. With no exit leeway, contractors inherit all risks from day one. 8Market response will determine whether Maharashtra institutionalises this CTUIL-style model for intra-state schemes or treats it as a one-off experiment.Details
Vindhyachal–Varanasi transmission line: Seven firms qualified including Powergrid and Adani
Oct 03: 8The qualified list features a mix of PSU private majors and ambitious infra EPCs. 8The qualification clause demands infra or EPC experience of Rs.1000 crore in 5 years with a minimum Rs.200 crore per project.Details
Suzlon vs GETCO: A connectivity showdown
Oct 03: 8Suzlon’s 35 MW wind evacuation plan is stuck at Nadadhri as procedural disputes delay Stage-II approval. 8The standoff highlights how regulatory friction can derail Gujarat’s renewable rollout. Click on Details for moreDetails
CPSU power shields Rajasthan from cost surge in July purchases
Oct 03: 8Affordable CPSU power, led by NTPC and NHPC, formed the backbone of Rajasthan’s July supply mix. 8With rates under ?3.50/unit for bulk volumes, central allocations kept overall purchase costs in check. Click on Details for moreDetails
Contracting news for the day: Part-1
Oct 03: NTPC’s BESS tender may set precedent for future fleet -wide retrofits 8This is not just a single procurement but a template. If successful, similar tenders could replicate across India’s coal fleet. The sector will watch closely whether bidders absorb the high risk -allocation model. Market signals show weak appetite for dyke -based civil tenders 8Few firms are equipped for ash dyke civil works at BTG scale. The lack of immediate participation interest underlines this niche expertise gap. It could drive a thin competition field.Details
Contracting news for the day: Part-2
Oct 03: SAS integration with ABB and Areva systems adds interoperability risk 8Existing ABB and Areva SAS must be integrated with new gear. Bus bar protection and SCADA synchronisation fall on the contractor. This increases technical risk and demands OEM coordination. Odisha GIS tender: Seven -year cap on type test validity reshapes bidder eligibility 8CTs, chargers, and XLPE cables must carry type tests not older than seven years. This provision filters out vendors with outdated labs, raising compliance costs for smaller firms.Details
Contracting news for the day: Part-3
Oct 03: Extensions mirror NTPC’s wider logistics tender struggles 8Similar patterns have emerged in past NTPC transport bids. Bidder hesitation points to structural issues in tender framing. Recalibration of risk allocation may be essential going forward. SASCI funds shaping North -East modernisation drive 8The MSPCL tender mirrors recent EPC calls in Assam and Tripura. Together, they mark a policy -driven trend towards digital substations in the region.Details
Contracting news for the day: Part-4
Oct 03: Talabira cooling tower tender: Globalisation clause on free -issue materials gives minor relief 8Contractors may adjust cement and steel usage as long as the total free -issue cost stays constant. This reduces penalty risks during execution. However any overrun beyond total value still triggers deductions. 8High EMD of Rs.300 lakh is seen as a major entry barrier. SJVN’s solar EPC slips three times under bidder pressure 8Submission dates have been extended thrice in one month pushing deadlines out by 27 days. The repeated changes show weak bidder confidence. Questions over land bundling and risk allocation remain unresolved.Details
Contracting news for the day: Part-5
Oct 03: RDSS package signals template shift for hill states 8The Bairaj package combines FRLS melt -proof and factory -sealed standards rarely seen before. UPCL’s adoption aligns with central RDSS norms and may become a template for hill -state utilities. Market response will determine whether it sets precedent or remains a one -off. Trend of compliance-heavy tenders likely to spread beyond KSEB 8The tender is a model for future Transgrid 2.0 packages and may set precedent in other utilities. Safety durability and compliance take precedence over contractor cost flexibility. The bidder pool shrinks but long-term asset reliability improves.Details
Contracting news for the day: Part-6
Oct 03: Bundled tender suggests pilot for wider GIS retrofit policy 8MSETCL’s three -substation bundling may serve as a policy pilot. If successful similar packages could emerge across other congested belts. Contractors must anticipate repeat business models. Tier -1 EPCs likely to dominate bids for Karnataka substation package 8The complex mix of HV LV and civil scope narrows eligibility. Smaller contractors face resource and compliance hurdles. Participation could concentrate among a few large players.Details
Contracting news for the day: Part-7
Oct 03: RVUNL BESS project: Extensions echo SECI’s storage struggles 8Other storage tenders have seen similar delays due to weak participation. 8The pattern reflects structural discomfort across the ecosystem. Rajasthan’s package risks falling into the same trap.Details
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Oct 03: 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
Market Round-up
Oct 03: 1) ER–NR stayed constrained for 11 hours on 2025-10-01 8Mid-day onward, the ER→NR corridor breached ATC for 11 hours (11.46% of time). Inference — Import pressure into NR was corridor-specific (ER→NR), not system-wide; WR→NR showed 0 breaches the same day. Chain: SRI table “ATC violations” across corridors. Why it matters — Persistent ER→NR binds raise the odds of NR/ER price separation and uplift in NR cover costs.
2) Midday RTM price collapsed below Re 1 while DAM held near Rs 2 8At Hour 9 (T33–T36) on 2025-10-01, RTM MCP printed Rs 946.82/MWh (Rs 0.95/kWh), while DAM Weighted MCP was Rs 2,001.57/MWh (Rs 2.00/kWh). Inference — A 3.9–4.6× sell-overhang (RTM & DAM order books) compressed RTM far more than DAM, pointing to real-time surplus rather than transmission relief. Why it matters — The DAM–RTM basis of ~Rs 1.05/kWh created a clear intra-day optimisation window for buyers holding DAM cover.
3) Frequency tails were heavy despite an on-target average 8Average frequency on 2025-10-01 was 50.003 Hz; but 162 excursions fell below 49.97 Hz and 101 rose above 50.03 Hz. Min hit 49.748 Hz at 20:48 IST. Inference — Governor/AGC headroom was tested during shoulder and evening ramps; controlling tails, not the mean, drove operational risk. Why it matters — DSM exposure accrues in tails; aligning reserves to excursion clusters saves crores even when the daily average looks fine.
4) Non-fossil share hit one-third even as “zero-shortage” held at peaks 8On 2025-10-01, non-fossil share in generation was 33.56% (RES 15.78%). Peak demand was 205,145 MW at 19:00 (non-solar hour) with 0 shortage reported. Inference — Adequate capacity met peaks, but (see frequency tails) system stress still surfaced in quality metrics rather than quantum. Chain: PSP mix + Frequency excursions same day. Why it matters — “Zero-shortage” optics can mask balancing costs; ancillary/DSM budgets should be tuned to tail risk, not just peak adequacy.
5) Voltage non-compliance pockets persisted at 765 kV Ajmer 8Ajmer 765 kV logged 6.25% time outside the IEGC voltage band on 2025-10-01; several 765 kV nodes in NR otherwise stayed within limits. Inference — Localised reactive/voltage management gaps remain even on days without broad congestion, raising local loss and tripping risk. Why it matters — Persistent node-level deviations warrant targeted VAR support and tap-changer/STATCOM set-point reviews.
6) Coal stock is bloated at moderate-util plants, stranding flexibility 8Panipat TPS held 424.7 kt (198% of normative 214.9 kt) at 52% PLF on 2025-09-30. Inference — Inventory sits at stations not scheduled as often, cushioning local risk but doing little for system-wide ramping flexibility. Why it matters — Carrying cost without commensurate dispatch returns; inventory should bias toward units likely to run and flex.
7) NR thermal under-delivery forced hydro to hold the line 8On 2025-09-30 (DGR), NR thermal actuals were 813.08 MU vs 918.95 MU program (-105.87 MU), while NR hydro stayed near plan (320.00 MU vs 327.77 MU). Inference — Hydro adherence helped cap NR imports the next day despite ER→NR binds; energy balancing shifted to hydro, not coal. Why it matters — Tight thermal performance pushes NR to depend on hydro/ancillary and constrained corridors, raising procurement risk.
