Indian Economy

[shuturmurg]

Ya'll Nibbiars with Vadhavan Port, Logistics Centre and High Tech Industrial Estate, Airport along with existing Heavy Industrial Estate and potential RRSTS, Boisar is set to become one of the Fastest growing Cities of India soon.


View: https://x.com/haldilal/status/1856917475738456434?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1856917475738456434%7Ctwgr%5E%7Ctwcon%5Es1_c10&ref_url=


View: https://twitter.com/haldilal/status/1856615484168516085

Bro will Vadhavan get built if Penguin Sena wins?

 

[shade2]

Bro will Vadhavan get built if Penguin Sena wins?

No.
They stopped the bullet train project's land acquisition the last time they were in power.

 

[haldilal]

Bro will Vadhavan get built if Penguin Sena wins?

No.
They stopped the bullet train project's land acquisition the last time they were in power.

Ya'll Nibbiars Unlike MAHSR, port is built on land Reclamation and they can't stop it now, as the process has been done under the S.C supervision. And NDA was Voted to power in Palghar District now, mean clearly shows that folks are with the Port.

 

[Blademaster]

Apple effect

India needs to slap high tariffs on consumer products coming from China. Only things that shouldn’t have tariffs are machinery that help create Indian industry.

 

[shade2]

India needs to slap high tariffs on consumer products coming from China. Only things that shouldn’t have tariffs are machinery that help create Indian industry.

There is a certain FTA called ITA-1 signed by India in the 90s
According to that imports of computer hardware are duty/tariff-free.

Computer hardware includes the parts, dabba PC, AIO PC, Laptops, Servers, Printers etc

As you know these come from China.

It has been a source of much heartburn and "what to do?" for the incumbent govt since they don't have the stick of the tariffs available to make the carrot of PLI very attractive for the big-brand oxen to setup assembly shops here.

As compared to smartphones, TVs, various white goods appliances( fridge, washing machine ), cars etc

 

[Blademaster]

There is a certain FTA called ITA-1 signed by India in the 90s
According to that imports of computer hardware are duty/tariff-free.

Computer hardware includes the parts, dabba PC, AIO PC, Laptops, Servers, Printers etc

As you know these come from China.

It has been a source of much heartburn and "what to do?" for the incumbent govt since they don't have the stick of the tariffs available to make the carrot of PLI very attractive for the big-brand oxen to setup assembly shops here.

As compared to smartphones, TVs, various white goods appliances( fridge, washing machine ), cars etc

I’m talking about heavy machinery that makes machines to manufacture goods. Not computers. I’m talking about products that can make chips or pcb boards etc. and then go upward until we achieve the ability to make anything we need including heavy or specialized machinery that makes machines that make goods.

 

[shade2]

I’m talking about heavy machinery that makes machines to manufacture goods. Not computers. I’m talking about products that can make chips or pcb boards etc. and then go upward until we achieve the ability to make anything we need including heavy or specialized machinery that makes machines that make goods.

I was replying to the bolded, computers are consumer goods and ofc it's a large industry segment here, serviced by direct imports from China.

We have other such self-goal FTA signed with Vietnam and Thailand by congi govt in the past but the govt has managed to tip-toe over those, but not this ITA-1 which is tariff-proof

I don't think there are much duties and all in the way in importing machinery from China, even if there are they are still cheap enough to be first choice for many factories

India needs to slap high tariffs on consumer products coming from China. Only things that shouldn’t have tariffs are machinery that help create Indian industry.

 

[FalconSlayers]

Exports this year *might* touch $840 billion at current rate. Piyush should use his black magic to push this to a trillion dollars in next 2 years.

The cumulative overall exports during April-October 2024 is estimated at USD 468.27Billion, as compared to USD 436.48Billion in April-October 2023, with an estimated growth of 7.28%

India’s total exports (Merchandise and Services combined) for October 2024* is estimated at US

pib.gov.in

 

[haldilal]

View: https://x.com/i/status/1856964377095844325

 

[Miss Firing]

 

[haldilal]

Ya'll The M/s Shree Refrigerators, Karad now produces All Air Conditioning Plants for Scarface veseels and Submarine which were previously imported directly from the French Manufacturers. They are also providing it to now commercial veseels.

