Can India beat China in the Energy race? : Detailed Case Study

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VIDEO INTRODUCTION:
A wild truth in the market that I have empahised very often is that Whenever the godfather speaks, those that listen to him prosper.
The godfather in this case in our market is none other than the government of India, and every time the budget is released or when the govt announces a new policy, there is always a set of companies whose stock prices go up, and certain companies whose stock prices go down!!
If you don't believe me, take the example of Ethanol blending, as soon as the announcement of Ethanol blending was done, the sugar stocks shot up, why? Because ethanol is made out of rice corn, wheat, and sugarcane, India has a surplus of Sugarcane which was to be used for ethanol.
So sugar stocks started to see a rally whereby they shot up by up to 14% in just 2 weeks.
Ugar Sugar Works went from 87 rs to 100 rs, Dalmia Bharat sugar from 332 to 346, and Balrampuri Chini mills went from 365 to 373.
Similarly, when the govt announced huge capital expenditure into roads, the cement stocks saw a rally!! In fact, in the past 5 years, the cement stocks of India have seen an extraordinary return due to the most ambitious highway projects in India!!
This is the reason why, every time the budget or the PM makes an announcement, the investors watch it very carefully to pick the best stocks in the market!! And you know what guys, on 1st February 2024, one such announcement was made by the prime minister of India and this is a huge opportunity in the solar sector of India!!
This announcement was about something called the rooftop solar scheme, where by the govt would provide free electricity to one crore households in India, who opt to install solar panels on their rooftops. And not so surprisingly, Waaree Renewables, Adani Green Energy, & Insolation Energy saw a rise in their prices!!!
This is absolutely insane, isn’t it?
But you know what? When the execution of this project happens with 100 million panel installations, India will see a huge surge in demand for solar modules, panels, solar glass, wires, inverters and even silicon!
So if you understand this industry in-depth, you can use the knowledge from this case study to both, invest or start a business in the solar industry!!
So if you want to be sharp investor or an entrepreneur let’s deep Dive into this solar goldmine and understand,
What exactly is this rooftop solar scheme?
What is the value chain of rooftop solar?
Which Indian companies could benefit from this scheme?
And most importantly, how can you find a golden opportunity in this space?
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✅Study Materials:
www.minespider.com/blog/know-...
cleanenergyfrontier.climatech....
www.iea.org/reports/solar-pv-...
timesofindia.indiatimes.com/c...
Solar Rooftop Calculator
pmsuryaghar.gov.in/rooftop_ca...
Companies in Solar
www.eai.in/ref/ae/sol/compani...
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#thinkschool #businesscasestudy #geopolitics

[@manabsen635]

Don't you think Adani is the guy who understands geopolitics linked with business very nicely and very well understands that government is the god father of the market. Like in everything India is lacking behind and the government steps up to increase India's control in the space. Adani is one of the first guy in everything to step up and build a business in that space. Whether it's solar, copper smelting or transhipment port etc.

[@A1mb0t_Fr0z3n]

dude every enterpreneur understands geopolitics, no matter adani, ambani aur even ashneer grover decisions on a geopolitical level decides the condition of that particular firm

[@tingobingo1401]

Indirectly they are getting future news or plans of the government. We all know how this is possible 😂

[@nobudget2547]

​​@@tingobingo1401you think cangress wont do the same . 🤦‍♂️🤦‍♂️

[@manabsen635]

@@tingobingo1401 no I don't think so, the vedanta copper smelting was turned off 6 years but they entered the business 1-2 years after thatm

[@rohitssharma9552]

​@tingobingo1401 Not indirectly, they are directly working with govt to uplift India

[@PriyanshuSingh-iu2yy]

bro i installed a 3kw on grid solar system which cost me only 2 lakh rupees and got a subsidy of 108000 rupees and at last it cost me only 92000 rupees

[@unknown.m.e]

Do you get electricity at night if there is a power cut

[@motivationtomove8979]

@@unknown.m.e bro, there will be inverter and batteries to store the excess power produced by the panels and unused, which can later be used at night time. But in rainy season, the power is mostly drawn from the Grid.

[@ashishjadon3046]

So, what is the maintenance cost.

[@unknown.m.e]

@@motivationtomove8979 I thought we can't use batteries to store the power if we want to use scheme. It should be connected to the grid. That's why I am confused. How much it is helped. Inventors are not something I want to use since we can't use AC or high consumption electronics.

