Jaya Harshit

Every headline has an operating model.
I decode the economics underneath Indian business & policy.

Supply chains | Quick commerce | Markets

[Jaya Harshit @jayaneeli]

The biggest problem with E20 isn't fuel economy.

It's that nearly 90% of India's vehicle fleet was built before E20 compatibility became mandatory.

When a policy changes the fuel specification after people have already bought their vehicles, someone has to pay for the transition.

Right now, that someone is the vehicle owner.

[Jaya Harshit @jayaneeli]

@volklub There is a report I read recently that says that most of the chargers installed in the petrol pumps are hardly working as the whole of the maintenance cost is borne by the fuel station owner and not the OMCs.

[Jaya Harshit @jayaneeli]

Used Rapido in Mangalagiri this week, and the experience was exactly how ride-hailing is supposed to work.

Ride accepted instantly.
No calls asking for the drop location.
No bargaining for extra money.
No cancellations.

Consumers are remarkably forgiving on price, but ruthless on reliability.

The biggest threat to these platforms isn't competition. It's the small daily frictions that teach users not to trust the app.

[Jaya Harshit @jayaneeli]

@_zeroxinfinity_ Strava

[Jaya Harshit @jayaneeli]

@smoothy_2006 Oh that is good. We do not have such alert system in BLR.

[Jaya Harshit @jayaneeli]

My grandmother, in Mangalagiri - a town in Andhra Pradesh, received an SMS in Telugu warning of torrential rainfall and advising people to avoid open areas and seek shelter.

She says these alerts are accurate "almost every time."

That's what good governance looks like: invisible systems that quietly reduce risk.

Bengaluru, India's tech capital, should have had this at scale years ago.

@ncbn @naralokesh - commendable job!

[Pubity @pubity]

Elon Musk is officially the first trillionaire in human history.

[Jaya Harshit @jayaneeli]

@DocRGM_ This doctor passed his exams using ChatGPT!!

[Jaya Harshit @jayaneeli]

I still feel the old car interiors was apt. The current cars having screens is just bleh!

[Rishabh Kaushik @RishabhKaushikk]

Unpopular opinion: Manual knob AC was better than digital climate control in cars.

[Jaya Harshit @jayaneeli]

@volklub Are they even making these anymore?

[Jaya Harshit @jayaneeli]

Everyone wants India to move faster.

Indian Railways shows what that actually looks like.

Diesel locomotives weren't abandoned overnight. The network was electrified in phases, electric engines were deployed gradually, and the transition scaled only after the underlying infrastructure was ready.

The lesson extends far beyond railways:

In a country of India's scale, execution beats ambition.

Good policy is often just good sequencing.

[Jaya Harshit @jayaneeli]

@GuruShareMarket One of the reasons why I say - Ethanol blending is not needed in a country like India. There are a lot of BJP Andhbhakts who criticise or say fill up XP100 fuel.

Aur karo Modi hain to Mumkin hai 😂

[Jaya Harshit @jayaneeli]

@RaoSumukh Add even smartwatches to list - they do not make sense to me to be very honest.

[Jaya Harshit @jayaneeli]

@matkashbakihai Brazil runs high ethanol blends successfully because vehicles and supply chains were designed for it.

India's concerns are mostly around legacy vehicles, fuel efficiency (ethanol has lower energy density), and whether consumers are sharing the economic benefits.

[Jaya Harshit @jayaneeli]

Einteisn Nithin Gadkari!!

[ANI @ANI]

The government has extended central excise duty exemptions to petrol blended with 22%, 25%, 27% and 30% ethanol. There will be a nil excise duty rate for fuel blends that conform to BIS standards.

[Jaya Harshit @jayaneeli]

@mayur007goyal @Panks_Arora Unfortunately, math doesn't work for everyone. Most of them consider the price difference in the first instance.

Vehicle Loan + High fuel prices are a huge burden for most of the folks. A small increase in monthly fuel spending is an increase in their overall monthly budget.

[Jaya Harshit @jayaneeli]

Trump portrays this as a story of American dominance. But geopolitics isn't scored like a boxing match.

If Iran survives, retains its regime, preserves parts of its nuclear capability and continues influencing the region, it can claim success despite suffering heavier losses.

The question isn't who hit harder.
It's who achieved their objectives.

[Jaya Harshit @jayaneeli]

@microcp2mltibgr The scale in AI belongs to those who have the strongest balance sheet.

[Jaya Harshit @jayaneeli]

The real test of any public policy isn't whether experts can justify it on paper.

It's whether an average person can adopt it without sacrificing affordability, reliability, or convenience.

If the benefits are national but the costs are individual, that trade-off deserves an honest conversation.

Right now, Ethanol blending, EV are facing major policy issues.

[Jaya Harshit @jayaneeli]

@mayur007goyal @Panks_Arora Do me a favour - make XP100 fuel available across all the fuel stations (even the remotest of the remote). I will follow whatever you say. Just because you can afford it, does not mean you suggest it to others as well.

[Jaya Harshit @jayaneeli]

@Panks_Arora This is precisely why the conversation shouldn't stop at "E20 achieved."

If consumers are bearing higher running costs through lower mileage, the policy evaluation has to include that trade-off too.

Forex savings for the country are real. But so is the household fuel bill.