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Aug 4 13 tweets 6 min read Read on X
A $30B shipping war is erupting on the sidelines of Tariff war.

The U.S. slapped millions in port fees on Chinese ships.

From the Chola Empire to the British Raj, sea trade was India's strength.

But post-independence, we turned inland. Cargo piled at ports. Broken roads led to ports. Ships took 4+ days to turn around.

Result? Over 95% of our trade moved through ports, but logistics cost ballooned to 14% of GDP — almost double the global average.

That’s when a bold plan was launched — and India began building its sea legacy again. Quietly. Relentlessly.

A thread on the rise no one saw coming👇Image
Image
2/ In 2015, India launched the ₹5.8 lakh crore Sagarmala Programme — the largest maritime modernization mission in our history.

The goal? Make our ports faster, cheaper, cleaner, and better connected.

839 infrastructure projects

272 road & rail link upgrades

14 coastal economic zones

Promotion of inland & coastal shipping

All aimed at moving from a truck-dominated economy to a water-first logistics ecosystem.

Because water is not just cheaper — it’s strategic. And in today’s global conflicts, it’s everything.Image
3/
Shipping is Almost half in cost, 5 times more fuel-efficient, and 10 times less polluting than road transport.

Yet in 2015, India moved only 6% of its freight by water.
Compare that to China (~15%), the EU (~40%), or the US (~20%).

Why the gap?

Because we didn’t invest in coastal logistics.

No port-rail-road synergy. No coastal manufacturing hubs.

That’s what Sagarmala is fixing.

And now the numbers are showing: freight share by water is rising fast, and logistics cost is down from 14% to ~11% in just 9 years.Image
4/
Let’s talk port speed. A decade ago, Indian ships waited 4–5 days in port. In global trade, that’s a deal killer.

Today? The average turnaround time at major Indian ports is <0.94 days — faster than the US (1.5d), Australia (1.7d), and on par with Singapore.

✅ Container dwell time reduced

✅ Port digitization boosted

✅ Logistics parks integrated

This is no accident. This is decade-long groundwork meeting data-driven execution.
And now, India’s ports are not just efficient — they’re globally competitive.Image
5/
Globally, advanced economies spend 6–8% of GDP on logistics. India spent 14% in 2015.

That meant higher export costs, expensive raw materials, and uncompetitive MSMEs.

Through Sagarmala + PM Gati Shakti + National Logistics Policy, India’s target is 8% logistics cost by 2030.

Why does this matter?

Because every 1% saved = ₹2 lakh crore of economic value.

Lower logistics cost = more exports = more jobs = stronger rupee = global power status.

The seas are now the bridge, not the barrier.Image
6/
While India was building its port infrastructure, the world entered a shipping war.

The US has begun imposing steep fees on Chinese vessels — up to $3.5 million per docking — to break China's $30 billion shipping empire.

Hundreds of Chinese-built, Chinese-flagged ships now face sanctions, trade barriers, and rerouting.

Meanwhile, India’s ports are becoming the next alternative hubs.
✅ Cleaner compliance
✅ Strategic location in the Indo-Pacific
✅ Faster turnaround & lower costs
India is rising — not through confrontation, but quiet capacity.Image
7/
Amid US-China shipping tensions, Indian ports are emerging as a key neutral trade hub.

Colombo, Singapore, and Hong Kong are under pressure.

India is offering Mundra, JNPA, Vizag, and the upcoming Galathea Bay port in Great Nicobar as world-class transshipment alternatives.

It’s not just about containers.

It’s about controlling the trade routes of the future — and India's strategic geography is finally being used to full potential.

As the world reroutes, India reaps the rewards.
8/
What’s powering this port revolution? Public + Private Partnership.

Out of ₹5.8 lakh crore Sagarmala investments, ₹2.42 lakh crore is private capital.

Firms like Adani Ports, DP World, JSW Infra, Essar are racing to modernize terminals, build logistics parks, and digitize cargo flows.

India is not nationalizing ports — it is decentralizing efficiency.

This hybrid model is what lets infrastructure scale while maintaining speed and accountability.Image
9/
Beyond trade, India’s ports are becoming a military and strategic backbone.

✅ Navy bases being developed in Karwar, Lakshadweep, Andaman

✅ Strategic alliances at Chabahar (Iran), Duqm (Oman), Sabang (Indonesia)

✅ Shipbuilding revival via subsidies & dry docks
China has a "String of Pearls".

India is building a Diamond Necklace—with naval logistics strength that can match strategic pressure with presence.

The future of war and peace lies in maritime control. India is preparing for both.
10/
Remember this: the sea was India’s strength long before the internet.
The Chola dynasty ruled parts of Southeast Asia via ocean trade.

