Shubham Thorat

Analyst at @TheIndUSTech
Ex Assistant to Members of Parliament-
Views are Personal

[Shubham Thorat @Shubham_Thoratt]

𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫𝐬 𝐚𝐫𝐞 𝐭𝐡𝐞 𝐧𝐞𝐰 𝐨𝐢𝐥.

And if India’s semiconductor supply chain gets disrupted, the impact could become more catastrophic than current / past #oil shocks.

India still imports nearly 85–90% of its #semiconductor requirements

[IndUS Tech @TheIndUSTech]

India–U.S. Corporate and Strategic Updates

🇺🇸 Secretary of State Marco Rubio will visit Mumbai and Jamnagar from Oct 17 to Oct 22 to discuss strategic ties, energy cooperation, and commercial investment.

Jamnagar hosts #Reliance Industries’1.4-million-barrel-per-day refinery, the world’s largest single-site refining complex. India imported 257,000 barrels per day of #Venezuelan crude in September, with Reliance accounting for 76% of the total.

The @CommerceGov issued a final affirmative antidumping determination on chromium trioxide imports from India, assigning Vishnu Chemicals and other exporters a 14.44% dumping margin. The US InternationalTrade Commission will make the final determination on whether the #imports have caused or threaten material injury to the U.S. industry.

[IndUS Tech @TheIndUSTech]

🇺🇸 DEFENSE INDUSTRIAL BASE | KEY UPDATES

- SBA and DoW signed an agreement to expand financing for defense industrial base small businesses through #loans and preferred-equity #investments .

- The SBA and DoW launched a dedicated Smaller War Plants Commission website to provide access to federal resources, financing, and investment support.

- The U.S. Army announced a manufacturing #rodeo for early 2027 to identify supply-chain bottlenecks and #test production surge capacity, including for attack #drones .

- The DoW certified General Dynamics Bath Iron Works to build a second Arleigh Burke-class guided-missile destroyer, subject to congressional funding.

[IndUS Tech @TheIndUSTech]

🇮🇳🇺🇸 India-U.S. Commercial & Tech Cooperation.

@GE_Aerospace plans to nearly double its $200 million investment in India's supply chain by 2030. GE Aerospace or its joint venture partner is expected to power ~90% of new commercial #aircraft delivered in India over the next decade.

U.S.-based @Jabil and India's @AdaniOnline Enterprises signed a non-binding MoU to explore a proposed 50:50 JV to manufacture AI and #data center hardware in India for domestic and global markets, subject to definitive agreements and required approvals.

U.S. ambassador to India Sergio Gor ws met Blackstone President and COO Jonathan Gray to discuss expanding U.S.–India commercial ties and promoting private investment.

[Shubham Thorat @Shubham_Thoratt]

Astrome Won iDEX Challenge to develop a man-portable ELINT/ESM system for electronic warfare and #threat detection in high-altitude

[IndUS Tech @TheIndUSTech]

🇮🇳 | Defense & Aerospace Business Updates

• IndusBridge Ventures Fund: Secured over approx $200 million in commitments for a fund focused on defence, aerospace, space technology, and dual-use technologies.

• #Astrome : Won the Indian Army and DIO’s #iDEX DISC 14 Challenge to develop a man-portable ELINT/ESM system for electronic warfare and threat detection in high-altitude and forward-border environments.

• IG Defence: Preparing the maiden experimental trial of JWALA, a privately developed micro-missile designed to intercept drones and other aerial threats at a stated range of 2–5 km, following successful solid rocket motor tests.

• Boeing: Inaugurated a STEM lab and aeromodeling training center at The Kosala School in Bargarh, Odisha, under its Sukanya Program.

#IndiaDefence #Aerospace #DefenceIndustry #IndiaUS

[IndUS Tech @TheIndUSTech]

🇮🇳 | Defense & Aerospace Business Updates

• IndusBridge Ventures Fund: Secured over approx $200 million in commitments for a fund focused on defence, aerospace, space technology, and dual-use technologies.

• #Astrome : Won the Indian Army and DIO’s #iDEX DISC 14 Challenge to develop a man-portable ELINT/ESM system for electronic warfare and threat detection in high-altitude and forward-border environments.

• IG Defence: Preparing the maiden experimental trial of JWALA, a privately developed micro-missile designed to intercept drones and other aerial threats at a stated range of 2–5 km, following successful solid rocket motor tests.

• Boeing: Inaugurated a STEM lab and aeromodeling training center at The Kosala School in Bargarh, Odisha, under its Sukanya Program.

#IndiaDefence #Aerospace #DefenceIndustry #IndiaUS

[IndUS Tech @TheIndUSTech]

🇮🇳🇺🇸 India-U.S. Defense Cooperation

At Tarang Shakti 2026, India’s defence minister Rajnath Singh highlighted opportunities for joint defense research, co-development, co-production, and aerospace technology collaboration. Separately, the IAF chief confirmed there was no formal U.S. offer to sell F-35 fighters to India. 🇺🇸 Pacific Air Forces (PACAF) commander Gen. Kevin Schneider also participated in exercise Tarang Shakti 2026 alongside other international participants.

