Bharat Rakshak

guru.shetty

Guys, just to reiterate whilst its nice to take a narrow focus on Operation Balakot - the reality is that major countries had a stake in Indo Pak Conflict: Iran, Japan, China, Russia, US , France, UK, GCC. Ultimately it is this pressure which led to reducing tensions. NYtimes reports today that Pen...

guru.shetty

May be you are seeing a different version of the account from a different database. From where I am, I see a newly created account with 141 new followers. You realize this is 2019 and the account was created in Feb 2018 more than an year back. How is that new? I do come out as stupid now. [Nothing ...

guru.shetty

Rakesh wrote:That is the official account of Air Marshal R Nambiar. In the absence of any further data, there is no reason to suspect otherwise.

May be you are seeing a different version of the account from a different database. From where I am, I see a newly created account with 141 new followers.

guru.shetty

https://twitter.com/Nambitiger1/status/1101141807054807040 The PAF has now come up with details of the pilot of the ill fated F 16. The F-16 pilot who was killed yesterday has been now identified by PAF as Wg Cdr Shahzaz Ud Din of No 19 Squadron flying F-16 He is the brave son of Air Marshal Waseem...

guru.shetty

High prices of petrol/Diesel clearly have a political cost. But reducing the taxes means that no money for social programs (or freebies) which too have a political cost. If you ignore that for a bit, one could argue that India needs higher fuel prices for the following reasons. 1. Out of the 20 most...

guru.shetty

Renewables (excluding large hydro) > Coal in Karnataka. Coal: 9.8GW Renewables: 12.3 GW (Solar: 5 GW, Wind: 4.7 GW, Small hydro + biomass = 2.5 GW) Now obviously, this is only rated power and we know that solar and wind have capacity factors of 25% vs Coal's ~60% (coal in karnataka has a poor 35% ut...

guru.shetty

If you are not competitive in solar manufacturing, you should not attempt it: Amitabh Kant What is being done to boost domestic solar manufacturing capabilities. Most of the domestic players especially the solar players are into assembling. I am not a great believer in protectionism. I am a believer...

guru.shetty

This was California's yesterday's demand. The green line indicated actual demand and blue dotted line indicates the forecast done for the demand an hour before the actual event. As you can see, the forecast is very accurate. You can see this for almost every day, and the result is always that the fo...

guru.shetty

I think many people are needlessly worried about capacity factors of high teens for solar power plants. The mistake people make is to believe that utilities are paying for power instead of energy. For the power utility/distributer, it should not matter what the capacity factor is. They are not carry...

guru.shetty

Lithium, as well as minerals such as cobalt, nickel and graphite, play an essential role in manufacturing batteries. Tesla CEO Elon Musk has downplayed that role, comparing lithium to “the salt on the salad.” He added that lithium represents only about 2% of the material in Tesla battery cells. htt...

guru.shetty

I've been doing some research and I qas told that german panels are superior to indian/chinese panels. However, I've been quoted about 1lac pwr kwh.. apparently indian/chinese panels will being down the cost to 60-70k per kwh. While the difference doesn't seem much, when we arw looking at 3-5kwh wo...

guru.shetty

While Bangalore is in horrible state, the town of Mangalore (probably the second richest in Karnataka) is a perfect mirror of what happens in Kerala. Highly educated population and pretty rich. However no local jobs what so ever. People work in Gulf, US, Bombay, Bangalore and pour their earning in ...

guru.shetty

On the positive side, low growth this year means a lower base for next year to show higher percentages of growth. That would remove "low growth" from election campaigning of 2019. I think this is also the reason GST was hurried through this year.

guru.shetty

Fiscal stimulus with spending on rural population may win an election and will likely help fmcg companies and bike manufacturers. But unlikely to help export oriented industries. A fundamental issue is high borrowing costs. An established blue chip company like cisco has a net profit margin of only ...

guru.shetty

On exporters finding things difficult under GST - http://economictimes.indiatimes.com/news/economy/policy/exporters-woes-under-gst-working-capital-stuck-as-refunds-not-available/articleshow/60447498.cms?from=mdr From what is reported, it appears that as usual our systems are not up to scratch from ...

guru.shetty

These are some of the trigger points for people to bite the bullet and go electric 1. Faster commute to work compared to gas cars. In many US states you get to drive in faster lanes if you have electric. Unlikely to happen in India, unless court imposes odd even formula and makes an exception to ele...

guru.shetty

Distance-wise perhaps but given the stopngo nature of traffic, you will need good range. Though it is counter intuitive, electric cars generally get better range in city than in highways. All the electric cars in the US have better EPA rated city range compared to highways. This is mainly because o...

guru.shetty

if they can get a i10 or polo sized car with a rafale style cockpit, no compromise on sheet metal/safety and 250km range it will command a market. but living in apartments it will need a sea change to provide charging outlets in each spot, with meters, prevent leeching etc. not as easy sell as khan...

guru.shetty

In massa, the problem is to up from regular 110-120 V to 440V ? we are already running 220-240 no? Plus with smaller battery pack (I am assuming, because of smaller car size and less demanding acceleration etc, compared to massa) - would it be enough to charge with 240V itself? In that case, we wou...

guru.shetty

Not to make the economy thread into a roads and highway thread but, China's GDP in 1999 was $1 trillion. It just had started building its expressway network a few years ago and had reached 10,000 kms in 1999. Today it has an expressway network of 130,000 kms. India's GDP is $2.4 trillion and it has ...

guru.shetty

If not paying taxes makes money "efficient" (whatever that means), then the Pakistani economy should be beating hollow the Indian economy. The joke is that "market efficiency" doesn't mean that money works better. It simply means that "prices always fully reflect available ...

guru.shetty

1. Government is inefficient., cite crony corrupt leaders to prove the point. It was not my intention to imply that *this* govt is inefficient. Intention was to say that most places in the world, governments are inefficient compared to private sector. It is very important to remove black money from...

guru.shetty

Some simple theorizing (without a lot of ifs and buts) on low GDP growth over the last 3 years: * Govt is inherently inefficient. It has become increasingly better at tax collection over the last 3 years. It has been able to reduce fiscal deficit drastically mainly because of maintaining fuel prices...

guru.shetty

BTW, has anything more been said about the 2030 ban on new petrol/diesel cars in India? I'm just thinking about the charging infrastructure and the weak local electric grid in India. Installing the new 350 kw chargers is a non-trivial exercise in India. Hope someone is keeping that in mind... They ...

guru.shetty

Interview with Dr Prabhakar Patil, ex CEO of LG-Chem (The highest profile builder of lithium ion batteries after Tesla/Panasonic). https://www.youtube.com/watch?v=YNBz8NvMRf0 On what it would take to build a lithium ion Gigafactory in India to achieve economics of scale, his answer was that it would...

guru.shetty

Dare I say: "So it begins" Indian Govt invites bid for 10000 electric cars. State-owned Energy Efficiency Services Ltd (EESL) has invited global bids for 10,000 electric sedans that will run up to 150 km on a single charge, for use by government departments, taking a big step to achieve po...

guru.shetty

The number of tax filers increased to 2.82 crore. India population is 120 crore. Just curious, what is the ideal figure when 100% of population files tax returns. I think the govt should link tax filing to any kind of govt sops to people. In the US, ~55% of the people pay federal taxes. If you incl...

guru.shetty

Indian IT department data https://www.incometaxindia.gov.in/Documents/Direct%20Tax%20Data/Time-Series-Data-2016-17.pdf https://4.bp.blogspot.com/-qKxVgslO_Ls/WYtiwbRj65I/AAAAAAAAGHo/b0t7GYBVUmElxVaO3IkLxvMIrIPlJbOnQCLcBGAs/s1600/it.png I don't seem to see the number 2.82 crores anywhere in that lin...

guru.shetty

India's Demonetisation Leads To A 24% Rise In Tax Returns Filed, 42% Increase in Advance Collections The government's demonetisation drive and the subsequent “Operation Clean Money“ seem to have smoked out those avoiding taxes, resulting in a massive jump in the number of returns filed this year as...

guru.shetty

Things we know from the current generation electric cars. 1. The maximum range at good performance for a large electric sedan is 330 miles. Most large sedans that run petrol engines give similar range. 2. Petrol cars can be refilled in 10 minutes. Electric cars need ~40 minutes. 3. Electric cars can...

guru.shetty

Let's do the math on this thing. 100 whr, over 24 hours ~ 2.5 kwh per day. 365 days x 2.5 ~ 1000 kwhr or 1 mwhr per residence per year. ~ Rs 6000-7000 per residence per year subsidy. Say 200 million residences. 200,000,000 x 6000 ~ Rs 120,000 Crore. Or about $ 20 Billion per year. You could restric...

guru.shetty

nandakumar, You posted in the wrong thread. It should go in the telecom thread. I was responding to the specific point that if only all appliances can be designed to use low voltage DC current it is a cost efficient solution for solar power. I mentioned Jhunjhunwala's track record in telecom where ...

guru.shetty

question! Since stored power in batteries is DC., does it needs to be converted to AC while transmitting it? How do you transfer it? (apart from physically moving the batteries from one place to another). You need an inverter if you want to transmit battery stored electricity to AC. Same thing with...

guru.shetty

Audi (as part of Volkswagen group) has the ability to negotiate a very good deal with lithium ion battery cell manufacturers. According to the below linked report, they seem to have negotiated a price of $110/kwh for 2019. Mind you, this looks like battery cell price and not battery pack price. Usua...

guru.shetty

Noob Pooch: I hear there is a "composition scheme" where traders/entities with less than 75 lakhs of turnover/revenue need not register with GST (unless they sell tobacco/pan masala/ice-cream). And they pay a fixed 1% taxes. How does this work when it comes to smaller shopkeepers? Do they ...

guru.shetty

I believe its been clarified in ET today that for those classified as 'cutting edge tech' the 30% local sourcing does not apply. That is probably the case. Elon wants to manufacture his cars in the US and sell it in Tesla retail stores in India (similar to Apple's retail stores selling iphone). IMO...

guru.shetty

^ IMO, India should let high end electric cars (say, atleast 400km of range) and lithium ion battery packs to enter the Indian market with 0% tax and sourcing requirements for a few years. Cut off the rule relaxation once some traction is achieved. The only progress on the electric car front these d...

guru.shetty

Retail price in the NCR area is Rs 8-9. So at Rs 3 production price of renewables it is at par with existing supply. The question is will the producer break even and make profit. That is what remains to be seen. If it is economically viable it is pretty much the end of the road for coal based therm...

guru.shetty

Golden words from Piyush Goyal. We have a visionary leading the power ministry. Since the government took charge, solar power capacity had grown from 2,600 mw to 12,200 mw, producing 20 billion units of electricity. "A country that makes 1,200 billion units, what is 20 billion units? Can you ca...

guru.shetty

Bhadla Solar Park auction discovers solar price at Rs 2.62/kwh. Looks like financing costs are coming down very fast. Very soon solar prices will be half that of new coal based thermal.

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