Really sharp piece by my friend on India’s critical minerals problem. The issue isn’t just whether India should mine more, but whether the system actually makes exploration viable enough for private players to participate seriously.
Discovering mineral reserves is not enough if you cannot bring them to the market. My piece for @orfonline about why domestic #CriticalMinerals exploration needs to go beyond #MineralAuctions rejigging.
Amidst the #IranWar, increasing RE deployment has become a priority. Share of #renewables has increased in India's power mix, yet stranded projects and negligible tariff passthrough are roadblocks towards achieving scale, as I write in my new piece.