8) HPX RTM liquidity dried up to zero while IEX stayed active 8HPX RTM showed 0 purchase bids, 0 cleared volume across 26-09 to 02-10; on 2025-10-01 IEX RTM cleared Hour-by-Hour with MCPs ranging ~Rs 0.95–3.11/kWh (H9–H6). Inference — Fragmented liquidity concentrates price discovery on IEX; alternative venues add little real-time depth on tight days. Why it matters — Risk desks relying on multi-venue hedging need to account for “empty books” on HPX during stressed or surplus hours. Click on Details for moreDetails
Daily forward looking import matrices
Oct 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 8Coal and Coke 8LPG 8Ammonia 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Contracting news for the day: Part-1
Oct 01: SECI’s 1200MW FDRE bid: CTU connectivity lock raises entry barrier 8Final CTU grant required at bid stage removes speculative bids. Smaller firms without connectivity access are excluded. The field is restricted to large developers only.Details
Contracting news for the day: Part-2
Oct 01: Powergrid’s AIS extension tender: Startup relaxation allows 80% compliance with financial norms 8Startups and MSEs can qualify if meeting 80% of turnover and liquidity bars. Net worth must still be positive across three years. The concession is unlikely to benefit many but signals policy alignment.Details
Contracting news for the day: Part-3
Oct 01: Davanagere–Bellary RE transmission project: No relief for ROW or clearance delays in REC documents 8All permitting risks remain with the TSP. Delays in forest or land approvals have no structured mitigation. This heightens execution uncertainty.Details
Contracting news for the day: Part-4
Oct 01: Ryapte transmission tender delay mirrors wider trend in REC’s intra -state projects 8Other REC run projects have seen multiple extensions but seven is exceptional. The signal is that participation is being prioritised over timelines. This could set precedent for future schemes.Details
Contracting news for the day: Part-5
Oct 01: Ukai TPS: Consortium requests for TG foundation works rejected outright 8Bidders proposed joint execution models to meet TG deck experience norms. BHEL refused stating tender conditions prevail. This narrows the eligible bidder pool further.Details
Contracting news for the day: Part-6
Oct 01: Punjab’s distribution packages show repeated extension patterns 8Earlier packages in Ludhiana and Amritsar saw multiple sequential extensions. Naya Gaon’s Package 53 and Mohali–Aerocity’s Package 51 now show the same pattern. This points to a wider procurement fatigue within the RDSS roll-out.Details
Contracting news for the day: Part-7
Oct 01: BHEL enforces auxiliary power caps and HSE -linked billing in AHP EPC tender 8BHEL’s 1×800MW ash handling plant tender caps auxiliary load at 4053kW and imposes Rs.5.5lakh/kW penalties on MRHS compressors. Safety compliance is monetized by linking 1.5% of billing to HSE performance. The bid extension signals muted participation under this strict regime.Details
Contracting news for the day: Part-8
Oct 01: Cancellation of Ladakh’s Solar -BESS tender risks delaying flagship renewable goals 8The project was meant to showcase Ladakh’s storage leadership. Its cancellation pushes timelines further. Momentum in India’s storage frontier is at risk.Details
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Oct 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
Northern India’s transmission: Latest update on costs, deviations and regulatory shifts
Oct 01: State tops transmission charges with Rs.3.49 billion in October 2025 8The highest payer in regional transmission charges reflects extensive energy drawal needs. 8Industry stakeholders should assess the impact on financial forecasts and operational budgets. Capital faces Rs.1.55 billion in transmission fees amid growing demand 8Surging energy demand is leading to significant regional transmission costs. 8This trend could influence future pricing strategies and infrastructure investments in the region. Hill state records massive 716 MW excess injection deviation 8The excess energy injection highlights a potential mismatch in demand forecasting, raising questions about capacity planning and regulatory compliance. Renewable developer’s transmission charges remain minimal despite large projects 8Despite significant investments in renewable energy, payable transmission charges remain notably low. 8This discrepancy invites scrutiny into how renewable projects are integrated into the grid economically. Transmission deviation penalties surge in two northern states 8Substantial penalties for transmission deviations could impact energy cost structures. 8Understanding these patterns is crucial for future regulatory adjustments. First-time bidders on transmission projects eye strategic foothold 8New entrants in the transmission bidding process signal competitive shifts in the energy sector. 8Their strategies and financial implications warrant close monitoring by established players. Delayed commissioning in major projects raises cost concerns 8Significant delays in key projects are leading to increased transmission charges, impacting project viability and financial planning. Renewable injection deviations highlight integration challenges 8Renewable energy deviations underscore ongoing challenges in grid integration, necessitating strategic adjustments in project planning and execution. HCERC 2020 regulations continue to reshape transmission cost landscape 8The application of recent regulations in transmission accounting reflects ongoing regulatory shifts, impacting cost structures and strategic planning across states. City’s minimal transmission charges suggest efficient energy management 8Low transmission charges point to effective energy management strategies, serving as a model for other regions aiming to optimize their transmission costs. Click on Details for moreDetails
North East India: Key updates on tariffs, hydro capacity, and grid modernization
Oct 01: NTPC pushes for 55% scheduling to ensure competitiveness in power market 8NTPC seeks a minimum scheduling threshold for its thermal plants, aiming to secure a competitive edge amidst evolving market dynamics. 8This could impact operational strategies for power producers across India. New tariff amendments to shake up thermal and gas-based station compensations 8Recent amendments to the Tariff Regulations aim to alter compensation structures for thermal and gas stations. 8Industry stakeholders must assess the financial impacts of these changes. Interim tariff of Rs.1.62/kWh set for Khandong HPS amidst regulatory delays 8The Khandong Hydro Power Station adopts a provisional tariff pending final CERC approval, affecting financial planning for regional utilities and stakeholders involved. SRAS incentive discrepancies prompt calls for 132-week account revision 8Errors in SRAS incentive calculations have led to significant underpayments. 8A proposed methodology for adjustment is under review to rectify past discrepancies efficiently. Hindustan Power Exchange seeks non-member status in NERPC discussions 8HPX’s inclusion as a non-member participant in NERPC forums could provide valuable market insights, influencing regional power policy and planning. Capacity derating for Khandong and Kopili-II HEPs confirmed due to system limitations 8NEEPCO confirms reduced capacities for Khandong and Kopili-II units, highlighting infrastructure constraints that may affect future power generation strategies. NERPC emphasizes cybersecurity and grid modernization in regional strategy 8With cybersecurity and grid upgrades prioritized, the NERPC outlines a roadmap to enhance power sector reliability and efficiency in the North Eastern region. Regulatory push for virtual PPAs and revised power market guidelines 8New draft regulations on Virtual Power Purchase Agreements aim to reshape market practices, inviting stakeholders to submit feedback on the proposed frameworks. Commercial sub-committee nominations face challenges amid limited personnel 8Staffing shortages and nomination hurdles impact effective representation for key regional power stakeholders, necessitating strategic personnel adjustments. Imphal power infrastructure expansion critical for regional connectivity 8The expansion of Imphal’s sub-station and associated infrastructure underlines its pivotal role in regional power distribution, crucial for ongoing economic development. Click on Details for moreDetails
Regulatory Upadate: Part I
Oct 01: 1) Adani Renewable Energy Park's minimal transmission cost sparks interest 8With transmission charges as low as Rs.8,528, Adani's setup in Rajasthan presents a cost-efficient model, intriguing industry analysts.
2) North Eastern states face zero waiver on October transmission charges 8All North Eastern states, except Assam, receive no waiver on their transmission charges for October 2025, raising questions about equitable cost distribution among regional entities.
3) MSETCL successfully commissions multiple lines despite persistent RoW challenges 8MSETCL achieves commissioning milestones across several projects, demonstrating resilience and effective management amidst ongoing RoW issues.
4) New regulatory surcharge on delayed reactive energy payments set at 0.04% per day 8The introduction of a daily surcharge for late payments underlines CERC’s stringent enforcement measures, impacting financial planning for regional entities.
5) IREDA's financial leap bolsters India's clean energy projects 8The agency's robust growth in financial metrics will facilitate the scaling of clean energy projects, critical for India's green energy future.
Oct 01: 1) New Rs.2500 crore threshold for hydro project evaluations by CEA 8Projects exceeding Rs.2500 crore must submit DPRs for CEA concurrence, highlighting a strategic focus on large-scale hydro developments. 8This shift underscores the regulatory emphasis on big-ticket energy infrastructure.
2) New CEA mandate: Hydro project DPRs to be vetted by state experts 8State-level Central Design Organizations are now tasked with evaluating crucial aspects of hydroelectric DPRs, signaling a shift towards localized expertise in project approvals.
3) JSW Energy and Greenko lead project commissioning in August 2025 8Key players like JSW Energy and Greenko have commissioned major projects, adding a combined 480 MW capacity. 8This marks a critical development for stakeholders tracking competitive positioning and market share expansion in the energy sector.
4) Independent energy storage systems gain regulatory clarity in India 8New amendments clarify the role and status of standalone energy storage systems, crucial for grid management and renewable integration.
5) Goa to monetize assets, targeting financial stability and infrastructure growth 8The Electricity Department of Goa plans to monetize select assets to bolster financial health and fund infrastructure projects. 8This strategy reflects a broader trend of leveraging public assets for revenue generation.
Oct 01: 1) Regulatory update introduces SCED and SCUC for thermal efficiency compensation 8The introduction of SCED and SCUC mechanisms marks a regulatory shift aimed at enhancing efficiency in thermal power stations, potentially altering future bidding and project planning.
2) August’s grid stability challenges relevance of Beta ‘β’ reports 8With no reportable events in August 2025, the Beta 'β' metric was deemed unnecessary. 8This suggests a need to revisit how frequency response metrics are applied in stable months.
