India solved its power shortage problem. It has not solved its power-sharing problem.
For three decades, the country’s electricity story was about scarcity. Generation capacity has now crossed 548 GW, up from roughly 100 GW three decades ago, and the government expects it to reach 874 GW by 2031-32. Blackouts have all but disappeared outside local faults. India is, by most measures, power-sufficient.
But sufficiency at the generation level has exposed a newer, messier problem downstream. Everyone now wants a share of the same wires, at the same time, for different reasons.
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