THREE MAJOR PLAYERS VIE FOR SUPPORT IN 450,000 MT HYDROGEN TENDER
8ACME, Avaada, and Greenko have emerged as the only participants in this 450,000 metric tonne green hydrogen incentive scheme. Each bidder has committed to varying output volumes, reflecting divergent scale strategies.
8The three technically qualified bidders show wide variation in annual committed production capacities and sought incentives. This hints at differing cost structures and access to captive renewable resources.
8Only green hydrogen produced via renewable power drawn from ISTS or state grids qualifies. Captive off-grid setups are excluded, pushing producers to integrate with existing transmission infra.

SWITCHYARD PACKAGE DEADLINE EXTENDED AGAIN FOR 3×800 MW CENTRAL THERMAL PROJECT
8Bid submission for the high-voltage switchyard package has been pushed from July 3 to July 17, with opening deferred to July 18. This is the third official extension, hinting at bidder caution or scope complexities.
8Amendment 02 mandates a sealed, annexure-based provenness process with end-user certificates, equity validation, and OEM support letters. All documents must be uploaded via DREAMS and certified under bidder seal. With 8NTPC withdrawing direct verification, qualification risk now rests entirely on the EPC bidder—raising both bid prep costs and exclusion risks.
8Clarifications specify that final fencing, graveling, and PCC works will be defined during detailed engineering, yet bidders must quote for the entire demarcated area—raising estimation risks.
8Under the revised protocol, NTPC will rely solely on documents submitted by bidders—without any back-end checks from OEMs, licensors, or holding companies. Legal and technical risk rests with EPC bidder.

CHANGE IN LAW CLAUSE REVISED TO ALLOW TARIFF IMPACT POST-BID DEADLINE
8The latest amendment to this 400 kV intra-state substation package introduces a critical tweak: only post-bid changes in law that affect TSP’s cost or savings will now qualify for compensation under TSA. This risk-sharing clause could influence bid aggressiveness and lender appetite.
8Two sets of 400 kV LILOs are planned: one terminating at the Hampapura substation and another extending connectivity to a new 765/400 kV node under ISTS. This setup boosts redundancy and links intra-state flows with central transmission systems.
8The tender assures that deemed license powers under Section 164 will be granted within 45 days of application, allowing the TSP to access statutory RoW and streamline line execution without prolonged clearances.

DUAL ICT AUGMENTATION DRIVES GIS SUBSTATION EXPANSION ACROSS TWO MAJOR LOAD CENTERS
8This 400kV GIS package covers 1x500 MVA ICT additions at key substations in Delhi and Uttar Pradesh, targeting transformation upgrades in dense urban networks. The scope includes high-voltage switchgear, control, and relay panels integrated under compressed timelines.
8A key element of this GIS tender is a dedicated 400 kV sectionalization bay to interconnect split 400 kV sections at a critical 765/400 kV station. Designed to mitigate contingency risks, this bay must be delivered within 14 months—faster than the 20-month window for other nodes. The 500 MVA ICTs under this package will use oil-to-SF6 bushings, requiring hybrid insulation interfaces. The substation extensions will also integrate associated protection, control, relay panels, bus ducts, and interconnection works.
8With its tight execution timelines and emphasis on hybrid insulation, this tender exemplifies the growing complexity of transmission equipment tenders India. The inclusion of sectionalization bays and SF6 interfaces underscores evolving engineering benchmarks across transmission equipment tenders India, particularly in high-load metro zones. The project will likely attract OEM-aligned bidders familiar with fast-track transmission equipment tenders India under urban GIS deployment norms.

Renewable capacity soars past 6.8 GW in just two months of FY26
8India added 6,874 MW of renewable capacity in April–May 2025 more than double the 3,007 MW added in the same period last year. This 128.59% year-on-year jump signals rapid acceleration, driven by utility-scale solar and wind pipelines coming online under central and state policies.
Conventional power generation contracts even as total demand grows
8Despite higher total generation demand, conventional (thermal + large hydro + nuclear) power generation fell 8.22% year-on-year in May 2025. Solar and wind uptake offset this drop, with renewable generation rising over 18% showing a structural shift in grid sourcing.
Thermal PLF slumps across all sectors, dragging all-India average below 68%
8All-India thermal PLF (excluding gas) dropped sharply to 67.93% in May 2025, down from 76.40% a year ago. The decline spanned central, state, and private sectors, pointing to both subdued dispatch and creeping oversupply from renewables during off-peak hours.
Peak shortages reappear in South despite all-India surplus status
8While India reported no peak demand shortfall in most regions, Tamil Nadu and Puducherry together recorded unmet demand of 28 MW in May 2025. This highlights persistent local bottlenecks in load balancing, despite national adequacy in energy and peak availability.
Capacity addition in May hits 2,292 MW, nearly all from renewables
8India added 2,292 MW of generating capacity in May 2025 but none from thermal or nuclear sources. Over 1,900 MW came from renewable sources, underlining developers’ strong alignment with green capacity targets despite funding and evacuation hurdles.
Transmission and transformation capacity addition rebounds after dry spell
8Transmission line additions climbed to 262 ckm in May 2025 up from zero in the same month last year while substation capacity jumped 1,450 MVA. This rebound suggests improved execution on long-pending lines and power evacuation infra aligned with renewable build-out.
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