@TheMinuend Avatar @TheMinuend Roy

Roy posts on X about india, mfg, investment, adv the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence countries 29.32% finance 21.05% stocks 6.02% technology brands 5.26% automotive brands 3.76% currencies 3.01% cryptocurrencies 0.75% travel destinations 0.75%

Social topic influence india 19.55%, mfg #31, investment #2606, adv #64, solar #2517, china 6.02%, systems 5.26%, up to 5.26%, ai 4.51%, the first 4.51%

Top accounts mentioned or mentioned by @pk00202500 @noidaupdatesx @roblox_1212 @raulwer1 @avishardutta @abhi179_ @alphonso269536 @mk39117817 @wingsindia2026 @analyticsindiam @iitmadras @inoxcva @chakranewz @agnikulcosmos @defencedecode @reviewvayu @sanjg2k1 @steelminindia @ajitkdubey @amitshah

Top assets mentioned BlackBerry Limited (BB) Honeywell International Inc (HON)

Top Social Posts

Top posts by engagements in the last [--] hours

"BPCL makes major oil discovery in Abu Dhabi key milestone for Indias overseas energy strategy Bharat Petroleums arm BPRL via a JV with Urja Bharat (UBPL) has discovered oil in Onshore Block [--]. The concession spans [----] sq km with UBPL holding [---] % rights"
X Link 2026-01-14T16:10Z [----] followers, [---] engagements

"Telangana at DAVOS WEF 2026: Rashmi Groups [-----] cr steel plant NUklers [----] cr SMR-clean energy project LOrals [----] cr Hyderabad Beauty Tech Hub AB InBevs expansion Sargads [----] cr aviation MRO Unilevers GCC Blaizes AI hardware/software MoU *factoring optics pinch of salt with all MoUs/states at DAVOS/WEF https://twitter.com/i/web/status/2014182325563842898 https://twitter.com/i/web/status/2014182325563842898"
X Link 2026-01-22T03:44Z [----] followers, [----] engagements

"Khavda: SAEL's [--] GWp (800 MW AC) commissioned solar project has predictable long-term revenues locked in via 25-year PPAs with Gujarats utility GUVNL. Plant deploys over 1.5M TOPCon bifacial modules largely assembled at their Pb & Rj facilities. SAELs portfolio extends to agri-waste-to-energy. Plans for a [--] GW solar cell + [--] GW module mfg facility in Greater Noida. https://twitter.com/i/web/status/2014519425899364458 https://twitter.com/i/web/status/2014519425899364458"
X Link 2026-01-23T02:03Z [----] followers, [---] engagements

"Sterling Tools x HK MINIEYE to localise India-specific ADAS with Sterling handling perception tuning for Indian road conditions. Marks a strategic shift for Sterling Tier-1 mechanical supplier into safety-critical electronics & software-defined vehicle systems; ST is utilising GoIs mandate requiring ADAS & Driver Drowsiness Warning Systems (DDAWS) by Jan [----] to reposition as an ADAS SI"
X Link 2026-01-23T13:19Z [----] followers, [----] engagements

"Hyundai Steel's US affiliate HyundaiPOSCO Louisiana is raising $3 bn; part of a $6 bn investment to build a [---] million tonne/year steel plant in Louisiana"
X Link 2026-01-26T14:45Z [----] followers, [---] engagements

"From April domestic PERC/TOPCon modules will become competitive though high-efficiency tech remains costlier. With China removing export VAT makers + policy push needed to utilise this competitive pricing window. Chinese import will become competitive (1012/W) vs domestic PERC/TOPCon (1113/W) & HJT/NG (1214/W). Plausible front-loading ahead of April. https://twitter.com/i/web/status/2016092185427575283 https://twitter.com/i/web/status/2016092185427575283"
X Link 2026-01-27T10:13Z [----] followers, [---] engagements

"6x IL-114-300 regional aircraft deal formalised by Flamingo Aerospace & UAC. Partnership supposedly designed to localise aircraft mfg; under the agreement Flamingo will gradually take on activities including aircraft assembly customisation MRO & infra preparation"
X Link 2026-01-31T02:42Z [----] followers, [---] engagements

