The Chinese whispers in India’s EV batteries

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:

1. India’s EV Battery Problem

We’ll cover:

Why making battery cells is much harder than assembling battery packsHow China’s dominance and tighter technology-transfer rules are affecting IndiaHow JSW, Tata, Reliance and Ola are trying different ways to reduce dependence on China

2. Why Airlines Want Cheaper Fuel

We’ll cover:

Why ATF prices have risen sharply despite India refining enough fuel domesticallyWhy the government’s earlier ₹10,000-crore fuel stabilisation scheme failed to attract airlinesWhat airlines are now asking for, and why higher fares may not be enough to offset rising costs

Audio Timestamps

00:04 Intro

00:30 Can India build its own batteries?

13:26 Why airlines want cheaper fuel

23:21 Tidbits