Reliance Masterplan for Indian Battery Sector?

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In this video, we will discuss why Lithium price is crashing despite being the new oil of the world. We will understand the disbalance in the economics of Lithium and whether it will regain its value. We will also see, how Reliance Industries took a very strategic decision to transform the Indian Battery Sector.
Chapters:
0:00 Intro
1:55 Mind Map
2:45 Lithium Supply
4:45 Lithium Demand: EV Markets
7:50 Lithium Demand: Sodium-ion Batteries
10:05 Reliance Strategic decision for Indian Battery Sector
11:10 Will Lithium regain its value?
Resources:
Global EV Outlook, IEA: rb.gy/byvrj6
Lithium Price: rb.gy/v6x01r
S&P Global Lithium prediction: rb.gy/p1fare
Global Lithium Production: rb.gy/vkjzu3
US Fed Rates: rb.gy/kks1tv
About "The Bokaro Project"
Bokaro is a very small town in the state of Jharkhand. Creator's Hometown, hence the name. The Bokaro Project visions to facilitate small entrepreneurs through right knowledge.
Mungeri Gang : The Family Of Molais’ amzn.in/d/iVeRIEM
#lithium #lithiumbattery #tesla #relianceindustry #geopolitics #byd #lithiumionbattery #commodity #commodities #commoditymarket #usfed #electricvehicle #electricvehicles #evcars

Опубликовано:

27 июн 2024

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Комментарии : 215

@TheBokaroProject 2 месяца назад

Hello everyone. I understand the misunderstanding with the thumbnail. I never said Reliance is responsible for the Lithium crash in the video but the thumbnail may create a misunderstanding. I beg your pardon for the mistake. As a very new creator I am still learning, experimenting and improvising on every aspect. Be it the editing, content, presentation or thumbnails to give you the most valuable content possible. I have tried post-changing the thumbnail before and the RU-vid algorithm had slowed down every video from the channel. I hope you understand. Will keep in mind for the next time. Thanks for all the support.

@amannvig 2 месяца назад

If someone made that correlation, then it's their fault. Also, very well presented. Carry on!

@VirendraBG Месяц назад

It's not your mistake. Misleading title & thumbnail is new normal on RU-vid since many years. 😐

@jackdammon4320 Месяц назад

Great production values bro. Keep it up. I see a bright future! :) Be learner and you'l be good. All the best.

@praveenujjini6385 Месяц назад

If Indian companies can master this Battery technology n also electronic chip manufacturing, nobody can stop India becoming technology hub and can give tough compitation to China.

@TapToTech 3 месяца назад

wow, I just found "think school" level content. Go ahead

@seshanm54 2 месяца назад

Excellent presentation.Forget the nitpickers. Points for Lithium price crash: * Unexpected lower demand for EV vehicles and hence lithium ion batteries. * Market entry of Sodium Ion batteries which are cheaper & safer. * These 2 factors caused Lithium prices to crash. * But Sodium Ion batteries are less efficient compared to lithium ion batteries and consequently are bigger & require more space to store the same power. * This limitation does not restrict its use in huge transport vehicles, storage banks etc but will limit its use in cars etc. * So, one can reasonably expect that if there is a fall in interest rates, there will be a rise in EV cars demand and a pick-up in Lithium prices. * Reliance meanwhile is betting big on Sodium Ion batteries, having acquired a UK company which will provide it the tech for it. 2:31

@yahooezone Месяц назад

Thanks for the summary

@praveenujjini6385 Месяц назад

Ur summary looks like generated by Chatgpt.

@atulborkar3504 Месяц назад

U think such elementary study will not be done by Reliance b4 making this investment?

@rhythmicworld8127 3 месяца назад

You have all the ingredients of a successful RU-vid channel. Wish you a million subscriber in near future. Keep making such videos. All the Best 👍

@ARJUN__ROY----400 2 дня назад

Well researched Content Great !! Keep going

@mymoneyschool8877 3 месяца назад

Thank you for the lovely video...best🎉

@jayrajbanshi4636 3 месяца назад

LOVE SUPPORT APPRECIATION RESPECT AND GOOD WISHES FROM JAMMU CITY INDIA 🙏

@divanshu5039 Месяц назад

That's some high quality content full of information, nice presentation and script. I watched the whole video and didn't even realized it. Amazing job, keep it up you will surely get more subscribers.

@oswaldcarvalho7723 3 месяца назад

Great explanation for falling lithium prices

@kussh100 2 месяца назад

Lowest lithium price was below 40000 in dec 2020. That is not being mentioned. Rather the highest price of 600,000 is being mentioned. 1 lakh yuan is still significantly higher than the lowest price lithium has fluctuated between

@nihitagrawal05 21 день назад

Oct 2020 it was 26250

@aveechaudhary9 3 месяца назад

Excellent! Hope to see more such content from you bhai 😊

@AndrewSheldon 2 месяца назад

I remember Reliance also buying into an aluminium ion battery technology.

