AGP Executive Report
Last update: an hour agoEnergy Diplomacy: At the G20, India urged diplomacy and more diverse supply chains, warning that sanctions and shipping chokepoints are disrupting energy flows and hurting the Global South. India’s Power Mix: Coal-fired generation jumped 25.7% year on year in October as weak hydropower and industrial demand squeezed supply. Renewables rose 34.7%, led by solar, but their share of generation fell to about 15%. Oil Security: India’s crude imports hit a record 5.6 million barrels a day, with higher Gulf shipments alongside strong Russian flows; rising freight costs could weaken Russian oil’s price advantage. Regional Renewables: Laos’s 600-MW Monsoon wind farm supplies Vietnam, highlighting growing cross-border wind investment as hydropower output fluctuates seasonally. China’s Nuclear Push: Construction has started on Haiyang’s fifth and sixth reactors, expanding the country’s nuclear buildout.
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