Meanwhile, Indian Coast Guard Ship Shaunak arrived in Perth for the #QUAD -at-Sea Ship Observer Mission with Australia, Japan, and the United States, strengthening Indo-Pacific maritime cooperation.

#IndiaUS #F35

[Kriti Upadhyaya @upadhyaya_kriti]

वन्दे वाञ्छितलाभाय चन्द्रार्धकृतशेखराम्।
वृषारुढां शूलधरां शैलपुत्रीं यशस्विनीम्॥
शक्ति, साधना एवं आत्मजागरण के पावन महापर्व शारदीय नवरात्रि की अनंत शुभकामनाएँ।
माँ की दिव्य कृपा से आपका जीवन सुख, शांति, समृद्धि एवं सकारात्मक ऊर्जा से आलोकित हो। 🙏

[IndUS Tech @TheIndUSTech]

Today, Indian Navy commissioned INS Mangrol, the third Mahe-class Anti-Submarine Warfare Shallow Water Craft built by Cochin Shipyard Limited .

- With over 80% indigenous content, the vessel features advanced sonar, radar, torpedoes, and anti-submarine rockets. It is part of a 16-vessel programme, with eight ships each being built by CSL and Garden Reach Shipbuilders & Engineers @OfficialGRSE , in partnership with L&T Shipbuilding for the latter series.

- The induction strengthens India's coastal anti-submarine warfare capabilities and highlights domestic warship construction and systems integration. The development comes as Pakistan inducts #Chinese -built Hangor-class submarines under an eight-submarine programme, adding context to regional underwater security.
#Mangrol

[Akash Sharma @kaidensharmaa]

No official US offer for the F-35, says IAF Chief ACM AP Singh.

Sitting right beside the US PACAF Commander, he quipped: “Your people don't even let us go near the aircraft, and you talk about selling it to us”.

A Russian offer for the Su-57 is pending evaluation, he said.

[Shubham Thorat @Shubham_Thoratt]

When Indian politician will campaign like this 😒

[Rohit Sharma 🇺🇸🇮🇳 @DcWalaDesi]

.@DipikaDamerla - Dipika Damerla is running to become the next Mayor of Mississauga. Interesting campaign song, Bollywood Style! 👇👇

[Nenu 🇮🇳 @NenuHanma]

If God Exists :

[Shubham Thorat @Shubham_Thoratt]

🇮🇳🇺🇸 def-tech opportunity

[IndUS Tech @TheIndUSTech]

India-U.S. 🇮🇳🇺🇸 Defense Industry: Two Opportunities Closing in the Next Few Days

🇺🇸 DIU- Low-Cost ISR Challenge

- A $100 million challenge, with up to $250 million in additional funding, for affordable ISR platforms.

- Indian UAV companies, including ideaForge, NewSpace Research & Technologies, and Raphe mPhibr, could explore participation.
- Deadline: October 14, 2026.

🇮🇳 India's CEL -Global Defense Partnerships

- Invited global technology partners for defense projects through joint R&D, co-production, consortium bidding, and systems integration.

- U.S. companies can explore partnerships with Indian industry, subject to eligibility requirements.
- Deadline: October 15, 2026.

#IndiaUS #DefenseIndustry #DefenseTechnology

[IndUS Tech @TheIndUSTech]

India-U.S. 🇮🇳🇺🇸 Defense Industry: Two Opportunities Closing in the Next Few Days

🇺🇸 DIU- Low-Cost ISR Challenge

- A $100 million challenge, with up to $250 million in additional funding, for affordable ISR platforms.

- Indian UAV companies, including ideaForge, NewSpace Research & Technologies, and Raphe mPhibr, could explore participation.
- Deadline: October 14, 2026.

🇮🇳 India's CEL -Global Defense Partnerships

- Invited global technology partners for defense projects through joint R&D, co-production, consortium bidding, and systems integration.

- U.S. companies can explore partnerships with Indian industry, subject to eligibility requirements.
- Deadline: October 15, 2026.

#IndiaUS #DefenseIndustry #DefenseTechnology

[The Nobel Prize @NobelPrize]

2026 Nobel Peace Prize laureate Navi Pillay’s commitment to universal legal principles and her firm moral compass are constants in a long career. Born into a family of Indian Tamil origin under apartheid in Durban, South Africa, Pillay became a lawyer and legal pioneer, confronting deep structural discrimination, segregation and exclusion. A common thread runs from her early work defending Nelson Mandela and others who stood up against apartheid to her service as a judge in some of the key international court cases of our time.