@Ayzzh 3 месяца назад

even though I already know most of it still your explanation is great .you got a subscriber 🎉

@dipujoy3520 4 дня назад

blessing in disguise for Adanis and Ambanis. I guess, they now can share the J&K Li reserve with govt's help as usual now at very low prices and capture the mkt. Anyway, your presentation was very good and gave a clarity to many things

@harjith.d.bubber 2 месяца назад

Very well explained. Informative video

@VivekSharma-qr7vx 22 дня назад

Good analysis bro. Don't care about nitpickers, they are called so for a reason. Keep it up.

@kamolhengkiatisak1527 3 месяца назад

In short, Sodium ion batteries are suitable for cheap EV cars such as BYD Dolphin with fewer than 300km range, suitable for city driving to and from work.

@keeplearning5590 2 месяца назад

Nicely done video! You are a pro! Jai Bharat!

@yzzxxvv 3 месяца назад

Very well explained Wishes for your best future

@heeramaglorekrishnasriniva9386 2 месяца назад

Good job done, your explicit talk with deep understanding of subject is useful to us, such as a layman.

@krishnakumarprabhu3763 2 месяца назад

Excellent presentation with very understanble graphics. Really a very important subject

@knottytoob 3 месяца назад

Bold-keh-raheyho Bokaro. Great meaningful content. Thanks. [edit] subd.

@2945antonio 2 месяца назад

Very well researched and presented exposition. You desetve more than 1.6K subscribers. I hope you get more exposure to readers. Best Wishes and Thank you.

@yashchaurasia1830 3 месяца назад

Great Video bro thanks for making it ..

@rabindranathdhawa5491 3 месяца назад

Thanks sir ❤

@sony5244 3 месяца назад

Our Indian companies are experts in slow motion when it comes to manufacturing of green tech amongst others. Reliance has bought Faradion, a sodium tech company, but even after more than 3 years , not a single battery has been manufacture by Reliance 😅😅 but look at Chinese companies, they are going full speed and by the time our sleeping Indian companies wakes up , it would be a different game all together. When it comes to lithium rates going down, the reason, is that lithium is though to be a rare element but all around the world including India , we have discovered lithium , so now we know that lithium is not that rare and even if it's rare sodium can replace lithium , so their is no bottleneck, hence the price crash.

@kalyaniaditya2225 2 месяца назад

My dear friend, you haven't referred about Alluminium Air Batteries, which are also as good as good as sodium Ion Batteries. In France one of the Navy Engineer developed Alluminium Air Batteries, which gives 1,500 KM to 3,000 KM. Does it not enough for EVs. The price of Alluminium Batteries also very cheap & safe to use in EVs.

@pv.unmesh3203 3 месяца назад

Thank you

@Rayblenn Месяц назад

You missed the Ladakh factor. China didn't want Ambani -Adani taking over the lithium mining in Ladakh. It would bring in labourers from all over India. China hurriedly released the sodium ion battery even though the anode needs a Sodium-cobalt mixture, just to antagonize Reliance industries.

@TheBokaroProject Месяц назад

Good Point.

@rehanjawaid 2 месяца назад

good n timely evaluation-keep us updated

@airwarriorr 3 месяца назад

IOC was working on an Aluminum Air Battery. What is the current status of the Aluminum Air Battery? Is it shelved?

@tvm73836 Месяц назад

Very educational video. You will help Wall Street analysts with these kinds of videos. Thank you!

@shankar167 3 месяца назад

very good knowledge... I am a subscriber now.

@md2245 26 дней назад

Very nice informative video post thanks for making & circulating it..

@anandkulkarni8313 9 дней назад

Very well narrated video. Please make a video on the development of solid-state batteries in India. Just like AI technology, solid state batteries will play a major role as we develop electric vehicles..

@_curiosity...8731 3 месяца назад

Wonderful information...

@rudramahadev22 2 месяца назад

Just subscribed because you may be from jharkhand,as your channel has Bokaro in it.

@ranenbhattacharyya136 3 месяца назад

Excellent analysis

@yogeshsinghal3796 3 месяца назад

Beautiful analysis and report..

