Is India Winning or Losing the Electric War?: Business Case Study

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VIDEO INTRODUCTION:
2 weeks back I had gone to assist Nikhil Kamath with the research of his podcast on the Electric vehicle revolution, and because of that we ended up reading 500 pages of research and we found something absolutely fascinating!! The electric revolution is gathering pace with each passing day!! And while most people might think this is yet another business trend, what they dont realise that just like Oil determined the power of nations in the 20th Century, in the 21st century who ever controls the resources to build an electric vehicle and Solar panels will go on to control the world itself!! And just like Oil this is one such industry where both business and geopolitics come hand in hand, so while on one side, Tesla, ford and Volkswagen have been pouring in billions of dollars to crack the EV market, on the other side, China and United states are in a geopolitical war to dominate the most essential materials to build an electric vehicle s.
Similarly in India we are seeing giant companies like Ola electric, ather energy, TVS, TATAs and even Hero pushing their boundaries to capture the EV industry of India!! And lastly just like any other business revolution even the EV revolution has some wonderful opportunities to invest and build a business!!
So in this indepth episode of 30mins, we are going to take you into deep dive and give you a snap shot of the entire EV industry!! And this is the only 30 minute explainer that you would need to get a macro view of the Electric revolution!!
So lets dive into this case study and understand,
Why are US China and India so crazy about EVs?
Where does the power game of Electric vehicle lie??
How will EVs determine the next superpowers of the 21st century?
Where does India stand in this race?
And how are the legends like Ambani and TATAs catapolting India into the EV revolution? How is the economics of EVs changing with time?
And most importantly, as entreprenurs and students of business where do the golden opportunties in the electric revolution lie?
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[@ThinkSchool]

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[@eliotanderson6554]

You said hydrogen would be future in cracked Then we dont nee dot do all these mining of resources like lithium etc

[@harshitsingh7042]

Sir also talk about oil reserves in Andaman and Nicobar island.

[@prav33n.0]

does our country have that much electricity to tackle the required consumption for increasing EV vehicles. i request you to make a complete series on the links connected to EV. thanks to Ganesh sir and think school team...

[@ashayadav664]

@@eliotanderson6554 hydrogen itself have a lot of problems and the main one is how we extract hydrogen I don't clearly remember but still we haven't the technology to harness it in commercial manner like u can understand that if we have to produce 1kg of green hydrogen you have to give it more electricity..

[@ashayadav664]

@@prav33n.0 ho jayega brooo Research chalu h thorium par Aur phir uranium to hain hi

[@mjordan233]

Credit to China where it's due They started investing in EV and battery supply chain in 2013, when tesla was not even profitable as a company and no other car brand was making EV. This is visionary leadership, something India can learn from

[@mihir2574]

India started UPI in 2016 with the vision to go Cashless by the BJP government Everyone literally people in parliament Made a joke out of it and the rest is history. India is back because of the 70 year rule of congress We literally had so many opportunities one of them being our First Fighter Jet MARUTI

[@lordraj365]

​@@mihir2574Bhai yaar Congress ne 70 saal me barbaad kar diya yaar India ko😭😭 abb bahut jyada time lagega India ko aage badhne me

[@mihir2574]

@@lordraj365 Nope zyada time nahi lagega bjp rahegi to nahi.

[@louisgiokas2206]

You need to look at the latest data. Battery makers in China are struggling. EV sales in the US and Europe are stagnating. This technology is not the future.

[@nandan28]

China doesn't have democracy. Growth should be sustainable not monstrous. Certainly some policies can be learnt from them but overall India has to find their own way. We don't want non transparent single person oriented growth that china has.

[@kruthikjain8692]

I am a CA Student. In our curriculum of CA INTER we come across a subject called Strategic Management, in that we learn about SWOT Analysis. Looks like china has done SWOT Analysis quiet magnificently.

[@mihir2574]

You learn SWOT analysis in CLASS 12 mahn

[@monikameena138]

What is swot anyone ??

[@Singh_Rudra]

​@@monikameena138strength, weakness, opportunity and threat. It is a type of analysis you do for your company or for a country to know about yourself and your surroundings. This will help you to be ahead of your competition

[@monikameena138]

@@Singh_Rudra ok thanks

[@Adeetya72]

2 more cold start problems. A) Battery charging time (1-2 hrs even with fast chargers) vs Refueling time (10-20mins max) while covering longer distances. B) Breakdowns/Mantainance issues, especially in rural areas of India. IC engines can be fixed even by the mechanics of small towns and villages, where as EVs has to be fixed by qualified technicians, hadly available in smaller towns and villages.

[@vvvvv880]

Ev tectnology is developing not developed

[@Adeetya72]

That's why its called "start problems"...

[@ratand4619]

well this isn't a india problem as such. The EV tech we can say is still in its initial phase as its not even 10 years that EVs have caught up some traction. So ev tech is still developing and still would take 10 to 15 years to be fully established globally (reaching a major chunk of market share). The second point of yours takes us back to infrastructure and sales.

[@samkr2221]

i will add another point lithium is a highly corrosive metal and it is toxic to an extent . if not disposed properly it will seep into our water

[@ProudIndian2024]

1.Removable batteries may be the solution

[@saptarshisahoo2030]

Chinese leadership don't think about vote.. They think about future before 10 years. That's the main difference with India.

[@mehak_shorts860]

Solid point

[@draekalloy3673]

The classic "Tragedy of the Commons" phenomenon that often happens with democracies

[@TreesInForest]

@@draekalloy3673 look up 1970's Japan, Japan is also a democratic country. You guys are so lucky that you have had peace for as many years as Japan. Unlike China, if China had not helped Vietnam and Korea fight wars and civil wars itself, China would have been a developed country like Japan 45 years ago.