[@PriyanshuSingh-iu2yy]

@@ashishjadon3046 idk 😅

[@Karvarez.]

"well, not really" 😂😂 each and every time

[@srujan797]

​@@As1fAhmadcontrol Bhai

[@commentarytalks]

some people don't know but light pollution also exist. you also need to make video on this topic because many people don't know about light pollution.

[@xs1190]

​@@commentarytalksWestern countries first. Not india yet

[@commentarytalks]

​@nousername1587 Bhai sach mai light pollution hota hai. lekin bahut sare logo ko iske bare mai nahi pata. tum khud search kar ke dekh lijiye. jise aap oxygen pollution keh rahe ho use hi air pollution kehte hai. kyoki kabhi bhi oxygen ke elements kharab nahi hote air mai bahut sare pollutants mil jate hai.

[@ny3194]

Simply light pollution mean apko rath pe chand chitare tik se dekai nahii denge wese oxygen bhi toxic hota hai​@nousername1587

[@IamDevesh26]

What China does is it works way ahead of time whereas India works when it is deemed necessary so China is ahead of most countries in manufacturing

[@OMNI979]

all dictator country do that when they have money soviet union beat USA in space race when they had money they were the first to send human in space they launch the first satellite but once soviet union collapsed USA remain the only Lion in market

[@user-vy4cu8ui2x]

China also has 600M people in poverty as per its own premier and a ticking time bomb, with failed consumer economy and foreign investors pulling out

[@sobhansarthak6000]

Not really, most of those research is done by Europe and USA, literally majority of high end engineering research is primarily European domain. What china does is whenever it sees those research they implement it as well, some of them pay off and become successful and some don't. They did similar in social issues as well like one child policy , UN event where they showed research about how population explosion is gonna impact GDP of a country and Chinese officials freaked out and immediately went home and formulated one child policy.

[@anirudhya110]

For this we needed a visionary leaders, and they were absent in congress.. most of them were stereotype, except Dr MM Singh and PV Narsima Rao. However Dr Singh became the puppet of Gandhi family later, and we not only missed the bus, but also lagged behind china by 30years.

[@user-lb8bg6kj9m]

The irony -- China has overproduced electrical power stations and is unable to sell power profitably to industry and consumers. They are losing money on their over investment.

[@bharatpurohit8331]

12:00 one thing is for sure, through adani, govt is pushing atmanirbhar bharat when no one want try something new which is very critical for our country adani is one who step in, I’m ok what people think about adani, I think he is the one who will play key role to built india and its growth story like Tata.

[@bitturai4101]

Absolutely ❤

[@nithish9355]

Don't forget Ambani. He is the father of Data (internet) revolution in india 🇮🇳. Bcoz of him(Ambani) we r able to watch this content. We should give them credits bcoz they deserve it.

[@DodoEx-vy9nc]

Tata is a Gem 💎, Adani is Godi Money Tree. Don't compare him to Tata.

[@KuchBhi-xs5oe]

​@@DodoEx-vy9ncTata himself said Modi goverment handled economy pretty well especially during COVID

[@sarvottam4097]

Ok but Adani auction harne ke bad bhi usko deal kaise mil gaya 😂😂

[@ninjs2932]

@Think School, if you ever go public let us know..! 😉😊

[@MessiahManiac]

🙌🙌

[@imanstanly]

😂👏🏻👏🏻

[@mayank271288]

I think you @thinkschool are doing a great job … where other KZbinrs try to criticize/ favour government and give biased opinions you on the other hand try to explain the problem and key insights properly . Atleast subconsciously audience is being awared that we have to compete with China and not with other neighbours who are in financial crisis .

[@shankars6324]

He just talks about business opportunities man. Other KZbinrs tend to be commies and hate businesspeople. Think school is pro business, so is the govt

[@app.lebyte]

In the realm of dirty politics and the pursuit of absolute power, the first target is often the minds of the people. This manipulation begins with rewriting religion, history, culture, and every aspect of society. The result is a populace left bewildered, unable to discern right from wrong, and unaware of the discrimination they face. Farmers protest for fair pricing and against the mass commercialization by big corporations, students rally against exam paper leakages, Ladakhis fight for autonomy to protect their fragile ecosystem from greedy corporate mafias, and doctors demand prompt counseling processes. Yet, mainstream media remains silent, instead choosing to praise and defend the government, while KZbinrs softly manipulate public opinion by glossing over government works and highlighting only few positive aspects. This insidious manipulation stifles critical thinking and undermines the people's ability to act right - act for their own self against the discrimination they face. Wake up before it is too late!