@anmolrajbadshah1310 3 месяца назад

Dude you are awesome. A big channel coming on market

@TheBokaroProject 3 месяца назад

🙏🤞

@Yakridu_Anna 3 месяца назад

Great👍

@puggleski6097 2 месяца назад

The biggest and most pervasive challenge to vehicles running on petroleum distillates is the complete replacement kits, either running on sodium or lithium-ion batteries. THIS IS THE MARKET. Take any car that has been produced in the thousands and ready a conversion kit for it. A cost effective engineering solution that turns a car green in very little time, through a network of authorised workshops. The benefits are big enough to allow governments to punitively squeeze legacy auto companies into either shutting down permanently or exploring a different business model.

@dasharathram104 Месяц назад

Why all are after car batteries? Batteries are also used in every home also using Solar power, shops and other malls, hotels and restaurants and many more places. Where you have space and you are not interested in spending money on batteries sodium ion batteries are useful. Maybe in future alluminium batteries or other batteries may take the place of these batteries but till then this will be useful.

@anilsia1962 3 месяца назад

Excellent explanation brother

@rvishwakarma Месяц назад

how about the Graphene battery for future cars, instead of lithium ion?

@PrafulMeena 3 месяца назад

Subscriber No.166 ❤ keep it up bro

@nivia_2020 2 месяца назад

Excellent one. Keep it up.

@sandiprouth 3 месяца назад

Sodium ion battery is 40% less energy efficient and 30%cheaper than lithium battery. Hence the scope of replacement to lithium by sodium battery seems weak.

@karanmadan1048 15 дней назад

Similar was of lcd led.

@mhshmore99 Месяц назад

Nicely explained keep up the good work. EV sales won't rise up to the prediction level.

@eversunnyguy 3 месяца назад

Nice info...thanks

@jpmedia6260 3 месяца назад

If any commodity or stock falls by 80% it might take decades to reach those levels and also technology will be changing fast

@jaqazraf9728 2 месяца назад

Nice very good information

@karanjitsingh4351 Месяц назад

Very well presented and appreciated.

@bsensenickshah96 3 месяца назад

Excellent presentation !

@sunilpanda3685 4 дня назад

Great Presentation.

@rahul_singh_92 2 месяца назад

Bro Tried to Replicate Think School, but anyway great job and keep it up 👌🏻👌🏻👌🏻❤❤

@kuruvadi120001 Месяц назад

You have done a good job, keep it up, make more such videos.

@Laljack564 26 дней назад

Good explanations.

@priyamshukla5372 2 дня назад

How can i get in touch with you?

@nandadityaswami7452 Месяц назад

Sodium solid state batteries will become usable and commercially viable in coming 2 to 3 years Which have higher charge density, light weight, and do not cause flames if punctured.

@ksnehanshu 12 дней назад

bhai poore video mein 55 bar ungli dikhaye ho . Otherwise very good presentation. keep up the good work and keep down that right hand index finger .😀😀

@uzwalkumarchatterjee7074 3 месяца назад

Very informative video

@kingshukguha2900 5 дней назад

What abtAkuminium oxide batteries

@Ramesh-zy1dy Месяц назад

Excellent work. 🎉

@YtMgk-hv6op Месяц назад

Battery technology is still evolving.

@rajeshbawari6866 Месяц назад

Great info...well done

@AnkitKumar-ve8uh 3 месяца назад

Well made, forget lithium you are looking ahead to exponential growth😂😂😂

@alok20001 Месяц назад

8:56 sodium 🧂 ion batteries 🔋. It starts here . I mean the real stuff

@nirmalkumarwala2530 Месяц назад

Right now we have to wait for sodium batteries , CATL may have sodium battery in next few months

@user-sy3dg1vk4x Месяц назад

BEST WISHES FROM RAVINDER TALWAR JALANDHAR CITY PUNJAB INDIA 🍀

@sundarbalasubramanian3043 Месяц назад

U need to add toyata innovation of hydrogen based engine. They have announced that they will not go for total EV but hybrid. This is in advanced stage and production might start in 2025.

@MathbyGourabSir 3 месяца назад

Not only mutual funds has to grow in India , also stock market trading and investing has to be decent profitable for 25 years

@srinivasankrishnamoorthy6220 3 месяца назад

It is already. Someday india based domestic institutional investors (mutual funds) invest multiple times of fii. Fii will chase these to get good price. So DIIs are synonymous to bcci of the cricket world, DIIs will call shots for sure.that is why indian stock markets will grow by leaps and bounds

@akshat.23 3 месяца назад

I am from Bokaro as well,✨✨✨✨

@alpha4275 Месяц назад

@@humbleindian6303 Anpadh ha kya reliance already gas nikal rha ha basin sa

@zgeorgem 3 месяца назад

what nonsense. no correlation between lithium crash and reliance. you yourself said that sodium batteries cannot be used for EVs and that lithium is almost exclusively used in EVs and demand of EV has crashed. there is no correlation

@Yakridu_Anna 3 месяца назад

In EVs, suppose, only lithium battery is used. But because of price advantage, bigger vehicles/charging stations etc, would have switched to sodium batteries where Reliance was one of the major suppliers. Hence lithium battery demand declined further and price as well. Otherwise price fall would not have been so steep. There appears to be a correlation. I have no reason to doubt as his whole video is so authentic. In any case, let's use a decent language. Also accept that there may be something that we didn't understand.

