Hermansyah Zaini

[Vikas Vij @TheClubJunto]

R&D Lessons from China: After Reliance, JSW Halts Battery Mfg Plans

(a) RIL & JSW: “China has weaponized access to battery tech” (b) FACT: Chinese firms failed for 30 yrs doing R&D, while we focused on quarterly EBITDA (c) Renting vs Owning Mentality.

India’s Licensing Mentality

a. On Aug 26, 2026, Parth Jindal (36 yrs) told reporters that JSW has halted its ₹40,000 cr planned investment to manufacture LFP (lithium iron phosphate) battery in India. Parth said: “China is guarding LFP technology like a weapon.”

b. At Reliance AGM 2026, Anant Ambani (31 yrs) told shareholders: “Access to battery tech is being weaponized.” Reliance was forced to halt its mfg plans for LFP battery after China refused to license cell technology.

c. Indian industry prefers non-export items like oil, steel, cement, power, ports, airports because a known playbook exists. Foreign competition disallowed, 100% domestic capture, predictable profits, multi-billion mkt cap, zero R&D.

China’s R&D Mentality

a. China controls 94% of global LFP capacity. Chinese Companies: CATL: 37%; BYD: 23% (BYD became a car-maker); Others: 34%

b. LFP technology did not fall from heaven into China's lap. 30 years ago nobody wanted LFP. LFP was cheap and safe, but it had a failing. Its conductivity was so poor it could hardly deliver current.

c. US researchers gave up on LFP after a long struggle as it looked impossible to crack. But it was obvious that LFP would one day win because it involved abundant, low-cost raw materials.

BYD 2002-2020: Lessons in R&D
18 Years of Blood, Sweat & Tears

2002: BYD was a small battery-maker founded by Wang Chuanfu, an orphan from one of China’s poorest provinces. Wang chose the long and painful road of LFP when everyone else believed it was the road to bankruptcy.

In 2002, BYD’s earliest investor was Charlie Munger. Charlie said: “I invested because Wang was a “chemistry genius” and a “fanatic who worked 70 hrs a week.”

2005: In 2005, BYD developed its first in-house LFP cell.

2008: BYD launched the world’s first hybrid electric vehicle running on its own LFP – three months after Warren Buffett bought $230 million of BYD stock.

2009-2012: Commercial testing was critical to scale up the technology. But car owners were not ready to buy EVs. Chinese govt backed the technology with “10 Cities, 1000 Vehicles” program, which put LFP on municipal buses and taxis.

2016-2018: The Darkest Years: Conventional NMC technology raced ahead due to govt subsidies. Competition intensified. Industry slogan became: “LFP is dead; stop burning money.”

2019: Near-Death Experience: BYD's net profit to shareholders fell to $267 million, while R&D expenses swelled to $1.25 billion. BYD had bet its last shirt on the technology.

2020: Redemption at Last: BYD’s legendary Blade Battery was born. It worked like a dream, having survived years of failures, bottlenecks, countless iterations, rebuilding of entire production lines, and a devastating lab fire.

R&D: How to Conquer the World

a. Dozens of Chinese EV and battery startups living off govt subsidies disappeared. BYD and CATL emerged as the survivors of a domestic bloodbath.

b. In 2025, the world’s largest EV seller BYD spent 9% of its sales revenue (not profit) on R&D. CATL spent 6%. To understand the scale: In 2025, CATL had 20,000 research staff and 43,000 patents & applications.

2025 BYD R&D Expense: $9B
2025 BYD Profit: $4.5B (Half)

c. China has innumerable companies today with such suicidal R&D expense ratios. India has ZERO because with a license raj DNA, the Indian promoter has no mad desire to change the world. He just wants to die rich.

India's Ambani-Adani Equation

The following equation sums up India's economic curse:

When you have zero R&D, your profit becomes:

$4.5B + $9B = $13.5B

India's family-owned conglomerates, thriving on protectionist policies, do not wish to waste even one dollar on R&D and innovation.

Their vision for India is to leave billions to their children. And the children think licensing another's IP is their birthright: “China has weaponized battery technology against us.”

