Insights
Long form work on the industries I am reading into.
Full write ups rather than summaries. Each one works through a sector from its supply chain upward, with the numbers shown and the sources named.
Electrical Steel
3 Pieces- 01
India's CRGO Problem
India imports about 90% of the grain oriented electrical steel that goes into every transformer core. The size of the gap, who makes this steel globally, and what closing it would actually take.
18 min
2,891 Words
- 02
Inside the Electrical Steel Trade
From silicon steel slab to finished transformer core. Who controls each stage, where concentration risk builds up, and how trade flows decide what any one country can build.
15 min
1,708 Words
- 03
The Transformer Bottleneck
The downstream view. Five supply side problems transformer manufacturers hit when sourcing CRGO, and what the grid expansion pipeline does to each of them.
14 min
1,798 Words
Ethanol
3 Pieces- 01
The Real Economics of E20
What E20 actually costs, who pays for it, and whether the crude hedge is worth the premium. India hit a 2030 blending target in 2025, and the bill is spread across places nobody looks.
25 min
4,502 Words
- 02
From Field to Fuel Pump
A litre of ethanol traced through five steps and two money flows, from the sugarcane field and the grain mandi to the pump. Who makes money at each step, and where the chain is thinnest.
18 min
3,947 Words
- 03
The Feedstock Pivot
The programme moved from sugar byproducts to grain, and that one change reset its economics, its water footprint and its relationship to food security all at once.
15 min
3,339 Words