3) Assam Gas-Based Power Stations to undergo major overhaul in October 8Key units at Assam's gas-based power stations will see significant overhauls, including major inspections and control system upgrades, aiming to boost plant efficiency and reliability.
4) Revised power allocation to Rajasthan and Bundelkhand: implications for EPC contractors 8The latest power allocation revision could spell new opportunities and challenges for EPC contractors in Rajasthan and Bundelkhand. 8Understanding the implications of these strategic shifts is crucial for future project bids and execution.
5) Policy recalibration required: Bridging India's regional solar potential gap 8The NISE report highlights the need for tailored policies to exploit regional solar disparities effectively. 8Strategic interventions could ensure equitable development and optimize resource utilization.
Oct 01: 1) Late payment surcharge looms over northern entities as October 8 deadline approaches 8Northern regional entities face a 0.04% daily surcharge for late payments to the NR Deviation and Ancillary Services Pool Account, urging timely settlements under the SCUC regulations.
2) Competitive bidding sees eight major players, with Dineshchandra R. Agrawal emerging as L1 8A high-stakes bidding process reveals intense competition among leading infrastructure firms, setting a new benchmark for transmission project pricing.
3) Regulatory compliance boosts financial security for Tumkur-II project 8Tumkur-II REZ's adherence to CERC regulations in creating security interests highlights a robust legal framework supporting energy project financing.
4) Excess spares adjustments alter tariff landscape for PGCIL's transmission asset 8A re-evaluation of allowable initial spares has necessitated adjustments, influencing the opening capital cost and impacting future tariff calculations for involved utilities.
5) Power Grid's tariff petitions reveal strategic financial shifts for 2024-29 8The document uncovers strategic financial shifts in Power Grid's tariff petitions, indicating potential impacts on market competitiveness and regulatory compliance in the upcoming tariff block.
Oct 01: For reference purposes the website carries here the following tenders: 8Tender for construction of 110kV substation Details 8Tender for supply of 220kV PT and its SS,110kV PT and its Details 8Tender for providing 02 nos 220kV line bays at 220kV sub-station Details 8Tender for construction of control room, chain link Details 8Tender for construction of control room, chain link mesh fencing, yard leveling Details 8Tender for construction of control room, chain link mesh fencing Details 8Tender for extension of battery room at 220 kV GSS Details 8Tender for construction of 132 kV breaker Details 8Tender for providing and fixing MS railing over drains wall Details 8Design, supply, installation and commissioning of EMS sys in CHP, VSTPS Details 8Tender for balance work of construction of pit and shed Details 8Tender for waterproofing work Details 8Tender for refurbishment and waterproofing jobs for roof slab Details 8Tender for estimate for bifurcation of 11 kV pump feeder Details 8Tender for estimate for bifurcation of 11 kV line Details 8Tender for estimate for providing 5.60 Km 33 kV interconnection line Details 8Tender for estimate for 18Km. 33kV line work Details 8Tender for rate contract for purchase of tong tester Details 8Tender for award of contractor for survey, installation, testing and commissioning of 5 MVA 33/11kV substation Details 8Tender for supply of gaskets, graph seal and gland packings Details 8Tender for supply of sweep frequency response analyzers Details 8Tender for supply of permanent magnet magnetic pulley Details 8Tender for work of supply & application of anticorrosive epoxy /metal protective paint on various conveyor structures and equipment Details 8Tender for supply, installation/erection & commissioning of complete energy efficient oil free rotary screw air compressor motor set Details 8Tender for empanelment of third party inspecting agency for quality assurance and inspection of projects Details 8Tender for supply of spares battery cell for 220kV C/R and raw water Details 8Tender for supply of various types & sizes of fasteners Details 8Tender for work of overhauling and servicing of boiler feed pump Details 8Tender for augmentation of 132 kV S/Stn. Details 8Tender for work of overhauling, servicing & repairing of air preheater and its connected system Details 8Tender for augmentation of 132 kV S/Stn. Details 8Tender for outsourcing of activity pertaining to the maintenance sanitation tasks Details 8Tender for utilization of pond ash Details 8Tender for procurement of fire extinguishers, spares for fire extinguishers, hose pipes Details 8Tender for procurement of aluminium sulphate Details 8Tender for utilization of dry fly ash Details 8Tender for repair of damaged retaining walls Details 8Tender for annual maintenance work of 33/11 kV sub-station Details 8Tender for erection, maintenance and dismentalling work of overhead HT/LT line Details 8Tender for supply of 4800 MWh (1200 MW x 4 Hrs.) from ISTS connected RE projects Details 8Tender for construction of 33kV sub station Details 8Tender for supply of fine chemicals Details 8Tender for construction of 33kV sub station Details 8Tender for procurement of hardwares for 400kV (assorted type) Details 8Tender for procurement of span markers (globules) Details 8Tender for construction of 400kV line with laying of OPGW in existing 400 kV line Details 8Tender for installation of 500 Sq mm and 630 Sq. mm 132 kV XLPE underground copper cable work Details 8Tender for purchase of 11kV,120 kN and 11kV,160 kN disc insulators Details 8Tender for construction of 1X500 MVA, 400/220 kV sub-station Details 8Tender for annual maintenance work of 33/11 kV sub-station Details 8Tender for erection, maintenance and dismentalling work of overhead HT/LT line Details 8for supply, installation, commissioning, trial run of semi automatic fly ash brick plant Details 8Tender for extension of sick line Details 8Tender for work of augmentation by addition and replacement of transformers Details 8Tender for procurement of carbon brush Details 8Tender for supply of acid bulk tank Details 8Tender for supply, installation, testing and commissioning of 48V DC, KPM, 184 Ah Ni-Cd battery set Details 8Tender for supply of heat resistance conveyor belt size Details 8Tender for supply of ACSR MOOSE conductor for switchyard Details 8Tender for estimate for 11 kV baifarcation feeder Details 8Tender for work of augmentation of 02 number 25 KVA to 100 KVA DTR Details 8Tender for augmentation of 66kV sub station Details 8Tender for supply of limestone for wet limestone-based flue gas desulphurisation (FGD) plant installed Details 8Tender for work of supply & installation of compliant, fire protection screen cum water & rodent protection advanced cable Details 8Tender for AMC for services during annual & emergency outages Details 8Tender for route alignment and detail survey activities for 765kV DC line 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 highmasts Details 8Design, fabrication, supply, installation, testing, commissioning 1 no of 7.5 HP (AC) solar PV water pumping system Details 8Tender for water proofing treatment of various structures Details 8Tender for LT MCC panel extension supply erection and commissioning Details 8Tender for supply and application of anti-corrosion and energy efficient coating Details 8Tender for biennial maintenance contract for civil works Details 8Tender for supply dismantling erection and commissioning of rack and pinion type elevator Details 8Tender for EPC package for BESS implementation Details 8Tender for annual maintenance civil works Details 8Tender for repair of suspended magnets installed on conveyor Details 8Tender for providing outsourcing activity pertaining to the maintenance sanitation tasks arboricultural services Details 8Tender for providing 160 MVA 220/132kV as hot T/F and associated bays Details 8Tender for procurement of nut and bolts Details 8Tender for erection of new 66 kV S/C line Details 8Tender for work of online, routine, preventive, break down, AOH & COH maintenance of ash handling plant Details 8Tender for supply of microcontroller based PID controllers Details 8Tender for construction of 33 kV substation Details 8Tender for construction of 132kV GSS Details 8Tender for turnkey works of augmentation of 66 kV lines with HTLS conductor Details 8Tender for procurement of ISI Marked, 11/0.433 kV, three phase, 10KVA, 50 cycles, outdoor type, oil immersed, CRGO/Amorphous core oil type DTs Details 8Tender for procurement of stainless steel center feed pipe and RC feeder Details 8Tender for supply of APH bypass seal Details 8Tender for operation, maintenance and housekeeping of central workshop machines Details 8Tender for supply of caustic soda lye Details 8Tender for supply of ISI marked, DLMS compliant, LT three phase smart meters Details 8Tender for procurement of various size, valves, connectors and fittings installed Details 8Tender for work of chemical dosing Details 8Tender for biannual contract for restoration under emergency situation of collapsed tower of EHV lines Details 8Tender for augmentation of 01X25 MVA,220/33 kV power transformers along with associated Details 8Tender for annual maintenance contract (AMC) for work of underground cables Details 8Tender for work of annual contract for repair, overhauling, servicing, maintenance alignment of 220/132/33kV isolator available Details 8Tender for supply & installation of new cassette type air conditioning unit Details 8Tender for annual maintenance contract (AMC) for overhauling & servicing of 22/33kV circuit breakers Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8BHEL Wins Rs15,000 Crore Thermal Power Orders in MP, to Build 2×660 MW Plants for MPPGCL Details 86 Companies File IPO Papers with Sebi Details 8SJVN commissions 128.88 MW solar capacity at Bikaner project Details 8No power shutdown during major festivals except in unavoidable cases UP Power Corp chief Details 8Jindal Power gets CCI nod to acquire debt-ridden Jaiprakash Associates Details 8Power stocks may rebound on demand recovery, attractive valuations Details 8Every Electric Vehicle Should Run on Renewable Energy: Pralhad Joshi Details 8Serentica, Envision team up for 560 MW wind project in India Details 8SECI announces maiden debenture issue to strengthen renewable energy investments Details 8Maha Cabinet Approves Tax Hike on Sale of Electricity To Fund PM-KUSUM Scheme Details 8Analysts see up to 34% upside in ACME Solar Holdings stock; here's why Details 8Govt To Use New Monitoring System to Track Solar Equipment Imports Amid China Supply Tightening Details 8India's renewable energy capacity jumps 123% till August, on track to surpass 35 GW in FY2026 Details 8Centrum initiates 'Buy' on BSE; sees exchanges as catalysts of India growth Details 8India installed 17.5 GW solar in first five months of this fiscal: ICRA report Details 8India’s Bioenergy Revolution: Targeting Net Zero by 2070 Details 8Rs.16,489 Crore Agreement: PSU stock jumps after signing agreements for major power projects Details 8India’s Nuclear Leap: Balancing Vision and Roadblocks Details 8Domestic Demand, Infrastructure Spending to Power India Inc Growth Despite U.S. Tariff Pressures Details 8India’s power sector delivers record renewable growth but faces rising thermal push in Q1 Details You can also click on Newsclips for moreDetails
Daily forward looking import matrices
Oct 01: 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 8Coal and Coke 8LPG 8Ammonia 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Market Round-up
Oct 01: 1) WR→NR interface blinked briefly; NR import needs did not 8A total of 4 blocks (1.00% of day) saw WR→NR ATC breaches on 2025-09-30, yet “Import of NR” showed violations in 9 blocks (2.25%). Inference — Local import pressure into NR was broader than any single corridor pinch, pointing to systemic tightness rather than a one-off interface. Chain: WR→NR (4 blocks) + “Import of NR” (9 blocks) from the same SRI sheet. Why it matters — Price separation risk was driven by NR’s import need; hedging NR import exposure would have been more protective than a pure WR→NR hedge.