@viveknsn 3 месяца назад

I disagree with this line - "what nonsense. no correlation between lithium crash and reliance." Where the hell did he mention about relation between the lithium crash and reliance. As far as I understand he only said, Reliance has acquired Faradian Limited. He never said Reliance has brought the Lithium demand crash. Since Sodium Ion Battery is also possible, although not feasible for cars. Hence light weight Lithium is an ideal candidate for the lightweight EV car model.

@zgeorgem 3 месяца назад

@@viveknsn title of the video and Ambani photo. it's a clickbait. I actually clicked on this video for that correlation only.

@sekarb2102 3 месяца назад

His review was good.

@bidyutmandal8762 3 месяца назад

BYD has already launched sodium car batteries ...

@a.bhatia79 2 месяца назад

Zinc battery is the alternative to Lithium-ion

@jibeeshcm1134 2 месяца назад

There is a lot of research happening in sodium ion battery tech and probably lithium prices will remain stagnant for a while.

@nair_sathya 3 месяца назад

Nice content and presentation 👍

@shivag6392 3 месяца назад

nice video and good explanation

@bharath8422 2 месяца назад

Sodium ion battery energy efficiency is increasing and its ability to super fast charging allows to incorporate smaller batteries which will bring down battery cost further and increase Sodium ion battery demand .

@jayaramsn3666 2 месяца назад

Carefully researched

@AndrewSheldon 2 месяца назад

Its not 'lithium' that the market is dependent upon, its the refined battery feedstock. i.e Chile, Australia, Argentina, USA have lithium. Its the refining done in China. Great analysis though.

@HarishKMoolya 17 дней назад

Who told that Sodium is less flammable?? If you want to check flammability put small piece of sodium in water. It burns in water also. So it's dangerous if it not kept in Kerosene. It's free ions itself make it more flammable. Highly reactive in moisture. Very very affectionate towards water molecules. Definitely it won't be as safer as Lithium Batteries...!!! 😮😢

@pawanshetty_lifechangers7361 2 месяца назад

Lithium is also used in laptop batteries… If sodium iron batteries cannot be used for EVs, there no reason for lithium to crash so badly…

@udaykrishna6216 3 месяца назад

Good analysis.

@SurprisedDivingBoard-vu9rz Месяц назад

Even resources don't work in the world of business. Money matters.

@jayaramsn3666 2 месяца назад

Well presented,

@charanjitsinghchanni7379 27 дней назад

Great Explanation

@akhilvamangari 27 дней назад

One suggestion to become a better content creator. Would suggest you to reduce your face time and add more videos and relevant graphics. Good analysis thanks for the content.

@pmrath8504 26 дней назад

Valuable

@SimaGhoshsimadimakeupguru 2 месяца назад

One thing this Lithium price crash may be a boon to Ev industry....the more the Lithium price will fall the more the Lithium battaries will be cheap. Lithium was a very valauble metal before this price crash making Ev cars expensive as Lithium battery used in it . Peaple will now be able to buy Ev cars in affordably low price because of cheap Lithium battery.

@RahulRaghuvanshi-dp2xk 17 дней назад

😊

@ravindratripathi6861 3 месяца назад

good job

@JasMusical 2 месяца назад

I would buy this lithium at this low price...only traders understand this

@HimanshuGupta-qf4ro Месяц назад

Good one

@YouTubeKPC 3 месяца назад

keep on consistency

@rajdeepbose2600 3 месяца назад

Toyota has unveiled an engine which runs directly on Hydrogen. The technology is so good that the Japanese government has said that after the trial in 2024 they would replace 40% by 2026 and by 80% by 2030. This is a big game changer provided the geopolitics.

@anmoljoshi557 3 месяца назад

There is just one issue with it, hydrogen is very light, so under normal circumstances you would need the fuel tank the size of a truck to run a car, the solution to that Toyota came up with is High pressure cylinder, like Toyota mirai, which has 10k psi, however crash test of such high pressure hydrogen cylinder has never been done and it's a huge challenge as to how the cylinder and hydrogen will fare in a car crash. But Toyota will most likely tackle that problem as well. However hydrogen is better suited for heavy vehicles only. For light vehicle it's either EV or series hybrid cars are the best option.