[@secretweapon9775]

@@TreesInForestif China did not involved KW and VW, China could still be as poor as India right now 😂😂😂😂

[@TreesInForest]

@@secretweapon9775 you lie to yourself and deceive yourself

[@magnetospin]

It's not just the mineral resources. China invested tons of money into battery R&D, and as a result it makes the world best batteries by a wide margin. Nobody else comes close to how good China's batteries are. Even if China doesn't dominate the minerals, it would still dominate the battery.

[@productguru8323]

Yeah, the chart at 12:00 is not presented in full. He seems to skip battery mfg, which is not less important than lithium mining and processing.

[@LikeDeep-q6w]

China literally owns more than half the world's rare earth mineral mines. They were smart enough to buy those mines decades ago and now they control the supply-chain of EV batteries.

[@vishalgadge4338]

China gets huge respect from me They have not looted in country like Britishers,dutch They become super power on their own efforts

[@RandomGuy..192]

China is China because of USA (Henry Kissinger)

[@passby8070]

China went from the one of most civil and advanced nation to impoverished and starved nation in the world, scraping the bottom of the barrow due to a mix of foreign invasions, corruption, incompetent, and civil wars. It is only with in the last 40 years, Chinese was to allow to enjoy relative peace to expand their intellect and entrepreneurial spirit. If China still is at peace, I think it has a lot more to contribute to the world for the better.

[@nousername1587]

​@@passby8070harassing it's neighbours

[@bixue1603]

​@@nousername1587行了吧 国家之间的摩擦很正常 你说你没问题 巴基斯坦说他也没问题 那是谁的问题？ 国家与国家之间有小摩擦是很正常的 中国跟印度两个古老的文明在没有英国殖民主义者划出地缘分界线之前和平了起码三千年

[@lankeshshinde3798]

If you compare 10 years back India was nowhere in any race with China. But now people have started comparing India with China. Here comes the revolution. Hope Congress comes back and we will stop comparing with China and will comapre with Somalia😂

[@yagneshm.bhadiyadra4359]

To answer the question, India is not in the war itself. China has already won it. Edit : thank you for likes

[@ChakravarthiT]

Ya, very true it is.. 💯 Around 70 - 75% of world's EV batteries are manufactured in China only. 12% by US, rest 13% by Europe & rest of the world. 7 out of 10 world's EV battery manufacturers are from China (among these 7 mostly dominated by 2 top Lithium battery producers CATL & BYD). In the rest 2 are from South Korea(LG & Samsung) & 1 from Japan (Panasonic). That is the dominance of China in the EV domain. 🤗

[@jyotinalui]

Yes, as per your statement, it's absolutely right. I'm agreeing to it but you see, like Old kingdoms, china captured EV, but we all saw in history that even in big Empire, it started to fall within themselves due to termites like kings, hence India is like that termite, which is slowly and steadily doing in deep deep . From above it's evident china has won, but India is making hollow the china Kingdom if look from different P.OV. I hope u try to understand what I'm trying to say..

[@anantjain8910]

What you are saying makes no sense .... No clarity of your statement... What termites.... Just supporting India in vein won't make it ...

[@jaishriram1580]

What happen in africa plz search in youtube 90percent bike market china loose in africa and the reson is our indian bikes. History repeats bro in short time we see china win the race but after some time winner is india

[@sahilshirodkar7563]

​@@anantjain8910so what should we do vote communists 😂

[@sandeepbishnoi7193]

I watch his videos not only for knowledge but also for improving english😂😂😂

[@abhinavthodupunuri2464]

Yeah😂

[@shailendrapal4037]

I also😂

[@evalee6592]

me too 😂

[@YogeshBijranya-cs3zg]

Ya

[@tonyxavier6509]

The real reason why most consumers would buy an EV is not because it is environment friendly, but because 1. It has better acceleration which you could dream only in sports cars 2. It is less noisy and has less vibration. You would never want to step into a diesel car again. 3. Cost of maintenance and operation is low Only thing to change is a little more reduction in purchase cost and availability of many more options. That's happening sooner than anyone expected.

[@Petrolhead11]

You think EVs are fun to drive ? Think again.

[@Saurabh.P]

​@@Petrolhead11They are!

[@shivamkumarshrivastava5182]

​@@Saurabh.PPeople like me who are used to driving manual feel like they're driving a toy car in EV. It takes time to adjust lol.

[@Harshjha86]

One more govt. Subsidiary and tax exemption

[@Saurabh.P]

@@shivamkumarshrivastava5182 So it's personal choice. Some people find fun in speed, acceleration, torque, smoothness, silence, features, while some find fun in manual handling, legacies, noise, etc. However, except the enthusiasts, majority of Indians have never driven any four-wheeler in their lives, and majority only use them to go from point A to point B and most likely will like the simplicity and the comfort of an EV.

[@rohitr12345]

Chine foresaw the importance of Lithium and Cobalt years before even Elon musk was dreaming about Tesla etc....India is busy doling out freebies....China made imvestments in critical areas....Their diplomacy was already at peak years back...India has now achieved its peak...but the summit is much lower compared to that of China's prowess! The concept of India is shinig by looking at Jai Shankar videos..etc is just soothening but still not good enough!!

[@IamHandsome4u]

Same thing in chinese real estate, they build huge apartments before the demand, and before it bears its fruit, people start labelling them "ghost town" and same with BRI project, even BRI is supposed to complete in 2049, yet people are making the claims before it gives its fruit today.

[@lawrenceng2271]

@@IamHandsome4u What has this to do with EV?

[@IamHandsome4u]

@@lawrenceng2271 my point is people judge chinese way too early before it even begins to show its result.