"2x 60ton bollard pull battery-electric harbour tugs coming up. CSL to build it on ASTDS-compliant Robert Allan designs; ordered by Mum-based Polestar Maritime deployed at JNPA under the GTTP Green Tug initiative. CSLs order book stands at [--] tugs (6 are green) at various stages of construction. Delivery of these two green tugs is expected around Aug/ Sept [----] https://twitter.com/i/web/status/2017833578181366043 https://twitter.com/i/web/status/2017833578181366043"
X Link 2026-02-01T05:33Z [----] followers, [---] engagements

"Raghu Vamsi's ARROBOT Autonomous aircraft & heli tugs @WingsIndia2026 Vid CC: HydREGuide Raghu Vamsi's deeptech ARROBOT unveils autonomous aerospace systems at Wings India [----] At the event Arrobot is showcasing a portfolio of indigenous unmanned and autonomous platforms that integrate propulsion systems engineering mission logic and platform integration. In https://t.co/3z6Gsn9rp6 Raghu Vamsi's deeptech ARROBOT unveils autonomous aerospace systems at Wings India [----] At the event Arrobot is showcasing a portfolio of indigenous unmanned and autonomous platforms that integrate propulsion"
X Link 2026-02-02T05:21Z [----] followers, [----] engagements

"AI GPUs & a fullstack compute platform for enterprise & DC workloads Agrani Labs emerged from stealth after its [--] cr fundraise surfaced. Founders are Intel & AMD veterans"
X Link 2026-02-02T11:18Z [----] followers, [---] engagements

"Alphabet Inc. will expand its India presence with a possible 2.4M sq ft new office space in BLR. BB reports the company has leased one office tower & purchased options on [--] others in Alembic City with the first opening within months. Potentially [-----] additional staff worth set up doubling India footprint. https://twitter.com/i/web/status/2018887201602580839 https://twitter.com/i/web/status/2018887201602580839"
X Link 2026-02-04T03:19Z [----] followers, [----] engagements

"365000 tpa Green Urea capacity add via new Pudimadaka AP facility by Assago. NTPC/NGEL will supply green ammonia captured CO RE & utilities for [----] tpd production. Assago is also entering bio-energy through a [---] kLPD grain-based bioethanol/distillery in AP. AM Greens Kakinada project is also converting an existing urea plant into a [--] Mtpa green ammonia facility. https://twitter.com/i/web/status/2018906559661920461 https://twitter.com/i/web/status/2018906559661920461"
X Link 2026-02-04T04:36Z [----] followers, [---] engagements

"Hong Kong Aero Engine Services (RRHAECO JV) has awarded HCLTech the digital transformation of its MRO operations. HCLTech will implement its iMRO/4 enterprise asset management solution ( integrated with SAP S/4HANA) to serve as HAESLs Maintenance Execution System at the Hong Kong facility. https://twitter.com/i/web/status/2018965148837535974 https://twitter.com/i/web/status/2018965148837535974"
X Link 2026-02-04T08:29Z [----] followers, [---] engagements

"Hydrogen passenger buses may debut at Kochi under the NGH mission. CIAL & Kerala H2 Valley (KHVIC) signed an MoU for 3x H2 fuelcell electric buses with financial support capped at [--] cr per bus and procurement within [--] months. CIALs recent H2 bus pilot featured a 9m 30seat bus by EKA on their ebus platform with KPIT supplying the fuelcell system & BPCL managing H2 production dispensing & refuelling via a green hydrogen plant at the airport. CIAL is leading the H2 adoption. https://twitter.com/i/web/status/2019008578296889525 https://twitter.com/i/web/status/2019008578296889525"
X Link 2026-02-04T11:22Z [----] followers, [---] engagements

"Making capital markets more stable during legal or insolvency stress SEBI is lowering regulatory risk of premature disqualification & forced promoter exits by replacing FIR/ chargesheet-based bans with conviction-anchored principle-based discretion"
X Link 2026-02-05T02:16Z [----] followers, [---] engagements

