How India is fighting China in the Solar wars : Geopolitics Case Study

印度如何在太阳能战争中与中国对抗：地缘政治案例研究

The global solar war is heating up with each passing day! While one side, while world leaders like Biden and Modi ji have been announcing ambitious targets to shift to renewable energy, on the other side, China is waging a price war on India with its exorbitant price hikes on the import of solar modules!! This has resulted into the Historic solar war between India and China!

While one side, the Chinese vendors are using their monopoly to make it difficult for India to progress, on other side, we have legendary Industrialists like Ambani, Adani and TATA who are pushing their limits to turn India into a Solar superpower!!

So the question is what is the solar war all about?

How is China trying to strangle the growth of INDIA?

What is INDIA doing to stand up against the Chinese powers?

全球太阳能战争日益升温！一方面，像拜登和莫迪这样的世界领导人已经宣布了向可再生能源转型的雄心勃勃的目标，另一方面，中国正在对印度发动价格战，对进口太阳能组件进行过高的提价！这导致了印度和中国之间历史性的太阳能之战

一方面，中国供应商利用他们的垄断地位使印度难以进步，另一方面，我们有像安巴尼、阿达尼和塔塔这样的传奇实业家，他们正在挑战极限，把印度发展成为太阳能超级大国

那么问题来了，太阳能之战到底是怎么回事?

中国在如何扼杀印度的发展?

印度正在做什么来对抗中国?

以下是外国网友的评论：

nikhilagarwal4438

Instead of idolising indian ceo in usa we should appreciate and celebrate indian businessman and brands...they r the real  of India

与其在盲目崇拜印度裔美国CEO，不如欣赏印度商人和品牌，他们才是真正的印度的

kanchandidum3974

I have been watching him for over 6 months and I learned that business is much more than what I thought it to be.

关注6个多月了，我发现商业比我想象的要复杂得多。

ivinitmittal

If India wins the solar war, I can't imagine how strong our soft power would become?!!

如果印度赢得太阳能战争，无法想象我们的软实力会变得多么强大！

javedalam0_786

Once I went to purchase a made in china material, it's MRP was 35 rupees but the shopkeeper told me that this costs 70 rupees, I asked him why more than MRP he told me that the material is price tagged less just to avoid import duty and other taxes.

I wonder why such a big scam is not being pointed out by any of our govt bodies and if anybody knows how to report for such things

有一次我去买中国产的材料，MRP价是35卢比，但店主告诉我要70卢比，我问他为什么比MRP高，他告诉我材料的价格标低了，只是为了避免进口税和其他税。

我想知道为什么我们的政府机构没有发现这么大的漏洞！有没有人知道怎么举报？

Lib_Gen

This is one of the best episodes I’ve watched here… geopolitics is a tough case to study… and I read about the companies Ambani and Tata are acquiring for renewable energy tech. hope they’ll succeed and make a revolution in renewable energy just like Jio did on internet, we can’t rely solely on govt. , our private ones are yet to be capable of leading at global level or gaining monopoly so there’s huge space for Indian private sector companies to grow

这是我看过的最好的一期，地缘政治是一个很难研究的案例。到安巴尼和塔塔公司正在收购可再生能源技术，希望他们能成功，在可再生能源领域进行一场革命，就像Jio在互联网上所做的那样，我们不能完全依靠政府，我们的私营企业还没有能力在全球范围内领先或实现垄断，所以印度私营企业有巨大的发展空间

aryanyadav3690

Gautam Adani green revolution is appreciable

US, India & China are finding alternates of oils like Solar, Hydrogen, Ethanol, Nuclear, etc.

高塔姆·阿达尼的绿色革命值得关注

美国、印度和中国正在寻找石油的替代品，比如太阳能、氢、乙醇、核能等。

yashtv555

Indian govt knows that power demand is going to increase more than 50% in coming years. Expense will be increasing massively on the crude & coal. So they are investing time & money into alternative power sources

印度政府知道，未来几年电力需求将增长50%以上。原油和煤炭的支出将大幅增加。因此，他们在替代能源上投入了时间和金钱

bigbull6084

All Indians should support most Respected Mukesh Ambani, Gautam Adani, Tata group

所有印度人都应该支持最受尊敬的穆克什·安巴尼、高塔姆·阿达尼和塔塔集团

@maisakurajima9194

Well we should appreciate PLI Scheme. Meanwhile I'm aware that GOVT has Imposed Tariff on Chinese SolarCells. We expect a lot frm Tata, Ambani Adani but govt must Support other Small Solar Companies too

我们应该感谢PLI计划。与此同时，我知道政府对中国太阳能电池征收关税。我们对塔塔、安巴尼、阿达尼寄予厚望，但政府也必须支持其他小型太阳能公司

ElectrifiedStud

I've been into Solar power since 2004, started from Solar Electric Fencing systems to Solar Rooftops. Taking on the China is easier said than done, their expertise and working knowledge is decades ahead, so even catching up will be a challenge.

我从2004年开始研究太阳能，从太阳能电围栏系统到太阳能屋顶。与中国竞争说起来容易做起来难，他们的专业知识和实践领先几十年，所以即使是赶上他们也会是一个挑战。

likhitpothumarthi5034

We still need other renewable sources of energy like wind to achieve net zero emissions. This is because we are still using thermal power plants to supply power for solar cell factories, which is a moral irony. Wind energy is still very profitable unlike tidal and geothermal energy.