[@tonyxavier6509]

The most important reason why India should switch to EVs ASAP is not for the love of environment, but for economic growth. Imagine a 100 billion worth of imported energy is replaced by locally produced electricity. That's a huge economic stimulus injected each and every year.

[@Harshjha86]

Which local produced energy dude ?

[@tonyxavier6509]

@@Harshjha86 Do you use imported electricity at home?

[@shototodoroki6261]

@@tonyxavier6509 india is still heavily dependent on coal for electricity production and most if that coal is imported, so yeah we still are indirectly importing electricity unless we switch to any other alternative.

[@tonyxavier6509]

@@shototodoroki6261 we know solar is already cheaper than coal. It's just a matter of time coal will be replaced

[@shototodoroki6261]

@@tonyxavier6509 only about 20% of total electricity consumed is made by renewable sources in india and the average consumption of electricity per household is also increasing at a rapid pace (due to the increase in disposable income to spend on electronic appliance) and if we also add the added requirement of evs then it will take multiple decades to completely be self reliant for electricity supply. And I'm not even accounting for the fact that the solar panels and batteries required to produce and store that electricity are not made in india.

[@mohamedameen6179]

Nobody can compete with China, they becoming king in each & every sector

[@danielboey14]

I keep seeing videos asking if India is winning this war or that war - oil, semiconductors and now EV. Seriously - is India even in these equations? How can India win or lose in wars that it is not even a player?

[@but_at_what_cost]

你不会输掉一场你没参加的游戏。

[@maysonrider2687]

So , was India not a nuclear state but we became. India was not a good economy but we became . India reached mars in first attempt, it can send Rocktes at cheap prices . I'm Born from this land and severe to grow it !! Unlike you who Will fold hands because, how hard it will be ?! You can't be A son/daughter on This land . Atleast you made that clear ✌️🙂 Thank for that 🙏

[@nightcoreeeeeeee]

​@@maysonrider2687cringe

[@sin945]

@@maysonrider2687 ..Do you still belive india is good economy .still UP and Bihar Slaves are earning AED:750.00 as monthly salary

[@Eric-zo8wo]

0:33: 🚗 The electric vehicle revolution is rapidly gaining momentum, with major corporations and the Biden Administration pushing for the transition to electric vehicles. 3:47: 🌍 The video discusses the shift from IC engines to electric vehicles due to climate change and depletion of fossil fuels. 7:09: 🚗 The video discusses the different segments of the electric vehicle industry and the opportunities within each segment. 10:49: 🔋 Australia, Chile, China, and Argentina are major players in the lithium industry, with China controlling a significant portion of the market. 14:25: 🔋 China dominates the lithium and cobalt value chain in the EV industry, posing a challenge for other countries. 18:04: 🔋 The video discusses India's dependence on lithium and batteries from other countries, as well as the challenges and opportunities in the electric vehicle market. 21:20: 🔌 Electric vehicles (EVs) are more economical than IC engines over time, despite the higher initial purchase cost. Recapped using TammyAI

[@qiliu4667]

Thank you friend.

[@aanchalmori5685]

Now i must say that I'm constantly amazed by the efforts you put into your content ... your content never fails to captivate....your narrative always manages to get the attention and keeps me eagerly waiting for the next upload.... thankyou so much bro for such amazing contents 🙌🙌

[@Mayangone]

I suppose you forgot another major component, GRAPHITE. China is the world's top graphite producer and exporter. It also refines more than 90% of the world's graphite into the material that is used in virtually all EV battery anodes. Also more efficient electric motors require rare earth neodymium. China process over 75% of this metal. (A 12-15 mw wind turbine needs over 3 tons of neodymium).

[@nitishbhardwaj9649]

We need to understand that China is not our economic competitor. US and China can be economic competitors of each other. What we are achieving now has already been done and dusted by China decades ago.

[@NewPapppa]

Posting such high quality research content even while travelling is a commendable job.

[@ThinkSchool]

Thanks man :) means alot ❤

[@raghavendradeepakdupugunta4241]

00:03 The electric vehicle revolution is gaining momentum globally and has significant business and geopolitical implications. 02:11 The electric revolution is impacting the global economy 06:15 The key segments in the electric vehicle industry are battery cells, battery packs, BMS, EV components, software and telematics, new age OEMs, and the charging ecosystem. 08:13 The battery is the key product in the EV value chain, with the cathode being the most expensive component. 12:12 China dominates the global lithium supply chain. 14:21 China dominates the lithium and cobalt value chain 18:21 Government subsidies have helped turn the electric vehicle market in India from a vicious cycle to a virtuous cycle. 19:53 EVs are more economical compared to IC engines 23:21 India's electric vehicle industry faces challenges in component manufacturing, charging infrastructure, and financing options.

[@Rajdeep_Banerjee301]

Koi Kam dhanda Nehi hei kya😂😂

[@dibyochowdhury4514]

That one unemployed friend on a Wednesday evening

[@raghavendradeepakdupugunta4241]

That one useless comment on a sunday.@@dibyochowdhury4514

[@vivektulja4516]

Maybe the better question is: Is India even a player in the EV war?

[@ShriNidhi-zu2im]

Can happen! Even for that we have to depend on China because we don't have that technology

[@obergruppenfuhrer-]

There's no benefit for India in EV. We should focus on fuel cell, ie, hydrogen

[@lordraj365]

​@@ShriNidhi-zu2imCorrect and that will never happen. It is just a way to get into China's debt trap easily

[@dragonjpt1195]

Well, that is required for these content creators to attract viewerships or else nobody would watch videos

[@willengel2458]

@@obergruppenfuhrer- Japan bets on the wrong horse, hydrogen and that's where it is today.