2) Frequency tails were heavy despite a benign mean 8On 2025-09-30, average frequency printed 50.011 Hz, but 210 excursions were above 50.03 Hz and 115 below 49.97 Hz; the intraday low was 49.604 Hz at 08:22:10 IST. Inference — Control held the mean but not the tails, implying governor/AGC headroom was tested around the morning ramp and pre-noon shoulder. Why it matters — DSM exposure sits in the tails; timing reserves to excursion clusters (not the average) avoids paying for “quiet” hours.
3) DAM crash on 2025-09-28 was about order book, not constraints 8Weighted MCP fell to Rs 2.21/kWh as sell bids (575,933.48 MWh) dwarfed purchase bids (162,703.99 MWh) — a ~3.54× sell/buy skew. Inference — With that skew and no same-day ATC narrative in the exchange sheet, the fall aligns with an order-book inversion, not transmission binds. Why it matters — On such days, pre-hedging peaks is counter-productive; better to scale bids with the sell/buy ratio.
4) RTM’s tightest price wasn’t the weekend 8RTM MCP peaked at Rs 3.78/kWh on 2025-09-25 with the week’s highest scheduled volume (151,602.28 MWh), while 2025-09-28 cleared more volume (177,224.49 MWh) at only Rs 2.35/kWh. Inference — Scarcity concentrated on a weekday ramp; weekend oversupply expanded depth and compressed price. Why it matters — Intraday cover is most valuable on weekday shoulders; weekend “high tape” is often noise without depth.
5) Hydro-peaking auctions didn’t transact despite supply 8Across 23–30 Sep, HPDAM recorded large sell bids daily (e.g., 90–109 GWh), yet scheduled 0 MWh on every day; even on 26–28 Sep when there were purchase bids, results were zero. Inference — Auction constraints (price/volume match windows) or offer granularity blocked monetisation of available flexibility. Why it matters — Unused hydro flex pushes buyers into pricier RTM cover and leaves Rs on the table for hydro owners.
6) Northern thermal under-delivered; hydro stayed on-plan 8On 2025-09-29 (CEA DGR), Northern thermal generated 834.99 MU vs a program of 914.62 MU (-79.63 MU), while Northern hydro was essentially on program (327.56 MU vs 327.77 MU). Inference — Hydro adherence backfilled part of the thermal shortfall and likely moderated import needs into NR the next day. Chain: DGR (29-Sep) → SRI (30-Sep import breaches). Why it matters — Each ~80 MU thermal gap raises reliance on inter-regional flows or RTM, with spillover to ATC/price risk.
7) Coal inventory bloat at low-util plants skews risk 8Panipat TPS (Haryana) held 428 kt coal (199% of normative) at just 51% PLF on 2025-09-29. Inference — Stockpiles are being parked at moderate-utilisation stations; this cushions local risk but does little for system-wide flexibility if those units aren’t scheduled. Why it matters — Carrying costs rise while flexibility stays stranded; dispatch policy should prioritise inventory at plants likely to run.
8) PSP daily shows frequency discipline issues alongside clean “zero-shortage” optics 8All-India FVI was 0.048 on 2025-09-30, with 73.37% of time in 49.9–50.05 Hz but 22.84% above 50.05 Hz; state table simultaneously reports zero energy shortage in several NR states despite large OD/UD spikes. Inference — Operational stress is visible in frequency metrics even when headline “shortage” reads as zero; deviation control, not scarcity, drove system risk. Why it matters — Utilities that target “zero shortage” optics but ignore tail control invite DSM/ancillary costs in crores. Click on Details for moreDetails
Are NTPC’s mid-cost plants still worth their weight in Rajasthan’s stack?
Sep 30: 8With Dadri-I and Jhajjar near Rs 6/kWh and Tanda-II, Kahalgaon, and Unchahar in the Rs 4–5.5/kWh band, NTPC’s mid-cost fleet sits between Rajasthan’s cheapest pithead and UMPP supplies at Rs 1.5–3/kWh. 8The question is whether these plants ensure grid reliability or merely inflate Rajasthan’s power costs. Click on Details for moreDetails
Morning peak tariff battle could reshape Gujarat’s ToU regime
Sep 30: 8If morning peak charges are struck down, it could reset tariff design principles in Gujarat. 8The outcome will test how regulators balance fairness for industry with DSM imperatives. Click on Details for moreDetails
Daytime solar output to offset night bills
Sep 30: 8The regulator has ordered CSPDCL to adjust surplus solar power generated during 9 AM–5 PM against night consumption from 11 PM–9 AM. 8The move ensures prosumers secure fairer returns on rooftop investments under the revised ToD regime, preventing credit losses. Click on Details for moreDetails
Surya Roshni sets precedent for other Gujarat MSME solar players
Sep 30: 8The Commission’s directive to revise agreements and adjust excess charges strengthens the case for MSMEs. 8Rooftop solar projects commissioned before May 2022 now gain a protective shield against disputed banking levies. Click on Deatails for moreDetails
Mine-linked deductions cut Neyveli’s schedulable supply across units
Sep 30: 8NLC TPS-II units trim 50 MW for mine use, leaving 580 MW and 790 MW for the grid, underlining how auxiliary demands erode effective availability. 8The newly commissioned NNTPS also sheds 66 MW for mines, lowering net supply to 934 MW against its 1000 MW installed capacity. 8Can such deductions be sustained without straining Southern Region reserves? Click on Details for moreDetails
Pricing spreads in Rajgarh–Neemuch project reflect cut -throat competition
Sep 30: 8GR Infra quoted Rs.3670.73 million, just 0.3 percent below L2 and 3 percent below L3. Such wafer -thin gaps leave no room for cost escalations. Contractors risk negative margins if execution hurdles arise.Details
BHEL solar tender sees crowded bidder pool and unusual bid extensions
Sep 30: 8BHEL’s hybrid solar tender has attracted 11 bidders, including several non -traditional players. The RESCO model ensures zero upfront cost for BHEL but requires 25 -year O&M commitments from developers. Multiple technical bid extensions highlight both opportunity and uncertainty in this small -capacity BOOT tender.Details
Consultancy race for discom reform:Technical bids opened
Sep 30: 8The technical round marked a five-bidder contest. Global, public, and local firms all lined up. The delayed opening raises questions about evaluation sequencing.Details
Contracting news for the day: Part-1
Sep 30: PFC Wagdari project: Renewable evacuation bays untouched 8Dedicated bays for solar integration are intact. RE developers gain assurance of connectivity. Contractors still carry full design and execution burden.Details
Contracting news for the day: Part-2
Sep 30: Banaskantha GIS project: Mandatory site engineer raises consultant obligations 8Consultants must station a field engineer full -time for 18 months. This provision adds cost pressure and restricts smaller firms’ ability to bid.Details
Contracting news for the day: Part-3
Sep 30: RVPN extension could be early signal of wider state -utility trend 8Several state utilities have been extending transmission tenders in recent months. The Karnu shift fits this broader sectoral pattern. If repeated, it may indicate systemic challenges in bidder mobilisation.Details
Contracting news for the day: Part-4
Sep 30: Tribal electrification adds heightened policy visibility 8Unlike ordinary feeder segregation, DA -JGUA electrification carries political salience. Consultants will be under scrutiny to show tangible delivery in tribal areas. How liability and reporting are structured will shape bidder appetite.Details
Contracting news for the day: Part-5
Sep 30: UJVN tightens eligibility for hydro EIA consultancy, raising barriers for smaller firms 8UJVN’s hydro project consultancy embeds strict eligibility norms rarely seen in packages of this size. The five -day bid extension already points to limited market response. Whether this secures regulatory success or triggers single -bidder awards is still uncertain.Details
Market Round-up
Sep 30: 1) DAM price slid only when sell stack flooded on 2025-09-28 8DAM weighted MCP fell to Rs 22.11/kWh on 2025-09-28 as sell bids (575,933.48 MWh) dwarfed purchase bids (162,703.99 MWh). Inference — The drop aligns with a classic order-book inversion rather than a transmission bind (sell?buy by ~3.5× across the day). Why it matters — Price-risk models should key off bid asymmetry; over-hedging peak blocks on such days leaks Rs/kWh.
