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Tar's avatar

Collectively all discoms owe USD 40 Billion. The power sector is on the verge of collapsing as the debt owed by discoms have ballooned past any reasonable target. Govt recognises this and wants to transform the entire sector. This year's budget had big allocation towards power sector and more policies are coming that are aimed to move the sourcing of power from 25 year PPAs to on exchange sourcing. Short term electricity is already sourced from exchange, most likely this or next year we will see IEX launching long term energy trading contracts that will move the bulk of sourcing from PPAs to exchange.

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Vishvesh Patel's avatar

I also feel a lot of start ups like Revolt motors will face huge demand due to electric two wheeler

Unseen angle here..i see a lot of 16 -18 kids who can't get driving license.. will be driving electric two wheelers.

Don't you feel that more investment will be into public transport??

With more electric buses and Metros.. before the actual EV vehicle ownership starts...?

And thanks for the well researched and well written article.

I am new here and this is the first post i have read and i am blown away!!

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