OtherBusinessLine
El Niño weakens wind/hydro, boosts coal burn till June 2027
Negative-19
GreyOak summary
El Niño conditions caused a 14.4% year-on-year drop in hydropower generation in Q3 2026 due to weaker winds and below-normal rains. This shortfall, combined with rising cooling demand, could create an 18 TWh electricity gap by June 2027.
What it affects
- Renewable energyNegative -19
Output fell 14.4% due to El Niño.Rolling sentiment Positive +44
- EnergyNegative -19
Coal reliance rises to fill supply gap.Rolling sentiment Positive +38