2) RTM tightest on 2025-09-25, not the weekend 8RTM MCP peaked at Rs 37.83/kWh on 2025-09-25 with the week’s highest scheduled volume (151,602.28 MWh). Inference — Depth concentrated on a weekday ramp; the 2025-09-28 lull (Weighted MCP Rs 28.56/kWh) came with even bigger sell stacks but shallower depth. Why it matters — Intraday hedges should prioritise weekday shoulders; weekend oversupply can mask true scarcity.
3) Hydro-peaking auction drew bids all week, cleared zero 8HPDAM logged sizeable sell bids daily (avg 98,957.51 MWh) yet scheduled 0 MWh on 09-23→09-29; even on the three days with purchase bids, result stayed nil. Inference — Price/volume matching failed to meet auction constraints; flexibility existed but didn’t transact into HPDAM. Why it matters — Untapped hydro flex leaves Rs on the table during peak compression and pushes buyers to costlier RTM cover.
4) PXIL RTM printed Rs 100.00/kWh on minute volumes 8PXIL RTM hit the cap (Rs 100.00/kWh) on 2025-09-25, 26, and 29 with scheduled volumes of just 100–600 MWh. Inference — Micro-clears can set scary tape prints without depth; venue routing and slice size matter more than the headline MCP. Why it matters — Execution slippage risk is real on thin venues; multi-homing across exchanges reduces five-digit surprises.
5) Only WR→NR brushed ATC limits on 2025-09-29 8System Reliability Index shows ATC violation on WR→NR for 1 block (1.04% of day); all other major corridors showed 0.00%. Inference — Price separation risk on 2025-09-29 came from a narrow, corridor-specific pinch, not system-wide transfer limits. Why it matters — Hedging a single interface (WR→NR) would have covered the day’s transfer-cap risk more efficiently.
6) Frequency tails were real despite a near-perfect average 8On 2025-09-29 the average frequency was 49.995 Hz, but excursions were heavy: 175 above 50.03 Hz and 136 below 49.97 Hz; intraday low was 49.690 Hz at 18:27. Inference — Evening ramp stress showed up in the tails, not the mean; secondary control kept center-mass steady while edges frayed. Why it matters — State deviation exposure sits in tails; portfolio reserves must be timed to excursion clusters, not daily means.
7) Voltage discipline held rock-solid at several 765 kV nodes 8On 2025-09-28, multiple 765 kV substations (e.g., Ranchi, Angul, Gaya, Jharsuguda, Sasaram) spent 100% of the day within voltage bands; Angul averaged ~769.82 kV. Inference — Strong voltage control co-existed with next-day WR→NR ATC nudge, suggesting local reactive support contained wider voltage drift. Why it matters — With high RE, voltage is the first to wobble; flawless VDI at backbone nodes lowers ancillary cost overhang.
8) Northern hydro out-generated its program on 2025-09-26 8Northern hydro delivered 356.29 MU vs a program of 327.77 MU (+28.52 MU) while regional thermal undershot its program (832.14 MU vs 899.40 MU). Inference — Hydro flex backfilled a part of thermal shortfall, limiting the need for pricier real-time purchases. Why it matters — Each +25 MU hydro over-program in the evening can shave crores from peak procurement. Click on Details for moreDetails
Regulatory Upadate: Part I
Sep 30: 1) Haryana regulators scrutinize QCA role amid renewable integration 8The ongoing case could lead to significant regulatory changes, affecting how QCAs are appointed and managed within the state's solar and wind power sectors.
2) Consultants sought for detailed project reports on Haryana's underground cabling 8Plans for converting overhead lines in Haryana to underground systems are advancing as UHBVN initiates the hiring of consultants to draft detailed project reports, a crucial step towards project realization.
3) Discoms face scrutiny over deteriorated pole-mounted meter setups 8UHBVN and DHBVN must report on deteriorated meter installations as the HERC intensifies oversight. 8This directive highlights the regulatory emphasis on operational reliability and theft prevention across Haryana's electricity network.
4) Jind Bio Energy's tariff hike reflects rising fuel costs in renewable sector 8The adjustment to Rs. 5.33/kWh marks significant recognition of the higher operational costs in bioenergy, setting a precedent for future tariff considerations.
5) Renewable tariffs recalibrated: Haryana sets Rs. 5.33/kWh for paddy-based power 8In a pivotal interim order, the Haryana Electricity Commission recalibrates tariffs for bioenergy, reflecting a nuanced approach to balancing renewable growth with economic realities.
Sep 30: 1) Energy stakeholders brace for implications of HPPTCL legal case 8Industry professionals are closely monitoring the HPPTCL case, aware that its outcome could set precedents for future energy sector disputes.
2) Withdrawal of RE-RTC bids raises questions on future procurement strategies 8The retraction of RE-RTC procurement bids by BRPL and BYPL points to potential strategic realignments. 8This development could influence future bidding processes and regulatory expectations.
3) New power agreements required as winter allocations take effect 8Beneficiaries must finalize new PPAs and commercial arrangements as revised allocations from the Northern Region's CGSs come into effect. 8This directive underscores the procedural shifts accompanying the winter energy strategy.
4) Three-year term set for new ACGRF independent member under HPERC regulations 8Er. Rakesh Kumar Sharma's appointment as the independent member of ACGRF is guided by a three-year tenure, reflecting HPERC’s structured approach to consumer grievance oversight.
5) Inaction stalls power dispute resolution in Uttarakhand 8A detailed order reveals how inaction and lack of communication from parties involved can derail the resolution process, posing challenges to the efficacy of Uttarakhand's power regulatory framework.
Sep 30: 1) First-time bidder undercuts rivals with 20% lower offer in renewable tender 8A new entrant has startled the renewable sector with a bid 20% lower than established players, signaling a potential shift in competitive pricing dynamics. 8Industry veterans will need to reassess their strategies to stay competitive.
2) Appeal raises questions about UPCL's handling of connection applications 8The appeal against the Consumer Grievance Redressal Forum's decision questions the efficacy and transparency of UPCL's processes, urging a review of existing protocols.
3) Unresolved petitions may deter investment in India's energy sector 8The persistent backlog and delayed orders could deter potential investors, affecting the sector's growth and India's energy security strategy. 8Strategic reforms are essential to maintain investor interest.
4) Major infrastructure boost as Talegaon plans 6,000 MW HVDC terminal 8A planned 6,000 MW HVDC terminal near Pune marks a substantial leap in regional power infrastructure. 8The project underscores the shift towards high-capacity energy solutions in Western India.
5) Leh's 5 GW RE evacuation plan pivots to EHVAC systems after HVDC setbacks 8Strategic planning shifts from HVDC to EHVAC systems for Leh’s RE parks, overcoming technical challenges and ensuring robust power evacuation solutions.
