From a coal point of view this is probably one of the driving forces behind the increase in the SP.
Everyone involved in electricity seems to be muttering about Indian energy requirements, from coal to renewables.
For India, a Power Failure Looms
Tata has an opinion on the matter,
"Progressive governments elsewhere are not just aggressively scouting but are tangibly tying up resources known to be available globally. India needs to also get its act right," said Anil Sardana, managing director at Tata Power Ltd., one of India's largest private power producers.
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