
#888 Why India’s Electrostate Push Is Bigger Than You Think
From The Core Report by The Core
May 29, 2026 · 56 min · Episode 888
About this episode
The episode discusses India's electricity revolution and its implications for the economy and energy sector.
Why India’s Electrostate Push Is Bigger Than You Think with Govindraj Ethiraj and Pratik Agarwal explores how India’s electricity revolution could reshape the economy, infrastructure, manufacturing, AI data centres, renewable energy, and the future of power consumption in India. As India’s peak power demand crosses 270 GW earlier than expected, Pratik Agarwal, Chairman of Resonia and Serentica Renewables and Managing Director at Sterlite Group, explains why this is not just a power story but the beginning of India becoming an electrostate. From renewable energy growth and transmission infrastructure to AI powered grids, battery storage, EV adoption, and round the clock green energy, this conversation breaks down the biggest shifts happening inside India’s energy sector. In this deep dive episode of The Core Report Weekend Edition, Govindraj Ethiraj and Pratik Agarwal discuss India’s electricity demand surge, renewable energy targets, power grid expansion, data centre growth, battery economics, AI in electricity management, transmission bottlenecks, and why India may have a once in a generation opportunity to become a global clean energy and AI infrastructure hub. The conversation…
People in this episode
Host: Govindraj Ethiraj
Guest: Pratik Agarwal
Topics covered
- India's electricity revolution
- renewable energy
- AI in energy management
- power consumption
- energy infrastructure
- battery storage
- EV adoption
Keywords
- electricity demand
- renewable energy targets
- power grid expansion
- AI powered grids
- battery economics
- HVDC transmission
- green energy
Mentioned in this episode
Organizations: Resonia, Serentica Renewables, Sterlite Group
Places: India, Mumbai
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