Davos 2025: Essar Capital Director on Trump's Impact on India's Green Path

The video discusses the global energy transition, highlighting the impact of President Trump's policies on electric vehicles and climate-friendly technologies. It emphasizes the inevitability of transitioning from fossil fuels, focusing on the commercial viability of green technologies like renewable energy and electric vehicles. The discussion also covers the potential effects of US tariffs on global trade, particularly for India and China, and outlines investment plans in green energy, infrastructure, and data centers. The speaker sees a massive opportunity in the current global shift towards sustainable energy solutions.

What is one of the main challenges in transitioning from fossil fuels to renewable energy?

• High cost of fossil fuels

• Immediate replacement of infrastructure

• Abundance of renewable resources

• Lack of consumer interest

Why is renewable power considered economically viable in India?

• It is less reliable than fossil fuels

• It is more expensive than coal

• It is cheaper than coal and gas

• It requires government subsidies

What is the expected outcome of investing in a green mobility network for trucks in India?

• Increased CO2 emissions

• Higher costs for consumers

• Decreased demand for electric vehicles

• Cost parity with diesel without subsidies

How might US tariffs affect India's position in the global green energy market?

• India will face increased competition

• India will lose its market share

• India will have to increase imports

• India could benefit from the China plus one strategy

What is the significance of the 'China plus one' strategy for India?

• It limits India's trade opportunities

• It allows India to capitalize on tariffs against China

• It reduces India's export potential

• It increases India's reliance on Chinese imports

What is one of the investment strategies mentioned for green technologies?

• Focusing solely on coal-based power

• Reducing investment in data centers

• Avoiding biofuel development

• Investing in industrial decarbonization

What is the planned capacity for new renewable power investments over the next five years?

• 12 gigawatts

• 10 gigawatts

• 8 gigawatts

• 5 gigawatts