This year’s laureate has significantly enlarged the scope and impact of international law. She has served as a judge on the High Court in South Africa, the International Criminal Tribunal for Rwanda and the International Criminal Court. She was the United Nations High Commissioner for Human Rights and, until recently, she chaired the UN Independent International Commission of Inquiry on the Occupied Palestinian Territory. Today Navi Pillay is a judge on the International Court of Justice in the case where Myanmar stands accused of genocide.

In historic international court cases, she has shown that legal measures can help prevent acts of war and violence. Navi Pillay has also contributed to strengthen the institutions of international law. Her independence, expertise and steadfastness have made her one of the most respected international jurists of our time.

Learn more about the 2026 #NobelPeacePrize: https://t.co/JMjpp1jPKc

#NobelPeacePrize #NobelPrize

[IndUS Tech @TheIndUSTech]

🇺🇸 @NSAGov issued guidance outlining 26 Zero Trust activities to strengthen U.S. military and defense industry cybersecurity.

- Guidance prioritises securing legacy military systems without complete hardware replacement.

- Defense contractors and OEMs face emphasis on secure remote access, multifactor authentication, and continuous monitoring.

- NSA warns that advanced AI could accelerate cyberattacks against critical infrastructure.

The NSA’s guidance targets the U.S. Department of War’s operational technology, including industrial control systems supporting military infrastructure and critical operations.

#NSA #DoW

[Shubham Thorat @Shubham_Thoratt]

Another SOP revision

[IndUS Tech @TheIndUSTech]

🇮🇳 Defence minister approved a revised SOP for using MoD proof ranges, field firing ranges, and laboratory testing facilities.

- Testing charges waived for iDEX, TDF, Make, and other MoD-sponsored developmental projects to promote defense indigenisation.

- A dedicated three-day slot every quarter reserved for proof firing of government-sponsored projects and industry-led developmental projects.

- The SOP lists facilities available through DRDO, Government Quality Assurance agencies, and the three Services.

- Simplified procedures for facility allocation, testing charges, and documentation aim to improve transparency and #ease of doing business.

- Arbitration replaced with an industry-friendly conciliation clause to resolve disputes more efficiently.

[Kriti Upadhyaya @upadhyaya_kriti]

India is not an impossible market for Starlink but the offering has to solve for more than telecom.

- Go beyond data localization and India’s existing security framework. India already requires local gateways, monitoring, and geographic service restrictions. Give Delhi a locally executable veto over India-authorised terminals.

- Don’t compete with Indian telecom partners in D2C instead incentivize them. Give partners economics on consumer activations and don’t go after their existing D2C. Starlink can focus on direct sales on enterprise, mobility, and remote demand. The near-term opportunity is where terrestrial networks are too expensive or difficult to build not cheap mass-market broadband.

- Help solve India’s LEO problem. A future Indian NGSO enters an environment where major foreign systems already have earlier filings and Starlink is operating at scale. That creates coordination constraints something Indian operators have raised with TRAI. SpaceX has an established relationship with India’s space ecosystem, having flown 2 dedicated and 19 rideshare missions for Indian companies. Build on that and offer a serious bilateral coordination framework so a future Indian LEO can coexist with Starlink.

• Stress test PoC. DoT has given Starlink sample spectrum to demonstrate technical and security compliance. Let Indian agencies test their concerns incl whether a terminal disabled in India can be re-authorised from abroad. Use that as the basis for commercial clearance.

Create a win-win deal where India gets control.
Indian telcos make money as Starlink grows.
India gets a path to its own LEO with Starlink as an enabler.
And Starlink gets into the market. Starlink has a lot to offer tbh.

[NDTV @ndtv]

Madhya Pradesh Chief Minister Says Ladli Behna Scheme "Heavy Financial Burden"
https://t.co/9UpyqRNvej

[Stanford University @Stanford]

Walking into work as a new Nobel laureate.

[Shubham Thorat @Shubham_Thoratt]

Within a few months of the trial. DoW is now scaling Direct-Energy Counter UAS capabilities

[IndUS Tech @TheIndUSTech]

🇺🇸Department of War is accelerating directed-energy counter-UAS capabilities

- Yesterday DoW Selected four systems for JIATF-401 pilot @aerovironment Palletized HEL, @epirus Leonidas HPM, Kord Firefly HEL, and @Boeing Compact Laser Weapon.

- Evaluates performance, requirements, costs, and operational best practices under the FY2026 NDAA.

• May: JIATF-401 selected five installations for the pilot and conducted DoW-FAA safety assessments for HEL operations.

• July: DoW announced $86M in initial JLWS agreements, under an $847M program ceiling, targeting ~150-kW prototypes and future 300–500-kW systems.

• August: An Army Multipurpose High Energy Laser was used operationally to defeat three cartel-linked drones along the southern border.

• Next Step JIATF-401 will assess additional systems during a December directed-energy shoot-off at Dugway Proving Ground.