@arabicatrader

[Hermansyah Zaini @HermansyahZaini]

@abhiram978 @cabemaiden Democracy is good like india shit

[Hermansyah Zaini @HermansyahZaini]

@lanedeankendall Yeah what ever 🤣

[Hermansyah Zaini @HermansyahZaini]

@SariArhoHavren So it's better live in dangerous shit hole country than safest country with millions surveillance cameras.. that's what you mean..for us..pass

[Hermansyah Zaini @HermansyahZaini]

@abhiram978 @cabemaiden Dictatorship with efficient government is much better compare to those shithole countries including yours. Just ask Indonesian randomly,they will agree with me 💯

[Hermansyah Zaini @HermansyahZaini]

@abhiram978 @cabemaiden Now zoom it,you can see a lot of shits and trash all over those place in the picture

[Hermansyah Zaini @HermansyahZaini]

@aravind They are repairing road,not searching the victims, that's why all indians are retard,they can't comprehend just very simple video like this..the 1.5 billions most moron,retard, filthy creatures.. that's indian

[Hermansyah Zaini @HermansyahZaini]

@DoankWarto Kalo data tersebut tidak mencantumkan india, Bangladesh..negara2 shithole..data ini tidak valid

[Hermansyah Zaini @HermansyahZaini]

@Luca_rio1432 Absolutely you are not white..no one thinking nd seeing you as white..philipino at best

[Eric Yeung 👍🚀🌕 @KingKong9888]

12 years old. Underground. Thin coal seams barely 0.8m high. 10 hour shifts with his father just so the family could eat.

That’s how China’s “Coal Miner No. 3” (挖煤老三) started.

Poor mountain village. Sent to martial arts school at 9. Back in the mines on weekends and holidays from age 12. Mother held the household together.
He never stopped studying.

Took the gaokao twice. Entered vocational college at 19. Then specialist to bachelor in geological engineering to master’s in mining engineering to PhD.
Worked every holiday: construction sites, electronics factories, highway paving, more mines, carrying explosives, restaurant jobs. Anything to keep from burdening his parents.

2020 to 2025: full time PhD at Beijing University of Technology, College of Architecture and Civil Engineering. Research on tunnel boring machines. Year plus fieldwork at Tashan Coal Mine (Shanxi) and later in Xinjiang.

Graduated June 2025. University confirmed he’s real. He asked for privacy.

From the bottom of a coal seam to doctor of engineering.

Via Top 10s on FB

[Hermansyah Zaini @HermansyahZaini]

@NikkiHaley Get lost you fucking indian,go back to your shithole country

[Hermansyah Zaini @HermansyahZaini]

@Tuba262225 Almost 100% Turkish are Muslims,but Allah gave you mighty earthquake for you, Aceh in Indonesia have 100 % Muslims,still Allah gave them the biggest tsunami in history, why's that?

[Hermansyah Zaini @HermansyahZaini]

@IndianSinghh According to indian with "shit" in his name

[Hermansyah Zaini @HermansyahZaini]

@s2funcensored where ever Indians go, they'll bring chaos period.

[Hermansyah Zaini @HermansyahZaini]

@mltya44htc It's already fell in turkey a couple years ago

[Ma Wukong 马悟空 @Ma_WuKong]

🇨🇳 Un policía chino se ha convertido en un héroe, en redes sociales del país, al ver cómo, ante la llegada de la catástrofe, se quedó en su puesto intentando ayudar en la evacuación, dirigiendo a los ciudadanos a la mejor vía de escape.
https://t.co/g8BdTjxD46

[Hermansyah Zaini @HermansyahZaini]

@NikkiHaley STFU you indian

[Hermansyah Zaini @HermansyahZaini]

@Walkinghosteed Kick back all indians to their shithole country

[Hermansyah Zaini @HermansyahZaini]

@SuperBrahmin And get diarrhea and hospitalized immediately.. indian food is truly in different level..eat,shit,dead..

[Hermansyah Zaini @HermansyahZaini]

@YoungdoungT @AlarmChina @XHNews @PDChina @SFTHQ @Tibetankyi @BAFoTTibet @CTA_TibetdotNet Speaking English tibetan? Not convincing at all.. some random asian american maybe 🤔