This is interesting discussion and good to see some projections.
Considering that, electricity demand will rise, how is industry planning to meet this increased demand? If the cost of electricity starts moving up rapidly due to shortage, it might adversely impact IEX volumes as we have seen this year.
If the increased electricity demand can be fulfilled easily then the charges per unit may not shoot up and it might help IEX volumes.
There are some news in Mumbai that, all companies are already planning for substantial rise in charges per unit. So keeping electricity charges at moderate levels seems to be a challenge at least as of today.
I may be wrong in my thought process.
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