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THE MONTHLY BRIEF
2026-07 edition · ISTS connectivity, reconciled from CTUIL’s own filings
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The register added 26 grants totalling 10.8 GW this edition. 17 departed, for a net of +9, and the open map kept thinning. | ||||
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The cycle: largest new grants Adani at KPS-3 (Sec-II)
· first observed this edition
1,530 MW
Sarjan Realities Pvt. Ltd. (Srpl) at KPS-3 (Sec-II)
· first observed this edition
1,060 MW
Adani at KPS-1 (Sec-I)
· first observed this edition
1,050 MW
First observed in the 2026-07-31 register edition, joined by exact application ID (check 19a). Book: 1,414 + 26 new − 17 departed = 1,423. | ||||
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Where the doors stand Tracked
· incl. 14 thermal hosts, context only
112
With published margins
· the book CTUIL publishes
98
With pressure
· a queue, a dated grant, or both
75
Already closed
· queue alone covers the margin
44
Closing before 2031
· dated inflow crosses, a file-by deadline exists
11
Open through 2031
· survives the entire dated book
20
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The file-by clock The latest month a filing could complete ahead of each node’s dated closure: the measured filed→grant latency (176d median, n=399) subtracted from the crossing year. A bracket, not a promise. Davangere PS file by Jul 2027 · crossing 2028Bellary PS file by Jul 2027 · crossing 2028 → 2029 on measured slippage | ||||
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Most contested: two or more groups at the same oversubscribed node KPS-3 (Sec-I)
· 3 groups
5,510 MW
KPS-3 (Sec-II)
· 3 groups
4,515 MW
KPS-1 (Sec-II)
· 2 groups
4,064.23 MW
Approved-and-waiting MW at nodes whose margin is already oversubscribed. In effect, the competition map. | ||||
The demand side State draw (STU GNA) stands at 111.2 GW nationally (2026-07-31); the non-STU consumption book (green hydrogen, bulk consumers, ports) at 18.5 GW across 101 grants (2026-07-28). The draw side keeps compounding on the same scarce margins the generation side queues for. | ||||
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The analysis Concentration is the story of this cycle. The KPS complex absorbed the two largest new claims of the edition, and it already carries the two most contested node positions in the book. With 44 of 75 pressured doors shut and the open ones clustering in the same corridors, the file-by clock turns concrete: the next edition’s dated crossings will push several “file by 2027” windows into “passed”. One caveat stands. The margins book that would balance this queue is still a single edition old, and its second publication is the number this platform is built to catch. | ||||
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Open the Monitor: every number, traced →
Build your ask, read the file-by clock, watch your own application IDs. |
Every figure traces to a verified check: 45/47 passing, 2 disclosed can’t-verify limits. Corrections are announced in this brief, never silently applied. One email per register edition · unsubscribe.