[@sherlockholmes882]

He is giving knowledge to people who can do nothing with the knowledge. We gossip and talk, while others work.

[@venktesh6600]

@@app.lebyte Bhai kehna kya chahthe ho? However, Uigers muslims' treatment in china made US to stop importing from china sounds so funny to me.

[@keshavpathania8725]

​@@app.lebytewell this coming from commie bot farmers protest such big fraud you should watch his video on that topic explaining how impractical it is to fulfill farmers demand how badly it affects our economy.

[@samikshagoyal7707]

Videos ‘bout govt and geopolitics are really amazing. The HARD WORK you do is visible 😊❤️

[@coldram1111]

Please make video on RnD in India and Manufacturing hurdles and why Only service sector startups have been successful so far.

[@anshagnihotry1555]

RnD requires a lot of capital investmeants also there are very few instituiotns which produce quality researcher also they leave india and set up in places where they get profit and subsidies

[@harshankmhatre4800]

Ofcourse they will go outside....where they can have more support

[@jliang70]

@@anshagnihotry1555 Do you know how much China and US spend on RnD each year compare to India? China 668 billion and US 886 billion, India 1/10 of how much China invest in RnD.

[@anshagnihotry1555]

@@jliang70 do u know china and usa started spending money in these sectors long back? Yeah its a start and will in future invest more money we can see many govt insitituions for development rnd facilities

[@therandomthings6933]

Even opponents also appreciate Modi government with his progressive policies. Kudos to Modi ji 👏👏🙏

[@user-SkmBeats]

bcuz dictatorship makes it easier to run buisness and order, whereas in democrcy, NGO, climate activist etc etc will stop the growth... So even tho we are democracy wwe need to work like dictatorship, and best way is give 400+ votes to bjp,, so its still a democracy but it will give indian govt power so that it can function as fast as china,, this is why most geopoltics analysts are modi voters, whereas nationalist potlics analyst oscillated b/w congress and modi... so pls vote modi

[@user-vk9kb2mz2c]

@@user-SkmBeats so isnt it good that govt will work as fast as china? isnt it good that development will be at fast pace? just so you know indira gandhi also has banned many news channels during her rule, including BBC. China is an unexpected success story because there people listen to the government because they know that even if its a dictatorship government is just doing good for the country. so yes we will vote modi

[@anshmittal3098]

​@@user-vk9kb2mz2c i vote modi but so much vote will lead to dictatorship It will best for them to fairly win so that they keep doing hardwork Nowdays they take things too lightly

[@the_traditionalfamilyguy]

If that happens they will have less members in rajya sabha which means some policies may never be allowed​@@anshmittal3098

[@commieSlayer69]

​@@user-vk9kb2mz2c India's growth during Indira dictatorship was terrible coz of closed economy, socialist governance heavily influenced by Soviet leadership and internal chaos. Modi has the advantage of a globalised and more capitalist economy but the internal tensions are still a problem to face

[@brizhnev]

I am learning more from Think School channel more than what Learned during my School and College ...😢😢😢😢... Todays students are blessed to have this Channel .. Amazing Deatiling and Narrative ❤❤❤

[@sapavathsamraj8905]

Wah... Great research brother.. Very very useful information.. Keep on doing it I will tell my friends to hit subscribe button

[@VaibhavNair-dj3si]

The simplicity in your explanation is incredible. Well done, learnt loads.

[@choosy1808]

No sir. Surya ghar scheme is ongrid scheme (without battery storage). In this cost of installing panels range bw 60000-70000 per kilowatt, depending upon panel brand and height of panel from base. The breakeven in max 3 yr, and not 6.3 yr

[@IndicRenai-2047]

But cost consumers pays after subsidy is around 25000 for 1kw and 50000 for 2 kw

[@eternalsunshine5505]

Great video! I like how this video turned into an educational advisory for entrepreneurs entering the field of solar energy manufacturing while giving us knowledge on how good this idea of installing rooftop solar power grids is for making our people richer. Also it was nice to see the whole thing from a perspective of how we can contribute in making ourselves really atmanirbhar, rather than talking about just what the government is doing or not doing. Good job!

