Energy Security Archives - Newscript EnergyWorld

NTPC and Adani Power highlight competing models in electricity

19Apr

By Newscript News NetworkNo Comments

Power

NTPC and Adani Power highlight competing models in electricity

India’s electricity sector is witnessing a contest between state-owned NTPC and private rival Adani Power, with scale pitched against efficiency. NTPC remains the dominant generator, producing 439bn units last year from 80GW of installed capacity. The company mines coal from nine blocks and operates thermal, solar and hydro assets. It plans to add 30GW of nuclear capacity, cementing its role as the country’s energy backbone. Adani Power, while smaller, outshines on profitability. It produced 96bn units but posted a 37.9 per cent operating margin, compared with NTPC’s 28.77 per cent. Return on equity was 25.6 per cent, almost double NTPC’s 13.6 per cent. The contrast stems from approach. Adani sells nearly 90 per cent of its output under long-term contracts, securing stable revenue...

Weekly Energy Brief : September 1- September 7

19Apr

By Newscript News NetworkNo Comments

Environmental Accountability, Geopolitics, News Update, Oil & Gas Industry, Renewables

Weekly Energy Brief : September 1- September 7

EXECUTIVE SUMMARY India’s energy system showed resilience amid geopolitical stress. The U.S. 50% tariff shock was offset by Russia’s ~$7/bbl discount, sustaining flows through a ~6 mb/d shadow market while the Indian crude basket hovered near $70.71/bbl; pump prices in Delhi stayed broadly steady. Policy tailwinds accelerated the transition: ALMM List-II became mandatory for solar tenders, and a forthcoming GST reset cuts rates on renewable components to 5% while lifting coal/lignite to 18%, sharpening clean-power economics. Renewables reached 237 GW, with H1-2025 clean generation at ~236 TWh (+20% y/y); domestic module capacity now exceeds 100 GW. Corporates advanced green hydrogen, storage, and ammonia projects, as regulators tightened ESG: SEBI’s value-chain reporting is voluntary in ...

GAIL stabilises volumes and looks abroad for LNG diversity

19Apr

By Newscript News NetworkNo Comments

Oil & Gas Industry

GAIL stabilises volumes and looks abroad for LNG diversity

GAIL (India) Ltd reported higher quarterly profit on the back of steady transmission volumes and improved trading margins. Industrial demand for gas has held up better than feared, even as spot LNG prices remained volatile. The company’s mantra, executives say, is simple: move molecules first, seek arbitrage second. (more…)

Gulf Suppliers Cut Crude Sales to Russian-Backed Indian Refiner

19Apr

By Newscript News NetworkNo Comments

Oil & Gas Industry

Gulf Suppliers Cut Crude Sales to Russian-Backed Indian Refiner

India’s Nayara Energy has cut refinery operations to 70-80% capacity after Saudi Aramco and Iraq’s state oil company SOMO suspended crude supplies following European Union sanctions targeting the Russian-backed facility. The 400,000 barrel-per-day Vadinar refinery, majority-owned by Rosneft, has lost its traditional 3 million barrels monthly from Gulf suppliers and now relies entirely on Russian crude. The supply halt follows EU sanctions imposed in July as part of the bloc’s 18th sanctions package against Russian energy assets. Saudi Aramco and SOMO suspended deliveries to avoid sanctions exposure, severing established commercial relationships with one of India’s largest private refiners. The final Saudi shipment of Arab Light crude arrived July 18 aboard the VLCC Georgios, while th...

19Apr

By Pallab BhattacharyaNo Comments

Oil & Gas Industry

Gas Gamble in India’s Remote Northeast

Oil India Limited (OIL) and Bharat Petroleum Corporation Limited (BPCL) have agreed to set up Arunachal Pradesh’s first state-wide City Gas Distribution (CGD) network, taking India’s natural gas expansion to one of its most sparsely populated and geographically difficult states. The licence, awarded under the 12th round of the Petroleum and Natural Gas Regulatory Board (PNGRB), covers the entire state rather than select districts, making it the first comprehensive CGD concession in India’s northeastern frontier. Structure and Infrastructure The venture will be operted as a 50:50 joint venture between the two state-run energy companies, with provision for the Arunachal Pradesh government to take up to 10 per cent equity. The network will include compressed natural gas (CNG) stations fo...

