Whalesbook
Power Sector Mein Kyun Ho Raha Hai Ye Bada Change?
Asal mein, ab India ka power sector ekdum se hybrid aur energy storage projects ki taraf move kar raha hai. Iska main reason hai renewables (jaise solar aur wind) ko grid mein smoothly integrate karna aur bijli ko reliable banana. Jab solar power bahut zyada generate hota hai, toh prices gir jaati hain. January 2026 mein solar electricity Rs 4.3 per kWh tak sasti ho gayi thi, matlab din ke time supply over ho raha hai. Lekin jab suraj nahi hai, toh yeh stored energy kaam aayegi. Poori country mein electricity ki demand bhi 4.8% badhi hai aur peak demand 245 GW tak pahunch gaya hai, jo 3% upar hai.
Hybrid Projects: Jab Supply Zyada Ho Toh Faida Kaise Uthayein?
Ab companyen hybrid projects aur storage solutions pe zyada focus kar rahi hain. Hybrid projects mein renewable generation ke saath battery storage bhi hoti hai. Jab solar power sasta hai, toh use store karke baad mein use kar sakte hain. Isse solar ki intermittent supply ko manage karte hain aur jab zarurat ho tab power de sakte hain. CERC ne bhi ab Integrated Energy Storage Systems (IESS) ka framework bana diya hai, storage ko grid ka important hissa maan kar.
Demand Badh Rahi Hai, Grid Par Pressure Aur Trading Mein Tezi
India ki overall power demand 4.8% badhi hai, aur peak demand 245 GW tak pahunch gaya hai, jo 3% upar hai. Industries aur cities grow kar rahi hain, toh bijli ka demand badhna normal hai. Lekin renewables ka supply unpredictable rehta hai. Isse grid pe pressure aata hai. Isliye smart grids aur advanced storage systems chahiye. Indian Energy Exchange (IEX) par electricity trading volumes 19.6% badh gaye hain, khaas kar Real-Time Market (RTM) mein 52.8% ka zabardast jump aaya hai. Yeh dikhata hai ki market is changing scenario mein jaldi adjust ho rahi hai. Par haan, Renewable Energy Certificate (REC) volumes 13% kam ho gaye hain. Iska matlab shayad log certificate se zyada integrated solutions pe focus kar rahe hain kyunki REC prices mein kaafi upar-neeche hota hai.
Thermal Power Ka Future Aur REC Mein Giraavat
REC volumes ka 13% girna ek important signal hai. Thermal power plants ka usage (PLF) January 2026 mein 67.7% tha, aur FY2026 mein 66.5% rehne ka estimate hai. Renewables badh rahe hain, toh thermal plants pe pressure aa raha hai. Jin generators ke paas lambe Power Purchase Agreements (PPAs) nahi hain, unke liye financial situation tough ho sakti hai. National Electricity Policy (NEP) 2026 ka draft bhi keh raha hai ki thermal power ko baseload se hatakar storage aur cleaner technologies ke saath integrate karna hoga.
Future Outlook: Storage Ki Hogi Badi Requirement
India ki National Electricity Policy 2026 mein per capita electricity consumption badhane aur climate goals achieve karne ke bade targets hain. Iske liye low-carbon energy sources pe focus hai. CERC ke naye framework ke saath hybrid aur storage projects grid ka core hissa banenge. Analysts bol rahe hain ki REC market aage badhegi. India ko 2029-30 tak 336 GWh aur 2031-32 tak 411 GWh energy storage capacity chahiye hogi renewables ko manage karne ke liye. Overall, power market ab generation, storage, aur grid management ko combine karke ek stable aur sustainable supply dene ki taraf badh rahi hai.