Reliance Masterplan for Indian Battery Sector?

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

Пікірлер: 201

  • @TheBokaroProject
    @TheBokaroProjectАй бұрын

    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 KZread 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

    @amannvig

    Ай бұрын

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

  • @VirendraBG

    @VirendraBG

    13 күн бұрын

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

  • @jackdammon4320

    @jackdammon4320

    Күн бұрын

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

  • @praveenujjini6385
    @praveenujjini63852 күн бұрын

    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.

  • @seshanm54
    @seshanm54Ай бұрын

    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

    @yahooezone

    26 күн бұрын

    Thanks for the summary

  • @praveenujjini6385

    @praveenujjini6385

    2 күн бұрын

    Ur summary looks like generated by Chatgpt.

  • @atulborkar3504

    @atulborkar3504

    22 сағат бұрын

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

  • @kussh100
    @kussh100Ай бұрын

    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

  • @YtMgk-hv6op
    @YtMgk-hv6op23 сағат бұрын

    Battery technology is still evolving.

  • @kalyaniaditya2225
    @kalyaniaditya2225Ай бұрын

    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.

  • @kamolhengkiatisak1527
    @kamolhengkiatisak15272 ай бұрын

    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.

  • @divanshu5039
    @divanshu503919 күн бұрын

    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.

  • @nandadityaswami7452
    @nandadityaswami745219 сағат бұрын

    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.

  • @TapToTech
    @TapToTech2 ай бұрын

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

  • @jayrajbanshi4636
    @jayrajbanshi46362 ай бұрын

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

  • @humbleindian6303

    @humbleindian6303

    2 ай бұрын

    isko reliance se paise mile hain yeh video banane ke liye, reliance kg basin me tel nikal ke dega bola tha aaj tak ek boond tel nahi nikal paya lithium kya nikalega

  • @rhythmicworld8127
    @rhythmicworld81272 ай бұрын

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

  • @airwarriorr
    @airwarriorr2 ай бұрын

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

  • @puggleski6097
    @puggleski6097Ай бұрын

    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.

  • @mymoneyschool8877
    @mymoneyschool88772 ай бұрын

    Thank you for the lovely video...best🎉

  • @sony5244
    @sony52442 ай бұрын

    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.

  • @dasharathram104
    @dasharathram10413 күн бұрын

    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.

  • @tvm73836
    @tvm738364 күн бұрын

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

  • @SurprisedDivingBoard-vu9rz
    @SurprisedDivingBoard-vu9rz11 күн бұрын

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

  • @nirmalkumarwala2530
    @nirmalkumarwala253017 күн бұрын

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

  • @sandiprouth
    @sandiprouth2 ай бұрын

    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.

  • @harjith.d.bubber
    @harjith.d.bubberАй бұрын

    Very well explained. Informative video

  • @Ayzzh
    @Ayzzh2 ай бұрын

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

  • @aveechaudhary9
    @aveechaudhary92 ай бұрын

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

  • @oswaldcarvalho7723
    @oswaldcarvalho77232 ай бұрын

    Great explanation for falling lithium prices

  • @MathbyGourabSir
    @MathbyGourabSir2 ай бұрын

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

  • @srinivasankrishnamoorthy6220

    @srinivasankrishnamoorthy6220

    2 ай бұрын

    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

  • @jpmedia6260
    @jpmedia62602 ай бұрын

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

  • @Shlovanzleeat
    @Shlovanzleeat14 күн бұрын

    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

    @TheBokaroProject

    14 күн бұрын

    Good Point.

  • @rvishwakarma
    @rvishwakarma2 күн бұрын

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

  • @AndrewSheldon
    @AndrewSheldonАй бұрын

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

  • @2945antonio
    @2945antonioАй бұрын

    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.

  • @bharath8422
    @bharath8422Ай бұрын

    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 .

  • @rajdeepbose2600
    @rajdeepbose26002 ай бұрын

    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

    @anmoljoshi557

    2 ай бұрын

    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.

  • @mhshmore99
    @mhshmore995 күн бұрын

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

  • @heeramaglorekrishnasriniva9386
    @heeramaglorekrishnasriniva9386Ай бұрын

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

  • @krishnakumarprabhu3763
    @krishnakumarprabhu3763Ай бұрын

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

  • @jibeeshcm1134
    @jibeeshcm1134Ай бұрын

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

  • @yashchaurasia1830
    @yashchaurasia18302 ай бұрын

    Great Video bro thanks for making it ..

  • @anmolrajbadshah1310
    @anmolrajbadshah13102 ай бұрын

    Dude you are awesome. A big channel coming on market

  • @TheBokaroProject

    @TheBokaroProject

    2 ай бұрын

    🙏🤞

  • @yzzxxvv
    @yzzxxvv2 ай бұрын

    Very well explained Wishes for your best future

  • @rabindranathdhawa5491
    @rabindranathdhawa54912 ай бұрын

    Thanks sir ❤

  • @AndrewSheldon
    @AndrewSheldonАй бұрын

    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.