我们仍然需要风能等其他可再生能源来实现净零排放。这是因为我们仍然在使用火力发电厂为太阳能电池工厂提供电力，太讽刺了。与潮汐能和地热能不同，风能仍然是非常有利润潜力的。

varunarya922

There has been constant movement and action in the field of solar and energy storage in india. All big players are jum in this field. India must win this battle against China.

印度在太阳能和能源储存领域一直有不断的行动。所有大公司都在涉足这个领域。印度必须赢得这场与中国的战争。

cobrabite2291

Btw really good case study. I got a new way to look at solar industry in India.

这是一个很好的案例研究。我对印度的太阳能工业有了新的看法。

chinmayshukla2486

It feels like for years we and the other countries were really afraid of chinese manufacturing and were taking advantage of cheap products from it and thus didnt made many attempts to have labour intensive and cost indusive manufacturing where China took advantage by investing the capital gained into R&D and it made China a huge beneficiary . But looking into congress policies from past ,they were always afraid of China and didnt made attempts to develop manufacturing in the nation .This govt is making attempts to try to stand  the lost war and for this reason congress and its related parties should be kept away from the power undertaking .

感觉多年来，我们和其他国家真的很害怕中国制造业，一直在利用中国的廉价产品，因此没有做出很多努力来建立劳动密集型和高成本的工业制造业，而中国则通过将获得的资本投入研发，使自己成为巨大的受益者。

但是看看国大党过去的政策，他们总是害怕中国，没有尝试在国内发展制造业。现任政府正试图改变，因此国大党及其相关政党应该远离电力事业。

k_durga_neeraj

This was much more insightful than my economics class today!

这比我今天上的经济学课更有见地

sumitpawankumar585

India India

this is what comes from my heart

印度厉害了

这是我发自内心的感受

Shareholder80

This gave many insights about this WAR.

Thanks Ganesh

谢谢，让我更加了解这场战争。

TheAlphaBeast007

This channel is a gem. Informative ideas and innovation is what the youth of India sorely needs and this channel does that job with pin point accuracy. Kudos to the team

丰富的想法和创新是印度年轻人迫切需要的，这个频道在这方面做得非常完美，向团队致敬。

anchalshukla1

Please make videos on drone and defense startups..

请制作一期关于无人机和国防初创公司的视频…

TheKnowledgeExpress

please do video on one world, one sun, one grid and its impact on Indian energy exchange

请做一期关于同一个世界、同一个太阳、同一个电网及其对印度能源交换的影响的视频

ainilharani2219

bro, u r doing fabulous work..

pls. make a case study on

how Italy became the capital of world's fasion and all high brands

做得很棒，请做一个案例研究：意大利是如何成为世界时尚和高级品牌之都的

thebharatiyasoul

The three major barriers to greater use of solar and wind electricity are higher costs than many alternative electricity sources, insufficient transmission, and management of the variable electricity output from these sources. Solar energy systems/power plants do not produce air pollution or greenhouse gases. ... Some solar thermal systems use potentially hazardous fluids to transfer heat. Leaks of these materials could be harmful to the environment. U.S. environmental laws regulate the use and disposal of these types of materials and Indian govt should also look on this matter too

扩大利用太阳能和风能的三个主要障碍是：成本高于许多替代电力来源，传输不足，以及对这些来源的可变电力输出的管理。太阳能系统/发电厂不会产生空气污染或温室气体. ...一些太阳能热系统使用有潜在危险的液体来传递热量。这些材料的泄漏可能对环境有害。美国的环境法规范了这类材料的使用和处置，印度政府也应该关注这个问题

slashybluesy

Actually even before the PLI scheme govt had the make in India clause in their contracts. But, firms like Adani weren't adhering to them. They were still buying it from China while saying we will establish a production unit in India. Hopefully they finally do it and not keep swindling.

实际上，早在PLI计划之前，政府就在合同中加入了“印度制造”条款。但是，像阿达尼这样的公司并没有遵守这些规定。他们仍然从中国购买，同时我们将在印度建立生产基地，希望他们最终做到这一点，不要继续欺骗。

tenton459

The price of Chinese polysilicon has increased across the globe, not just for India, by roughly same factor. So I doubt its a case China trying to strangle India. There could be several factors: huge increases in global ship costs, shortage of coal in China leading to demand for solar projects, and a fundamental shift in the management of currency value. Monopolies disrupt markets even without malicious intent.  An indigenous capacity in poly and wafer production is long overdue, not just for solar but also for device production.

中国多晶硅的价格在全球范围内都出现了大致相同的上涨，而不仅仅是在印度。所以我怀疑这是中国试图扼杀印度的案例。可能有几个因素：全球航运成本大幅上升，中国煤炭短缺导致对太阳能项目的需求，以及货币价值管理的根本转变。垄断即使没有恶意也会扰乱市场。本土的多晶硅和硅片生产能力早就应该出现了，不仅是太阳能，还有设备生产。

AneeshChowdhury

Modi from 2014 only had a vision towards solar and renewables. Even the critic Wire had appreciated.

莫迪从2014年起就对太阳能和可再生能源有规划了。就连评论家威尔也很欣赏。