[@SumitBisht0]

For problem #3, aggregators like plugshare can be made more mainstream and integrated into vehicle themselves. People obsess over EV range but anything in the ballpark of 300 is more than enough for most city uses for a week or a short run of 150 kms on inter city highway. What is more surprising is that evs are getting common in smaller indian cities with lesser infra like in UP, Bihar as home charging it in few days are sufficient.

[@pradeepp9126]

Salute to china and their president..!!! they started from scratch after moa zedong rule, Built up the quality education system, started acquiring buisness made right decisions at the right time, always thinking 10 years a head of their time... Just tremendous effort. With the kind of political system we have in india, I don't think we can achieve half of what china has achieved in span of 40 years

[@vegitogogita531]

That's the power of Monarchy and a good ruler

[@harrisonjohnfamecrate]

Please google China’s form of govt

[@shubham943]

We need good opposition that is not the case. Congress plays dirty politics instead of countering BJP's policies

[@pradeepp9126]

@@shubham943 it is not about politics, all leaders will be corrupt in a democratic rule, ideally we should have started from monarchy rule with a powerful well educated ruler and then gradually should have moved into democratic rule once we are developed

[@buntyalex3629]

I completely agree with you. We cannot beat them in any aspect in next 50 years except population

[@groundreality5360]

recently i visited Delhi, found that Delhi is very slow in adoption of ev. saw very few TATA Nexon on the road, rather here in Kathmandu we see an ev in every five fuel car, tens of brands from Tesla, BYD to Tata Nexon. We hope india (Maruti, Mahindra) will build cheper, better as well as affordabe EVs and catch up China in no time else India will lose its not only traditional markets like Nepal, Bangladesh, Sri Lanka but also home market too to China, at this moment india can't compete with china but should partener in every component level before too late.

[@hanfucolorful9656]

90% of traffic accidents are caused by human factors, so autonomous driving is the direction of development. Huawei's autonomous driving system has reached this level. Enter your address and the car will take you there. You only need to sleep in the car.

[@ashwinbalu]

Building affordable Ev takes time but yeah eventually it will happen

[@somap8380]

BJP under the guidance of RSS will run Indian cars on bovine (cow) Urine and/or Dung-Gobar in the steam engines in cars.

[@pawansinghbisht5831]

Nepal has only 51 charging stations, and India has more than 15000 charging stations. Tata also a Indian company lol, first thing I live in Delhi I see alot of electric scooter and electric cars , in my area every 1 km distance charging stations is available.

[@sansu3992]

没用的，因为你的资本主导没有压力他们就不会有动力，你知道中国在国内企业到瓶颈时候国家投钱那些企业拿钱不做事，中国直接引进外企你再不努力就要死，特斯拉在中国也是促进中国电动汽车升级的原因，还有很多中国企业升级不是企业自己想升级，是中国政府引进大型外企竞争。市场没有竞争，企业家有足够利润为什么要升级产业。技术都是慢慢的拿出来。中国政府是逼着中企业不要享受要把赚的钱拿出来研发要不然你就赚不到钱。印度是保护企业，所以印度企业可以慢慢的反正市场是我的。

[@utkarshkunwar4319]

The domination and ability to foresee important future events by China is INSANE! Every step involved in the production of an EV, even the miniscule parts of the process is supervised by them! We, as Indians, have a long long way before we even imagine displacing China from it's position. With that said, the journey looks tough but isn't impossible. Fantastic presentation yet again by the team behind Think School, thanks for this!

[@willengel2458]

what you failed to mention is China had the foresight to let TESLA in to jump start the EV industry. Musk laughed at BYD at the time, not anymore.

[@mastertrend4685]

Not winning or losing. There is not any relationship between India and EVs.

[@KGopidas]

That is being createded by propaganda. This is what taliban did on afghanistan. You tube educational videos are India's Taliban!!!!!

[@KGopidas]

Have you seen an emu train? It has batteries

[@ElvinYeo-t2g]

Problem is Indian Importers have very poor reputation interns of payment commitment.its a well known fact sorry many Exporters even demand full payment upfront otherwise it's too risky it's not worth it

[@cheval63sg]

outsider

[@SHOBHATIWARITHECREATOR]

I can easily see Ev( both car and 2 wheeler ) roming around my city 😂😂😂😂

[@MrKorlepara]

We really need to appreciate China who could see the importance of these battery components and investing heavily in this and also in processing the same.Other countries lack this vision

[@yogeshshrimali9246]

India is good at talking big game. But no one listens to them other then themself

[@stevewang2]

India. Superpower! 😀

[@sunitadevishaw4245]

China has already predicted whats going to happen in the future man i really shocked china strategy is amazing

[@thamlev2873]

Because china is run by elite officer. But most democracy countries run by politician with legal background. Haha.. argue more than execution and planning

[@priyanshchanchani]

Need more of such detailed case studies in various sectors. Y'all just unlocked a new growth area for 2024 🔥🎆🎇

[@theintern95]

Not just EVs China is way ahead of India in all forms of automotive.. I am in Australia and I see way more Chinese cars here than Indian..

[@saurabhkatarey6818]

While India is raising slogans & campaigns, other nations already innovating better technology for EV revolution.

[@darshan_15]

Bro the government and the Businessess should proritize EV not the people cant do anything. China being communist went all in on EV's and won as they knew that is the future. India should look out and capture such innovations.

[@AtheistNationalist]

Raising slogans and campaigns is part of democracy bro. It happens in all countries with basic democracy. It happens in USA, Europe etc. Also consider China's average IQ, which is among the top 10 in the world, whereas as India's is lower than some African countries. Then you'll realize how far behind we Indians are

[@bldomain]

@@darshan_15 It's not China being Communist, it is being Chinese. All economies of countries in SouthEast Asia are dominated by ethnic Chinese. China now dominates in manufacturing,exports, trading, 5G, electronics & electrical products, EV, space exploration and rare earth minerals.

