Saham Tata Power melonjak 5% setelah Gujarat menyetujui kesepakatan pembangkit listrik Mundra

Harga saham Tata Power naik 5% setelah pemerintah Gujarat menyetujui perjanjian pasokan listrik baru. Kesepakatan ini memungkinkan dimulainya kembali pembangkit listrik Mundra berkapasitas 4 gigawatt milik perusahaan. Perjanjian ini akan berlaku mulai April 2025, sambil menunggu persetujuan federal.

Saham Tata Power melonjak 5% setelah pemerintah Gujarat menyetujui perjanjian pasokan listrik untuk pembangkit listrik Mundra. Perkembangan ini memungkinkan perusahaan untuk memulai kembali fasilitas 4-gigawatt yang selama ini menganggur. Perjanjian ini bertujuan untuk meningkatkan output daya untuk mengantisipasi potensi kekurangan gas pada musim panas di India. Perjanjian ini masih membutuhkan persetujuan dari otoritas federal sebelum diimplementasikan. Setelah efektif mulai April 2025, tarif di bawah kesepakatan ini akan sama dengan tarif di negara bagian lain. Para pengamat industri melihat hal ini sebagai langkah positif yang memberikan bantuan kepada sektor energi India di tengah tantangan pasokan yang sedang berlangsung. Pembangkit listrik Mundra, yang terletak di Gujarat, merupakan peningkatan kapasitas yang signifikan untuk operasi Tata Power.

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US President Donald Trump at the swearing-in of the US Ambassador to India, announcing progress on a US-India trade deal with tariff reductions.
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Trump signals nearing US-India trade deal with tariff cuts

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US President Donald Trump stated on Monday that a trade deal with India is very close, potentially leading to lower tariffs on Indian goods. The remarks came during the swearing-in of Sergio Gor as US Ambassador to India. Trump cited India's reduced Russian oil imports as a reason for the tariff relief.

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Several South African companies are navigating major strategic shifts through rescue plans, delistings and partnerships in key industries. Tongaat Hulett advances its recovery, while Mahube Infrastructure eyes privatization and Merafe Resources seeks energy solutions. British American Tobacco anticipates steady growth, and BHP bolsters its operations with new investments.

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India and the US unveiled a framework for an interim trade agreement on February 7, 2026, under which the US will reduce tariffs on Indian goods to 18% and India will lower duties on US industrial and agricultural products. The deal safeguards sensitive agricultural and dairy sectors while advancing bilateral trade ties. Commerce Minister Piyush Goyal described it as opening a $30 trillion market for Indian exporters.

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