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India energy supply and technology challenges

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2026-09-28 10:21 UTC → 2026-09-29 17:03 UTC · added ~~removed~~

To address rising electricity demand, India’s Ministry of Power has issued a directive requiring 112 captive coal-based generating stations with at least 50 MW of installed capacity to operate at maximum available capacity from October 1 to December 31, 2026. The order, issued under Section 11 of the Electricity Act, 2003, mandates that facilities from sectors such as steel, aluminium, cement, petroleum, fertilisers, paper, and ~~cement~~ chemicals maintain sufficient coal stocks to ensure fuel availability. Notable entities included in the directive are Tata Steel, Vedanta, Hindalco Industries, JSW Steel, UltraTech Cement, Indian Oil Corporation, and NALCO. Any surplus electricity generated beyond captive requirements must be offered through power exchanges. As the country manages these energy needs, it faces simultaneous technological hurdles. The JSW Group has suspended construction of a lithium iron phosphate (LFP) battery factory in Odisha, citing increased Chinese controls on the export of essential raw materials and technologies required for high-performance LFP cells.

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