AGP Executive Report
Last update: 4 hours agoHimalayan Power Shock: Nepal’s Bhote Koshi floods and monsoon-triggered landslides have hit the grid hard, cutting 430 MW and damaging NEA generation, transmission and distribution infrastructure, with preliminary damage pegged at Rs 74 billion; some hydropower corridors have restarted, but multiple projects remain offline. Winter Import Plan: NEA says it will import up to 1,154 MW from India during Jan–May 2027 to cover dry-season shortfalls as river flows drop. Solar Finance Win: Dubai’s DEWA has completed a $2.7 billion refinancing for the 950 MW Noor Energy 1 CSP-PV complex, boosting dispatchable clean power with up to 15 hours of storage. Grid Tightness in the UK: Great Britain’s Neso issued an electricity margin notice for the evening peak, then cancelled it after market response restored operating margins. Data Center Power Politics (US): Virginia and Prince William County moved to tighten approvals for large data centers, as lawmakers debate who pays for grid upgrades amid AI-driven demand. Germany Solar Record: Germany’s solar output is already outpacing all of 2025, helped by strong sunshine and continued PV growth. Heat Pumps in Europe: Sales jumped across Europe as higher energy prices and electricity-tax changes pushed households toward electrified heating.
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