[@mr.nobody8914]

Bruv how do you do the research for these videos. The amount of good quality information and the pacing in which you teach us these topics is just awesome.

[@indianking5618]

Bro he is not the only one 😅😅 he has a team which works for only these case studies 😅😅😊

[@Inspiration.9119]

Bro,You are hacking the policy so deeply ,I would love to look into more such insightful policy and business casestudy 👏 Hats of You Brother 😊

[@manjularao4206]

Very informative Mr. Ganesh.Thanks again.

[@mokshitgogna7006]

Do come up with these kind of video, I really like it🔥

[@ShravzP]

Thanks a lot for this video 😊 Always looking forward for your videos.

[@shahidalisiddiqilko]

think school you are true nationalist, in the sense that you pick topics of great importance and relevance for india. thanks bro for good work, keep it up

[@aryanyadav3690]

The stocks of Waaree Renewables, KPI Green, Adani Green, KP Energy, Zodiac Energy, Tata Power, Borosil Renewables are going up 📈

[@nisargmehta1957]

Hi think school. I love consuming the information you provide but I would love a video where you show a step by step process of how to do a subject specific research.I know a lot of videos are available on KZbin but I admire not only the research you do but the presentation as well. With love and admiration, Nisarg Mehta

[@anubhavbarnwal44]

You are doing great…. One of my fav these days and your podcast was up to the mark too

[@RohitSharma-es5ih]

You are Doing great job bro ❤🎉

[@akshaykumar-db1ec]

Love your work bro

[@AnoopSingh3.5]

If I had to watch just one channel on youtube, it would be Think School. No narratives sold, only education and knowledge. Keep up the good work brother.

[@cosmicayush1969]

What a fantabulous video dude, insanely helpful.❤

[@nidhishsaliya007]

A big player in the sector is Goldi Solar, it is one of the top 5 solar panel manufacturers of India. The owners are from Surat and the company is very well known in Gujarat

[@jrmahesh9340]

One of the company is bharat electronics limited I saw the solar panel assembly completly when I was an intern in it.

[@anime__1833]

I hope those who click the video understood the title Bro analyse the situation very well explained it properly Take the video as "report " And appreciate the data ( hope viewer should further invest in stock and schemes )

[@supreeth1369]

Great content. You don't have to feel insecure of being biased to any side. Do what you're doing and stay true as you've been.

[@santhoshs9810]

He doesn’t need to .. bjp has a great vision on improving indian economy and infrastructure and becoming self reliant… on the other hand congress is still struck with age old reservations caste census and freebie 😂… he is proud to be a andhbakth

[@subhamsoumyam8778]

@@santhoshs9810 He is not Andhbhakt. And stop using the word Bhakt, which is so pure form of devotion but is now used by Liberandus and Opposition in a derogatory way. If anyone is talking about vision or progress made by govt. then it is not supporting the govt but providing with the future vision and ideas of govt. Whether it is BJP or Congress or any other party.

[@pratishthabagai7185]

I would have loved if you would have included details about the anti dumping case going on against china in solar modules and panels

[@susobhanmete8829]

Your channel is gold

[@praveensahukari]

Great video, i involved in commercial aspects of the policy and you covered most of the aspects.

[@bhupendrapatel99]

High quality content Ganesh...Bravo to whole team

[@therandomthings6933]

Currently in power generation thermal, coal and diesel is used. With this solar revolution coal and diesel should be replaced within 10-15 years. This will save environment, tax payers money and foreign forex(as both are imported). Kudos to Modi government 👏

[@zaskdfksurjhd]

well it will not be reduced rather than produciton through coal and all that will be small.In future you are gonna see mainly renewable sources of energy like solar wind etc and nuclear energy

[@jithinkarikombil]

Solar will never solve the energy needs of this country not in another 25 years at least unless india gets a battery technology that can last at least 10 years under warranty

[@jithinkarikombil]

Once gross metering comes everyone will have their money burned! People are too trusting of their governments

[@jithinkarikombil]

7 years to break even if we get net metering+ subsidies + but if it is gross metering then I don't know how long it will take 10+ years? Who can guarantee that the tech involved will last 10+ years without needing additional spending apart from the huge money outlay upfront

[@prajakt0789]

Electoral bond's extortion case k baad bhi isko akal nhi aayi.

