Скачать или смотреть Home Advantage LOST? The Real Reason India's Battery Giant Looked West! 🤯

An eye-opening look at the complex calculus behind where a critical battery component manufacturing hub lands. While the comfort and deep backward integration clearly point toward India as the ideal base for ‘building in India for India,’ the reality of global incentives and immediate customer proximity tells a different story. The ambitious domestic capacity targets for batteries are simply outpacing current domestic demand signals, creating a timing challenge for large-scale builds. When powerful global mandates like the US Inflation Reduction Act create clear obligations for key partners—the Korean and Japanese cell makers—the strategic imperative shifts decisively to serve the customer where they are today. This is the fascinating intersection of national ambition and global subsidy politics shaping the next generation of the EV supply chain.
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