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energy transition

NTPC green hydrogen rollout faces early pain from tech risk pricing and unclear rules

NTPC green hydrogen rollout faces early pain from tech risk pricing and unclear rules

NTPC is drawing up an ambitious green hydrogen roadmap to diversify into clean energy, but early movers face sharp headwinds. Technology uncertainty, high pricing, limited local electrolyser manufacturing and still-maturing regulations could slow scale-up and raise costs. The bet hinges on how quickly costs fall and standards solidify enough for projects to move beyond pilots.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
NTPC bets on both coal and green power and faces a tough credibility test

NTPC bets on both coal and green power and faces a tough credibility test

NTPC argues it is building a “bridge” between dependable coal generation and future renewables, insisting the transition won’t happen overnight. The stance raises a pointed question: can a company expanding major coal capacity truly position itself as a clean energy leader, or is it simply prolonging fossil dependence while renewables remain a long-term promise?

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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RIL shifts from gas drilling to green electrons as Jamnagar giga factories take center stage

RIL shifts from gas drilling to green electrons as Jamnagar giga factories take center stage

Reliance Industries is repositioning its energy strategy, moving from offshore gas extraction to building a green power future around Jamnagar’s giga-scale ambitions. The shift reframes older assets like KG-D6 as “fading fumes,” while new solar-driven plans promise cleaner electrons and a new growth narrative for the company’s next phase.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
India’s clean power push stalls as fossil fuels stay longer than planned—here’s the hard arithmetic

India’s clean power push stalls as fossil fuels stay longer than planned—here’s the hard arithmetic

India can generate wind and solar at increasingly low costs, but renewables still cover only a little above a fifth of the country’s electricity needs. With demand rising steadily, the transition will require a dramatic, unprecedented increase in renewable capacity to move fast enough toward a greener energy system—meaning fossil fuel reliance may last longer.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Global wind installations jump 40% in 2025 as energy crisis fears fade fast

Global wind installations jump 40% in 2025 as energy crisis fears fade fast

The Global Wind Energy Council’s 2026 Report says wind power kept expanding despite supply shocks and fast-rising oil and gas prices. It projects global wind installations rising 40% in 2025, positioning wind as a steady driver of the energy transition. The industry’s growth suggests it can help offset broader energy stress rather than intensify it.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
Green hydrogen startups chase cheaper tech but scaling risk hangs over plans

Green hydrogen startups chase cheaper tech but scaling risk hangs over plans

Green hydrogen’s high cost remains the biggest obstacle to mainstream adoption, pushing Indian startups to build indigenous, cost-efficient technology. Even with unorthodox collaborations and deals, scaling is the real test—access to capital, value-chain bottlenecks, and finding and retaining skilled talent could determine whether these solutions can move beyond pilots.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026

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Global markets brace as supply chains tighten and oil risk keeps investors on edge Neelkanth Mishra

Global markets brace as supply chains tighten and oil risk keeps investors on edge Neelkanth Mishra

Global supply chains are showing fresh stress as inventories run low, disrupting manufacturing and even international aviation operations. While oil markets may see short-term volatility, the bigger concern is whether energy systems can stay resilient long term. India’s energy exposure is framed as temporary, with electrification likely reducing risk as the global economy narrows its margin for error.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
AI frenzy ignores copper the strategic metal powering data centers EVs and renewables

AI frenzy ignores copper the strategic metal powering data centers EVs and renewables

As markets chase AI giants, copper is quietly emerging as the critical infrastructure behind the digital and green transition. Data centers, electric vehicles, and renewables all need rising copper supply, while global production remains constrained. The result: copper may be a powerful, undervalued enabler of future growth—potentially where returns are hiding.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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