[@ps-gh3hu]

India needs to heavily invest in r&d in sustainable energy, we need to pull in best talent from ISRO, barc, iis, iit even from abroad. That too on war footing. This is most critical. We should not get stuck in little games of equity market. Because stakes are really high.

[@saikatsaha4122]

Bro ,I had almost forgot about solar energy. Thanks remembering and telling how important this sector is

[@PANK9999]

Wonderful Analysis.... Appreciate your research & insights....

[@Ronit_9977]

I guess if we will work from basics i.e huge production of polysilicon within the nation, we can dominate the market within a decade as our quality is also good.

[@amansahu1100]

Hey ThinkSchool...can you make a detailed video on India's increasing unemployment rate

[@HarshrajSinghBEE]

Great video brother❤ I would suggest you to make a video on Nuclear power generation current status in India. In 2022 it was projected to make 50 different kind of reactors from 21 till 2030. And also whether Nuclear have a good stake in India or not, and relevant questions. Wish you can make a video on this in future!!

[@bitturai4101]

Well research bro ❤

[@Mr.Aizen2750]

Bro I recently watched Nvidia's new gen processor chip launch event, I wanted to watch your compilation on the importance of semiconductor, the benifit GPUs 10000% profit marketing and and some gaming and AI subject directly benefiting nvidia. Treat it like a case study of Nvidia's life story. Thank you I'm Jyotindra Hembram Love from odisha 😊

[@dogbones8976]

except semiconductors used for processing data are much more complex and by a long shot , these two can't be put in the same category , companies like Nvidia have to create the architecture and improve on it or change in like 1-2 years , i don't think there is a private company in India that is competent enough to represent India at an international level in this industry , even china struggles badly in this space only countries in the west and western sphere know the secret right now like Netherlands , Taiwan , USA

[@saikatsaha4122]

Literally people are using Nvidia gpu for bitcoin which needs tons of electricity and the funny part is that the coin isn't even real expect it has a value in market

[@Mr.Aizen2750]

@@dogbones8976 yeah but just imagine this field, if India has this technology in return of the protection we can Trade it off. Taiwan is facing kiu by China daily and it's protected by USA but it isn't successful enough. I just want people to see the GPU potentials.

[@drury2d8]

@@Mr.Aizen2750 India will manufacture low quality chips because the US and its close allies holds total autonomy on the latest semiconductor tech and fabs

[@dogbones8976]

@@Mr.Aizen2750 though i understood what you said and also want the same for india but currently it is not possible as the quality of engineers in india is nowhere good enough to make these chips unless we bring back our diaspora from the west and that too won't be possible , i mean india will be able to manufacture basic chips like storage or memory modules but not the cutting edge processors , and one more thing setting up a manufacturing unit in india is still a nightmare , read apple insider talks about factory in india , they only made iphone back covers and only 50% of them were able to pass the quality check while in china the number was 100% , and they also shared how the workforce act lazy and unpassionate at times and the transportation problem in the city is huge, my father decided to do a medium size business here in india and it was a constant headache by the workers , sorry to say i'm not optimistic in indian manufacturing as we still haven't rectified the basics

[@nantakumaran9789]

As a Malaysian Indian , This app is very informative ,edycthve n the soeaner knowledge n sgikity of nind us good

[@HaribabuPeerugani]

Sorry, but please type properly

[@S.Pathak_1225]

Great channel 💯👌 thank you @thinkschool

[@user-rh7jc5vf8z]

Please extend the period of the show from 30min to minimum of 45 mins. Keep up the good work.🙏

[@maheshkumar-pi1tx]

Please make a detail video on India's tourism sector

[@arcaakvira]

i think we need to take notes from indonesia(bali)

[@jt6231]

India is so crowded. I don’t think there’s any room to accommodate tourists (foreign tourists).

[@dark_mode]

This is 💯 PARSHENT my favorite channel ❤

[@aadesh_dangi]

Informative video, thankyou

[@nielcaffery3375]

Thank you for this.

[@ashokAPPLE]

Why you not have any analysis on environmental businesses...there are huge chances in business..even government are ignoring,..they will give economic boost along with environment protection..I hope u did a research project on it..thank you

[@A1mb0t_Fr0z3n]

please elaborate what do you mean by environmental businesses

[@VivekSinghkr]

Thanks!