Thermal, hydro, pumped storage, solar, wind, BESS and T&D contract related activities of the day
Sep 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
Sep 30: Eastern states face grid challenges amid 8% rise in power demand 8The Eastern Region's power demand soared by 8%, exposing the grid's vulnerabilities. 8This increase underscores the urgent need for transmission network upgrades to prevent operational bottlenecks and ensure reliable power supply. Intra-state transmission lag threatens East India’s power stability 8Despite surging demand, intra-state transmission upgrades remain sluggish. 8The Eastern Region risks grid instability, highlighting the critical need for timely execution of infrastructure projects to match demand growth. GMR’s unit shutdown rescheduled to November sparks strategic planning 8In a strategic move, GMR reschedules its Unit#3 shutdown to November. 8This decision alters planned maintenance timelines, impacting regional power availability and necessitating adaptive operational strategies. Coal stock disparities pose risk to power reliability in Eastern states 8Coal stock levels vary sharply across Eastern states, with some plants operating below optimal reserves. 8This disparity could potentially disrupt power generation, demanding immediate attention to coal supply logistics. WB’s voltage collapse risk prompts urgent reactive compensation measures 8West Bengal faces potential voltage collapse during peak demand, necessitating dynamic reactive compensation. 8This underscores the need for proactive measures to enhance grid resilience against contingencies. ERLDC flags high-frequency grid operations amid low demand forecasts 8The ERLDC reports high-frequency operations due to low demand forecasts, raising concerns about grid stability. 8Stakeholders must address this imbalance to optimize grid performance and reliability. Farakka and Purnea lines assessed for operational reliability amid network stress 8Amidst network stress, critical assessments of the Farakka and Purnea lines aim to bolster reliability. 8These evaluations are pivotal for maintaining seamless power transmission across the Eastern grid. Eastern Region’s thermal plants face operational challenges amid demand surge 8Thermal plants in the Eastern Region struggle with operational constraints amidst a demand surge. 8This highlights the importance of strategic planning and infrastructure reinforcement to meet energy needs. Eastern Region’s grid performance report reveals strategic insights 8The recent ERPC meeting unveils strategic insights into grid performance, addressing key operational challenges and proposing measures for enhanced grid reliability amidst growing power demands. ER states urged to simulate inverter-based sources for future grid stability 8With large-scale renewable integration on the horizon, ER states are urged to simulate inverter-based sources. 8This initiative is crucial for ensuring grid stability and accommodating future energy transitions. Click on Details for moreDetails
Download tenders and newclips
Sep 30: For reference purposes the website carries here the following tenders: 8Tender for construction of new 66kV link line for SC on DC towers Details 8Tender for work of breakdown, periodical, preventive and shut down maintenance of all 6.6 KV HT switchgear of main plant Details 8Tender for procurement of non clog vertical type centrifugal pump without motor Details 8Tender for routine, periodical, preventive, breakdown, shutdown maintenance and annual overhauling of 04x210 MW turbo-generators, 15.75 kV generator Details 8Tender for replacement of 3.5 core 70 mm sq armoured aluminium cable Details 8Tender for construction of 02 nos 132 kV TSS bay Details 8Tender for measurement of closing of circuit breakers Details 8Tender for procurement of equipment and appliances required Details 8Tender for work of stringing of OPGW in 132 kV line Details 8Tender for procurement of spares of vibro grizzly feeder installed Details 8Tender for procurement of tubular type heating elements. Details 8Tender for execution of supply and erection of works contract for provision of 33 kV feeder Details 8Tender for supply of mechanical measuring instruments & spanners Details 8Tender for supply of actuators spares Details 8Tender for work contract for online, routine, preventive & breakdown maintenance work Details 8Tender for annual maintenance contract for complete servicing / overhauling / attending fault / repairing / checking of various Details 8Tender for work of collection of fly ash, bed ash Details 8Tender for work of attending routine, preventive, shut down, breakdown and emergency maintenance Details 8Tender for replacement of 1x10/16MVA, 132/11kV T/F Details 8Tender for augmentation of 132 kV substation Details 8Tender for supply of DC contactor and motor starter panel Details 8Tender for supply of power cables Details 8Tender for providing additional 160 MVA 220/132kV and associated bays at 220kV S/Stn Details 8Tender for supply, installation, testing & commissioning of conversion of 66kV line Details 8Tender for construction of peripheral drain, stone pitching Details 8Tender for biennial contract for supply of civil maintenance operation and maintenance of water supply and sewerage network Details 8Tender for procurement of 200 kW, 6.6 kV, condensate pump motors Details 8Tender for dismantling and modification works of civil foundation for erection, testing and commissioning of transformers Details 8Tender for supply, installation, testing and commissioning of copper wiring including accessories Details 8Tender for preparation of drawings, supply of CS structural materials Details 8Tender for internal painting of induced draft cooling towers Details 8Tender for supply of utility water Details 8Tender for work of providing and laying of earthing grid mat, grid rods, treated earth electrode Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33,kV OD SS with 2X8 MVA power transformers, associated equipments, accessories, control panels Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33,kV OD SS with 2X8 MVA power transformers, associated equipments Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33,kV OD SS with 2X8 MVA power transformers Details 8Tender for construction of RCC protection wall Details 8Tender for improvement works to the existing of flume channel running Details 8Tender for erection, dismantling and maintenance of HT/LT line and transformer Details 8Tender for SITC of flow meter for discharge measurement in turbines Details 8Tender for meter reading, bill preparation, bill distribution, supervision of the work Details 8Tender for supply of sliding ring seals Details 8Tender for providing water proofing treatment to the roof Details 8Tender for certain improvement works Details 8Tender for biennial contract for operation & maintenance of CW system Details 8Tender for repair and overhauling service high pressure water jet Details 8Tender for reconditioning of twenty-two numbers of mill journal shafts Details 8Tender for construction of tower pile foundation Details 8Tender for work of replacement of earth wire and replacement of deteriorated cross arm of tower Details 8Tender for supply of LTSH coil assembly for renewal ectification of unitII boiler Details 8Tender for procurement of sealing ring and screw hex Details 8Tender for M&R of sanitary fitting works Details 8Tender for procurement of spares/consumables for rail track maintenance of 1x660 MW for coal handling Details 8Tender for supply of items required for rail track system Details 8Tender for supply of machine crushed stone ballast for rail track Details 8Tender for levelling and grading works Details 8Tender for round the clock operation of DG, miscellaneous cabling and lighting augmentation work Details 8Tender for supply and apply of paint on structural steel Details 8Tender for biennial civil maintenance work at ash dyke Details 8Tender for routine/breakdown maintenance of LT switchgear Details 8Tender for supply of protection shields for boiler Details 8Tender for supply of caustic soda lye Details 8Tender for repair/overhauling of 125OKVA DG set breaker and control panel Details 8Tender for supply and installation of new 100 W electrical heating plates Details 8Tender for work of shifting of control room at 220kV substations Details 8Tender for supply of BIS certified energy efficiency level Details 8Tender for procurement of 250 KVA, 500 KVA, 1000 KVA 33/ 0.4 kV oil filled transformers Details 8Tender for special repair, water proofing and other necessary civil works Details 8Tender for transgrid 2.0 project transmission line package Details 8Tender for construction of 33kV substation Details 8Tender for drawing double run under ground cable Details 8Tender for rectification IB fencing Details 8Tender for providing ramp at various Details 8Tender for special watch and ward of UBDC hydel channel Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33/11 kV SS with 1X8 MVA power transformers, associated equipments, accessories, control panels Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33/11 kV SS with 1X8 MVA power transformers, associated equipments Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33/11 kV SS with 1X8 MVA power transformers Details 8Tender for setting up of 40 MWp of grid connected roof top solar PV projects Details 8Tender for Bi ARC for fault finding work for 66kV under ground power cable line Details 8Tender for augmentation of 132 kV S/Stn. Details 8Tender for construction of 33 kV bay 01 no gantry tower 01 no gantry beam and associated work Details 8Tender for work of mechanism servicing / overhauling of 245kV SF6 circuit breakers with supply of mandatory & optional spares at 220kV substation Details 8Tender for special estimate for augmentation of 132 kV S/Stn Details 8Tender for procurement of 33kV LA Details 8Tender for procurement of OC and EF relay Details 8Tender for procurement of 132kV and 66kV LA Details 8Design, manufacture & supply of air washery blowers & ducts, erection & commissioning of complete air washery blowers & ducts and dismantling of existing air washery blowers Details 8Tender for construction of 33 kV substation Details 8Tender for supply of composite polymer disc insulators Details 8Tender for construction of 33 kV substation Details 8Tender for supply of various carpentry work material for day to day maintenance work Details 8Tender for annual work contract for assistance in operation related work in all three shifts Details 8Tender for supply of various water valves Details 8Tender for work contract for various C&I related job works required during Details 8Tender for supply of IBR approved high pressure