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Opinion, Editorial, Views, Columnists, Columns | The HinduBusinessLine

Rupee can’t be defended from just one side Railways’ performance Why not have a women-only party? Labour pangs Pak’s peculiar comeback on the global stage Letters to Editor India has jobs, but it needs better ones Cross-border insolvency laws and trade A major health challenge Editorial. Snooping around Letters to the Editor dated April 20, 2026 All you want to know about the women’s reservation and delimitation bills fiasco Editorial. Process deficit Letters to the Editor dated April 19, 2026 WPI effect on new GDP series The tragic reality of police brutality India’s AI value paradox Prepare the ground India-Korea economic ties poised to strengthen Nari Shakti Bill — a missed opportunity Natural farming should become mainstream policy Insights from new GDP data Strategies to enhance fertilizer security Pathway to maritime insurance sovereignty Why the GoP’s jittery Clear the smoke Aiding piped gas push Stocks are the least over-priced asset in India Is TCS harassment case tip of the iceberg? SIP with caution Global gold ETFs post worst-ever $12 billion monthly outflow: WGC How India is funding Silicon Valley’s rise Cyber insecurity Continuity via status quo Iran war, a boon for the BRICS Assessing the easing of provisioning norms by RBI Iran war, a test for India’s economic resilience Iran war’s impact on India’s farm output and food inflation Economic competence in judiciary Pressure point India moving up the pharma value chain NFRA’s statutory leap Finance capital in time of war How West-Asia war could reshape the AI race When signals diverge: Reading the Nifty-Gold ratio Mohali’s miracle boys Plastic concerns Nice countries come last Lawyers matter more than ever for corporates Odisha central to our aluminium ambitions Editorial. Fair deal Editorial. Wait and watch Letters to the Editor dated April 10, 2026 Unfortunate fallout of cyber crime investigations Letters to the Editor dated April 9, 2026 Will the uneasy truce hold? Charting an intellectually honest way of forecasting RBI plumps for caution amidst uncertainty Large corporates and the sustainability transition of MSMEs MPC positive, despite strong headwinds Cease and desist Together, let us empower our Nari Shakti An AI model that’s too risky NPS funds consistency check: what 10-year rolling returns reveal Editorial. Nuclear milestone Letters to the Editor dated April 7, 2026 Packaging woes China’s perennial industrial policy Sensex has fallen on account of global forces India’s strategic defiance at the WTO meet Freebies will hit Tamil Nadu’s fiscal health Close the backdoor in tobacco FDI policy Is EU’s CBAM discriminatory? Editorial. Freebies unplugged Letters to the Editor dated April 6, 2026 Projecting growth is not easy Improving safety in Indian aviation Amendments to FCRA India’s outreach to Angola will contain energy risk Oil shocks and the rupee: The tricky 100s Sensex at 40: Secrets behind long-term wealth in markets Editorial. Sweeping powers India’s next social protection is care, not cash In West Asia, it is advantage China Is awarding Trump a Nobel Prize the best bet for peace? Editorial. Knotty regulations Letters to the Editor dated April 3, 2026 Time to push for rupee internationalisation Up in the air Time for industry to lead economic resilience Allied healthcare needs attention What holds back investor participation? Still no endgame in sight Challenging year What happens when CAD rises Reorienting farm research Telecom infra must rest on strong fibre network A severe test for monetary policy India’s chance in supply chain reset Bengaluru’s housing market is growing but affordability is shrinking
Editorial. Power equation
2026-05-23 · via Opinion, Editorial, Views, Columnists, Columns | The HinduBusinessLine
Power: Managing the summer demand

Power: Managing the summer demand | Photo Credit: th-online Administrator

We are in the midst of a searing summer — and peak power demand (which lasts for a brief duration in a day) — is breaking new records. On May 21, this touched 270 GW at about 3 pm. The power requirement ebbs as evening sets in, and climbs again after sundown, when home ACs come to life, touching about 250 GW. It is during this second spike that the power system is really stretched, leading to occasional outages — since about 150 GW of solar capacity is out of reckoning. A deficit between rising demand and assured supplies is met largely by captive generators supplying on the spot market, and at prices as high as ₹10 a unit — the limit set by law. However, rising power demand is now being met with less fuss — when compared with the alarming regional blackouts of yesteryears.

It is interesting that while thermal power accounts for 70 per cent of electricity generated over the course of any given day, this dips to 60 per cent or less between noon and 2 pm in summer when peak demand soars; here, solar power pitches in with 30 per cent. In the evening hours, other sources such as hydel, gas, wind, nuclear and storage comprise 30 per cent of units generated — with hydel and gas being able to ramp power output more quickly than any source. During the day, much more solar power is generated than the grid can absorb, while thermal power cannot be ‘backed down’ quickly to adjust for this supply. Under electricity rules, thermal power output cannot be backed down below a point. This is because it affects costs of operations, creates maintenance issues; above all, it takes more time than hydel or gas, for thermal power to be ramped up when needed.

However, China has re-engineered its thermal power plants, allowing them to ‘flex’ capacity to accommodate renewables supply. This may be worth looking at as an option, since it needs to be seen against solar power forgone. However, the impact on PPAs needs to be worked out. In view of the rising role of solar in the energy mix, the role of battery storage in capturing excess daytime output can hardly be overstated. This push makes sense because grid infrastructure is unable to keep pace with rising capacity in renewables. The National Electricity Plan 2023 projects a requirement of 208 GwH of battery storage energy systems by 2030. The Centre has announced a number of incentives. According to analysts, tendered battery storage capacity stands at 90 GW today, up from about 7GW eight years ago. To meet future power needs, the power generated must be stored and used efficiently. This is all the more because a renewables dominated system cannot operate at much more than 50 per cent installed capacity, as it is weather-dependent. In this context, a push for nuclear could play a role in plugging future power deficits.

Looking ahead this year, the prospect of a weak monsoon could prolong a period of high demand in September and October, even as hydel and gas supplies remain constrained. The Centre should be prepared for such a situation.

Published on May 22, 2026