Neutral impactSector
India may need to raise coal power capacity as demand surges, official says
BusinessLine 1 hr ago·13 Oct 2026, 9:45 am
India's energy regulator has warned that the country may need to add more coal power capacity than previously planned to meet rising electricity demand. This comes as the nation aims to expand its coal power generation to 307 GW by 2035, up from the current 230 GW.
For investors, this signals a continued reliance on fossil fuels in the energy mix despite global shifts toward renewables. It suggests that thermal power generation companies will remain central to the power sector's growth story in the near to medium term.
Investors should monitor upcoming government announcements on specific capacity targets and the timeline for new projects. Keeping an eye on how this interacts with renewable energy goals will be key to understanding the sector's future trajectory.
Excerpt from BusinessLine
India's rapidly growing demand for electricity could force it to add substantially more coal-fired power capacity than planned, the head of the power sector planner said on Tuesday. The South Asian nation, which planned last year to add 97 GW of coal power capacity to reach 307 GW by 2035, currently has about 230…Read the original at BusinessLine
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