Aakhir PIB kya keh raha hai?
PIB ka fact-checking unit bol raha hai ki jo khabrein aa rahi hain ki coal ki kami se power crisis hone wala hai, woh sab jhooth hai aur public ko daraya ja raha hai. PIB ke hisaab se May 2, 2026 ko 229 GW ki demand thi jo poori hui, aur thermal power plants mein 53.702 million tonnes coal hai, jo kaafi hai. Government ka kehna hai ki bijli ka supply poora hai aur grid bhi theek se kaam kar raha hai.
Lekin Demand Toh Zyaada Thi?
Par bhai, reports kuch aur keh rahi hain. April 2026 ke end mein, jab garmi bahut thi, actual peak demand 256 GW tak pahunch gayi thi! Summer 2026 ke liye toh 255-260 GW tak ki demand hai, aur agar heatwave aayi toh yeh 275 GW ko bhi paar kar sakti hai. Kuch forecasts toh 277 GW tak ka peak demand bata rahe hain fiscal year 2026 ke liye. Matlab, PIB ne jo figure bataya, usse toh kaafi zyada demand thi!
Coal Stocks Aur Grid Ka Kya Scene Hai?
Reports ke mutabik, May 1 tak coal stocks 83 dinon ke liye available the, jo social media ki 4 din wali baaton se bilkul alag hai. Haalanki, jo sabse badi chinta hai woh hai shaam ke time jab solar power kam ho jata hai aur demand badhti hai. Grid ki frequency 49.75 Hz tak gir gayi thi, jo 49.7 Hz ke load-shedding trigger ke bahut kareeb hai. Duniya mein West Asia tension ki wajah se energy prices ka bhi uncertainty hai, isliye India coal gasification par bhi ₹37,500 Cr kharch karne ka plan bana raha hai.
Analysts Aur Future Ki Chinta
Analysts jaise ki Bernstein keh rahe hain ki demand toh badhegi, par company ke earnings shayad utna na badhein. Woh toh NTPC aur Larsen & Toubro jaise stocks prefer kar rahe hain. Nifty Energy Index bhi badha hai, par zyada tar stocks overbought zone mein hain. India ka power grid technically bade challenges face kar raha hai, khaas kar jab solar power kam ho jata hai aur demand achanak badh jaati hai. Agar DISCOMs ki financial health theek na ho ya transmission mein problem ho, toh load shedding ho sakti hai. Renewable energy badh rahi hai, par uski intermittency ko manage karna aur grid ko stable rakhna ek bada kaam hai.
