Rajasthan sets a new record with the lowest ever battery energy storage price in India at Rs 1.77 lakh per MW. A landmark achievement that will strengthen grid reliability, accelerate renewable energy adoption, and make clean power more affordable for India.

🛣↘️ CRISIL reports significant dip in road construction orders from NHAI - from 12,000 kms worth orders in FY23 to about 8000kms in FY24 & FY 25. Large road-focused EPC cos now get about a 3rd of their order booking from roads - balance from rail, metro, irrigation, renewables.

Lucio Fontana & Georg Baselitz: a radical dialogue between space and matter at Thaddaeus Ropac Milan

@Infra_VinayakCh If state governments let go of their ego and handover their GENCO units to NTPC then Discoms cost can come down comfortably. I have seen various state run GENCOS whos per unit cost is almost 2-3X of NTPC... And funny thing is debt ridden Discoms purchase it.. These

@Infra_VinayakCh @TVMohandasPai Explore the possibility of One Nation One Grid and One Bill Make it a centre subject and develop the infra throughout India in the same manner and charge at the same rate for Domestic use Industrial use Commercial use

✔️Frustrated with Discoms, Centre decides bold new initiatives in Draft Amendment to ElecAct 2003. Key proposals : (1) Opening up field to pvt players comprehensively (2) creation of GST-type Nat Elec Council (3) Disciplinary action against recalcitrant Regulators. All welcome !!

@Infra_VinayakCh AI Data Centres are a critical national asset and our current capacity is miniscule. At some stage India will impose data localisation requirements which will create extraordinary demand. We need to stop asking questions like these and let our tech companies take risks

@Infra_VinayakCh Data Centre business model mirrors Telecom Towers of yore - only a lot more capital intensive. Appropriateness for TCS is highly questionable

@Infra_VinayakCh Datacentres , electronic equipmnts .... our IT Giants hv all weird pivots except building indian tech stack which they couldhv done with half the invstmnt...deserves the bullying by us

🤔 TCS announces that it will be setting up Data Centres , starting with 1 GW capacity. Indicates a significant strategic pivot. Data Centres are real estate-cum-energy play . It is now adding a hardware dimension to its software business. Jury out on appropriateness of strategy

👏Welcoming PM Modi’s decision to pursue an integrated transport planning authority, a vital step for seamless, multi-modal cities. 🔷The Infravision Foundation’s UMTA/IMTDB research has shown how a phased, state-led model can build statutory clarity, pooled finance, and common

From calm views to quiet living, hill cities have long been seen as peaceful. But recent floods, with heavy casualties and lasting damage, tell another story. Extreme rainfall is one part of the problem. Unplanned growth on fragile slopes is another. Together, they have made

@Infra_VinayakCh For Bangalore they can simply restart the old airport for domestic traffic at least

🛬🛫🌇 With inauguration of NaviMumbai Intnl Airport today & Jewar,NOIDA month-end, India joins big league of cities with multiple airports - London, NewYork et al. Believed a city that crosses 15 mill populatn requires 2 airports. Kolkata>15, but possibly Bengaluru next in line

🛫🌇 Navi Mumbai Intl Airport will soon become a pivot for new urban dev. CIDCO announces plans to build a new city around it . Dholera, in Gujarat (where Tatas are investing in semiconductors), will be seeing a township emerge. Amravati in AP also happening. More such needed.

🛬🛫 NaviMumIntlAirport (NMIA )set for inauguration by PM on Oct 8 .Will ultimately hv 4 terminals with capacity of 90 million passengers /annum. Changi Singapore & Dubai both currently have a capacity of 90 million each. Inauguration now is for Terminal 1 with 20 mill capacity.

@Infra_VinayakCh Great, free sunshine up there. But fixing a busted part sounds like trying to adjust my roof antenna with a broom, only 10,000 miles higher.

🛸 Jeff Bezzos outlines the possibilities of huge data centres orbiting in space in next 10-20 years. Advantages: (i)Uninterrupted high quality solar energy (ii) Easy to beam down . Challenges (i) high cost of launching (ii) cumbersome processes for maintenance & upgradation.

♻️ Recent tender by IOC got quotes for Green Hydrogen of $ 4.5 /kg. Shows a $ 1 decrease from earlier bids. However, still a long way to go for Green Hydrogen to be accepted as a regular-use fuel ; and for that, the price needs to fall to $ 1-2 per kg . Solar deja vu !

@Infra_VinayakCh Govt. is being cautious in spending with current global risks. Highway sector (CG) has impacted the most, slowest quarter since covid in contracts being awarded.