At least, technically. And may not change India’s EV
eco-system in any significant manner, in short term
Here are headlines from News papers :
It's
official! Tesla readies for charge in Bengaluru
Tesla
sets up India subsidiary in Bengaluru
Tesla
drives into Bengaluru with new company
===================================================
Name : Tesla India
Motors and Energy Pvt Ltd
Paid Up Capital : Rs 1 lakh /
Authorized Capital : Rs 15 lakh
Directors :
Ø Vaibhav
Taneja – Chief Accounting Officer ……………………… vaibhav@tesla.com
Ø David
Jon Feinstein – Global Senior Director…………………… david.feinstein@tesla.com
Ø Venkatrangam
Sreeram – Entrepreneur…………………………..venkatrangam@tesla.com
===================================================
Why this news is unlikely to shake up Indian
EV industry ?
[ A ] SELLING PRICE
Ø
In USA, Model 3 sells for $ 30,000 ( approx., Rs 21 lakhs )
Ø
If fully imported into India, it will cost the buyer Rs 55-60
lakhs ( with all duties / taxes )
Ø
At such a high price, there can be no more than a few hundred
buyers at the most. For a few hundred or even a few thousands, Elon Musk is
unlikely to set up in India, a full-fledged manufacturing plant
Ø
But, by 2024, he expects Li battery prices to drop to $ 50 / Kwh
as against current $ 120-130 / Kwh
Ø
By that time, he may also come up with a model with a 15
Kwh battery
Ø
Mass produced, such a model might end up with a sale price of Rs
10 lakh
Ø
That would compete with, Mahindra e-Verito ( 21 Kwh battery )
selling for Rs 9- 10 lakhs
( for details, read : To
beat OR not to beat ? / 29
Dec 2020 )
===================================================
[ B ] INVESTMENT
Ø Tesla’s
Giga-factories under construction ( Berlin and Austin ) will cost $ 5 billion (
Rs 36,500 crore ) and each will produce
ONE MILLION cars PER YEAR, by 2024
Ø Even
if TESLA manages to introduce in India a “ localized cheaper “ model costing no
more than Rs 30 lakhs, it won’t sell more than 10,000 units / year. Elon Musk
would not consider a volume worth investing even Rs 4,000 crore which MG Motor India ( Indian subsidiary of China’s largest
automaker, SAIC ) is in the process of investing
[ source : MG
to launch new EV under ₹20 lakh /
MINT – 07 Jan ]
Extract :
Ø
MG Motor India Ltd,
a new entrant in the domestic market, plans to launch an electric vehicle () under 20 lakh. It is also
developing a lithium-ion battery with a range of 500km on a single charge to
address ‘range anxiety’.
Ø “We are looking at another electric car in the sub- 20 lakh range that will hopefully come at the end of next year. That will expand our
portfolio in EVs
===================================================
[ C ] RANGE ANXIETY IN ABSENCE OF BATTERY CHARGING STATIONS
Ø A
major factor of TESLA’s success in USA, is its 20,000 + Supercharger Battery
Charging stations
Ø In
India, we have approx. 250 by now ! This number is unlikely to grow big, any
time soon
Ø Most
India-made EVs will have built-in feature to enable night-time charging at home
( even our Central Govt is likely to make this feature mandatory in all new
buildings )
===================================================
[ D ] EV WITH 10
KWH BATTERY GETTING CHARGED FROM SOLAR
PANELS MOUNTED ON CAR ROOF
Ø All
over the World, manufacturers are experimenting with EVs getting their small
batteries charged from Solar Panels mounted on their roofs . These include,
# APTERA
# Hanergy
Ø It
is a pity that our own ISRO’s path-breaking innovation in Solar Roof powered
cars ( needing no battry charging stations ), has not been “ commercialized “
so far ( - I suspect vested interests ). May be, with this arrival-announcement
of TESLA, some Indian EV manufacturer will do this
( source : https://myblogepage.blogspot.com/2020/12/to-beat-or-not-to-beat.html
)
Extract :
Ø
When such car arrives, there
will be no need to subsidize / incentivize, either the buyers or the car
manufacturers !
Ø
Only
such a Solar Powered car ( with a 10 Kwh Li battery ) can realize India’s dream
of 30 % EV population by 2030.
===================================================
[ E ] BATTERY INNOVATIONS ( INCLUDING REPLACEMENT OF
LITHIUM-ION BATTERIES )
Once again, despite lots of “ Technology Break-through “ announcements from
TESLA - GM – VW – QuantumScape
etc., the Chinese seem to be leading
( read : China
Holds the Commanding Heights in Advanced Batteries )
BUT,
Ø If Shri Narendra Modiji finds a few minutes to read this blog – and go all-out to support, then two Indian girls can not only take-on and defeat these World Giants in innovative Energy Technology but can help save 17 lakh premature deaths taking place in India each year due to Air Pollution !
# # Names : Nikita and Nishita Baliarsingh
# # Website : Nexus Power
# # Video : https://www.youtube.com/watch?v=BXVE6VSafw8 / 22 Dec 2020
#
Their technology :
The proprietary battery technology from Nexus uses bio-organic
nano-materials with unique fast
concepts of Bio-Mimicry and Industrial Ecology form the development
structure of the battery, and give the bio-degradable nature to both
the electrodes and the
The entire process from the cradle to the grave doesn’t leave out any
waste and these batteries are fully recyclable. Fast generative nano-
materials from crop residue allow the charge to remain longer
due to properties that make them sticky.
Ø Just
consider the following “ Mind Boggling “ implications of this innovation :
# All over India, farmers, instead of burning , can sell their stubble ( Crop
Residue ) and make money
# India produces 500 million tons of CROP RESIDUE each year of which
360 million tons are burnt
# Stopping burning means stopping Air Pollution ( I urge Supreme Court /
Arvind Kejriwalji / Kissan Unions
# Small / Cheap / High Density battery cells will enable assembling
together,
VERY LARGE ( MW range )
Solar Power ( generated during daytime ) for use at nights
This will
decentralized ) and Grid Level Solar in our deserts
# Of great health benefit would be smaller Solar Energy Storage devices
(
similar to Tesla’s POWERWALL
Mounted on kitchen walls, these power storage units would supply
power to Electric Chulhas ( Cookers )
and eliminate need for importing LPG – NPG ( saving billions of rupees
worth of imports ) – and dramatically reducing indoor pollution
( Read : Dear
Shri Goyalji : How about a Solar Cooker ? )
===================================================
Dear Shri Narendrabhai,
In your " Man Ki Baat " broadcasts, I have seen you often interact with India's " Unseen / Unheard " heroes and heroines
In your next broadcast , I urge you to dialogue with Nikita and Nishita
( office@nexuspower.in / +91 674 3550113 / +91 85990 95257 )
( https://twitter.com/i_am_nbs?lang=en / )
With regards,
Hemen Parekh / hcp@RecruitGuru.com / 14
Jan 2021 / Makar Sankrant
===================================================
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