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A fork in the road for state electricity reforms
From the Seminar Annual Issue. Originally published here Thanks for reading Second Opinion! Subscribe for free to receive new posts and support my work…
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Second Opinion
Discoms and State Regulators
Good decisions but bad incentives remain
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Second Opinion
May 2022
Two pieces - Using the SPV model for PPP projects + Root cause analysis for the power crisis
What happened to the SPV model in PPP projects? In my last column, I looked at removing equity lock-in restrictions to make the transfer of existing…
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Second Opinion
April 2022
Equity lock-ins and various
How restrictions on share transfers hinder M&A in Indian infrastructure projects (and other updates)
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Second Opinion
December 2021
LEPC 4.3 Seminar
The Path to India's Climate Transition
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Second Opinion
November 2021
October 2021
Carbon Border Taxes: An Unfair Threat For India Or An Opportunity To Decarbonise?
In this piece, I suggest that while the developed world's climate equity claims are valid and must be pursued, India could take additional steps to…
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Second Opinion
June 2021
Capital And Capitals Are Calling Time on Coal - Implications for India
The global retreat from fossil fuels - implications for Indian coal-fired power projects
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Second Opinion
May 2021
Two Solar Articles
Solar Manufacturing Policy, Covid, Soft Power, the International Solar Alliance
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Second Opinion
March 2021
February 2021
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