[@andrewmurugami8700]

i love the way you explain things with great storylines. i will be starting a youtube channel and you will be my mentor. LOVE FROM KENYA

[@Dips-jw4tw]

Watching all of your case studies ✔️✔️✔️

[@htaukkyanmyo4437]

If you don't have the R108000 +78000=R186000 underneath the mattress, you need to borrow, and unless someone lends you that money. What is the borrowing cost?

[@RISHIKESHMANEC]

Did u consider the months where there is bare minimum sunlightlike during rainy season. And how will it impact the power production....?

[@shankars6324]

Excellent scheme. This is what a real power subsidy looks like. It spurs domestic industries, leverages indias unique climate and aims to create domestic energy security while reducing long term electricity costs for both consumers and the discoms. Thanks for highlighting this. The state of gujarat is also very much ahead when it comes to implementing household solar. I hope others can follow their cue

[@Nooneonearth2.0]

Please include the most used statement: "This is not financial advice. Invest at your own risk"

[@Charvak-Atheist]

We also need to scale up, Sodium ion battery manufacturing for Stationary storage. Because you need to store solar energy for uses at night time. And For Stationary Grid storage, Energy density doesn't matter. It just need to be cheap. Sodium ion Battery will be cheaper than Li-ion battery if mass manufacturing is achieved. (Its Because Sodium is abundant and cheap )

[@1142191]

Great content. Thank you

[@Dr-Malik]

Informative

[@ncr9760]

China is 50 years ahead of India in terms of infrastructure, development and GDP

[@user-SkmBeats]

bcuz dictatorship makes it easier to run buisness and order, whereas in democrcy, NGO, climate activist etc etc will stop the growth... So even tho we are democracy wwe need to work like dictatorship, and best way is give 400+ votes to bjp,, so its still a democracy but it will give indian govt power so that it can function as fast as china,, this is why most geopoltics analysts are modi voters, whereas nationalist potlics analyst oscillated b/w congress and modi... so pls vote modi

[@sr2.044]

Due to lack of policy making and corruption within all levels of administration.

[@ANIRUDHKondekar]

Not in quality

[@ncr9760]

Plus it's a atheist state...so there is no drama of neither sar tan se juda nor mandir wahi banayenge .

[@manishgoyal8815]

Atleast don't defend India by saying democracy and other shit, India doesn't even have people who are trained in manufacturing which doesn't require any democracy but thinking about the future

[@ShubhanjayPandey]

India vs china no match bro

[@licensed_beheader]

China wins, flawless victory

[@ullastannaguli6285]

Thanks for the great job

[@SandarbhParoha]

Thank you so much, Think School, for your invaluable case studies! Your dedication to helping fellow business enthusiasts like myself is truly appreciated. Your insights have been incredibly valuable, and I am very thankful for the knowledge you share. The least I can do is to like your videos and subscribe, but rest assured, I'm committed to contributing to our country in ways beyond that. Your work inspires me to make a difference. Thank you again!

[@fawadpm3826]

Even though china is our enemy but we should admit that China is far far ahead of india in case of infrastructure technology etc 😊

[@prabalkumarsamanta8333]

But should not be discouraged and keep moving forward with best achievements possible.

[@paris9332]

whether we admit or not, it is a fact.

[@saikatsaha4122]

Duuh, we are far behind china, I can give details examples how much we are far behind . We can't touch china with the speed we have but also we can't level much faster .

[@prabalkumarsamanta8333]

Nope, there's not a thing called impossible in human habitation. We can move faster and develop better, we have the potential to become a powerful and developed economy ahead of china. The only thing we lack is the proper condition and a favourable leadership for long term, which china got and is expected to get in future since they are a dictatorship country.

[@shreyahenley25]

I noticed you spam the same comment in almost every video

[@amodpataskar5673]

Having solar system manufacturing is not sufficient, main issue with battery for storage, just like EV our dependency on china is high as well

[@MrRocrma]

Is the subsidy available for off grid systems or hybrid systems as well or just limited to ongrid systems

[@desidovahkiin]

You channel is a goldmine.

[@Talushallux1]

I know of a family friend who installed a large solar park in Karnataka almost 7 years ago. The cost of producing 1 KWH is so high and the agreement they have with the state discom for purchase of electricity is so low, that even after many years, they have not made a profit. He says that the panels are inefficient, difficult to maintain, and the cost of the whole project is so high that it was not worthwhile. He has deep pockets and although not bankrupt, he telIs me that they have learnt a lesson not to invest in projects generally in India. It's a different story with large cos like Adani and TATA.

