Rajesh Singla

The only way you can affect the future is by what you do today. We can’t change the past, but future can be changed with action!

India will require 174 GW/ 888 GWh of ESS capacity by 2035-36 to meet a peak demand of 459 GW increasing at a CAGR of 5.6% from 2026-2036 In the recently published National Generation Adequacy Report by CEA, it is projected that the share of non fossil fuel capacity in the power generation will rise up to 47% with solar contributing 27%. The study projects that 48 GW of additional coal capacity will be required in the grid by the end of this decade, while additional 228 GW of renewable capacity (solar - 179 GW, wind - 48 GW) integration in the grid will require a energy storage capacity of 304 GWh (113 GWh of BESS and 191 GWh of PSP), the capacity further rises to 80 GW/ 321 GWh of BESS and 94 GW/567 GWh of PSP by 2035-36. The model also calculates the required ESS in the event of lower peak demand, where the ESS requirement gets restricted to 128 GW. This apart the plan also estimates 22 GW of nuclear power and 78 GW of hydro requirement for the grid by 2035-36. A key outcome of the study is the recognition of Planning Reserve Margin (PRM) as a critical reliability metric, with the projected requirement reaching about 13-14% in 2035-36.

JUST IN: 🇫🇷🇰🇷 France and South Korea agree to help reopen the Strait of Hormuz.

JUST IN: 🇮🇷 Iran retains roughly half of its missile launchers and thousands of attack drones despite daily US and Israeli strikes, CNN reports.

Saudi Arabia is rerouting oil supply away from the blocked Strait of Hormuz at a record pace: Crude oil shipments from Yanbu, a port on Saudi Arabia’s Red Sea coast, are up to ~5 million barrels per day, DOUBLING in just 2 weeks. This comes as the 746-mile East-West pipeline is now operating at full capacity of ~7 million barrels per day. Of this supply, ~5 million barrels per day are being exported ~2 million barrels per day are being refined in Saudi. The surge in exports from Yanbu has now offset ~45% of lost Persian Gulf shipments this month. To put this into perspective, exports from this port were at just ~1 million barrels per day before the war in January and February. Saudi Arabia is actively looking for workarounds to the Hormuz closure.

JUST IN: 🇷🇺🇨🇳 Russia, China, and France block United Nation's plan to authorize force in the Strait of Hormuz.

BREAKING: Russia, China and France prevent Arab push at UN Security Council to authorize military action to open the Strait of Hormuz, according to New York Times report.

🚢 Gulf states consider new pipelines to avoid Strait of Hormuz.

Most Beautiful Video Of The Day..!!❣️

🇮🇱 Israel says it will not join any US ground operation in Iran

The Strait of Hormuz lies within the territorial waters of Iran and Oman. South African vessels can pass through the Strait of Hormuz.

BIG NEWS 🚨 On Strait of Hormuz, Iran says "Our Indian friends are in safe hands. No worries" 🔥

IRAN: DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC Iran's IRNA cites Deputy Foreign Minister Gharibabadi.

IRAN DEPUTY FOREIGN MINISTER SAYS IRAN IS DRAFTING PROTOCOL WITH OMAN FOR HORMUZ STRAIT TRAFFIC || PROTOCOL NOT TO CONSTITUTE RESTRICTIONS

BREAKING: Germany urges China to help push Iran towards negotiated solution 🔴 LIVE updates: aje.news/1jg6hu?update=…

India Needs Massive Power Transmission Capex Amid Execution Bottlenecks India’s power transmission expansion (~₹9.16 lakh crore plan) facing execution delays Key bottlenecks: land acquisition, right-of-way (RoW) issues, forest clearances, and approvals FY25 transmission additions at 8,830 circuit-km, ~42% below target (15,253 circuit-km) Many projects under tariff-based competitive bidding (TBCB) facing delays of 3–18 months 76 projects worth ₹93,000 crore delayed as of January Growing gap between planned capacity and actual execution Power demand expected to surge to ~458 GW by FY32 (vs ~275 GW currently) Driven by rising electricity consumption and rapid renewable energy expansion Government roadmap under National Electricity Plan (NEP 2022–32) outlines large-scale grid expansion Urgent capex acceleration needed to avoid infrastructure bottlenecks in future power demand growth

Quant MF says Indian equities is showing signs of capitulation which implies the worst is behind us. Focus on extreme levels of panic to identify credible opportunities & rebalance portfolio aggressively. In few quarters, this could be the biggest buying opportunity since Covid

Look at the way entire Uttar Pradesh is shining in 2026!💡

Sohar LNG reportedly has crossed the Strait of Hormuz with the consent of Iran - the first LNG tanker to cross in weeks

Ready for the road. Ready for the rock. @mps_taurian #TaurianMPS #TI110 #HSI #Crushing #Mining

OPEC+ MAY DISCUSS RAISING OIL OUTPUT QUOTAS AT SUNDAY'S MEETING DUE TO POSSIBLE RELAXATION OF EXPORT LIMITS IN HORMUZ, ACCORDING TO TWO SOURCES.