  • @knottytoob
    @knottytoob2 ай бұрын

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

  • @keeplearning5590
    @keeplearning5590Ай бұрын

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

  • @alok20001
    @alok2000117 күн бұрын

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

  • @sundarbalasubramanian3043
    @sundarbalasubramanian30439 күн бұрын

    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.

  • @PrafulMeena
    @PrafulMeena2 ай бұрын

    Subscriber No.166 ❤ keep it up bro

  • @pv.unmesh3203
    @pv.unmesh32032 ай бұрын

    Thank you

  • @SimaGhoshsimadimakeupguru
    @SimaGhoshsimadimakeupguruАй бұрын

    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.

  • @karanjitsingh4351
    @karanjitsingh43517 күн бұрын

    Very well presented and appreciated.

  • @rajeshbawari6866
    @rajeshbawari68662 күн бұрын

    Great info...well done

  • @user-sy3dg1vk4x
    @user-sy3dg1vk4x15 күн бұрын

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  • @zgeorgem
    @zgeorgem2 ай бұрын

    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

  • @humbleindian6303

    @humbleindian6303

    2 ай бұрын

    isko reliance se paise mile hain yeh video banane ke liye, reliance kg basin me tel nikal ke dega bola tha aaj tak ek boond tel nahi nikal paya lithium kya nikalega

  • @Yakridu_Anna

    @Yakridu_Anna

    2 ай бұрын

    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

    @viveknsn

    2 ай бұрын

    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

    @zgeorgem

    2 ай бұрын

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

  • @sekarb2102

    @sekarb2102

    2 ай бұрын

    His review was good.

  • @a.bhatia79
    @a.bhatia79Ай бұрын

    Zinc battery is the alternative to Lithium-ion

  • @rehanjawaid
    @rehanjawaidАй бұрын

    good n timely evaluation-keep us updated

  • @rudramahadev22
    @rudramahadev22Ай бұрын

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

  • @pawanshetty_lifechangers7361
    @pawanshetty_lifechangers7361Ай бұрын

    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…

  • @kuruvadi120001
    @kuruvadi12000112 күн бұрын

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

  • @anilsia1962
    @anilsia19622 ай бұрын

    Excellent explanation brother

  • @AnkitKumar-ve8uh
    @AnkitKumar-ve8uh2 ай бұрын

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

  • @shankar167
    @shankar1672 ай бұрын

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

  • @ChandraGuptaMourya
    @ChandraGuptaMouryaАй бұрын

    The thumb nail is misleading.

  • @sarangpitre1713
    @sarangpitre1713Ай бұрын

    mentions at the end that Sodium Ion batteries are 40% less efficient. So obviously wont work for Automotive batteries. What is Reliance upto , then?

  • @sundutt6205
    @sundutt62052 ай бұрын

    Same is going to happen with the 'gold' too... 🔥

  • @neerajwa

    @neerajwa

    2 ай бұрын

    Even if gold price drops by 2%, there will be such a massive buying, it will lead to a stampede. Gold is fundamentally different from any other metal. It is the rarest non radioactive metal. Gold can never be in such a supply that will meet the desire of humans to possess that shiny yellow metal.

  • @Ramesh-zy1dy
    @Ramesh-zy1dy12 күн бұрын

    Excellent work. 🎉

  • @ranenbhattacharyya136
    @ranenbhattacharyya1362 ай бұрын

    Excellent analysis

  • @_curiosity...8731
    @_curiosity...87312 ай бұрын

    Wonderful information...

  • @eversunnyguy
    @eversunnyguy2 ай бұрын

    Nice info...thanks

  • @humbleindian6303

    @humbleindian6303

    2 ай бұрын

    isko reliance se paise mile hain yeh video banane ke liye, reliance kg basin me tel nikal ke dega bola tha aaj tak ek boond tel nahi nikal paya lithium kya nikalega

  • @yogeshsinghal3796
    @yogeshsinghal37962 ай бұрын

    Beautiful analysis and report..

  • @humbleindian6303

    @humbleindian6303

    2 ай бұрын

    isko reliance se paise mile hain yeh video banane ke liye, reliance kg basin me tel nikal ke dega bola tha aaj tak ek boond tel nahi nikal paya lithium kya nikalega

  • @fundamental_flaws
    @fundamental_flaws2 ай бұрын

    Why u have ignored impact of Fast Emerging Green Hydrogen?