"Bultens TN plant: [---] cr precision fasteners mfg facility coming up in Oragadam quiet but critical bottleneck for assembly lines across electronics EVs & white goods. Heavy import reliance 75% of electronic micro-fasteners; in ultra-small/custom segments dependence is 90% (mainly Ch). Though low-value it's high-precision & IP-heavy; even short disruptions halt assembly lines. [-----] cr domestic fastener market will expand to $15 bn opportunity in just a few years. Some progress in bearings; electronic connectors & sockets MLCCs and precision resistors have to be next. Stubli's $10M brownfield"
X Link 2026-02-05T04:10Z [----] followers, [----] engagements

"TN again: Just-in-time supply of high-purity PV gases de-risking the fabs reliance on long-haul imports & expensive insurance INOXAP commissions its PESO-licensed speciality-gas warehouse in Tirunelveli to supply silane NO and hydrogen mixtures in large-package formats (tube trailers Y-tonners) shortening ramp-up timelines and enabling GW-scale PV cell manufacturing. INOXAPs upcoming Air Separation (ASU) at Dholera will also be notable"
X Link 2026-02-05T05:15Z [----] followers, [---] engagements

"Coal Gasification Odisha: [---] ktpa coal-to-ammonium nitrate greenfield plant. Coal India cleared [----] cr equity infusion into BCGCL (CIL + BHEL JV). Coal syngas ammonia ammonium nitrate will bolster fertilisers mining explosives & infra blasting. BHEL brings indigenous gasification ammonia synthesis integration & EPC. Not just import independence CIL is creating a non-power demand sink for coal via chemical feedstocks"
X Link 2026-02-05T06:39Z [----] followers, [---] engagements

"Notable development: TSMC will be producing 3nm in Japan; first fab of cuttingedge node outside Taiwan. $17B to upgrade JASM 2nd fab from [----] nm to [--] nm. Arizona's first fab is already producing N4/4 nm (N4P) including Apple's Aseries. And the 2nd fab is being prepped for N3/3nm & N2 down the line. Japan heavily subsidised TSMC & Rapidus. Clearly evolving geopolitical alignments & Trump deserves some credit ;) https://twitter.com/i/web/status/2019368245418160635 https://twitter.com/i/web/status/2019368245418160635"
X Link 2026-02-05T11:11Z [----] followers, [---] engagements

"Nothing says self-reliance like foreign-powered 'secure comms' BlackBerry is pitching military-grade sovereign comms to GoI while expanding in India via QNX for automotive & IoT; SecuSUITE & AtHoc are used by a few govts. Stack remains foreign-owned & controlled"
X Link 2026-02-06T03:03Z [----] followers, [----] engagements

"Energy/resource guzzler access to 1B+ real-world data for training near the consumer via deeply engaged users for service rollout and a deep execution-ready talent pool; low and cheap labour. Altruistic who https://www.wsj.com/world/india/why-big-tech-is-throwing-cash-into-india-in-quest-for-ai-supremacy-a5d02f0emod=e2tw https://www.wsj.com/world/india/why-big-tech-is-throwing-cash-into-india-in-quest-for-ai-supremacy-a5d02f0emod=e2tw"
X Link 2026-02-06T03:14Z [----] followers, [---] engagements

"Advait signed [--] MoUs across Hydrogen infra tech deployment storage solutions & EPC for end-to-end GH2 offerings: CENMAT's adv PEM/AEM electrolyser tech for production efficiency Power to Hydrogen & JESCO: P2H2s AEM & JESCOs market access VJ Industries for specialised H2 storage tech Advait prepping for upcoming GH2 opportunities including pilot-to-commercial deployments bidding on govt tenders (600 cr NGHM/SIGHT electrolyser mfg PLI) & integrating tech into Advait's prior commitments like its [----] cr Gujarat MoU for electrolyser mfg. https://twitter.com/i/web/status/2019757352178839556"
X Link 2026-02-06T12:57Z [----] followers, [---] engagements

