印度2025年的电力需求因天气恶劣和工业疲软而停滞,但预期2026年增长将回升至5-6 % 。 India’s 2025 power demand stalled due to bad weather and weak industry, but growth is expected to rebound to 5–6% in 2026.

印度的电力需求在2025年停滞,原因是季风过长和工业产出疲软,这促使杰弗利将其2026年的预测增长率从4%降至2%。 India’s power demand stagnated in 2025 due to prolonged monsoons and weak industrial output, prompting Jefferies to cut its 2026 growth forecast to 2% from 4%. 随着天气正常化、工业活动复苏以及对冷却设备、数据中心和电动车辆的需求上升,预计2026年将回升至5-6%。 A rebound to 5–6% is expected by 2026 as weather normalizes, industrial activity recovers, and demand for cooling appliances, data centers, and electric vehicles rises. 从2025年4月至11月,可再生能源项目的签署速度放慢到8.7千兆瓦,由于延迟和传输问题,有44千兆瓦协议尚待签署。 Renewable energy project signings slowed to 8.7 GW from April to November 2025, with 44 GW of agreements pending due to delays and transmission issues. 印度到2035年将能力增加目标提高到97千兆瓦,其中36千兆瓦正在建造中。 Thermal power remains essential for base load, with India’s capacity addition target raised to 97 GW by 2035, including 36 GW under construction. 部门复苏取决于需求持续增长。 Sector recovery hinges on sustained demand growth.