While the unavailability of gas is creating panic both in India and abroad at present, it might not be the case the next time a crises hits, here is a comparison of Gas vs grid battery in 2021 and 2025.Grid battery is now 14% cheaper in India as against being 71% dearer in 2025.
Countries with an established ICE based traditional Automotive production are the slowest to adapt EV given the incumbents stand to lose the most, whereas countries with no or low traditional Auto base and mostly dependent on imports are seeing rapid adoption of EV ..Case in point Nepal, Thailand etc. EV is taking over whether the incumbents in the west like it or not.
While it's tempting to conclude that deglobalization is accelerating, the evidence points the other way: globalization is surging outside the hegemonic powers. India-Europe trade ties and the Europe-Mercosur pact exemplify this shift. These are deals that were stuck for decades for a variety of reasons. True deglobalization remains impossible-key natural resources for modern manufacturing are scattered worldwide, making codependencies inevitable.
While the power sector stocks have taken a beating in the last 6 months, but it remains a sector with the highest revenue visibility with the grid capex expected to see a growth of 17% globally in calender year 2026.
Real value emerging in select stocks.
In a nation brimming with traders, he’s one of the rare few with a true product mindset—who also began as a trader but then fearlessly leaped into manufacturing and conquered it. Duly deserved!
From Nagpur to the battlefield. Satyanarayan Nuwal, founder of Solar Defence & Aerospace, wins the Padma Shri for building India’s first major private explosives and loitering munitions capability.
His Nagastra system saw combat use in Operation Sindoor, marking a quiet but decisive shift in India’s defence ecosystem from imports to indigenous firepower.