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dickenson
2.1K posts
India's cotton production has been declining for a decade
Krishnan@cvkrishnan
Domestic cotton consumption exceeds production in both 2024–25 and 2025–26 seasons. To ensure adequate supply for the textile industry, the 11% import duty on cotton had been exempted by GOI from 19 August 2025 to 31 December 2025. Also, Cotton is currently classified as a freely exportable commodity under India’s export policy (as confirmed in the official Ministry of Textiles Annual Report 2025-26, published May 5, 2026) In lieu of further demand from textile industry, @CMOTamilnadu Vijay has demand that imports not be curbed. This is simple demand vs supply thing. Luddite handles making this about North farmers vs South textile manufacturers is laughable. Get a grip. @TVKPartyHQ #TVKVijay
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@theanonlurker it's theoretical subsidy doubling !!! reality mein ism2 is only $11B or ~1.2lakh cr !! the way it is being delayed i feeel likely cancelled bcz of money needed to fund other schemes like gasification, shipbuilding,etc
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Expect a certain country with slit eyes to start crying about "illegal subsidies"
🇮🇳 at $10 TRILLION@Prakhar81420407
This is just the start. $20 billion package largely focussed around bringing 7nm chips will do wonder in terms of building ecosystem over the next 3-5 years. For 2-5nm chips anyway will have to bring ISM3.0 & by then 🇮🇳 GDP will be $7 trillion so easily can dole out even more 💰.
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India's export manufacturing market becomes even more dangerously capital intensive.
At some point, India needs to move beyond sloganeering and take the bitter pills
Dhiraj@IndustrlPolicy
"2025-26, wearing apparel contracted by 5.3%,leather by 4.1%, while textiles...grew by just 1.2%. Other manufacturing collapsed by 14.9%, and food products grew by less than 1%...while labour-intensive, export-oriented sectors are stagnating or shrinking." m.economictimes.com/opinion/et-com…
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@Avnk90 @Satvik_Pen because capital intesive is easier than labour one.
people forget modi tried to make changes in 2015 and was met with protests…..
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In our search for a diamond, we lost gold and got coal instead…
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Proposed outlay of $20 billion in Ism 2.0, would bring the country closer to or ahead of nations like South Korea, Japan, Malaysia, Vietnam and Singapore, but still lower than China’s $94.9 billion semiconductor support package.
business-standard.com/industry/news/…
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dickenson retweetledi
IISc researchers, with collaborators, have engineered silicon-compatible lead-free thin films for future 5G/6G & adaptive electronics. The materials combine high electrical responsiveness with strong thermal and frequency stability.
Read: iisc.ac.in/silicon-meets-…
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dickenson retweetledi
Been a long-time critic of India’s obsolete & inadequate transmission/grid, but that’s beginning to change. Tata Power’s aggressive shift from InterState (ISTS) to IntraState (InSTS) transmission reflects a major structural pivot in India’s grid strategy for the green energy era.
States finally realising weak intra-state grids cannot absorb rising solar, wind & PSP loads without congestion, curtailment, or instability. The Draft NEP 2026 explicitly makes intra-state transmission strengthening a national priority.
2 key shifts:
-Private capital shifting from risky generation projects toward stable, regulated transmission assets.
-States gradually moving away from inefficient cost-plus RTM monopolies toward more competitive TBCB-based transmission bidding. Earlier, state-owned utilities built lines & passed all inefficiencies onto the consumer.
Grid infra—not generation capacity—is the true bottleneck in RE energy expansion. India delayed grid upgrade, something even China continues to grapple with.
Roy@TheMinuend
Who hurt you AP? Transco is going ballistic on power grids & infra. AP set to add 15,000 MVA transformation capacity & 1,822 ckm of transmission lines, along with new 400/220/132 kV substations to improve stability & voltage reliability. Also enable RE, including EHT infra for solar mfg hubs in Nellore & grid integration support via 3 GWh BESS. Plus, advancing Green Energy Corridor Phase III proposals (₹22,000 cr) to evacuate large-scale solar & pumped storage capacity, alongside approvals for 100 additional transmission projects.
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dickenson retweetledi
"2025-26, wearing apparel contracted by 5.3%,leather by 4.1%, while textiles...grew by just 1.2%. Other manufacturing collapsed by 14.9%, and food products grew by less than 1%...while labour-intensive, export-oriented sectors are stagnating or shrinking."
m.economictimes.com/opinion/et-com…
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dickenson retweetledi
dickenson retweetledi
Kalyani Group signed an MoU with the Andhra Pradesh Government to establish a Gas Turbines & Gas Turbine Generators manufacturing facility in Coastal Andhra.
The project will focus on next-generation power solutions for Data Centers and Defence,
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4.5% annual depreciation. About the same rate at which Korean Won depreciated during the South Korean boom.
AgentSaffron ANTI WAR@AgentSaffron
1 rupees was 56 dollars just 12 years ago.
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@MrBsCoffee30 I think role of WITCH in these is declining but i wonder how much impact will this have on Grade-A net absorption.
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bhai crazy India's total exports at 80 Billion USD.. blockbuster start to Financial year
ANI@ANI
India's overall exports (Merchandise and Services) in April 2026 was USD 80.80 billion as against USD 71.13 billion in April 2025 registering a growth of 13.5 percent YoY. India's overall import (Merchandise and Services) in April 2026 increased to USD 88.61 billion as against USD 82.29 billion in April 2025 India's overall Trade deficit (Merchandise and Services) in April 2026 reduced to USD 7.81 billion as against USD 11.16 billion in April 2025.
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