My bad. Thanks for pointing it out.
I don’t know about the specific countours and outlay of the SMNP policy to comment on it. I do have a rough idea of why its inevitable though. The grid, the generation (stable) and consumption (filled with peaks and troughs) could still be balanced as we had put up excess capacities and the peaks and troughs, though having large variance, was still very much predictable.
With renewables, generation isn’t as stable as a coal-based power plant. There’s a lot of variance based on vagaries of wind and clouds. Consumption variance is trending up as well as large appliances like EVs and fast chargers will need to draw lot more from the grid and this might be a much bigger headache than the current headache which is air-conditioners. To smoothen the peaks, some sort of transparent to consumer real-time pricing also is inevitable from the current pricing based on slabs of consumption which will also need smart meters. Our attitude towards blackouts/brownouts and load-shedding has changed tremendously as well. We now see it as a big failure.
So our grid has to evolve from this non-living thing it is today to a living, breathing thing with senses gathering lot of inputs – on generation, distribution and consumption in real-time. This doesn’t just mean smart-meters (consumption) but also smarter grids that measure what’s happening real-time at various points.
When and how it happens and who benefits I am not completely sure. I have not yet studied Genus Power and HPL but they do look interesting. I however have a bet on PML in this space and metering components is their forte. They also make hall-effect sensor based clamp-on components that might make it easy to measure what’s happening on a cable with reasonable accuracy for such purposes. (Recently IGL has also announced a gas meter manufacturing plant which could also benefit PML). Lets see how it plays out
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