The British built Mumbai, Kolkata, Chennai as maritime empires.

Post-independence, we ignored the seas — and paid in logistics cost, export stagnation, and regional irrelevance.

Sagarmala is not a project.

It’s a civilizational correction.

A return to the ocean where Bharat once ruled. And soon will again.
11/
The world today is fighting on ships — not just tanks.

While the US sanctions Chinese vessels and Chinese ships reroute, India is calmly filling the vacuum with speed, depth, and scale.

Every port is faster.

Every port is cleaner.

Every port is digitally linked.

This isn’t a story for the future.
This is India’s silent sea rise — decade in the making, finally breaking surface.

And this time, we won't stop at the shore.
12/
Are superpowers noticing too?

Yes, two ships sank near Kerala within weeks of Vinzingham deep water port inauguration.

MSC ELSA 3 and MV Wan Hai 503

It is a potential sabotage to disturb operations at both the port and dump garbage at sea bed which will prevent heavy ships to enter the port.

So...Image
India’s coastal renaissance is no longer a policy plan. It’s a national transformation:

From 14% to 8% logistics cost

From 6% to 15% water freight

From port chaos to transshipment hubs

From ignored coastline to strategic command of the Indo-Pacific

India isn’t just fixing its ports — it’s preparing to dominate global trade flows.

As the West fights tariff wars and China builds debt ports, India is building speed, self-reliance, and sovereignty.

The ocean is calling.

Bharat is ready.Image

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More from @deepdownanlyz

Aug 1
INR 46 Lakh profit in 5 months from "Dead Economy".

Why India, "the dead economy" as per Trump and Mr Gandhi, is triggering POTUS so much?

Answer lies in numbers. Please read the thread till the end.

To begin: Everyone needs to understand India is autonomous in governance and robust in economy unlike Pakistan and many other US "pets".

Read:Image
GDP Leapfrogging Japan, Set to Surpass Germany:

India has officially overtaken Japan to become the 4th largest global economy, with a nominal GDP of $4.19 trillion (May 2025).

By 2027, it is projected to cross Germany ($4.8 trillion) to become the world’s third-largest economy.

In PPP terms, it’s already there, with a GDP (PPP) of $17.8 trillion. This economic leap means India is no longer a “developing nation” in global negotiations—it now demands a seat at the big table.

The US, EU, and China are recalibrating trade, defence, and climate diplomacy because India is now a maker of rules, not a follower.Image
From ‘IT-only’ to Manufacturing & Tech Powerhouse
India is no longer just the world’s back-office. Over the past five years, it has actively shifted towards becoming a global manufacturing hub.

Apple now produces 7% of global iPhones in India, up from just 1% in 2021.

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India’s electronics exports crossed $23 billion in FY24, a 400% jump in 5 years.

This shift directly threatens China’s monopoly and creates economic discomfort for the US and West, as India increasingly positions itself as the “China Plus One” manufacturing alternative for the world.Image
Read 14 tweets
Jul 31
"India is our friend but will Tariff 25%"

"Pakistan will sell oil to India."

"India is a dead economy."

Seriously?

No Trade deal. No Peace Brokered. No Nobel Prize.

Pure frustration of POTUS.

Read this thread to know the entire background of these comments: Image
Image
Trump's failure and frustration from missing out on Trillion dollar opportunity:

Russia- Ukraine War: He couldnt broker peace which he promised within 24 hours of swearing in.

Trillion Dollar reconstruction opportunity in Ukraine possibly going to Trump's family yet to be materialised.

He was looking for similar contracts in other war zones like Gaza, Iran and other Asian countries.

But that's not getting materialized.

Trade deals:Image
He was looking into enter in businesses in many countries where there is high tariff barrier.

He promised this entry to his lobby as soon as he becomes President.

Tariff was his way to do so. He sent letter to almost every country.

As of today, no significant tariff deal has been closed.

India is right now one of the largest consumer market. He was expecting that arm twisting , blackmailing in the name of tariff or denting Modi's image in public would work in his favour.

But it is not working. India is negotiating harder on every aspect.

Trump's growing concern proximity with Pakistan:Image
Read 10 tweets
Jul 30
Operation Sindoor Debate: Unprecedented in World's history.

Why:

For the first time a major war like situation between two nuclear armed countries in modern warfare was discussed.

India had decisive victory by destroying 9 terror camps, exposing Army terror nexus and destroying 11 Airbases across Pakistan.

Yet opposition remain fixated on loss of equipments and why India paused the operation.

One MP even called it "Tamasha".

If you think they did just for being the opposition, You are wrong. Read this:Image
Operation Sindoor has lay down a new era for warfare tactics.

India started this operation as its right to respond to terror attack in Pahalgam.