[@AnuragS2742]

What an amazing video 🔥🔥, not distracted even for a second. This video has some kind of energy in it. Thank you all of you 😃

[@srinivasa1620]

Wow what a wonderful and detailed explanation. This video can easily be understood to less than a 10th class kid. The details of each component of battery was mind blowing. Highly Appreciate the efforts for gathering the information and putting it in a wonderful way.

[@sonalirawateMiNeM]

The storytelling by think school is amazing, makes it contextual to anyone and everyone. 👏

[@ChakravarthiT]

😇😇🤗 China is in very much in the dominating role in the world's EV market, both in batteries manufacturing and EV cars market size too. Around 70 - 75% of world's EV batteries are manufactured in China only. 12% by US, rest 13% by Europe & rest of the world. 7 out of 10 world's EV battery manufacturers are from China (among these 7 mostly dominated by 2 top Lithium battery producers CATL & BYD). In the rest, 2 are from South Korea(LG & Samsung) & 1 from Japan (Panasonic). Not only that, in Lithium mining too around 51% of world's Lithium mines are reserved by China only (ie., Lithium mines in Australia, Chile, Bolivia & Argentina). That is the dominance of China in the EV domain. 🤗 India is no where in the EV picture at all..🙄🙄🙄

[@harisoepangkat6085]

India only depends on Tata and other foreign brands like Suzuki, Toyota, Nissan etc. for EV cars. Real winners of EV cars such as BYD, Xiaomi and Tesla won't come to India because of complicated investment environment of India and the unpredictable Indian tax policy which will bankrupt the foreign investor such as Xiaomi that already suffered from such arbitrary action.

[@planb1635]

The most used EV battery today, LFP have neither Cobalt nor Nickel. The place where India lags behind China in EV is battery and charging tech. TATA cars are fine but their claimed range (which itself are low) are far from their real life range. And takes an hour to charge 60% in fast charger while chinese car does that in 15 min.

[@jackytang3683]

Artificial intelligence driving is also important for today's EAv

[@nitingopal7929]

Credits should be given to China, they bought those cobalt fields in DRC 20 years back. With this much control on EV market I guess atleast 50 trillion dollars will be easily added to China's economy in the next 75 years just by this one industry (or sector)

[@Golfin-s1u]

As early as in 1992, Qian Xuesen proposed to the premier to skip fuel vehicles and develop electric vehicles, which is an opportunity for the Chinese people to create a new era of automobiles. Who is Qian Xuesen? The best scientist recognized by the Chinese people.

[@AshishBagade-hv4el]

no no its not 50 trillion but around 4-5 trillion :)

[@anuragmishra.4829]

Always watching and listening think School 🏫 gives very deep Insights to learn about industry Times passes very fast while watching your video Thanks Ganesh bhai Giving world class education to us ( From village in Sultanpur district of U.P )

[@abhijith_mb]

All 4 wheeler EVs sold in India today uses LFP batteries. These do not use Cobalt. 2 wheelers like Ola and Ather uses NMC batteries (they have cobalt). Interestingly, majority of chinese EVs and those in other countries uses LFP batteries. I don't know why this was omitted in the video.

[@nishantjose6268]

As always love to Ganesh Bhai and Think school team ❤️

[@shyamksukumaran]

He didn't do any value add to the topic. Instead he confirm that whatever subsidies India give to local market, the final profit will be eventually made by China and they control global EV market from now on.

[@freelancer1499]

Why do I feel like India is not participating in the "Electric War" at all after watching the video? India is still in the developing stages and need external investments to start off, but Investors are skeptical to step in becos of all the red tape, corruption and poor infrastructure in the country. If it wasn't for the slowly growing affluent middle class in India, I doubt there wouldn't be any topic to discuss here at all....

[@unknown.m.e]

We are still fighting inside

[@RandomGuy..192]

Scarcity of quality population in India.

[@buwburbhbjeqbb6790]

I don't think that EVs give entire picture of car industry. There is work going on green hydrogen and biofuel cars as well. Use of EVs will be expensive and limited due to battery cost and eventual degradation during usage unless new batteries with less expensive materials get manufactured.

[@gamba4605]

And China is working on every alternative possible but their main focus still on EV. China is second only to Japan in fuel cell technology patent numbers

[@Ghosy01]

Don’t kid yourself hydrogen is a dead end

[@nileshsaikotyada6732]

hydrogen vehicals are far from reality for now.Not even in India but also around the world. As of now electric vehicles are more viable options

[@jackytang3683]

Ev is not about energy saving, it's about artificial intelligence in Driving and the environment of home and car connection.

[@harshitmishra246]

One thing you missed about it is Battery technology. BYD with its bladeless technology is far ahead of all other companies. They have even released a car with Sodium ion battery. If Sodium ion becomes commercial success the whole value chain would change. Sodium is cheaper and more abundant and mining sodium produces less emission and does less environmental degradation. Unlike Litium, Sodium batteries need lesser rare earth metal too.

[@vijayrangarajanramakrishna318]

I don't understand what is so surprising and astonishing in that...China started EV adoption as a state wide policy after its infamous air pollution caught headlines worldwide especially after its grand Olympics event...Being ambitious and a emerging, aspiring superpower it was only imperative to work in that direction in the interest of its large population of 1.4 billion people...Australia, Chile , Argentina have no human population as chunk of humanity lies in India , China and Europe!!...Now that US has thrown its marketing and hype around EV and all these China conspiracy theories start to emerge🤦‍♂️...Suddenly EV trend has become aspirational and high social status symbol....Nobody had stopped India or US to catch up early in the EV race...It's better for the planet!!❤❤

[@willengel2458]

never forget, pollution and environmental degradation are part of industrialization. China had planned for that years ago. when they're ready to move up the economic food chain. they started to cleanup their environment and offshored some labor intensive and environmental unfriendly factories elsewhere. they raised their workers wages four fold so the workers can afford what they produced.