[@saikatsaha4122]

I think the panels rn have low revenge expenditure. But yeah state support is necessary or else it won't survive

[@rishu.myself]

We want more case study related to solar industry. 🙌

[@awanishranjan1814]

Nice informative video. Subscribed your channel.

[@atabonglinus4306]

Thanks for your candid analysis

[@wisdomhighschool9975]

Free or Heavily Subsidised Electricity for Manufacturing - EXCELLENT Ex:Gujarat,China etc, Free Electricity for Farmers- Fiscal Suicide, Ex:Punjab, Paxtan,Sri Lanka etc

[@TheKingketan]

China is 19 trillion dollar economy we India are 3 trillion economy, Downfall means China is not growing as fast as it was growing earlier like 7-8% of GDP , It is now growing at 2 -3% , If we grow at 5,6,7 % Still it will take 15-20 years to catch with or become equal to China`s economy ....Noting Sensational It big time frame ....

[@shototodoroki6261]

Congratulations on your analysis captain obvious. But unfortunately for you everyone is already aware of the things you said here.

[@shototodoroki6261]

Also india is 3.8t, closer to 4t than 3

[@xfactor6099]

Also china is growing at 5% not 2-3%

[@ankitjee2086]

Hey, What are your thoughts about startups like Sundaygrids which offer us option to install solar panels on a commercial space and get our electricity bill adjusted against the electricity bill generated?

[@amitkohli4642]

Very Interesting, Well done

[@s8ul-cursed476]

Brother, China has added 360GW of solar power in just 2023, which is 80% of our total energy production. Imagine the scale of China. We can never beat China.

[@adolft_official]

an intelligent pajjeet

[@glimmerdewdrop7594]

Boy even usa was leading in manufacturing in 1990s and china was way behind but fast forward 20 years china become world factory so we should keep pushing our manufacturing capacity so that we Can keep a steady growth eventually beat china

[@hanfucolorful9656]

The real battlefield is not solar energy, but artificial intelligence between China and the United States. You need huge power to run the chips for artificial intelligence calculations. India is not yet on the AI ​​stage and is 10 years behind.

[@KittyCat-qg4vd]

@@glimmerdewdrop7594 India is at least 50 years behind China. What takes China 20 years to do with take India at least 40 years to complete with half the result. It is a fact. China progress is the fastest in the world. No one can match hers.

[@KittyCat-qg4vd]

@@hanfucolorful9656 The new technological high grounds are AI, robotics, 6G and beyond, big data, EV eco system, fusion power, thorium nuclear power, quantum computer, quantum communication and green energy. China is leading in ALL of these.

[@___prem03]

And the opposition wants caste census 😢

[@nam151986]

If the PM can play the caste victim card, then why not

[@___prem03]

@@nam151986 go didi go in kitchen

[@adolft_official]

tiwari, beg outside temple@@___prem03

[@mukundansampath1228]

*Very useful information👌👍🙏*

[@pragyaarya7911]

Can you please make a video on Ladakh, what kind of projects government is bringing in Ladakh and why Ladakh is protesting against it. And how it will impact India’s economy and Ladakh’s people.

[@kevalkanpariya]

Correction: each solar cell consisting of polysilicon gives maximum efficiency to 18% to 20% only not 80% even coal power is giving efficiency up to 70% 7:52. I think u should bring an expert opinion for technical understanding.

[@DrFact-cn8gc]

What I understood from that is '80% of the efficiency at the time of installation'. It is just badly worded I think.

[@dipeshgupta1528]

​@@DrFact-cn8gcYou, are right he meant it. What you have said

[@k.k.c8670]

He probably meant it can retain 80% of its original efficiency (of around 20% although China came up with one that is 33% recently) even after 25 years.

[@kevalkanpariya]

@@DrFact-cn8gc if the efficiency is as so high then Govt would invest whole money into solar panel, even they can shutdown the coal power plant, wind power plant. At the installation the efficiency is remaining the same but only output power is changing as the number of solar cells increases.

[@kevalkanpariya]

@@k.k.c8670 that might be true

[@shreyasbinjrajka7220]

dhruv rathee fans crying in the coments

[@santhoshs9810]

Yes they cannot tolerate india developing

[@bhatusonawane7054]

Great analysis brother ❤

[@edge4367]

Great idea it is...no worry of place..

