Overview
- India's electricity shortfall jumped to roughly 544–560 million kilowatt-hours in September, the highest monthly gap since August 2023 and about 0.6% of national demand.
- Total generation rose 11.3% year‑on‑year to about 174.17 billion kWh in September even as coal-fired and renewable output increased and the share of clean power fell.
- Nearly 40% of operational coal plants reported critically low coal inventories in recent weeks, leaving many thermal units vulnerable to supply disruptions.
- Kerala recorded a 900 MW shortage on September 30 and secured an emergency supply deal for roughly 600–900 MW from Himachal Pradesh starting October 1 to avoid extended curbs.
- States such as Karnataka have boosted supply by more than 3,000 MW, planned additional allocations from November and accelerated battery energy storage projects to manage peaks and reduce reliance on spot imports.