@sarasXBT @brahma_4u Mining sector needs to be freed from the clutches of babus
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Codesthan
17.6K posts
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Posted something on similar lines.
The good news is that our babus and netas woke up from their deep slumber with China banning REE exports in 2025.
The REPM Manufacturing Scheme is a step in the right direction with a lot of new players going into the sintered magnet production space.
The ball is in IRELs court with them having to step up to meet our requirements.
Will be interesting if private players are faciliatated in the mining and refining side as well.
Saras Choudhary@sarasXBT
India had 8% of the world's rare earth reserves. and handed the entire industry to China. Not because we didn't know. Not because the geology wasn't there. Because a mineral sat on the wrong government's priority list for 75 years. Monazite - the ore that gives you neodymium, praseodymium, the inputs for every EV motor, actuator, robots, wind turbines, every guided missile - was classified as a "prescribed substance" under the atomic energy act. Thorium is radioactive, monazite contains thorium, therefore: government monopoly. full stop. So IREL, a DAE-controlled PSU, sat on it. produced mixed chlorides. exported oxide to Japan. never built the metal reduction plants, never built the alloy capacity, never built the sintering lines. the entire downstream chain - the part worth 90% of the margin - didn't exist. China, meanwhile, was doing the opposite. private capital into Bayan Obo from the 1990s. Government-subsidised separation plants. equipment exported at 3-4x cost to anyone trying to compete. 81% of global rare earth patents filed between 2014-2024. And then, when they wanted leverage: export restrictions in April 2025. India then, in March 2025 - after the supply shock, after the EV sector scrambled, after stockpiles of 2-3 weeks were revealed - finally opened rare earth exploration to the private sector. 75 years. A 75-year head start. given away by a classification rule written when nobody knew what neodymium was good for. The really painful part: sintered NdFeB production has 13 sequential steps. India has commercial capability through step 4. China owns all 13. Industries that define infrastructure take decades to build. We're starting in 2025. That's the bill.
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India can't build robots until it builds actuators.
Few are doing it and there's a lot of opportunities there.
A six-axis industrial arm needs six servo motors with harmonic drives.
A drone needs four BLDCs with rare-earth magnets.
A surgical robot needs voice coil actuators with sub-micron repeatability.
India imports nearly all of them Moons' and Leadshine from Zhejiang, Mabuchi from Japan, Maxon from Sachseln. We assemble the chassis and call it Make in India.
The bottleneck upstream of every actuator is the NdFeB magnet, and China controls ~90% of sintered magnet output and just placed export controls on heavy rare earth oxides above 99.9% purity.
India has the monazite Kerala's beach sands hold one of the largest thorium-bearing rare earth reserves on the planet and zero separation capacity at scale. IREL processes a rounding error against Ganzhou.
Cells get the PLI.
Semiconductors get the fab subsidy.
The motor that moves the arm that builds the cell that goes into the car is sourced ex-Ningbo with a 16-week lead time and nobody is writing a scheme for it.
Actuators are where hardware sovereignty actually lives, and we're sleepwalking past them.
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Great.!
Builders backing real builders.
Israel ישראל@Israel
NVIDIA. Amazon. OpenAI’s Andrej Karpathy. They’re all backing Israeli AI unicorn Decart which just raised $300 million. 🇮🇱 Decart is building the future of real-time AI and world models, another example of Israeli innovation shaping the future of technology. calcalistech.com/ctechnews/arti…
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@WeDravidians Assam and Rajasthan are getting fabrication smelters for semiconductors while TN is missing the bus
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One after another, industrial investments are moving out of Tamil Nadu.
Most importantly...
The previous government had planned a Semiconductor Pavilion in Tamil Nadu with the support of several experts and scholars.
Now, that vision has been completely ruled out.
Tamil Nadu risks missing the global semiconductor boom forever.
