长期视角_印度电力：煤炭、可再生能源还是核电的辩论-The Long View_ India Power - The Coal, Renewables, Or Nuclear debate

India Industrials and Infrastructure Similar to China, India is devoid of oil-gas reserves but with abundant coal and sunshine. China has electrified its economy with 28% of energy met via electricity. India on similar journey but at a slower space. The scales are very different, whether Thermal or Renewable, China's generation capacity is 6x of India. As India ramps up power capex (govt estimates $0.5 Trn by 2032 and $ 2.2 Trn by 2047), we have always seen a role for the trifecta - thermal-BESS-Nuclear for ...