gate valve for pallet system at boiler Details 8Tender for procurement of 1100V, 4x120 sqmm LT UG XLPE armoured aluminium power cable. Details 8Tender for renewal of defective boiler tubes bends Details 8Tender for manufacture, fabrication, supply, erection, testing and commissioning of 33 kV outdoor SS with 2X8 MVA power transformers Details 8Tender for renewal of defective boiler tubes bends Details 8Tender for renewal of defective boiler tubes bends in heat recovery Details 8Tender for works contract for execution of various sanctioned work Details 8Tender for supply and erection of turn over panel clip assembly Details 8Tender for running contract for carrying out the extension improvement and maintenance work Details 8Tender for supply and erection of 250 NB seamless pipes and fittings Details 8Tender for work of supply, erection, testing and commissioning of bi-directional FOTE panels alongwith allied works and material Details 8Tender for supply of T &P to newly commissioned 220/33kV substation Details 8Tender for annual work contract for restoration of collapsed towers of EHV lines in emergency/breakdown situation Details 8Tender for work for replacement of existing old VRLA battery sets by Ni- Cad. battery set and old battery charger Details 8Tender for work of overhauling work (supply of material, services and alignment) of 400 kV isolators Details 8Tender for work of AMC for work of planned/routine & breakdown maintenance of 400 kV lines Details You can also click on Tenders for more For reference purposes the website carries here the following newsclips: 8Major Handover: RECPDCL Transfers 650-km Power Transmission Project to G R Infraprojects Details 8IPO-bound EV startup Simple Energy plans aggressive expansion by 2029 Details 8Reviving Wind: Bridging gaps to unlock future growth Details 8Reviving Wind: Bridging gaps to unlock future growth DetailsGERC Hears petition on delay in 36 MW wind-solar hybrid project commissioning in gujarat Details 8Adani Green switches on 408.1 MW renewable energy projects at Khavda Details 8India adds record 20.1 GW renewable capacity in Apr-Aug, 123% jump YoY Details 8How lithium-ion batteries are reshaping the energy landscape Details 8India to track solar equipment imports to boost local manufacturing Details 8India initiates anti-dumping probe into import of solar cell component, mobile covers from China Details 8Solarworld Energy Solutions posts strong debut; shares list at 11% premium Details 8IRFC Signs Rs 10,560 Crore Loan Agreement with MAHAGENCO for Koradi Thermal Power Expansion in Maharashtra Details 8Telangana to move towards manufacturing, green energy, agri-value chains Details 84 Fast Growing Small Cap Stocks in the Power Sector Details 8Electrifying India: A Renewable Revolution Details 8India can power its future with Vision 2032 transmission expansion Details 8India’s industrial output grows 4% in August, mining sector leads the way Details 8Isa Logistics Launches Electric Vehicle Program as India's Commercial EV Sector Surges Details 8THDC India Honoured for Outstanding Initiatives During Swachhata Pakhwada 2025 Details 8Andhra electricity regulator orders DISCOMs to refund Rs 924 Crore to consumers Details 8Azad India Mobility expands into EV sector with Bengaluru bus plant lease Details 8Tata Power & VECV Partner for EV Adoption in India Details 8REC and RECPDCL bag top honours at D&B PSU Summit; REC also wins Sustainability Icons Award 2025 Details You can also click on Newsclips for moreDetails
Daily forward looking import matrices
Sep 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 : 8LNG 8Crude 8Chemicals 8Fertilizers 8Coal and Coke 8LPG 8Ammonia 8All tankers 8Bulk and Dry cargo Click on Reports for more.Details
Kerala pays premium for peak-hour power
Sep 29: 8Evening supply has been cleared at tariffs touching Rs 9.50/unit, underlining the steep price Kerala is willing to pay for peak-hour reliability. 8Jindal and Tata emerged as the key suppliers for summer evening blocks. Click on Details for moreDetails
Renewable exemptions shift burden to thermal
Sep 29: 8About 750 MU of green energy was exempted from ISTS losses, shielding renewable portfolios in weekly accounting. 8But this carve-out meant that conventional generators and discoms had to absorb a higher share of the effective 3.43% loss burden. Click on Details for moreDetails
Regulator tightens cost recovery on miscellaneous works
Sep 29: 8The state power regulator has proposed advance recovery of labour, material, and overheads for consumer works, while fixing supervision charges at 2.5% for Bharatmala projects versus 15% for others. Click on Details for moreDetails
Pumped storage gains financial visibility
Sep 29: 8For the first time, Tehri PSP’s generation and pumping data are reflected in the Regional Energy Account. 8This inclusion formalizes pumped storage as a billable, auditable service under India’s ABT framework. Click on Details for moreDetails
August power costs trigger Rs 0.40/unit surcharge
Sep 29: 8APERC’s auto-pass rule has ensured a direct pass-through of fuel and purchase cost hikes across consumer categories. Click on Details for moreDetails
Regulatory Upadate: Part I
Sep 29: 1) Tribunal opens doors for senior legal positions amid pending court cases 8The Appellate Tribunal for Electricity is recruiting for key posts, including a Deputy Registrar position contingent on a court decision, reflecting judicial influences on hiring.
2) Uttar Pradesh leads rural power supply improvements with a 6-hour boost 8Uttar Pradesh shows remarkable progress with rural power supply increasing by over 6 hours since 2021. 8This significant improvement signals strategic efforts in infrastructure enhancement and policy focus on rural electrification.
3) Energy distribution shifts as Tehri PSP data enters REA 8States like Haryana and Rajasthan must reevaluate their energy strategies as Tehri PSP's operational data alters regional electricity distribution and storage dynamics.
4) Uttarakhand emerges as a key player in regional energy storage 8With substantial energy consumption from Tehri PSP, Uttarakhand strengthens its position in the Northern grid's energy storage strategies, relevant for stakeholders monitoring regional power distribution.
5) CERC 2024 regulations steer pumped storage integration 8The updated REA emphasizes the regulatory framework guiding pumped storage solutions, reflecting the broader policy direction under CERC's 2024 tariff regulations.
6) Draft compensation rules could redefine electrical safety in Arunachal Pradesh 8The proposed regulations aim to institutionalize compensation for electrical accident victims, potentially setting new precedents in the region's regulatory landscape.
Sep 29: 1) True-up order reveals Rs. 646 crore disallowed in power purchase costs 8APERC's stringent review disallows significant power purchase costs, emphasizing fiscal discipline and transparency in utility filings.
2) FPPCA order reduces power purchase cost per unit to Rs 5.74 for FY 2024-25 8In a significant regulatory move, the commission curtails power purchase costs, impacting unit prices for three major Discoms.
3) Arunachal's power petition hints at regulatory gaps for specialized projects 8The request for regulatory approval, though not mandatory, points to potential gaps in current regulations for specialized infrastructure projects, suggesting a need for policy updates.
4) Lack of cost transparency stalls critical Arunachal Pradesh power project 8The Commission's review finds insufficient cost justification in the GIS Bay project agreement, impeding approval and raising concerns over financial accountability.
5) Haryana power utility under fire for ignoring CGRF orders 8DHBVN's disregard for CGRF directives to refund ACD highlights governance challenges, risking penalties under the Electricity Act, 2003.
6) DRIPS portal: A critical tool for minimizing power disruptions during disasters 8By centralizing resource inventory and enhancing coordination, DRIPS is set to play a vital role in maintaining power supply stability during emergencies across India.
Sep 29: 1) IREDA implements insider trading freeze amid financial review 8In a move to uphold SEBI's insider trading regulations, IREDA has initiated a trading freeze for insiders, coinciding with the review of its financial performance for the recent quarter.
2) APTEL mandates cross-subsidy reassessment for Haryana DISCOMs 8APTEL's directive requires Haryana's DISCOMs to reassess cross-subsidy surcharges with comprehensive data, impacting financial and operational strategies of electricity providers.
3) Regulatory complexities in Haryana's captive power requirements exposed 8The Piccadily versus DHBVNL case underscores the nuanced regulatory landscape of captive power obligations, potentially influencing policy and compliance strategies in the region.
4) Sikkim-Haryana power sale agreement faces uncertainty amid legal delays 8The uncertainty surrounding the Chuzachen project's tariff decision underscores risks in inter-state power agreements. 8Stakeholders are closely monitoring the situation for financial implications.
5) JSW Energy's Kutehr project faces natural disaster-induced regulatory hurdles 8As HERC allows more time for cost submission due to floods, the energy sector must consider the implications of environmental disruptions on project timelines and costs.
6) Haryana's electricity order enforcement faces procedural pause 8The petition withdrawal delay in Haryana's electricity sector highlights procedural complexities that may influence future regulatory decisions and compliance timelines.
Sep 29: 1) Interim tariff hike reflects strategic push for renewable energy adoption 8The increase in the interim tariff for paddy-straw based power projects signals a strategic policy shift towards more aggressive support for renewable energy, aligning economic incentives with environmental goals.
2) HERC mandates comprehensive cost breakdown in tariff determination case 8To ensure transparency, HERC requires Jind Bio to present detailed cost documentation. 8The directive seeks to enhance regulatory scrutiny and inform future tariff settings.
3) Haryana developers face regulatory heat over infrastructure delays 8Developers in Haryana's TDI City are under scrutiny as the HERC highlights persistent delays in critical power infrastructure, stressing the importance of adherence to timelines.
4) Regulatory diligence heightened in Haryana's electricity supply obligations case 8The Haryana Electricity Regulatory Commission's recent actions highlight increased regulatory diligence as it seeks to resolve enduring electricity supply obligations by enforcing strict procedural timelines.