Yes… “Good for Tamil Nadu.” 🤡
#TamilNadu #Semiconductor #IndustrialGrowth #InvestTamilNadu #TNPolitics #Semicon #EconomicDevelopment
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@ChitrakShivalik Sonepat and Amravati. Planned in’s trial and IT hubs, proximity to talent clusters of Delhi and Hyderabad
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Which Indian city has the strongest next-15-year story?
1) Ahmedabad
2) Hyderabad
3) Pune
4) Bengaluru
5) NCR
6) Chennai
7) Others.... Mention
And why?
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@maahirpanchal Whoa, very true. 😄 I think everyone overlooks the gas guys. Know any cool ones?
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In a country that builds semiconductor plants, sell Industrial Gases
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Everyone talks about the next battery recycling startup yet nobody knows about Rubamin
India's largest Li-Ion recycling company
From Vadodara, Gujarat
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@ravikchandar @kirankspeaks PTR was overrated but he wanted to bring Chennai on lines of Bangalore and Hyd in terms of nightlife and cosmopolitan character
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@kirankspeaks And by the way nothing wrong with that expectations of pub and bar culture! Only PTR understood that in the then govt.
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While many of us Tamils sentimentally take this tweet offensively, speak to your non Tamil friends and find out. Chennai will be the last option even after Trivandrum!
Its cosmopolitan status vanished more than two decades ago. Now it’s just a city where you work and stay.
It’s really not a place you dream of migrating to and settling forever unless you have some ancestral connection!
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Just imagine how successive WB govts allowed these kanglu-M pests to enter the country en masse, creating a national security headache
Kreately.in@KreatelyMedia
Enjoy this demolition Bangladeshis are being kicked out systematically Every inch will be taken, nothing will be left for illegals Thank you @Dev_Fadnavis
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Chicha's House in Bandra East is being demolished today.
He was living there since 1981. Like him thousands of mslms lived in their houses. Today all is gone 💔
It breaks my heart that railways took so long to demolish it. Should've done sooner
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Codesthan retweetledi
Why is the US declining as a superpower while China is rising?
Our congress is made up of lawyers. China is run by engineers. They plan for decades. We plan in 4-year election cycles. They invest billions in infrastructure. We invest billions in corporate tax breaks for the top 1%. Engineers build. Lawyers bill.
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@SubbuKo @missmaddenstein By close culture i mean lack of pubs and nightclubs, unwillingness of people to accept outsiders, safety of women
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@Linu74661 @missmaddenstein But Zoho, freashwork chargee bee is not low hanging fruit right...
Again what do you mean Chennai close culture care to elaborate
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Absolutely agree with most of this, and in my view all issues with Chennai boil down to one thing: close-mindedness.
The government is close-minded in how they view growth and prosperity.
The society is close-minded in understanding what modern behaviour is.
Individuals are close-minded in who they accept.
Tamils are aloof people as a collective, they are taught to mingle with their in-group and keep others at a distance (which is also why caste/class divides continue to permeate the fabric of the culture).
In the case of immigrants, this sense of us v them is heightened, and combined with the natural southern predisposition to minding your own business and being socially insular, this comes off (rightly) as being non-welcoming. It is not an easy city to make new friends.
It is not just where you’re from, acceptance is also dependent on how you behave. I’m Tamil, born in Chennai. I’ve grown up overseas. I’ve been to Delhi, Mumbai, Bangalore… but Chennai is where I feel the most suffocated. Where being my outgoing, loud, gregarious, carefree self has invited unnecessary scrutiny and unwarranted scorn. And if they can do that to their own, I can’t imagine what they’d do to outsiders.
So yes, Chennai has no appeal to youth, but the important thing is it doesn’t want to either, and that I think is far more dangerous for its demographics in the long run.
