0
Deep & Emerging Tech·November 3, 2026·1 min read

Coal India Said to Plan $1 Billion MCL IPO as Soon as This Month

Share

A $1B coal IPO in 2026 is a reminder that fossil cash flows are still being financialized to fund transition and domestic priorities. If your AI or infra roadmap assumes cheap, clean power, map your exposure to grids still heavily backed by assets like this.

Deep & Emerging Tech

Industry experts warn that slow US power grid expansion could stifle its AI boom and give China an edge, as China builds power infrastructure faster

Compute roadmaps that ignore transmission constraints are now fiction—US grid buildout is running at roughly one-quarter the needed pace while China leans into power infrastructure as a strategic lever. If you're planning multi-hundred-MW AI campuses in the US, you need a parallel strategy for grid interconnect risk, on-site generation, and jurisdictional diversification.