  • @Yakridu_Anna
    @Yakridu_Anna2 ай бұрын

    Great👍

  • @bsensenickshah96
    @bsensenickshah962 ай бұрын

    Excellent presentation !

  • @HimanshuGupta-qf4ro
    @HimanshuGupta-qf4ro14 күн бұрын

    Good one

  • @uzwalkumarchatterjee7074
    @uzwalkumarchatterjee70742 ай бұрын

    Very informative video

  • @rahul_singh_92
    @rahul_singh_92Ай бұрын

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

  • @JasMusical
    @JasMusicalАй бұрын

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

  • @udaykrishna6216
    @udaykrishna62162 ай бұрын

    Good analysis.

  • @nair_sathya
    @nair_sathya2 ай бұрын

    Nice content and presentation 👍

  • @nivia_2020
    @nivia_2020Ай бұрын

    Excellent one. Keep it up.

  • @shivag6392
    @shivag63922 ай бұрын

    nice video and good explanation

  • @humbleindian6303

    @humbleindian6303

    2 ай бұрын

    isko reliance se paise mile hain yeh video banane ke liye, reliance kg basin me tel nikal ke dega bola tha aaj tak ek boond tel nahi nikal paya lithium kya nikalega

  • @ravindratripathi6861
    @ravindratripathi68612 ай бұрын

    good job

  • @jaqazraf9728
    @jaqazraf9728Ай бұрын

    Nice very good information

  • @arunkottolli
    @arunkottolli2 ай бұрын

    Lithium batteries will no longer be used in grid scale energy storage use cases by 2030. Grid storage batteries will be built on Sodium ion batteries.

  • @akshat.23
    @akshat.232 ай бұрын

    I am from Bokaro as well,✨✨✨✨

  • @humbleindian6303

    @humbleindian6303

    2 ай бұрын

    isko reliance se paise mile hain yeh video banane ke liye, reliance kg basin me tel nikal ke dega bola tha aaj tak ek boond tel nahi nikal paya lithium kya nikalega

  • @alpha4275

    @alpha4275

    4 күн бұрын

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

  • @humbleindian6303

    @humbleindian6303

    3 күн бұрын

    @@alpha4275 haa pata hai gas nikaal ke tere ghar pahuncha raha hai , akal ke andhe 2012-13 me hi business band kar chuka hai ,sarkar ne case thoka hai reliance ke upar

  • @jayaramsn3666
    @jayaramsn3666Ай бұрын

    Well presented,

  • @muditgaur7139
    @muditgaur71392 ай бұрын

    Great video, but you need to change your background in order to look more professional

  • @YouTubeKPC
    @YouTubeKPC2 ай бұрын

    keep on consistency

  • @CrSankar
    @CrSankarАй бұрын

    Good Work bro

  • @pranjal1480
    @pranjal14802 ай бұрын

    I am from bokaro steel city, sector 3

  • @user-fk8he9fz8m
    @user-fk8he9fz8m2 ай бұрын

    Oh yes I just checked the chart

  • @jayaramsn3666
    @jayaramsn3666Ай бұрын

    Carefully researched

  • @vishuhv1786
    @vishuhv17868 күн бұрын

    You got to hurry up, Bro. Say what you got to say a tad quicker. Very precise content though

  • @pankajmadhursharma8135
    @pankajmadhursharma81352 ай бұрын

    bro thoda kam research kiya hai tumne.. u sud hv mentioned that along with S.koreans Japanese Chinese even RIL is backing hydrogen for commercial vehicles.. and has actually converted some of its truck fleet into hydrogen ICE in partnership with L&T.. 👍

  • @KiranMachiraju
    @KiranMachiraju2 ай бұрын

    I don't car if the sodium ions battery is heavier I'll just pedal harder. 😊

  • @Push1781
    @Push17812 ай бұрын

    Good content . please avoid this mistake. 100 + 100% 31 =131 131 + 131% 25 = 162.75 it's actually 62.75% increase not 56.

  • @anandsuralkar2947

    @anandsuralkar2947

    2 ай бұрын

    U r using percentage as a operator which creates confusion

  • @tkjohn2158
    @tkjohn21582 ай бұрын

    It is not sodium iron battery, sodium iOn battery

  • @hrnair66
    @hrnair662 ай бұрын

    Major commodities in China is crashed due to a catastrophic economic event in China, they are facing worst recession in then history, I'm working closely with China and know crisis in all segments

  • @gopivendra6832
    @gopivendra683222 сағат бұрын

    New technology evolved replacing Lithium batteries.

  • @VVVedic
    @VVVedic2 ай бұрын

    हिंदी में बनाये वीडियो, ताकि ज्यादा लोगो को समझ आये।😊

  • @user-em2zb7mc6g
    @user-em2zb7mc6g2 ай бұрын

    So who is the winner China or Ambani ?