Thread by @deepakvenkatesh

#EV (1/n) What fraction will be India's contribution to the global electric vehicle market. Any guesses?
We are a part of the top dark grey region consisting of 150 countries. Yes we are the largest in that perhaps.

#EV (2/n) In the US EVs cost more & will continue to do so for over half a decade than ICE. The battery cost when it drops as a % to car cost to 20% does EV make acquisition sense for a consumer(not including TCO).
How will this play out in India? How will v control r costs?

#EV (3/n) Incentives from a regulatory perspective will drive the initial thrust of EV adoption followed by economic sense in ownership. In India are we treading on the same path?

#EV (4/n) EV industry basically includes 4 types of vehicles:
Battery EV(BEV) - only battery operated electric motor
Hybrid EV (HEV) - ICE (primary) & electric motor
Plug-in Hybrid EV (PHEV) - ICE & electric motor (primary)
Fuel Cell EV (FCEV) - Hydrogen operated electric motor

#EV (5/n) What makes an EV vehicle? What are the sub systems?

#EV (6/n) The key question investors keep asking which components & systems could become defunct when the advent of EVs arrive. Which companies in India will make it or which will have a lights out? Lights 😉

#EV (7/n) It's not only about the batteries. What are the kinds of electric motors which get used in EVs?

#EV (8/n) And coming back to the hot topic of batteries. Which is the best storage system both from energy and power density perspective?

#EV (9/n) What constitutes a Lithium ion battery?

#EV (10/n) On the parameters of Cost, Power, Safety, Performance & Life span which variant of Lithium ion battery is 'good'?

#EV (11/n) How is an Electrode produced?

#EV (12/n) How is the cell assembly done?

#EV (13/n) Finishing touches to a battery

#EV (14/n) Currently battery is the largest cost to Total Cost of Ownership. How will this evolve with time?

#EV (15/n) What is the share of each component in a lithium ion battery?

#EV (16/n) What is the supply demand scenario for Lithium?

#EV (17/n) What is the supply demand scenario for Cobalt?

#EV (18/n) What is the supply demand scenario for Nickel?

#EV (19/n) Where are Lithium deposits?

#EV (20/n) Where are Nickel deposits?

#EV (21/n) Where are Cobalt deposits?

#EV (22/n) Which companies are the suppliers to leading EV car models?