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Power giant NTPC seeks uranium assets overseas in nuclear push
positive
ET Markets - Industry 1d ago

Power giant NTPC seeks uranium assets overseas in nuclear push

India's largest power producer seeks overseas uranium mines for future nuclear capacity. NTPC plans to build thirty gigawatts of nuclear power over two decades. This move supports India's broader push to decarbonize its economy. The company is looking at assets in Canada, Australia, and Kazakhstan. This strategy addresses domestic fuel limitations and growing energy needs.

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Nuclear power output to rise 44% in 10 years; India, China key drivers
positive
ET Markets - Industry 2d ago

Nuclear power output to rise 44% in 10 years; India, China key drivers

Global nuclear power capacity is projected to increase by forty-four percent over the next decade. This growth is driven by rising electricity demand and significant reactor construction in China and India. China is on track to become the world's largest nuclear nation by the end of this decade. Efforts to combat climate change and increasing social acceptance are also boosting nuclear energy.

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Power transmission projects to face execution risks on land acquisition, regulatory approval challenges: Icra
positive
ET Markets - Industry 2d ago

Power transmission projects to face execution risks on land acquisition, regulatory approval challenges: Icra

Power transmission projects face significant execution risks and delays. Land acquisition and regulatory approvals hinder timely project completion. These delays impact renewable energy developers and their financial returns. The sector expects substantial capacity additions by 2032. However, execution challenges persist for future projects.

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TPG acquires Aseem Infrastructure from NIIF with GIC, ICICI backing
positive
ET Markets - Industry 5d ago

TPG acquires Aseem Infrastructure from NIIF with GIC, ICICI backing

Global private equity firm TPG is acquiring a full stake in Aseem Infrastructure Finance, a leading sustainable infrastructure debt financier. Partnering with Singapore's GIC and ICICI Bank, TPG's climate investing platform will take over the company, which has funded significant renewable energy and power transmission projects. Aseem Infrastructure, founded by NIIF, has disbursed over Rs 40,000 crore in loans, contributing to substantial greenhouse gas emission reductions.

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The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
positive
ET Markets - Stocks 11d ago

The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips

DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.

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Adani Group targets 10 GW nuclear power capacity by 2035
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ET Markets - Industry 17d ago

Adani Group targets 10 GW nuclear power capacity by 2035

Adani Group is venturing into nuclear power, aiming for 10 GW capacity by 2035 to bolster India's energy security amidst global uncertainties. Chairman Gautam Adani announced land acquisition for Adani Atomic Energy, a significant addition to the conglomerate's integrated power platform. This move aligns with accelerated investments across the energy value chain, from mining to clean energy technologies, underscoring a commitment to reliable, affordable, and round-the-clock power for the nation.

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BHAVINI hosts industry partnership conclave to drive country's fast breeder reactor expansion
positive
ET Markets - Industry 21d ago

BHAVINI hosts industry partnership conclave to drive country's fast breeder reactor expansion

BHAVINI, a Department of Atomic Energy firm, hosted a crucial partnership conclave for fast breeder reactor expansion. Senior industry leaders, technology partners, and engineering organizations convened to chart a collaborative roadmap for India's nuclear energy future. This initiative underscores a commitment to clean, sustainable nuclear power, aligning with national climate goals and the objective of achieving net-zero emissions by 2070.

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Madhya Pradesh set to emerge as a major nuclear power hub in country: Official
positive
ET Markets - Industry 25d ago

Madhya Pradesh set to emerge as a major nuclear power hub in country: Official

Madhya Pradesh is becoming a significant nuclear power center. Projects totaling 7,000 MW are underway, with more private sector proposals being considered. This development aligns with national goals for clean energy. The state's proactive approach is attracting new nuclear power projects, positioning it as a key hub for future energy generation in India.

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India aims to reach 155 GW of installed wind energy capacity by 2035: Union minister Joshi
positive
ET Markets - Industry 25d ago

India aims to reach 155 GW of installed wind energy capacity by 2035: Union minister Joshi

India is targeting 100 gigawatts of wind energy by 2030 and 155 gigawatts by 2035. A new digital portal, WT-MARUT, has been launched to strengthen the wind turbine supply chain. This initiative will boost domestic manufacturing and enhance India's global competitiveness. The country is already a major player, with significant growth in wind power installations.

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Centre urges states to accelerate nuclear power plants and green energy storage
positive
ET Markets - Industry 26d ago

Centre urges states to accelerate nuclear power plants and green energy storage

India is accelerating approvals for nuclear power plants and energy storage systems. This push is vital for the nation's growing data and AI centers. States are being urged to speed up clearances for proposed projects. The goal is to ensure a robust energy supply for future power needs. This initiative aims to enhance energy security across the country.

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HVR Solar signs global MoUs to set up 1.2 GW TOPCon solar cell manufacturing facility in Uttar Pradesh
positive
ET Markets - Industry 29d ago

HVR Solar signs global MoUs to set up 1.2 GW TOPCon solar cell manufacturing facility in Uttar Pradesh

HVR Solar Ltd is establishing a 1.2 GW TOPCon solar cell manufacturing line in Uttar Pradesh through strategic MoUs signed at SNEC PV Power Expo 2026. Partnering with global technology providers, the facility aims to boost India's domestic renewable energy supply chain, reduce import reliance, and create over 500 local jobs.

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India Playing Its Role In West Asia Crisis, Can't Be Paralysed, Says Niti Aayog VC
neutral
NDTV Profit 29d ago

India Playing Its Role In West Asia Crisis, Can't Be Paralysed, Says Niti Aayog VC

PM Modi-led NITI Aayog meeting focused on energy affordability, nuclear power, skilling and sustaining economic growth amid global uncertainty.

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