India's grid just hit 277 GW. New all-time record. The May heatwave is now worse than April, and we have 3 more months of summer left.
Here is what happened in the last 48 hours that nobody is talking about. 19 thermal power plants are running on critical coal stock — less than 4 days of supply. Rajasthan imported 6 GW from neighbouring grids, 50 percent more than its allocation. Two states issued load-shedding orders despite the Centre telling them not to.
The grid frequency dropped to 49.75 Hz three times yesterday. For non-engineers: below 49.7 Hz, automatic load-shedding kicks in to prevent cascade failure. We are 0.05 Hz away from automatic blackouts.
Solar is doing its job during the day — 62 GW at noon. But the evening ramp is becoming unsurvivable. Between 5 PM and 7 PM, the grid needs to add 55 GW in two hours as solar drops off. That ramp rate did not exist in any planning document.
India's power planners assumed 277 GW by 2030. We hit it in May 2026. The gap between planning assumptions and reality is now 4 years. Every infrastructure investment thesis in India needs to be rewritten starting with this number.
It was never a bowler who owner Kohli. It was the deliveries outside 3rd/4th/7th/21st off stump by any chantu bantu bowler that got the better of him. Always.