India will need an alternate strategy on fuel blending
Sustainable Development Goals (SDG) have been pushing nations to play a disruptive game with food chain. The recent Indian government policy to raise the level of ethanol blending in petrol to 20% by 2025 needs an immediate serious rethink. Sugarcane, rice and maize are the three agriculture commodities which have the potential for manufacturing ethanol. Currently a portion of sugarcane is...
Demographic challenges for China
The dark side of the Chinese policy of 1 child per family will be felt over the next 5 decades.Apr’23, India replaced China on the scale of population. In terms of demographic construct (not in terms of numbers), India today has similarities to China of 30 years back. Population in India is expected to continue to rise over the next 4 decades where as in China it is going to shrink. China...
Concerns around generative AI
While much of the world continue to rant and rave about ChatGPT (now ChatGPT 4) and AI and the goodness it shall bring along with a new age of Industrial Revolution it is going to endow upon the human kind, there is a serious degree of restlessness within a community of AI who are supposedly better informed on AI and its potential.A group of industry leaders warned that the AI technology they...
Indian e-commerce market way to go
India’s e-commerce market is expected to grow from $83bn in 2022 to $150bn in 2026. Flipkart and Amazon account for almost 60% of this market, with the balance being cornered majorly by Reliance, Tata and a bunch of other players. But the growth potential is massive.India has the widest telecom technology adoption with the highest ever penetration amongst the emerging economies coupled with...
A chest of incentives for semi-conductors
China and the USA are upset with each other. Upset is a mild statement to explain what they are wishing and praying for each other. But this unhappiness has cost the world wanting for a new semiconductor supply chain at a loss for Taiwan. This rush to establish a new semiconductor supply chain has caught the fancy of many a nations. And why not so – global sales are projected to reach...
Concerns around EV value chain
Lithium prices have increased 700% since 2021. How on earth can one imagine EV prices to come down, since they constitute north of 40% to EV in cost terms. Also, with China controlling lithium ion global supply chain (79% batteries and 61% of global lithium refining capacity) there is a lot riding in just two buckets – lithium ion as a tech and China as a source.