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@muthuindiradjit @KishoreIyer5 Andhra/CBSE students, battled hardened by years of preparing for entrance exams, develop a competitive mindset. TN kids unaccustomed to competition grow up with low confidence and many commit suicide. The substandard samacheer curriculum doesn’t help either
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@Linu74661 @KishoreIyer5 Entrance exams actually made my generation competitive.
Without that, these kids are mere grown up infants or impotents.
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@muthuindiradjit @KishoreIyer5 And students should equip themselves to face the reality
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@muthuindiradjit @KishoreIyer5 TN education dept needs a shock therapy. Sack all babus and ministers handling the portfolios and bring the syllabus on par with NCERT. Tell the kids in no uncertain terms that the days of securing a seat by memorising samacheer kalvi are over. Entrance exams will be imposed..1
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@KishoreIyer5 Dumeelans will take pride in their useless samacheer curriculum which churned out an entire generation o flow iq buffoons. Look up performance of Tn students in national exams the results are pitiable
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@SubbuKo @missmaddenstein IT output in Chennai is largely process driven outsourcing. Product development, Algo trading and high end coding happen in Bangalore, Hyderabad, Pune Gurgaon because the cream talent doesn’t prefer Chennai because of it’s closed culture
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@missmaddenstein Two months In Chennai is ok but that doesn't make you expert right..
Can you point data that there is NO new GCC investment in Chennai.
Hydrabad going good but chennai is not slowing down
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@spraneshram @JD_CSK7 @subashr232 @Guidance_TN @Keerthana4VNR Western Tn needs a full scale logistics park and multi modal warehousing facilities. The brick and mortar trucking infrastructure won’t work in today’s age
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@Linu74661 @JD_CSK7 @subashr232 Coimbatore with right policies can become neo Bangalore.@Guidance_TN @Keerthana4VNR .
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@SiddharthKG7 When I was a student in US all my Chinese and Korean batchmates went back, Vietnamese worked for a few years till they are skilled enough and wanted to start a company back home, Indians 9/10 didn’t want to leave the US and I won’t blame them for that
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This maybe the reason that Chinese students go back to their country even if they study outside China or they show unbelievable loyalty to their country even if they work in different countries.
A high trust society is built over decades.
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Blaming it on population is just incompetence.
Gaokao, the biggest entrance exam of China is attended by 1.3 crore students. Entire country prepares for it whether or not their kids are taking the exam that year.
They care so much that construction is halted, any noise making activity such as traffic is halted. Free buses to take kids to the exam centre, thousands of people on roads to wish you luck, free food & energy drinks for kids. Ambulances & police are always ready to help.
It is like a festival as they know how important it is for the kids. They are not harassed outside exam centres and frisked like thieves. Well, you can compare this with NEET or any exam of our country. It will be shameful for us on all parameters.
Thousands of great kids & generational talents are missed due to extremely stressed non-functional exam systems we have made. No wonder China is where it is.
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@Anand____4324 @curiousjain @lavsmohan Most migrants to Chennai are from other districts of TN especially south TN
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@curiousjain @lavsmohan Millennial*. People are free to move out. Have no issues with that. Lesser population, more peace. Cities like Chandigarh are doing just fine. 👍. Not every city has to be a Bangalore or a Gurgaon. Learn to respect others opinion, wanker.
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Accurate - I say this as someone who was born here, grew up here & continues to live here. The scene is terrible if you’re not in finance/law/manufacturing. The tech “ecosystem” is basically Freshworks & Zoho. And if you’re in marketing, better pack your bags for Bengaluru :)
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@JD_CSK7 @spraneshram @subashr232 About this i agree. I used to deal with businessmen in Erode, Coimbatore and most were willing to interact with outsiders even in broken Hindi. Chennai literally felt like ninth circle of hell
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@Linu74661 @spraneshram @subashr232 There is a city called tirupur where they literally switch to hindi to communicate with employees, the mindset of people around chennai and north TN is not the mindset of entire TN like it has been projected, and tirupur has a lot of migrants. Chennai culture is not TN culture
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