 

[shade2]

View attachment 15349

It is because of suit-boots like this we have communists
Unfortunately coomies here are paid traitors so you never have them doing strike drama along with infosys employees

 

[FalconSlayers]

View: https://x.com/IndexofGujarat/status/1857312290652967265


View: https://x.com/IndianTechGuide/status/1857317616353943983

 

[haldilal]

View: https://twitter.com/i/status/1857292883520258470

 

[FalconSlayers]

View attachment 12321


Current (but not exhaustive) pipeline of Battery cell manufacturing projects in India:

> Ola Cell: 20 GWh (PLI)
> Reliance: 10 + 40 GWh (PLI)
> Agratas (Tata): 20 + 20 GWh
> Exide: 12 GWh
> Amara Raja: 16 (+5?) GWh
> JSW Battery Storage Systems: 50 GWh


With GoI planning further auctioning of 20 GWh capacity in PLI.

India’s battery manufacturing capacity seen at 110-120 GWh by 2027-28, says Heavy Ind Secy | Autocar Professional

ndia’s installed battery manufacturing capacity is projected to increase up to 120 GWh in the next three to four years to support the growing adoption of electric vehicles and grid-scale storage in the country, according to Hanif Qureshi, additional secretary at the Ministry of Heavy Industries...

www.autocarpro.in

Another less talked accomplishment of Indian govt.

View: https://x.com/lakshmishaks/status/1857227637443469492

 

[FalconSlayers]

Although due to low base effect, but the shear scale of capacity coming up will likely grow solar module exports multiple fold.

View: https://x.com/lakshmishaks/status/1857436075368874447

 

[shade2]

View: https://x.com/lakshmishaks/status/1857227637443469492

Do they actually produce the cells here or is it just an assembly shop?

 

[FalconSlayers]

Do they actually produce the cells here or is it just an assembly shop?

Nah, actually produced here. But Polysilicon raw material needs to be imported.





And the list isn't even complete. Wonder how tf did the production explode so much? We were at less than 8GW just 3 years back. Even Jammu & Kashmir has a big industrial plant with 3.2 GW Module, 2.8 GW Ingot, Wafer and Cell capacity under construction.

Grew Energy to invest ₹4500 crore in solar manufacturing unit in J&K - ET EnergyWorld

Solar Manufacturing: The facility will have an annual capacity of 3.2 GW high-efficiency modules and 2.8 GW ingots, wafers, and cells upon completion.

energy.economictimes.indiatimes.com

Afaik rest of "sooth asia" is effectively at negligible.


But we'll soon produce a lot of Polysilicon as well, thanks to dhandos.

Adani moves forward with 30,000 MT polysilicon project in India

Adani has selected Engineers India Ltd. (EIL) to set up 30,000 metric tons (MT) of polysilicon production capacity and 500 MT of monosilane capacity in India.

www.pv-magazine.com

 

[sameer]

Do they actually produce the cells here or is it just an assembly shop?

Polysilicon will still be imported from China, but the remaining stuff(ingots, wafers, cells) will be produced here depending on the company. Afaik Ambani's giga factory starts at the ingot level with plans to produce Polysilicon in the future.

 

[shade2]

Nah, actually produced here. But Polysilicon raw material needs to be imported.
View attachment 15426View attachment 15427




And the list isn't even complete. Wonder how tf did the production explode so much. Even Jammu & Kashmir has a big industrial plant with 3.2 GW Module, 2.8 GW Ingot, Wafer and Cell capacity under construction.

Grew Energy to invest ₹4500 crore in solar manufacturing unit in J&K - ET EnergyWorld

Solar Manufacturing: The facility will have an annual capacity of 3.2 GW high-efficiency modules and 2.8 GW ingots, wafers, and cells upon completion.

energy.economictimes.indiatimes.com

Afaik rest of "sooth asia" is effectively at negligible.


But we'll soon produce a lot of Polysilicon as well, thanks to dhandos.

Adani moves forward with 30,000 MT polysilicon project in India

Adani has selected Engineers India Ltd. (EIL) to set up 30,000 metric tons (MT) of polysilicon production capacity and 500 MT of monosilane capacity in India.

www.pv-magazine.com

Polysilicon will still be imported from China, but the remaining stuff(ingots, wafers, cells) will be produced here depending on the company. Afaik Ambani's giga factory starts at the ingot level with plans to produce Polysilicon in the future.

bros my question was about lithium ion and other batteries, that was the post i quoted not the Solar PV one.
It will be great if we are producing the batteries from the cell level onwards, otherwise yet another dependency on Cheeniz