That's why India informed Pakistan DGMO the intent and magnitude of attack as soon as it was completed.

It was for the first time Pakistan's heart of terror operations was destroyed.

As a result, Pakistani Army officers were photographed in terrorists last riots.

This was one of the major failure of Pakistani intelligence and Army that despite knowing the fact India will strike they couldn't stop it.

Lop and Deputy LoP questioned..Image
Image
... tactics of Army.

Mr Gogoi asked why IAF did strike from a distance why they did not go inside and carry out operation.

Mr Gandhi had question why it was just 22 mins operation why not it was a full fledeged war.

For a common man to understand:

1. Fighter jets and missiles are purchased to strike enemy from a distance.

2. It was just a 22 minute operation because India was not going at war with state of Pakistan at first. It was just an operation to hit at terror camps. It achieved its target in 22 mins of operation.

Why they were pushing for war?Image
Read 12 tweets
Jul 29
Op Sindoor in Indian Parliament is the hottest thing on TV for Pakistan, China, US, France, Russia.

From Islamabad to Washington, this debate signals a shift in India’s military doctrine, defence strategy, and global positioning.

Any misadventure by opposition can destroy the work done my External affair ministry, special delegation and Indian Armed forces.Image
Image
When India-US trade deal negotiation is on, Opposition is hell bent on Donald Trump thing.

Defence Minister, External Affair Minister and even PM on past had categorically denied any external mediation without taking a name.

While India is using Trump's claim on trade deal negotiation table, this is a deliberate attempt to destroy things.Image
Chinese defence market is waiting for one single statement which can help their propaganda.

They are waiting for discussion of losses of India assets in Operation Sindoor to push for the sales of their air defence systems and jets.

Don't you remember how Chengdu's share went up by 50% in initial days of the operation based on propaganda of downing Rafale?

It started to fall when PM addressed the nation. It again went up when LoP questioned jet losses.

This time stakes are even higher given it is being discussed in parliament.Image
Read 6 tweets
Jul 27
Jungle Raj term wasn't coined by political parties but by a judge of Patna High Court in 1997.

Why?

An IAS officer's many family members were raped for few years in Bihar.

An IAS,DM of CM's home district was murdered in 1994.

Journalists were bathe in Acid.

Chara Ghotala was definitely the grand loot but not the only thing that happened in before 2005.

Read this thread to know what Jungle Raj was for Bihar:Image
Champa Biswas Rape Scandal:

In 1998–99, IAS officer B.B. Biswas alleged that his wife Champa, her mother, sister‑in‑law, niece and household staff were systematically raped over two years by RJD aide Mritunjay Kumar Yadav and associates.

Champa’s plea to the Bihar Governor sparked national outrage. The main accused and ex‑MLA Hemlata Yadav were eventually convicted in 2002, with bail granted later.

Champa’s niece reportedly went missing and justice remains elusive.Image
Shilpi Jain – Gautam Singh Murder Case
On July 3, 1999, the semi-nude bodies of model Shilpi Jain and youth leader Gautam Singh were found in a car near MLA quarters in Patna, linked to Sadhu Yadav (Rabri Devi’s brother-in‑law).

The police declared it a suicide before post-mortem results; Gautam was cremated within hours.

The CBI later reported possible rape (semen traces found), sought Sadhu’s DNA sample—which was refused—and ultimately closed the case as poisoning suicide.

Shilpi’s family remains unconvinced. The botched investigation and political cover‑up became emblematic of Bihar’s lawlessnessImage
Read 11 tweets
Jul 26
Something Unprecedented happened:

Yes I am talking about Vice President of India resigning in mid of a term.

Justice Varma impeachment motion wasn't the only reason.

Fault lines started to appear from 2022 only.

Read here: Image
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VP Post is more of a ceremonial constitutional post with responsibility to run the upper house.

Ruling party chose a candidate whom they find loyal to party lines, someone who can be respected beyond party lines, and have limited political ambition by the time they are supposed to be the VP.

Mr. Dhankhar more or less was deemed fit to replace outgoing VP V. Naidu.

But there was something...Image
... not anticipated by BJP leadership and NDA at large.

Jagdeep Dhankhar was elected Vice President with NDA support, expected to be the discreet and disciplined Rajya Sabha Chair akin to Venkaiah Naidu.

But within weeks, he diverged, publicly criticizing the Supreme Court NJAC verdict as a threat to legislative supremacy—an unusually political statement from someone whose role is expected to be neutral.

BJP insiders later admitted unease; his vocal stance on judiciary-legislature balance wasn’t in the script the party anticipated. From the outset, Dhankhar set a different tone—assertive, public-facing—beyond ceremonial expectation.

Those who’ve followed Dhankhar’s journey...
Read 10 tweets

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