[@mrpatil507]

Agree

[@realkanavdhawan]

Great Presentation Shared with my present Employer Owner Hats Off ❤

[@anaghdeshpande]

Kudos to Ganesh and team for making this in depth video..from the same hotel room where you are staying...that shows your commitment and dedication to the work..

[@vamshidamor]

Absolutely informative. That's the importance of vision and visionary leadership. There is no point in trying to win a lost war. Instead go with the flow because our people need it. And aim for the next big vision.

[@nirmalkumar6700]

Govt should encourage companies to start for refining in India … R & D plays a major role here … persons like ambani has to bring the technology to India with

[@shauryamathur7562]

This is amazing Ganesh! Loved every second, insight, and energy in this video! Thank you for sharing ❤

[@vigneshwarrajc6629]

As a Automotive enthusiast and working in Automotive field for last 6 years, i loved the analysis. I have done some analysis and have sorted some EV players in our market in listed market space 1. Battery Chemicals and Electrolytes. - Neogen Chemicals - Gujarat Fluoro chemicals 2. Battery Pack - Kabra Extrusion Techniq 3. Battery Cooling - Banco Products 4. EV wiring Harness ( High volatage cables ) - Minda corp - Motherson sumi wiring 5. Motor controller, BMS - Sterling tools - Varroc - Endurance tech - Minda Industries - Minda corp - bosch 6.Motors - Sona BLW - Varroc - bosch 6. Micrparts for EVs ( shunt resistors ) - shivalik bimetals 7. Recycling - Gravita - Ecorecycling

[@siddharthmusunuru2071]

I believe in two things - hydrogen is the future - we should research on synthetic fuels which have 0 emmisions. Go porsche!

[@mohitverma-mr8ns]

Hydrogen is not, will never be

[@pohkhui]

Japan holds nearly every patent about hydrogen technology, especially on vehicle. And Japan not willing to share. Want to use hydrogen on vehicle, must only buy made in Japan, no other place.

[@passby8070]

poor efficiency in energy conversion and storage. h2 is a pipe dream for vehicles.

[@siddharthmusunuru2071]

@@pohkhui damn that's interesting thanks for letting me know

[@jim8149]

@@pohkhui Hold my beer says Deepal SL03 FCV 😁

[@nmew6926]

The Superpowers are those who are in the forefront of the 5th industrial revolution. India have already missed it. India has to wait for the 6th industrial revolution may be in 100 years

[@Time4Peace]

Why must it be China vs India? In economics, cooperation benefits both. Mutual trade and investment help EV development for both countries.

[@Bhavishya_est]

China is like a student which already comes prepared in the class .

[@YuvrajRaathore]

I planned to go through the study material given in description, it just amazed me the level of research you do in your video, APPERICIATE your work, keep doing you are an inspiration for me and millions of people

[@alokranjan2260]

instead of battery's,we should go flex /hydrogen/etc. climate has big role to, india is not cold but tropical

[@briansiev15]

how to produce hydrogen without using fossil fuel?

[@alokranjan2260]

solar or hydro power or cng or any natural gas @@briansiev15

[@TheMohammadDanish]

We need to start developing capacities for processing Lithium. This is how Dhirubhai Ambani started Oil Refineries in 80s and India atleast reduced the refining cost and dependency if not import of Crude oil. Also we need to find and preserve our Lithium and other mineral deposits in the country.

[@rishitasehgal]

This was indeed an amazing summary, it summed up everything from Li cells to battery to geopolitics to adoption of EVs in India. Thankyou Think School for a perfect case study at a perfect time!

[@anirbanab310]

The main problems of EV market are the charging spots that are available in India. we don't have the infrastructure currently. China controls most of the raw materials in the supply chain of EV. India doesn't have the manufacturing capability of producing batteries plus the refinement of lithium is very carbon and water intensive. India should first focus on producing clean energy through nuclear power and then focus on the EV market.

[@simonpannett8810]

Also depends on Governments supporting a transition. China started this 20 years ago and has the Worlds largest Car Market. Plans for huge increase in Coal Electricity in India is very worrying!! Where is the support of the transition??

[@tonyxavier6509]

Why do you think Lithium prices crashed 70% from it's peak? One of the reasons is that Sodium ion batteries are already in commercial production and it may soon replace Lithium batteries. And nobody is going to control the supply chain of sodium, coz it comes from table salt.

[@chundrusatyanarayana3161]

Lithium can be replaced with Sodium which very abundant in India in the form of table salt but we need to comprise little bit on energy density. Moreover Sodium is more stable at higher temperatures which is crucial in tropical climate nations like India.In my view hydrogen (Green hydrogen) coupled with solar energy works better for India.

[@AdityaKumar-uf8zp]

I dont have much knowledge of science but I think sodium is heavier as compared to lithium meaning heavier batteries leading to excess drag in the vehicle.

