Swapping vs Charging – business of refueling EVs – (3/3)

A Li-ion battery needs to be charged regularly and can go through 1500-2000 charging-discharging cycles in its lifetime. The business to supply energy to batteries is an interesting opportunity in …

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Recharged – opportunities & challenges in the battery space – (2/3)

For an EV, battery is the most differentiating component. It accounts for 40-50% of the total vehicle cost and plays the most important role in a vehicle’s performance. It can draw the line between …

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Startups vs Incumbents – who will win the Indian EV race? (1/3)

History suggests that creation of a new automotive OEM is next to impossible. Incumbents always win this war due to the long product development cycles, high investments in supply chain, distribution …

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Electric Vehicles in India: A Forward Looking View

EVs will redefine the automotive, energy and mobility industries at their core. The structural advantages of EVs are hard to ignore. Yet, there is scant reflection of this wave in India. We discussed …

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Electric Vehicles: The Imminent Disruption

Introduction Having met dozens of companies in the space so far, we are not exaggerating when we say that we believe electric vehicles (EV) to be a once-in a-generation technological shift with …

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