Even India, which has aggressively diversified its crude sources, is not immune to pressure. In the southern state of Kerala, peak electricity demand crossed 6,000 MW for the first time ever, forcing the Kerala State Electricity Board to schedule an emergency review of its power position [39]. With summer rainfall nearly nonexistent, the state has been keeping internal hydroelectric generation to a minimum — a conservation measure that hints at deeper anxieties about supply adequacy in the weeks ahead.
Walter Murrow
April 16, 2026
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