India’s Offshore Gamble: ONGC, Reliance and BP Unite in Saurashtra

19Apr

By Pallab BhattacharyaNo Comments

Oil & Gas Industry

India’s Offshore Gamble: ONGC, Reliance and BP Unite in Saurashtra

India’s growing dependence on imported crude oil has become a defining challenge for its economy. The country now imports nearly 85% of its oil requirements, creating a $220bn annual burden. Against this backdrop, three very different players — ONGC (Oil and Natural Gas Corporation), Reliance Industries Ltd (RIL) and BP Exploration — have joined forces in a new consortium to explore the Saurashtra basin offshore block. The partnership, under the government’s Open Acreage Licensing Policy (OALP-IX), will focus on Block GS-OSHP-2022/2 off the coast of Gujarat. ONGC will serve as the operator with a 40 per cent stake, while Reliance and BP each hold 30 per cent. The project has been billed by the Ministry of Petroleum as a strategic collaboration to enhance India’s energy security. Join...

India plots dramatic gas surge to 15% of energy mix in fossil fuel pivot by 2030

19Apr

By Newscript News NetworkNo Comments

News Update, Oil & Gas Industry

India plots dramatic gas surge to 15% of energy mix in fossil fuel pivot by 2030

New Delhi has announced ambitious plans to increase natural gas’s contribution to India’s energy mix from current levels of approximately 6.5 per cent to 15 per cent by 2030, according to petroleum ministry officials. The target forms a cornerstone of India’s strategy to reduce coal dependence whilst maintaining energy security during the transition to renewable sources. The government’s natural gas promotion strategy encompasses expanding pipeline infrastructure, encouraging industrial fuel switching, and developing city gas distribution networks across urban centres. Current gas infrastructure constraints have limited adoption despite price competitiveness compared to liquid fuels in transportation and industrial applications. Petroleum ministry data indicates that achieving the 15...

Adani Power clinches massive Rs21,000 crore thermal deal in defiance of green transition

19Apr

By Newscript News NetworkNo Comments

News Update, Power

Adani Power clinches massive Rs21,000 crore thermal deal in defiance of green transition

Adani Power has secured a 1,600MW thermal power project from Madhya Pradesh Power Management Company, requiring capital investment of Rs21,000 crore in what represents one of India’s largest recent thermal generation awards. The contract strengthens the Adani group’s position in conventional power generation despite accelerating renewable energy adoption across the country. The project award comes as state electricity utilities seek reliable baseload power capacity to complement intermittent renewable energy sources. Madhya Pradesh’s decision to proceed with thermal capacity addition reflects practical challenges in achieving grid stability through renewable energy alone, particularly during peak demand periods. Adani Power’s successful bid reportedly offered competitive tariffs whil...

ONGC: Exploration Revival Meets Transition Hesitancy

19Apr

By Newscript News NetworkNo Comments

News Update

ONGC: Exploration Revival Meets Transition Hesitancy

By Special Correspondent Newscript, August 18, 2025 Oil and Natural Gas Corporation has reasserted its exploration credentials, announcing discoveries in 20 blocks with estimated reserves of 75 million tonnes of oil equivalent. These finds, coupled with a joint operating agreement with Oil India for three OALP-IX blocks, suggest India’s upstream revival may finally be gaining traction. Yet ONGC’s challenge is execution speed. Historically, the company has taken years—sometimes decades—to monetise discoveries, hampered by regulatory clearances and infrastructure gaps. Compared with Petrobras or ExxonMobil, ONGC’s development timelines remain sluggish, leaving India heavily reliant on imports despite new reserves. Financially, ONGC remains robust, but its energy transition agend...

Coal India powers up ₹25,000cr renewable empire

19Apr

By Newscript News NetworkNo Comments

News Bulletin, Newsletter, Renewables

Coal India powers up ₹25,000cr renewable empire

Executive Summary Coal India commits ₹25,000 crore ($3bn) to develop 4.5GW renewable capacity Partnership with AM Green for renewable ammonia production facilities Targeting 2,500-3,000 MW solar and 1,500-2,000 MW wind projects Strategy aims to future-proof 229,000-strong workforce MoU signed 7 May 2025, marking radical departure from fossil fuels At a windswept site in Rajasthan’s Thar desert, where Coal India once prospected for lignite deposits, engineers now measure wind speeds and solar irradiation levels. The scene captures the magnitude of change at the world’s largest coal producer. Coal India Limited has committed ₹25,000 crore ($3bn) to develop 4.5GW of renewable capacity, marking the state-owned miner’s most radical departure from its fossil...