Tata Power and Adani Power shares surged by over 3% on Wednesday, driven by rising expectations of increased power demand as temperatures across India are set to rise. Delhi experienced its hottest day of the year at 38.2°C, signaling a shift in weather patterns that could boost energy consumption. Earlier this year, power demand peaked in March but cooled due to a rare western disturbance that brought unseasonably cold weather. However, as this disturbance moves away, analysts forecast a return to higher temperatures and increased demand. Historical patterns show that El Niño years often lead to significant spikes in power demand, with the India Meteorological Department predicting below-normal rainfall for the upcoming monsoon season. As a result, companies like NTPC and Adani Power are expected to benefit from increased coal-fired generation, while hydro generation may face shortfalls. Overall, the market is responding positively to these developments.