Assam can become battery of India: Jeet Adani announces 40,000 jobs in state
A proposed battery industry buildout in Assam could add future battery manufacturing capacity in India.
Source →The trace
How it reaches your house.
Starting from BYD Company Limited, we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
Lithium-Ion Battery Cells →supply upLithium-ion battery cells are a critical input for smartphones and tablets, so added battery-cell manufacturing capacity should ease that constraint and raise device supply.
67% confidenceATL (Amperex Technology Limited) →Prices riseAssam’s planned battery buildout would raise downstream demand for lithium-ion battery cells, and ATL is a major supplier on this edge (50% share), so the cell market should firm.
62% confidenceBYD Company →supply upLithium-ion battery pack for portable radios
Assam's added battery capacity would modestly raise availability of this battery-pack input; the dependency is only 10% and is substitutable, so the effect on BYD is present but limited.
Hop 2
Lithium-ion battery pack for portable radios →supply upEmergency communications equipment
This critical good depends strongly on the battery pack input, so added battery manufacturing capacity should increase its availability.
79% confidenceLithium-ion battery pack for portable radios →Stands to benefitMotorola Solutions has the largest share on this input, so more battery capacity should ease its supply chain and help output.
77% confidenceLithium-ion battery pack for portable radios →Stands to benefitHop 3
Saft (TotalEnergies subsidiary) →supply upLithium-ion battery pack for portable radios
A battery-capacity buildout in India would likely raise supply of Saft's lithium-ion battery packs for portable radios; the edge is fairly strong because Saft is marked as the sole qualified supplier with low substitutability and a 24-month replacement lead time.
56% confidenceEmergency communications equipment →supply upLithium-ion battery pack for portable radios
A proposed battery manufacturing buildout in Assam could increase availability of lithium-ion battery packs, easing a critical input for emergency communications equipment.
43% confidenceMotorola Solutions →supply up
Where it lands
What you buy, and what you own.
Goods you buy
Smartphones and tablets · Emergency communications equipment · Vehicles and light trucks
In the MyPRIA app, this is checked against your own holdings.