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SHUBINVESTS I SEBI RA

19th May 2025 Β· SEBI-Registered Analyst

πŸš—βš‘ Batteries: The Powerhouse Behind the Green Revolution! πŸŒ±πŸ”‹

What’s the big deal with batteries? Well, everything, if you care about the future of mobility and energy! πŸ’‘ Today, batteries are no longer just for your remote controls or inverters. They’ve become central to the two biggest transformations of our time: Batteries are the most expensive part of an EV, often making up 30–50% of its cost. But as tech improves, costs are falling β€” average EV battery prices recently dipped below $100/kWh. πŸ“ˆ With EV sales booming, battery demand is skyrocketing too. Solar panels don’t work at night. Wind turbines stop when it’s calm. So how do we power our lives 24/7 with renewables? Enter Battery Energy Storage Systems (BESS) – they store excess power during the day and release it when needed. Without batteries, the green energy dream collapses. Period. β€œBattery is the single biggest missing piece in a renewable powered world.” – Duttatreya Das, Ember Think-Tank πŸ”¬ Battery Basics: What You Need to Know Not all batteries are created equal. Here's a quick breakdown: βœ… Lead-Acid – Old-school, cheap, but heavy βœ… Nickel-Based – Once popular, now outdated βœ… Lithium-Ion (Li-ion) – The game-changer NMC: High energy, but uses costly & controversial cobalt LFP: Cheaper, safer, and catching up in energy density βœ… Solid-State / Sodium-Ion – The next big thing? Still in R&D 🚧 🌍 The Battery Value Chain: Who Rules the World? From mining to refining to cell manufacturing – China dominates nearly every step: πŸ”Ή 75% of global battery cell production πŸ”Ή 80% of lithium refining πŸ”Ή Largest producer of battery-grade graphite we relied on lead-acid batteries (think Exide

EXIDEIND
, Amara Raja
ARE&M
). But lithium-ion caught us off-guard. To change this, the Govt. launched a β‚Ή18,100 Cr PLI scheme in 2021. Winners like Ola Electric, Reliance New Energy, Hyundai, and Rajesh Exports are now working on building India’s first gigafactories. We’re behind, but the wheels are turning. πŸ›ž No batteries = No clean energy = No sustainable future.

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