Market & Forensics Analyst, Beat the Street

Nimish Maheshwari

Nimish Maheshwari, an independent analyst and co-founder of Beat The Street, is an investing platform garnering more than 1,00,000+ followers across social media. 
His deep insights and forensic analysis have been featured in some of India's most prominent publications, including the Economic Times, The Morning Context, The Ken,  Dalal Street Investment Journal, Moneylife by Sucheta Dalal, and TheCore.in.
He has a keen eye for identifying red flags in Indian listed companies and has identified exclusive red flags earlier in Adani, Vedanta, Nykaa, Gland Pharma, Brightcom Group etc.

Market & Forensics Analyst

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Beat the Street

Beat The Street was founded by Nimish Maheshwari and Sudarshan Bhandari, both of whom are Chartered Accountants by Profession, known for their expert analysis in the fields of Business, Sectoral analysis, and Corporate governance.

With a strong social media presence of 45,000+ Subscribers across various platforms, they are considered trusted voices in the industry. Their insights and analysis have been featured in some of India’s most prominent publications, including the Economic Times, Dalal Street Investment Journal, The Morning Context, and The Ken.

Their analysis on Bankrupt & Insolvent companies has been instrumental in saving investors from significant losses. They have a keen eye for identifying red flags and has identified exclusive redflags earlier in Vedanta, Nykaa, Dhani Services, Adani and many more.

Read Business Not Stock Prices

Thematic (Sector/Industry)

India Energy / Thematic (Sector/Industry)

<ul>
<li>Global LNG prices are rising into 2025–26, driven by ~60% YoY US gas price surge and Qatar supply disruptions, briefly triggering real-time gas-to-coal switching dynamics.</li>
<li>Costly or scarce LNG pushes power producers toward coal. Coal India’s e-auctions and NLC India’s low-cost lignite tariffs act as key listed proxies for this fuel-switching trend.</li>
<li>
India’s gas power runs below 15% utilization, making coal the default. Fuel-switching is already active, but markets haven’t fully priced in this structural correlation yet.</li>
</ul>


Global LNG prices are rising into 2025–26, driven by ~60% YoY US gas price surge and Qatar supply disruptions, briefly triggering real-time gas-to-coal switching dynamics.
Costly or scarce LNG pushes power producers toward coal. Coal India’s e-auctions and NLC India’s low-cost lignite tariffs act as key listed proxies for this fuel-switching trend.

India’s gas power runs below 15% utilization, making coal the default. Fuel-switching is already active, but markets haven’t fully priced in this structural correlation yet.


From Gas to Coal: The Hidden Hedge in Energy Markets