Can India beat China in the Energy race? : Detailed Case Study

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VIDEO INTRODUCTION:
A wild truth in the market that I have empahised very often is that Whenever the godfather speaks, those that listen to him prosper.
The godfather in this case in our market is none other than the government of India, and every time the budget is released or when the govt announces a new policy, there is always a set of companies whose stock prices go up, and certain companies whose stock prices go down!!

If you don't believe me, take the example of Ethanol blending, as soon as the announcement of Ethanol blending was done, the sugar stocks shot up, why? Because ethanol is made out of rice corn, wheat, and sugarcane, India has a surplus of Sugarcane which was to be used for ethanol.
So sugar stocks started to see a rally whereby they shot up by up to 14% in just 2 weeks.
Ugar Sugar Works went from 87 rs to 100 rs, Dalmia Bharat sugar from 332 to 346, and Balrampuri Chini mills went from 365 to 373.

Similarly, when the govt announced huge capital expenditure into roads, the cement stocks saw a rally!! In fact, in the past 5 years, the cement stocks of India have seen an extraordinary return due to the most ambitious highway projects in India!!

This is the reason why, every time the budget or the PM makes an announcement, the investors watch it very carefully to pick the best stocks in the market!! And you know what guys, on 1st February 2024, one such announcement was made by the prime minister of India and this is a huge opportunity in the solar sector of India!!

This announcement was about something called the rooftop solar scheme, where by the govt would provide free electricity to one crore households in India, who opt to install solar panels on their rooftops. And not so surprisingly, Waaree Renewables, Adani Green Energy, & Insolation Energy saw a rise in their prices!!!
This is absolutely insane, isn’t it?

But you know what? When the execution of this project happens with 100 million panel installations, India will see a huge surge in demand for solar modules, panels, solar glass, wires, inverters and even silicon!
So if you understand this industry in-depth, you can use the knowledge from this case study to both, invest or start a business in the solar industry!!

So if you want to be sharp investor or an entrepreneur let’s deep Dive into this solar goldmine and understand,

What exactly is this rooftop solar scheme?
What is the value chain of rooftop solar?
Which Indian companies could benefit from this scheme?
And most importantly, how can you find a golden opportunity in this space?

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✅Study Materials:
https://www.minespider.com/blog/know-...

https://cleanenergyfrontier.climatech....

https://www.iea.org/reports/solar-pv-...

https://timesofindia.indiatimes.com/c...

Solar Rooftop Calculator
https://pmsuryaghar.gov.in/rooftop_ca...

Companies in Solar
https://www.eai.in/ref/ae/sol/compani...


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