All content in this website is sourced legitimately
Archives
All the news items since the launch of our web site are preserved in the archive section. The archive entries are freely accessible to all the users.
Dec 2025
1) RTM overtakes DAM on sunday; spread at Rs 0.15/kWh
8RTM’s average MCP on 2025-11-30 printed at Rs 2.82/kWh versus DAM’s Rs 2.67/kWh.
Inference: Weekend sell stacks were deep in DAM while RTM demand concentrated in fewer blocks, nudging RTM over DAM.
Why it matters: A positive RTM–DAM basis changes hedge economics for DISCOMs and generators trading weekends.
2) ER→NR ATC binds lasted 13 hours on 2025-11-30
8ATC violations were recorded for 13 hours (13.54% of blocks) on the ER–NR corridor.
Inference: Tight east-to-north transfer likely constrained price convergence during the day’s shoulder periods.
Why it matters: Persistent ER→NR congestion raises delivered power costs for northern buyers and limits portfolio rebalancing.
3) Ancillary stack skewed to down-regulation; net −9.73 GWh on 2025-11-27
8SRAS+TRAS awards totaled +21,611 MWh (up) and −31,344 MWh (down), net −9,733 MWh.
Inference: Over-commitment or higher must-run scheduling likely drove sustained down-regulation calls through multiple blocks.
Why it matters: Net down-regulation imposes balancing costs and can depress peak-hour flexibility premiums.
4) Hapur logged 1.11% time outside 765 kV band; most nodes stayed within
8Voltage at Hapur was outside the 765 kV IEGC band for 1.11% of the day; many 765 kV nodes showed 0.00%.
Inference: Localized reactive management or loading conditions created a narrow voltage tail despite broadly stable grid voltage.
Why it matters: Even small tails can force VAR support and tap-changer actions that add system costs.
5) Sunday DAM cleared only ~30% of sell offers
8On 2025-11-30, DAM sell bids were 676,565 MWh against final scheduled 203,073.97 MWh (≈30.02% clearance).
Inference: Excess weekend offers and softer demand compressed clears despite adequate inter-regional transfer windows.
Why it matters: Low clearance ratios raise non-clear risk for generators and shift volume into RTM at potentially higher MCPs.
6) Coal stocks: Haryana fleet heavily over-normative; Punjab mixed
8HPGCL’s aggregate coal stock stood at 178% of normative; PSPCL’s Ropar was at 85% while GHTP was at 113%.
Inference: The dispersion signals uneven replenishment and could influence unit commitment choices across neighboring states.
Why it matters: Carrying excess coal ties up working capital; sub-normative sites face higher spot-purchase risk if rail logistics tighten.
7) VRE penetration hit 24.28% in solar hours on 2025-11-29
8During 07:00–17:00, all-India VRE (wind+solar) penetration reached 24.28% of demand met.
Inference: High daytime VRE share paired with later down-reg ancillary (see 2025-11-27) suggests operators actively trimmed thermal schedules around solar ramps.
Why it matters: Rising mid-day VRE dominance increases the premium on fast-ramp capacity and storage bidding strategies.
8) Karnataka ended with +0.85 MU UI despite no regional shortage (SR, 2025-11-30)
8Southern Region reported zero shortage at 19:00 and 03:00 peaks, but Karnataka posted +0.85 MU UI by day-end.
Inference: Mild positive UI points to intraday schedule–drawal mismatch even when the region met demand comfortably.
Why it matters: Small UI imbalances accumulate into real costs; tighter forecast-to-schedule alignment can shave Rs-denominated penalties.
Click on Details for more Details
8RTM’s average MCP on 2025-11-30 printed at Rs 2.82/kWh versus DAM’s Rs 2.67/kWh.
Inference: Weekend sell stacks were deep in DAM while RTM demand concentrated in fewer blocks, nudging RTM over DAM.
Why it matters: A positive RTM–DAM basis changes hedge economics for DISCOMs and generators trading weekends.
2) ER→NR ATC binds lasted 13 hours on 2025-11-30
8ATC violations were recorded for 13 hours (13.54% of blocks) on the ER–NR corridor.
Inference: Tight east-to-north transfer likely constrained price convergence during the day’s shoulder periods.
Why it matters: Persistent ER→NR congestion raises delivered power costs for northern buyers and limits portfolio rebalancing.
3) Ancillary stack skewed to down-regulation; net −9.73 GWh on 2025-11-27
8SRAS+TRAS awards totaled +21,611 MWh (up) and −31,344 MWh (down), net −9,733 MWh.
Inference: Over-commitment or higher must-run scheduling likely drove sustained down-regulation calls through multiple blocks.
Why it matters: Net down-regulation imposes balancing costs and can depress peak-hour flexibility premiums.
4) Hapur logged 1.11% time outside 765 kV band; most nodes stayed within
8Voltage at Hapur was outside the 765 kV IEGC band for 1.11% of the day; many 765 kV nodes showed 0.00%.
Inference: Localized reactive management or loading conditions created a narrow voltage tail despite broadly stable grid voltage.
Why it matters: Even small tails can force VAR support and tap-changer actions that add system costs.
5) Sunday DAM cleared only ~30% of sell offers
8On 2025-11-30, DAM sell bids were 676,565 MWh against final scheduled 203,073.97 MWh (≈30.02% clearance).
Inference: Excess weekend offers and softer demand compressed clears despite adequate inter-regional transfer windows.
Why it matters: Low clearance ratios raise non-clear risk for generators and shift volume into RTM at potentially higher MCPs.
6) Coal stocks: Haryana fleet heavily over-normative; Punjab mixed
8HPGCL’s aggregate coal stock stood at 178% of normative; PSPCL’s Ropar was at 85% while GHTP was at 113%.
Inference: The dispersion signals uneven replenishment and could influence unit commitment choices across neighboring states.
Why it matters: Carrying excess coal ties up working capital; sub-normative sites face higher spot-purchase risk if rail logistics tighten.
7) VRE penetration hit 24.28% in solar hours on 2025-11-29
8During 07:00–17:00, all-India VRE (wind+solar) penetration reached 24.28% of demand met.
Inference: High daytime VRE share paired with later down-reg ancillary (see 2025-11-27) suggests operators actively trimmed thermal schedules around solar ramps.
Why it matters: Rising mid-day VRE dominance increases the premium on fast-ramp capacity and storage bidding strategies.
8) Karnataka ended with +0.85 MU UI despite no regional shortage (SR, 2025-11-30)
8Southern Region reported zero shortage at 19:00 and 03:00 peaks, but Karnataka posted +0.85 MU UI by day-end.
Inference: Mild positive UI points to intraday schedule–drawal mismatch even when the region met demand comfortably.
Why it matters: Small UI imbalances accumulate into real costs; tighter forecast-to-schedule alignment can shave Rs-denominated penalties.
Click on Details for more Details
It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8LPG
8Ammonia
8Coal & Coke
8All tankers
8Bulk and Dry cargo
Click on Reports for more. Details
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8LPG
8Ammonia
8Coal & Coke
8All tankers
8Bulk and Dry cargo
Click on Reports for more. Details
Showing 1–2 of 2 items