[@abhay8424]

Sodium is much more heavier than Lithium, so that might create problems

[@morganangel340]

@@AdityaKumar-uf8zp there is about 2-3 kg of lithium in the entire battery pack. Even if is sodium is 10x heavier, it will weight like 20-30 kg more from a 400-600kg battery. (sodium is just 3x times heavier)

[@ashayadav664]

​@@morganangel340 May be it's heavy like four Times of lithium ( if it's is )but what if it's cheaper than lithium and we have abundance so we don't have to depend on any country and this is more helpful for us Like we take an example - 1kg lithium is of 1400+ and have mass production of sodium and we can get it less than 300 rs per kg but now it is of 325-350rs per kilogram so it's like four times cheaper than sodium and can have same energy that an lithium have in it in 1 kg so if we make a battery of 10kg of lithium we have to pay 14,000 and if it's of sodium it's only 3,500rs. And if the capacity of sodium is 160W-H/kg and lithium have 200W-H/kg ( both are average they lies in 160-200 and 200-250) so if we have to gain energy of 2000W-h/kg we have to pay 14,000rs in (10 kg of lithium) And if it's sodium than it's 2000W-H/kg in 4,375rs in (12.5 kg of sodium) Data given by Google if someone want to check please verify from Google Quora and other sources... And I am not an professional this is just I typed I get from the knowledge of EVs What I know about them So ignore all mistakes and get the facts 😅.....😊

[@Ekaterina_Shcherbatsky]

​@IndiAnFasodo really chinese bot

[@amitdeshpande7529]

One thing you got wrong was the need for cobalt. Lithium ion phosphate cell chemistry does not need cobalt.

[@shivamp1022]

Amazing video, it would be interesting to see how upcoming geopolitics would play out considering that China's leverage is already to a point that has a very promising future.

[@vipashapmehta]

Amazing video - thank you for getting such detailed knowledge of the EV industry and it's supply chains and how EVs are cheaper than fuelled engine vehicles....wish you all the best think school. Keep getting more such videos!

[@GbMuthu]

The below facts cements the discussion on whether or not EVs will make it into mainstream automobile. It already has. 2024 Toyota Prius Prime plug in hybrid, 44 miles on pure electric charge, 0-100kmph in 6.6 seconds (when EV battery has charge), 220hp, price $50000 plus taxes. Tesla Model Y long range, 330 miles range, 0-100kmph in 4.8 seconds, 390HP, unlimited FREE Tesla super charging for life of the car, latest self driving hardware, $48000 plus taxes. The RAV4 Prime Plug in is even more ridiculous compared to Model Y. It costs $55000 plus taxes.

[@raviofficial9773]

What a depth analysis, totally worth it to watch!! Solid information 🔥

[@samyakdahale5434]

EU and Chinese research institutes like NorthVolt are are on the brink of breakthrough of developing technolgy which uses sodium and iron in makingEV batteries. could have added this point in you case tudy

[@VishnuVardhan-gr6op]

While other superpowers are dominating the market by controlling the supply chains of critical elements; we (aspirants of super power) are just putting effort into consuming those products. We must also try to control the market in some ways.

[@jayjam8416]

While we Indians are fighting over Religion, India / Bharat, changing state and road names, caste politics and job reservations. Other countries are investing In technology, innovation and Natural resources.

[@lankeshshinde3798]

If you compare 10 years back India was nowhere in any race with China. But now people have started comparing India with China. Here comes the revolution. Hope Congress comes back and we will stop comparing with China and will comapre with Somalia😂

[@RRR-km3em]

Please do an episode on freebie vs welfarism, what is the line that demarcates it , how is it bad/good.Thanks

[@zynkana]

Excellent. But, you should cover Hydrogen Vehicle story as well. Ambani bought a Hydrogen production company in Australia...whats the geographical projection in that case..

[@ThinkSchool]

Will do soon :)

[@charlesthomson3609]

Great review of the industry. Please include in any future episode the replacement cost of batteries in cars and the issue of batteries becoming flamable. These two issues are need to be resolved quickly, nothing worse than seeing ones home being burnt down because of defective battery.

[@udayrparmar8046]

Sodium batteries ( solid state ) will be a big game changer. Its stable ; takes less charging time ; has more range ; & its abundantly available.

[@richardfortier226]

Guess who dominate sodium batteries technology. Still China. Chinese are just so good at such things.

[@kirantechie2192]

That was a lot of information, take a bow for your work.

[@panchaluddhav7730]

Awesome case study.. Really amazing. loved the content, detailing presentation. I believe these kind of case studies keeps us ahead of the time. Even though I believe none of IIT/IIM graduate students did this kind of detail study. It also showed we are years behind in terms of total supply chain in EV vehicles segment.

[@saccherine]

Again brilliant case study. In the long run Indian vehicle scenario will be of two types of vehicles, a) heavy Vehicles like trucks , buses, Suvs will run on Hydrogen powered vehicles for long distances like 500-600 kms b) Electric vehicles will be used for daily commute. (50-100kms).

[@priyanshchanchani]

This is so good, brilliantly explained! Cheers to the team of Think School for the research. ❤️🧿

[@ThinkSchool]

Our pleasure :)

[@AtulyaPatel-em6ln]

A video on tightly packed crucial knowledge about most growing and hyped sector of India. i.e. EV Great Work Team Think School Keep it up 👏❤️

[@shototodoroki6261]

Biggest problem is electricity production itself. To fully charge An electric car battery you need almost twice the amount of energy that an average house consumes in a day. And in a country like india and other developing countries where we still don't have consistent supply of energy at many places, it will be a difficult transition to go all electric.

[@Kkaussss]

A lot of states are energy surplus...

[@shresthsonkar9207]

I drive 40km daily and barely use 4-5kWh of electricity This is about same as consumption of 1.5T AC over 2-3h of running. More driving means more charging - what you’re quoting is the battery size - nobody is using up the entire battery of their car or bike in daily usage. In my case, my EV will last an entire week of driving on single charge ie ~1000km per month. Besides, what you’re not realising is that the fuel used by your car is also transported in some way or other for example through trains (electric or diesel) from refinery to depot Then via truck to each petrol pump. Even refining of the fuel at refinery is using some energy in some form. By not using ICE cars, you’re also eliminating this background emissions and energy usage Let’s say all tanker trains are eliminated once we shift to ev’s, the energy saved from not having to drive those trains to transport oil will more than cover for the electricity needs of charging ev’s We are substituting one for another so obviously the resources used by the former will be freed up.

