Assam CM lays foundation stone for Adani Power's Rs 48,000-crore thermal plant in Dhubri
A new thermal power plant is being initiated, indicating future additions to electricity supply capacity in Assam.
Source →The trace
How it reaches your house.
Starting from NTPC Limited, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
ABB India →Stands to benefitLarge Power Transformers (LPTs) & Generator Step-Up Units
A new 3,200 MW thermal plant should create demand for ABB India’s large transformers and generator step-up units, but the transmission is muted by ABB’s small 4% share and non-sole-supplier status.
67% confidenceCG Power and Industrial Solutions →Stands to benefitLarge Power Transformers (LPTs) & Generator Step-Up Units
A 3,200 MW thermal plant build-out should lift demand for large transformers and generator step-up units, and CG Power’s 8% share with a 20-month lead time suggests a meaningful but not exclusive upside.
48% confidenceHop 2
Large Power Transformers (LPTs) & Generator Step-Up Units →Stands to benefitHyundai Electric & Energy Systems267260.KS
A new thermal plant should create additional orders for large power transformers and generator step-up units, and Hyundai's 25% supply share plus 24-month replacement lead time makes it a likely beneficiary.
83% confidenceLarge Power Transformers (LPTs) & Generator Step-Up Units →Stands to benefitSiemens Energy AGENR.DE
The plant project should increase demand for LPTs and GSU units, benefiting Siemens Energy as a 10% share supplier with a long lead time.
80% confidenceLarge Power Transformers (LPTs) & Generator Step-Up Units →Stands to benefitHop 3
Hyundai Electric & Energy Systems →Prices riseLarge Power Transformers (LPTs) & Generator Step-Up Units
A new 48,000-crore thermal plant should increase procurement demand for LPTs/GSUs, and Hyundai's 25% share with a 24-month replacement lead time points to upward price pressure in that input category.
70% confidenceSPX Transformer Solutions →Prices riseLarge Power Transformers (LPTs) & Generator Step-Up Units
A new 48,000-crore thermal plant should add demand for large power transformers and generator step-up units, putting upward pressure on this product category even though SPX is only a 5% supplier and substitutes exist.
67% confidenceSiemens Energy AG →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
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