1/n
Today a quick look at the impact of COVID-19 lockdown in Tamil Nadu, one of India's RE powerhouses.

After reaching a nadir of 40%, TN's daily electricity consumption is now ~10% below the same time last year (gaps = missing days in 2019, hence I can't calculate yoy change)
2/n
As with Maharashtra, the decline has overwhelmingly fallen on state level thermal generation, whose share in total gen has fallen 10-20 percentage points
3/n
Market and over the counter purchases, as well as central generating stations, have maintained their share even as demand declined.

You've got to ask yourself: if state level thermal is so expensive, can't we start to retire more of it?
4/n
The share of wind and solar in generation has not picked up at all in comparison to either the pre-lockdown shares, or the same time last year. With demand down 30% why has must-run solar and wind not picked up share?
5/n
Also we seem to be waiting for the monsoon uptick in wind generation: by the end of April 2019, wind and solar was at a ~20% market share, compared to the current level of <10%.

I will do a future thread about whether this is due to wind-speeds, or other reasons.
6/n
A final mention of what I had to do to get even this very partial data:
1. Write a script to automate date entry to the drop down menu.
2. Download 493 pdf files.
3. Digitize 493 pdf files.

For your delectation, an example pdf file attached.
7/n
This is really unacceptable. Amendments to the E-Act under consideration seem to prioritise centralization:
they should also consider transparency and consumer engagement.
Make data available at state level: it will have appreciable governance benefits in the mid-term.
You can follow @ThomasASpencer.
Tip: mention @twtextapp on a Twitter thread with the keyword “unroll” to get a link to it.

Latest Threads Unrolled: