𝘊𝘌𝘖 𝘊𝘭𝘪𝘮𝘢𝘵𝘦 𝘐𝘯𝘴𝘪𝘨𝘩𝘵𝘴 𝘧𝘳𝘰𝘮 𝘊𝘭𝘪𝘥𝘦𝘮𝘺 While most discussions around EVs are about batteries, and perhaps to a lesser extent, charging & motors, what could really drive competitive advantage in this important decarbonization sector?Jim Rowan, CEO of Volvo Cars, interestingly feels that it will be neither of the above, but software...

I woke up seriously late today - 10 am. The result of reading a book while running high-temperature last night.Must have been an unputdownable murder mystery.Unputdownable, yes. But eerily, it was a book on 𝘴𝘵𝘳𝘢𝘵𝘦𝘨𝘺 - my few remaining friends are gonna disown me.Since the time I was at B-school,...

𝐀 𝐬𝐮𝐦𝐦𝐚𝐫𝐲 𝐟𝐨𝐫 𝐈𝐧𝐝𝐢𝐚𝐧 𝐂𝐄𝐎𝐬 In the last month alone, at our climate tech consulting division (EAI), I have been approached by CEOs of about 10 mid-sized Indian firms (Rs 1000-3000 crores annual revenues, industries ranging from textiles to food to auto), seeking my suggestions on investing in 𝐠𝐫𝐨𝐰𝐭𝐡 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐢𝐞𝐬...

𝘊𝘢𝘶𝘨𝘩𝘵 𝘣𝘦𝘵𝘸𝘦𝘦𝘯 𝘥𝘦𝘴𝘪𝘳𝘦 𝘧𝘰𝘳 𝘤𝘭𝘪𝘮𝘢𝘵𝘦 𝘢𝘤𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 - 𝘥𝘰 𝘵𝘩𝘦𝘺 𝘩𝘢𝘷𝘦 𝘢 𝘸𝘢𝘺 𝘧𝘰𝘳𝘸𝘢𝘳𝘥? Meeting CEOs to discuss climate action is fun - if you are prepared in terms of knowledge of the subject, and in terms of "perspective".What do I mean by the latter word - "perspective" -...

𝘈 𝘯𝘰𝘵𝘦 𝘵𝘰 𝘐𝘯𝘥𝘪𝘢𝘯 𝘊𝘌𝘖𝘴 From seemingly nowhere, green hydrogen seems to be everywhere in the climate discussion.Some experts even think that the world cannot go to Net Zero without green hydrogen and carbon capture.That may well be true, but the important question for many Indian CEOs & industry leaders...

I know the title is suggestive of a click-bait post, but do read on, won't you? This post is a result of some of my business acquaintances giving me miffed calls yesterday after I called green hydrogen hot air. ( ) Quite a few of these folks complained that...

𝘞𝘩𝘢𝘵 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘥𝘦𝘱𝘦𝘯𝘥𝘴 𝒂𝒍𝒔𝒐 𝘰𝘯 𝘸𝘩𝘢𝘵 𝘺𝘰𝘶𝘳 𝘤𝘰𝘮𝘱𝘦𝘵𝘪𝘵𝘰𝘳𝘴 𝘢𝘳𝘦 I had been posting last couple of days on the characteristics and challenges with the emerging green hydrogen economy, with an India focus.(See also: & for posts on GH2; also, all my decarbonization posts at 𝐍𝐞𝐭 𝐙𝐞𝐫𝐨 𝐛𝐲...

𝘚𝘩𝘰𝘶𝘭𝘥 𝘪𝘵 𝘣𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘦𝘥 𝘢𝘵 𝘴𝘪𝘵𝘦 𝘧𝘰𝘳 𝘴𝘮𝘢𝘭𝘭-𝘮𝘦𝘥𝘪𝘶𝘮 𝘶𝘴𝘦 𝘤𝘢𝘴𝘦𝘴? (See all my decarbonization posts - Net Zero by Narsi - from here - ) I have been working in climate tech for 15 years, and my work has touched almost every prominent energy/fuel domain. Across all these, the...

𝘍𝘪𝘳𝘴𝘵 𝘳𝘦𝘴𝘶𝘭𝘵𝘴 𝘧𝘳𝘰𝘮 𝘰𝘶𝘳 𝘦𝘹𝘱𝘦𝘳𝘪𝘮𝘦𝘯𝘵 I had an intern (Nikita A ) experiment with this idea: Take a useful data point from a recent news item around India's decarbonization and Net Zero journey (Eg: 𝘊𝘭𝘦𝘢𝘯𝘵𝘦𝘤𝘩 𝘴𝘰𝘭𝘢𝘳 𝘴𝘶𝘱𝘱𝘭𝘪𝘦𝘴 167 𝘔𝘞 𝘴𝘰𝘭𝘢𝘳-𝘸𝘪𝘯𝘥 𝘩𝘺𝘣𝘳𝘪𝘥 𝘱𝘰𝘸𝘦𝘳 𝘵𝘰 𝘍𝘪𝘳𝘴𝘵 𝘚𝘰𝘭𝘢𝘳'𝘴 𝘴𝘰𝘭𝘢𝘳 𝘤𝘦𝘭𝘭 𝘱𝘭𝘢𝘯𝘵), set an...

(All my decarbonization posts here - 𝐍𝐞𝐭 𝐙𝐞𝐫𝐨 𝐛𝐲 𝐍𝐚𝐫𝐬𝐢 - ) During my first ten years of my work in climate tech, revolving mostly around solar, biomass and biofuels, most discussions were about energy efficiency, yield, costs…energy density was hardly a debate topic. Since the growth of EVs...