[@raylee5030]

Recently, I have seen a lot of videos announcing India's ambition to beat China in EV, API, semiconductor chips, infrastructures, HST and others. How realistics are they?

[@adolft_official]

India will beat china everytime when there's an election in Endia

[@venktesh6600]

may be they are electiionistic.

[@shouryagoyal3373]

Aggresive campaigning... Elections must be really close...

[@Himanshupatel-bn9zc]

today i'm commenting first time on youtube. you are awsome. you will rock man. nice explanation

[@parth.chopra]

Great Video as always! Can you research and make a video on Beggar's Corporation? 😊

[@zengpang3177]

Can Indiaa beat China this? Can India beat China that? India is a very small country but make a lot of noises,

[@user-SkmBeats]

bcuz dictatorship makes it easier to run buisness and order, whereas in democrcy, NGO, climate activist etc etc will stop the growth... So even tho we are democracy wwe need to work like dictatorship, and best way is give 400+ votes to bjp,, so its still a democracy but it will give indian govt power so that it can function as fast as china,, this is why most geopoltics analysts are modi voters, whereas nationalist potlics analyst oscillated b/w congress and modi... so pls vote modi

[@vagabondicframes]

so, going by your logic all the developed countries have dictatorship? North Korea cries in development lol

[@SathyaswamyS]

Bhakt mentality: Even if India becomes a failed state like Somalia, keep defending and glorifying Modi and the BJP.

[@santhoshs9810]

@@SathyaswamySyeah kerela should worry because pinarayi is begging centre to bail out his state… no wonder why modi called kerela somalia😂

[@TheExtraterrestrial99]

China environment and climax improved, without the involvement of climate activist while the climate activist around the world still busy trying to fix climax without really archive anything...

[@pulkitsharma4312]

What a research 🔥❤

[@tgramachandran5125]

A GOOD ANALYSIS & PRESENTATION.

[@invisibleshri]

China is way ahead US even,. Why do u even give such false hopes with Modi photo 😂 infrastructure, gdp of china is 50 y ahead of India

[@SathyaswamyS]

What do you expect from andhbhakt creators.

[@Kalyan-reddy]

Scamgressi cant understand the video and only know crying , modi is pm whats wrong

[@shivam_singh_9999]

you just blinded and cant even see direct fact . us is having 98 percent import from india obiesly mean that us want to move to india . if we make over capablity better over export can rise you know optimism is thing as human alwayse should have

[@icefishing6592]

Modi is the best rabbit in the world

[@KomiVir]

you were my favorite channel. now you are only showing good side of BJP.....BJP...BJP... if you are showing this many good things about BJP and their work. why can't you talk about the sixth schedule fight in LADAKH. Why can't you talk about unemployment. you are only covering good things and not the bad side of BJP. and hum jitna elections ke pass ja rahe he you are talking more and more about current govt

[@samarthpawar1504]

Bhai solar energy case study hai... Govt ki scheme bataye bina kaise karega wo? Plus maximum time wo yahi bolta rha ki china abhi bohot aage hai indian se... Aur kya chaiye teko.. Ki wo ye bole ki govt kuch kar nhi rhi hai???? Ye sab sunne ke liye koi aur channel par jao😅😅

[@user-SkmBeats]

bcuz dictatorship makes it easier to run buisness and order, whereas in democrcy, NGO, climate activist etc etc will stop the growth... So even tho we are democracy wwe need to work like dictatorship, and best way is give 400+ votes to bjp,, so its still a democracy but it will give indian govt power so that it can function as fast as china,, this is why most geopoltics analysts are modi voters, whereas nationalist potlics analyst oscillated b/w congress and modi... so pls vote modi

[@himanshurane4529]

No discussion of electoral bonds in podcast with Nitin Gadkari

[@zaskdfksurjhd]

@@himanshurane4529 nitish rajput made a fantastical video check it out if you want to know about electoral bond

[@karthikeyanarumugam03]

It would be good if u make a follow up video for old video as update for what happening now

[@krishna5pidikiti]

Great information! I have one question regarding pie charts you shared in this video. In the first pie chart United States has most of silica mines ~44% but how come China is able to produce most of the polysilicon? How and where are they getting raw silica from? Can you please help with this info

[@NEWS10-sx9qm]

How much did you sell yourself to BJP 😔

[@NEWS10-sx9qm]

why don't you apply it yourself@aritrapatra58