India’s electric vehicle drive: Challenges and opportunities
- Thread starter RISING SUN
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Why sodium is Mukesh Ambani’s big battery bet in EV race
Ambanis flagship Reliance Industries Ltd. is in the middle of an ambitious $76 billion clean-energy push. So, it makes sense for him to back a technology thats as cheap as traditional lead-acid batteries, and requires ingredients that are easy to source.
Environmental imperatives apart , how good is this from the economic PoV ? Any idea ?
The channel doesn't mention the likely participants . Hope they'd all be Indian OEMS . @Ankit Kumar
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This company is working with a Chinese company on an order of 2000 electric buses.
One more company JBM is there.
Tata and Ashok Leyland too have investments.
Real involvement by value will start to be visible by this year end.
As of today we do depend on imports.
Plus few days back there was another program for double decker electric buses in Mumbai.
The aim of the government is to transform the Public Transport away from petrol diesel to electric, if not electric then CNG/LPG. This is a very aggressive program.
Once manufacturing capacity is built , we may see an outright ban on petroleum based public transport system manufacturing, or use in India.
More than environment it's about energy independence.
The aim of the government is to transform the Public Transport away from petrol diesel to electric, if not electric then CNG/LPG. This is a very aggressive program.
Once manufacturing capacity is built , we may see an outright ban on petroleum based public transport system manufacturing, or use in India.
More than environment it's about energy independence.
So screwdriver giri masquerading as MII once more.
Ditto here , I expect.
Must be some way off before they can productionise their product.
BEST to get 900 AC electric double-decker buses for Mumbai | Mumbai News - Times of India
The state government has already sanctioned Rs 992 crore to the BEST under the Maharashtra Clean Air Project for procuring e-buses, and this money wil
timesofindia.indiatimes.com
Much of our Solar Power Production was built upon either direct imports or screwdriver giri. As the companies see that there is a sustained demand, they will slowly start manufacturing and then R&D too.
By 2024-25 we would see a transformation in our energy consumption and Indian companies supporting the growth.
Isn't this a case of replacing one dependency for another. We lack the supply chain for Li batteries. The whole technology & supply chain as of now exists in China.
Ditto for the CNG / LPG engine or conversion kits. Most of the reputed ones are imported , mostly from China. There are a couple of domestic manufacturers but I'm not much aware of the quality of it's tech or it's market share as of now.
Much of the problems will be slowly solved as and when we get a decent charging infrastructure in place.
Supply chains do not appear out of nowhere. For that first, you need demand established.
Pvt companies will only step in fully committed once they see that something is commercially viable and then there is a sustained demand.
For electric buses, the problem is say a Transport cooperation has 100 diesel buses for a particular area, for the same area and same frequency of services the companies will as of today will have to spend much higher to procure 100 electric buses.
The problem multiples once we see the charging problem. It will mean that buses are off duty for a longer period of time, requiring more number of buses to be bought for the same number of service frequency.
Over a couple of years we will get some decent charging infrastructure in place and gov by then would have started implementing these in tier 2 and 3 cities.
Once the companies see this , they will start investing in their own R&D to bring down the costs further.
Will take time and some government support. But I am optimistic about this. By 2024-25 we should be able to see some serious work by Indian companies.
LPG/CNG kits a limited to mostly auto rickshaw imo. And that too in metro cities. Market there is limited. Not enough incentive for a company to be so deeply committed.
For all this to happen , government policies ought to be clear not only on public transport & charging points but also the deadline to replace IC engines in at least as far as public transport goes instead of ad hoc measures & random tenders appearing out of the blue
Otherwise how will the infrastructure come up be it in charging points or in R&D & manufacturing of such EVs ?
This is again a function of a haphazard transport policy in place today leave aside what it's been all these years.
I remember when the SC made CNG mandatory initially for Mumbai & Delhi for taxis & rickshaws the lack of infrastructure meant that these poor drivers , most of whom were running these vehicles on hire on a daily basis , took anywhere between half a day to a day off for a refill. The situation took a long time to settle down to an acceptable wait & such fuel pumps.
Btw , if I were you , I wouldn't quote those news items for Maharashtra . It's a huge scam. 900 + buses on 12 yr leases for 3600 crores.
There should be a grant for Electric charging station infra in this budget.
But yes a clear policy will accelerate results.
IIRC , Bharat Petroleum was setting up charging stations at it's petrol pumps across the country according to a news article I happened to read sometime back. It didn't mention how many such stations would be established or perhaps I can't recall the details . Further ,whether it was for all such stations or was it a pilot project was also something not discussed.
No news on what the other oil companies are up to .
Now will all these companies being under government control the least the GoI could do is set a policy with a timeline for compliance.
If you haven't noticed, the richest man just purchased a UK-based Sodium-ion company.
theprint.in
If they could make this work in few years down the line, opportunities are huge.
On Sodium-ion battery tech :
Why Mukesh Ambani is betting big on sodium in the EV battery race
RIL is in the middle of a Rs 6 trillion clean-energy push. So, it makes sense for Ambani to back a technology that’s as cheap as traditional lead-acid batteries.
theprint.in
If they could make this work in few years down the line, opportunities are huge.
On Sodium-ion battery tech :
BPCL is up for grabs in a few months. PSUs won't be showing a lot of initiative. It's up to govt working together with pvt players.
Just 1 word - land .
Makes more sense for existing fuel pumps to be partially augmented / converted to charging stations if speed in implementation is to be emphasized otherwise anything goes.
Besides the Reliance group is betting heavily on Hydrogen apart from sodium in as far their EV investments go apart from investing in the usual Li ion battery production & technology .
The situation is a bit hazy at the moment. For a comprehensive policy to be issued the government must take all this onto consideration.
Then again it could be argued that they could take a piecemeal approach & focus on public transport whether state or centre, it's demand & the infrastructure required be it in R & D or manufacturing or charging stations , to replace IC engines by 2030 all over the country.
Finally I frankly don't see how BPCL being up for grabs should affect their day to day operations & future plans.