[@KayyHong]

This is where renewable energy comes into play. Again China dominates in solar, wind and hydro powered energy.

[@Vishnu-l6x]

China is always ahead, in terms of future planning.

[@raichurvinodpatil1463]

As of my knowledge, the growth in the EV industry in India is dominated by two-wheelers as they are used for riding in close proximity areas but in the case of 4 wheelers they are owned with the main purpose of long travel where the range offered as of now is not enough, so I think most of the 4 wheeler sales is in urban area

[@cgmax7]

LOL my neighbor bought the electric scooter now looking for the charging point problem with India there is no charging point 😂😂

[@kanamjunior5103]

You have no idea how educational your videos are - all the way from Rwanda

[@pkumar1415]

What I am saddened with is that India will remain dependent on another country(china) in EV era as It is currently dependent on ME, Russia for crude oil. We have high import bill for oils now and later will have high import bill for EV batteries.

[@mitulzaveri1981]

As always a very relevant and absolutely wonderful video... I was slightly disappointed at the lack of data on the current ev situation in India... Would like to know the total number sold n what are the projections in the next 5 years. If the TCO is low, then as Indians, why are we not migrating quicker?? Something is holding us back, that needs to be explored

[@ThinkSchool]

Cold start problems as mentioned in the video

[@shresthsonkar9207]

We are not migrating quicker because some smartass influencers (name rhymes with fisool kaun) and oil industries spread fake news and propaganda against ev’s that they’ll still pollute more or they’re costly and you’ll never recover the cost Avg Indian is also not very bright in this sense, they just read headline and believe the news without verifying

[@Thirdeye-secondtongue]

The level of futuristic lool done by chinese officials in 2000 tp 2010 is what led them to invest heavily in these lithium and cobalt

[@zisuzlabs]

Good Hookup But your thought process Awesome Original Idea isn't it?

[@SanjayKumar-fb5xz]

I think EVs are like the solar and wind energy of the energy sector they are a good alternative but not perfect, especially on satisfaction on scalability. I bet on hydrogen(green,grey and blue) we are reaching a breakthrough in that sector and india is at the forefront here

[@riscnx]

The perfect alternative is Hybrid vehicles. But nut-head govs all around the world don't see that. Speaking of Hydrogen, you mean fuel-cell powered cars. That's a subset of Hybrid vehicle. You still have a battery for quick power delivery & ReGen breaking, but instead of ICE, you have fuel cells.

[@gamba4605]

India isn't even at forefront in hydrogen technology. What are you smoking? Your country still import most of your hydrogen production equipments lol.

[@Amoghavarsha.]

​@@gamba4605burning..?

[@user-io7sh7nx7c]

​@@gamba4605yes you're right. We'll make progress I guess but the alternative energy sector will mainly be dominated by China only in the future

[@pagelu-mt7rh]

In fact, China is also leading the world in hydrogen production, even if China does not see this as the future direction of new energy. China just controls all new energy sources

[@uditagrawal4518]

Ganesh bhai you didn't attach study materials this time. I really wanted to read more and more about our EV market so I can invest rationally.

[@Infinity_000_0]

Long Story Short... China has won race already and India even not started yet 😔

[@draekalloy3673]

Absolutely fantastic content, relating many different fields of information and presented with clear reasoning. Very well done 👍

[@Saurabh.P]

Sodium Ion (Na) batteries are best suited for Bharat. However they are at least 5-10 years away from being production ready for cars. 1. Lithium-ion batteries require lot of insulations and protection add-ons to prevent it from thermal runaway. That adds a lot of weight to the batery pack. In short, even if energy density of Li metal is much higher than Na, the energy density of actual battery pack is much lower. 2. The practical usable capacity of Li-Ion battery is between 30%-80%. As both below 30% and above 80% charging, the battery damage is highest. With Na-ion, you can go between 0% to 100% without any issues. Tyere are chances of Li-ion batteries dying if charge goes to 0%. 3. There is a lot of research going on to improve Na battery capacity. In Bharat we have companies like Reliance, OLA, etc. working on this tech. 4. They are perfectly suited for 2 wheelers.

[@yashgarg7170]

Honda activa and aether are not same. Activa can go 250km at full tank with refuelling time of just 2 mins while aether can just go 100 km with recharge time of more than 4 hours. Also activa is a family scooter where even 3 people along with some goods can be carried but this is not the case with activa. Lastly aether wont have any resale value because of battery being completely depreciated while activa can get around 50% value at end of 5 yrs as resell

[@TheDailyChronicals]

Appreciate your analysis and research skills. Thank you for sharing.

[@varsha_1703]

Another super episode from think school ❤but how US just stand and watch the Chinese domination in EV's?🤔

[@刘正平-s5c]

美国并不是万能的😂

[@hofamily6718]

Tesla tries. But the competition is fierce. Close to 400 CHINESE EV companies compete to survive, now down to about 20 !! Only champions left. And they are formidable.

[@htaukkyanmyo4437]

Anodes required good quality graphite. China produces 65% of the world graphite. To make good motors, you need good magnets, which may use up to 30% of rare earth, such as neodymium. China produces 80% of all neodymium. Rapid battery chargers need gallium, which is also mostly produced in China.

[@ramak3238]

You mean to say India is no where in the race for the EV market and as usual China is the leader. Was it not a over looking thing by India in the past and China made the best use, like the saying goes "Make hay while the sun shines". Looks like we were just busy in some things which have no value today or in the future