Uttarakhand met winter demand without outages — but not without cost. January forced heavy market reliance as supply lagged. The grid held. The exposure shifted elsewhere. What happens if this becomes normal? Full analysis on https://t.co/TDdPWpqf4g #powersector

January power shortages pushed Uttarakhand into daily market dependence. Costs stayed quiet. Risks shifted. The grid held — but the data hints at something building beneath routine winter stress. Full analysis on https://t.co/TDdPWpqf4g #powersector

Southern grid risk isn’t about shortage. Costs and exposure are rising because outages linger, alarms repeat, and execution stalls. Most debates still look in the wrong place. Full analysis on https://t.co/TDdPWpqf4g #PowerGrid #EnergyRisk

Land valuation is where transmission projects lose time and money. The Centre has tightened RoW rules, changing who values land and how fast. The risk hasn’t vanished—only shifted. Full analysis on https://t.co/TDdPWppHeI #PowerSector

Reactive power money in the South tightened last week. Receivables fell. One payable deepened. Small numbers, shrinking buffer. Who stands out when the pool stops absorbing behaviour quietly? Full analysis on https://t.co/TDdPWpqf4g #powergrid

Northern grid demand looks fine. Risk does not. Protection drills are multiplying, even without peak stress. Someone is carrying exposure that numbers don’t show yet. Winter hasn’t started asking questions. Full analysis on https://t.co/LtCn8EP29O #powergrid #energyrisk

NERPC looks firm on paper. The risk sits elsewhere. Installed capacity rose. Allocable power still lags. This cycle, reliability is being stitched from outside the region with costs and accountability following quietly behind. Full analysis on https://t.co/LtCn8EP29O #powergrid

GST went up after bids closed. Usage charges didn’t. A PSU solar project is caught in between. The risk hasn’t disappeared — it’s just been redirected. Full analysis on https://t.co/LtCn8EP29O #powerregulation

Kerala consumers face a higher fuel surcharge again. Power purchase fell in November, yet pass-through costs rose. The shift isn’t about demand. It’s about where variable costs resurfaced — and who bears them next. Full analysis on https://t.co/LtCn8EP29O #PowerSector

Non-bid renewables still generate bills. And someone still checks them. A recent solar tariff order shows how cost-plus projects face sharp scrutiny once bidding is removed. The part most readers miss is what comes next. Full analysis on https://t.co/LtCn8EP29O #PowerRegulation

Kerala has lifted the cap on automatic fuel surcharge recovery. Consumers pay monthly. Utilities pass through costs. The rule changed quietly. The risk didn’t disappear — it moved. Full analysis on https://t.co/LtCn8EP29O #PowerSector

VARh is no longer pocket change in the Eastern grid. Repeated swings and one sharp shock are quietly reshaping weekly charges. The risk isn’t technical—it’s who ends up paying next. Full analysis on https://t.co/LtCn8EP29O #PowerGrid

TGERC has opened public consultation, directing DISCOMs to publish filings and invite stakeholder objections by Jan 9, 2026. A public hearing is proposed on Jan 21, 2026. For more https://t.co/LtCn8EP29O #TelanganaPower #ElectricityRegulation #TGERC #PowerSector #EnergyPolicy

The proposal, filed by TGSPDCL, is based on block-wise analysis of April–Sept 2025 operations, estimating ~162 MW of stranded capacity and a net unrecovered fixed cost of ₹26.7 crore. #TelanganaPower #OpenAccess #ElectricityRegulation #TGERC #DISCOMs #PowerSector #EnergyPolicy

Telangana DISCOMs have proposed an additional surcharge of ₹0.59/kWh on open access consumers for H1 FY27, citing stranded fixed costs. TGERC has opened public consultation, with objections due by Jan 9, 2026. #TelanganaPower #TGERC #DISCOMs #PowerSector #EnergyPolicy

Western grid risks are no longer episodic. Hourly frequency spikes, ageing transmission assets, and repeated under-injection during outages suggest compliance ≠ resilience. For more https://t.co/LtCn8EP29O #ElectricityGrid #FrequencyControl #PowerSector #IndiaEnergy

WRLDC Power Committee flags a worrying shift: a grid that is frequency-compliant on paper but structurally stressed in real time. Predictable frequency spikes, asset fragility & behavioural risks point to eroding resilience, not isolated lapses. #WRLDC #PowerGrid #GridStability

The Western grid is entering a new phase: enforcement over accommodation. Frequency within band is no longer enough. Alignment of markets, operations, and regulation will decide how the grid holds under real stress. For more https://t.co/LtCn8EP29O #PowerSector #GridReliability

AGC is no longer a reform-in-waiting. With thin reserves and rising ramping stress, manual balancing is becoming untenable. Slow AGC adoption—especially by IPPs—has shifted from future risk to present danger. #AGC #Flexibility #PowerGrid

A widening SLDC accountability gap is emerging—unapproved outages, delayed consents, missing flash reports. When intrastate actions lack visibility, regional contingency planning turns into firefighting. #SLDC #GridGovernance