Hi Friends,

Even as I launch this today ( my 80th Birthday ), I realize that there is yet so much to say and do. There is just no time to look back, no time to wonder,"Will anyone read these pages?"

With regards,
Hemen Parekh
27 June 2013

Now as I approach my 90th birthday ( 27 June 2023 ) , I invite you to visit my Digital Avatar ( www.hemenparekh.ai ) – and continue chatting with me , even when I am no more here physically

Monday, 22 October 2018

China leads the World : as usual




Here is how :





This is a report by Benchmark Mineral Intelligence , which predicts that , by 2030 :




·         All over the world, there will be 10 mega-factories producing Li-ion batteries , with a combined capacity of 299 GWh


·         Of these , 7 will be in China, with a combined capacity of 207 GWh ( 70 % of total )



·         Three other will be , one each in USA ( 50 GWh ) / Poland ( 22 GWh ) / Korea ( 20 GWh )





Why none in India despite the following report by our National Energy Storage Mission report of Aug 2018 ?






which says :


·         India would require a minimum of 20 GIGA FACTORIES by 2030 ( for 800 Gwh capacity ) [  40 Gwh per factory  ]


If we assume that we manage to put up the very first such Giga factory in 2020 , then , this would require at least TWO giga-factories to be commissioned EVERY YEAR for the next 10 YEARS ( 2020 till 2030 )




To know why this is NOT likely to happen , read :


India : Energy Storage Mission  [  04  Dec  2017  ]


But then, how do the Chinese manage what seems like a “ losing proposition “ ?

Here is how :


“ Even before the MIC2025 ( Make In China 2025 ) plan came along however, the industry had been given a boost by government financial backing in the form of ,

·         easier access to funding

·         loosened oversight on overseas acquisitions


·         generous allocation of land for manufacturing

·         subsidies for buyers and free driving licences.






This helped sales of EVs in China reached 770,000 units last year – more than half of all new-energy vehicles sold globally.



As against this , in FY 18 , India sold 1200 e-cars ( 40 % drop from 2017 ) !



Chinese government , recently reduced subsidy for e-car to Rs 6.5 Lakh ( from earlier figure of Rs 10.6 lakh )



As against this , India government offers a subsidy of Rs 1.3 lakh  !



Does our Auto Manufacturers have a “ Cost Advantage “ over the Chinese Manufacturers , when it comes to :


·         Machinery

·         Materials

·         Manpower

·         Energy

·         Compliance

·         IT / Communications

·         Transport / Logistics

·         Training / Skilling

·         Systems / Procedures

·         Technology Acquisition


     To figure this out , refer to :

Costing Plays a Key Role  

 

23  Oct  2018

www.hemenparekh.in / blogs







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