5) HERC enforces regulatory compliance with firm deadlines for DHBVN 8The Haryana Electricity Regulatory Commission's interim order sets a firm four-week deadline for DHBVN to verify consumer data, stressing the importance of regulatory adherence in the power sector.
6) Market power purchases at Rs 6.79/unit challenge cost efficiency norms 8DISCOMs' preference for market power over more economical options raises questions about cost management, as stakeholders weigh the benefits of continuous supply against rising consumer costs.
Sep 29: 1) OERC sets 5% security deposit in new facility management tender 8A significant security deposit requirement underscores the need for financial robustness among potential bidders in OERC's latest tender.
2) New regulations impose hefty fines for unsafe electrical practices 8APSERC's draft regulations detail penalties and compensation for failure to comply with safety standards, urging companies to prioritize public safety and mitigate risks in electrical operations.
3) Himachal Pradesh Commission upholds Rs. 4.50 per kWh hydro tariff 8Despite claims of a calculation error, the commission stands by its methodology, emphasizing regulatory compliance over the petitioner's alternative subsidy valuation approach.
4) Competitive bidding gains momentum with TPDDL's battery energy storage proposal 8TPDDL's focus on competitive tariff-based bidding for its battery storage system could herald a new era of cost-efficient energy solutions, addressing both peak demand and procurement costs.
5) Private sector struggles with stalled thermal projects amid financial woes 8Financial difficulties continue to plague private thermal power projects, with several projects stalled and under liquidation. 8This situation underscores the urgent need for financial restructuring and strategic intervention to revive stalled assets.
6) JERC's delayed true-up orders raise questions on regulatory efficiency 8The tribunal's directive highlights significant delays in true-up orders, urging JERC to address backlog. 8These delays could influence financial planning for utilities and government bodies involved.
Sep 29: 1) Open access and wheeling units excluded from AT&C loss metrics 8The refined methodology dismisses open access and wheeling units from net input energy and energy sold calculations, aiming to depict a true reflection of distribution efficiency.
2) Series approval guidelines set new standards for India’s solar battery market 8India's Ministry of New & Renewable Energy has released detailed series approval guidelines, raising the bar for battery quality and performance in solar applications. Compliance will be crucial for market players.
3) Net-metering and open access projects face new ALMM compliance deadline 8Projects in these categories must use ALMM-approved modules if commissioned after June 1, 2026, aligning with MNRE's domestic energy agenda.
4) UERC mandates strict qualifications for new consultancy positions 8With stringent qualification criteria, UERC aims to ensure high competency in its consultancy roles. 8The focus on specific engineering and finance degrees reflects the technical and commercial rigor expected in the regulatory sphere.
5) CTUIL's RTM approval for Kurawar project sets new regulatory benchmark 8The CTUIL's endorsement of the Kurawar expansion under the RTM framework marks a significant regulatory precedent for sub-Rs 100 crore projects, streamlining implementation.
6) Regulatory agility: Bhuj-II projects navigate single-bid challenge with RTM allocation 8This adaptive regulatory approach by CERC may set a precedent for future projects facing similar competitive bidding constraints, highlighting the need for policy flexibility in infrastructure development.
Sep 29: 1) APTEL’s intervention brings temporary relief in Dhariwal-TANGEDCO dispute 8APTEL’s order for partial payment provides immediate relief but leaves broader compensation issues unresolved, affecting stakeholder strategies.
2) Rs.141.42 crore investment in transmission to connect Rajasthan’s RE power 8The approved projects will significantly enhance the region's renewable capacity, promoting efficient power evacuation from solar and wind sources.
3) Power Grid faces scrutiny over additional capital expenditure claims 8Power Grid's claims for additional capital expenditures have been challenged, with UPPCL questioning the compliance with regulatory cut-off dates. 8This debate may set precedents for future tariff petitions.
4) Regulatory spotlight: Can Dera Hydro access Himachal Hydel's transmission line? 8With legal arguments centered on optimal resource utilization, Dera Hydro challenges Himachal Hydel's refusal, putting regulatory frameworks under scrutiny.
5) Tribunal rejects Bharat Petroleum's plea to delay hearing on pipeline classification 8Bharat Petroleum's request to postpone its appeal against PNGRB's common carrier classification for its ATF pipeline is denied, spotlighting significant implications for asset management and operational control.
Sep 29: 1) DAM caps out on scarce sell interest at 20:00 8Final DAM price hit Rs 10.00/kWh at 20:00 on 2025-09-26 as sell bids were the day’s slimmest against elevated purchase interest. Inference — The cap print coincided with the evening demand pivot, and not with widespread transmission constraints on 2025-09-28 (ATC/(N-1) = 0% violations), pointing to order-book scarcity rather than corridor binds. Why it matters — Cap hours transfer bargaining power to short buyers; portfolios without pre-cover risk paying Rs 10.00/kWh on peak blocks.
2) SCUC leaned net-up on 2025-09-28 8System commitment skewed to Up: 1,20,205 MWh Up vs −66,973 MWh Down across the day. Inference — Net positive commitment suggests latent tightness outside headline peak, likely smoothing shoulder-hour ramps before the 19:00–21:00 pivot. Why it matters — Up-commit signals are hedgeable; aligning bilateral/generation schedules to these blocks can avoid Rs-heavy spot exposure.
3) Frequency saw heavy excursions despite near-target average 8On 2025-09-27, average frequency was 49.989 Hz with 155 excursions below 49.97 Hz and 128 above 50.03 Hz. Inference — The tails show active secondary/tertiary control through the day; with next-day SCUC skewing Up, operators likely tightened reserves to contain tails. Why it matters — Persistent tails raise deviation and imbalance risk for states and generators that run thin reserves or chase intraday buys.
4) HPX RTM printed Rs 10,000 on micro-clears 8HPX’s RTM cleared just 25 MW at Rs 10,000/MWh on 2025-09-22; several adjacent days cleared zero. Inference — Micro-liquidity can “print the board”; a single thin match can set headline price without true depth, unlike DAM’s broader stack. Why it matters — Desks must slice orders and multi-home to avoid paying five-digit MCPs for token volumes.
5) PXIL RTM remained effectively dormant on 2025-09-26 8Across most hours, PXIL RTM showed zero scheduled volume, including the 18:00–19:00 tranche. Inference — Liquidity concentration on other venues raises execution risk for participants relying on PXIL alone for ramp coverage. Why it matters — Venue fragmentation adds slippage risk; portfolios should pre-define routing logic across exchanges.
6) Rajasthan coal stocks sat well above norms while output varied 8On 2025-09-25, Suratgarh STPS held 158% of normative stock, Chhabra-I PH-2 225%, Kota 119%, with PLFs ranging 39%–77%. Inference — With fuel cushions intact, dispatch choices (not fuel scarcity) shaped scheduling and market buying. Why it matters — Under-utilising in-house coal when prices rise passes Rs/kWh leakage to consumers/utilities.
7) Northern hydro outperformed the day’s program 8On 2025-09-25, Northern region hydro generated 352.45 MU vs a program of 327.77 MU. Inference — Above-program hydro likely supported evening adequacy and limited deeper frequency tails the next day. Why it matters — Extra hydro flex reduces reliance on high-priced real-time purchases; every +25 MU shaved off peak spot can save crores.
8) Angular spreads persisted across nodes through 2025-09-28 8The all-India angular-spread profile shows multi-node divergence throughout the day relative to Vindhyachal reference. Inference — Wide spreads without recorded ATC/(N-1) breaches imply internal redispatch and commitment (SCUC/TRAS) did more of the balancing than corridor cuts. Why it matters — Where spreads, not hard constraints, drive risk, price protection beats transfer-cap hedges. Click on Details for moreDetails
Jharkhand solar pricing emerges below peer benchmarks
Sep 29: 8At Rs 6.44 crore/MW JREDA’s outcome is leaner than similar projects elsewhere This pressures future bidders to align with tighter margins Efficient supply chains will decide survival.Details
Award value fixed at Rs 23.01 lakh below typical consultancy benchmarks
Sep 29: 8The modest contract value contrasts with the highstakes capital decisions it influences NTPC gains lowcost academic expertise while avoiding expensive consultants This sets a sharp cost ceiling for future bids.Details
Contracting news for the day: Part-1
Sep 29: NTPC’s consultancy tender: Policy pilot or precedent? 8Tender blends entry relief with strict compliance If scaled up these norms could reset the framework for future EPC tenders. Maharashtra AIS to GIS tender: Lack of bidder clarifications raises transparency concerns 8No prebid Q&As are visible in the current notice Without clarifications ambiguities remain unresolved This could deter serious bid preparation.Details
Oct 01: Contracting news for the day: Part-7:Details
Oct 01: Contracting news for the day: Part-6:Details
Oct 01: Contracting news for the day: Part-4:Details
Oct 01: Contracting news for the day: Part-3:Details
Oct 01: Contracting news for the day: Part-1:Details