How bad is India's coal-stockpile-based power crisis? NO ONE KNOWS!
The coping mechanism is brownouts ("load-shedding"), but these are not properly measured.
I've been suggesting & helping design proper feeder measurements since 2014-15.
A short 🧵 on what's happening vs. not.
Govt. is putting out more data than ever before...but we are missing some key data.
Here, daily shortfall (GW) data (from grid operator @PosocoIndia) are based on a notional peak and "as reported" or estimated instead of "as measured".
(usually) 11kV feeders are where load-shedding happens. These aren't fully instrumented (metered). Where metered, it's mostly for energy accounting purposes, & not real-time/compiled.
@CEA_India's Load Generation Balancing Report (LGBR) has an even more fundamental problem than lack of measurement - supply and demand [and thus gaps] are calculated at different time periods! I wrote about that in 2014: brookings.edu/research/re-th…
Load-shedding may be a necessary evil to prevent a grid collapse, but it's expensive: back-up power and/or loss of productivity.
A #SmartGrid can help limit curtailment to prioritize minimum guaranteed lifelines and priority services (including those willing to pay).
India is in a crisis, so hard to do root-cause (systemic) change just now . But when it tides over, we need to: 1) instrument and measure the problem better 2) incentivize saving energy *at the right time* 3) Be willing to pay for a buffer - even more critical as wind/solar grow.
Growing RE will also help; displaces coal in the short/medium run. But in the long run, variable RE (VRE = intermittent) alone won't help meet "net demand"= demand - VRE. Net demand still peaks in the evening.
India doesn't bid for power, it bids for power plants.
You may get the cheapest coal plant, but not the cheapest power. RTC (“round the clock”) bids indicate trends but are also misleading. India needs Time of Day WHOLESALE pricing to improve generation portfolio signaling.
Far more worrying is whether such a long term PPA is needed, given power purchase agreements (PPAs) by the state (MP) exceed visible needs. Problem is a legacy mindset, including financing (who funds without a PPA? – same for #RenewableEnergy). Fuel is also linked to PPAs.
(1/n) #9pm9minutes PRELMINARY Analysis carbontracker.in timestamps are limited!
Key points:
1)Total demand fall DUE TO EVENT was ?~29 GW.
2)Demand fall started before 9 pm
3)Most balancing was done by hydro [BIG TIME]
4)Grid rise (aka “recovery”) finished ~10:30 pm
(2/n) Demand fall was not just due to lighting.
Too much fall, and some of load fall began as early as 8:45. All evenings “normally” decline 3.5-5.5 GW after peak ~7:30. Fall after 8:45 was measurably more than normal trend. See carbontracker.in for other days.
(3/n) [speculation] Folks were switching off loads to protect their devices. Really doubt so much load is lighting! That too participating.
Fall during the 9 minutes was less than the total event - if one wants to estimate "household lighting" in India.
(1/n) Thread on 9 PM lights-out & candles-on plan by @narendramodi
TL/DR – it should *likely* not be a problem because (1) we can plan; (2) the lighting load is modest (maybe 10% of total grid at most. (3) We have enough fast acting supply options that can manage.
(2/n) SCIENCE: 3 factors that matter; 1) how much switches off/on? 2) How fast does this happen? 3) What does the grid look like to be able to cope? Oversimiplification – we’ll only look macro level (means frequency, not voltage), and ignore transients.
(3/n) Earth day is usually not as high participation in India – but it also involves switching off more loads than just lights. We handle that easily. (NOTE in graph (from carbontracker.in), as I predicted before, after stabilizing, daily high is trending up – summer/ACs!)
(2/n) [DISCLAIMER: I helped set up India's smart grid space. Am ~evangelist, but also a realist]
Discoms have high losses, partly due to theft/poor billing (and collection); other reason is tariffs < costs. A smart meter (esp. in prepaid mode) offers promise to cut down losses.
(3/n) But it's wrong to claim ONLY smart meters cut down losses - Haryana, Ajmer, etc. prove so. Smart meters can't detect theft alone - requires analytics and political will. 1st Q: are discoms harnessing the data they already have? 2nd Q: what of theft "above" the meter?
1/15: [THREAD] Unpacking the Headlines:
20 GW of #NuclearPower planned in India by 2030
2 ways to analyze:
1)Can it happen - and should it happen?
2)What’s nuclear’s role, and what’s special/different about India?
I combine both aspects in this thread
2/15: The plans tick many of the right boxes – standardized designs, fleets, etc. There is also talk of encouraging the private sector – but will they bite? Global private sector is even harder given #DifferencesOfOpinion on the nuclear liability bill.
3/15: Nuclear has many concerns for different people – fuel disposal, accidents, proliferation, etc. Latter is a non-issue as India is a proven mature actor, and it also can island safeguard civilian reactors. But what about the economics? Esp. fully loaded costs.