"zinc-ion pouch cell Vedanta /Hindustan Zinc + JNCASR have developed a zinc-ion battery prototype for large-scale RE storage within [--] months of signing an MoU to collaborate on zinc-battery tech. Scaling performance data & pilot deployments for commercialisation must swiftly follow. https://twitter.com/i/web/status/2019783798729371690 https://twitter.com/i/web/status/2019783798729371690"
X Link 2026-02-06T14:42Z [----] followers, [---] engagements

"ModiMalaysia notables: SemiCon demand generation will be key focus. Intel/Micron joint offtake deals + JVs in packaging/testing. MY handles 40% global ATP. Penang/Kulim-linked Cross-border fabs/ATMP (GJ/Od). Silicon photonics & bio-MEMS among other interest areas. /UPI interoperability: NPCIPayNet deal Defence: Dornier Su-30 etc. At the invitation of my friend Prime Minister Anwar Ibrahim I will be visiting Malaysia a nation with which Indias ties are deep-rooted and extensive. This visit will boost our Comprehensive Strategic Partnership and enhance cooperation across sectors. Malaysia is"
X Link 2026-02-07T07:00Z [----] followers, [----] engagements

"India US 0% on gems & J + some aircraft & parts + selected electronics / ELS product lines. For others it's mostly preferential (not zero) tariffs on auto parts (limited quota) general machinery & industrial parts semicon & chip inputs. Status Quo % on Pharma/APIs (no new%). US India ICE/CBU only: 0% on [-------] cc bikes. [----] cc+ Diesel cars & [----] cc+ petrol get lower %. (CKD/SKD kits EVs & hybrids not covered) Quota-limited: Cotton ELS gets 0% while apples almonds & other high-value agri receive preferential but quota-limited access. Lower tariffs & regulatory easing for medical devices ICT"
X Link 2026-02-08T03:19Z [----] followers, [---] engagements

"2014: NALCO issues EOI for lowcost tech for [--] tpa gallium extraction plant at Damanjodi **2006: researches already published pilot scale extraction upto [---] g/day 2016: NALCO tie-up with (BARC) for commercial-scale Ga extraction from spent Bayerliquor process 2025: NALCO (with Heavy Water Board) announced a prototype facility is under installation; with commercial prod within [--] months of pilot commissioning (and about [--] year of testing). Late 2025: A pilot MetalG recovery plant using ionexchange inaugurated at NALCOs alumina refinery. Jan 26: Min Mines via prelim assessment reported Gallium"
X Link 2026-02-09T02:33Z [----] followers, [----] engagements

"20 lak crore: Domestic movement of [--] crore consignments above 50k not bad for a dead economy; marks 43% YoY Mfg goods dominate iron & steel electrical mach industrial equip chems/plastics & auto comp. Shipments priced up to [--] lakh form the bulk (*logistics industry data) Avg consignment value [--] lakh with iron/steel contributing [---] lak cr surge aligns with infra & energy momentum though estimates may vary. https://twitter.com/i/web/status/2020708204402077952 https://twitter.com/i/web/status/2020708204402077952"
X Link 2026-02-09T03:55Z [----] followers, [---] engagements

"Most budding domestic brands import Jap/Swiss movements which is an acceptable start. Point it. It's a large enough market to consider quality domestic movements. Let's not retrace the path of atomic clocks & Indian GPS Sats"
X Link 2026-02-09T05:07Z [----] followers, [--] engagements

"Recent rise in SAF process ToTs (Honeywell & Lanza) likely traded for DDGS or (controlled)GMO access. Once GEAC creates an entry regulation more nations will seek GMO access in FTAs real test will follow. Allowing Distillers Grains (DDGS) in IN US BTA was a necessary but contentious move; DDGS is largely Gen Modified animal feed. 500K tonne TRQ means commerce min has granted trade access framework (quantity cap + concessional duty) Biotech approval (GEAC rules) is the regulatory gatekeeper. Genetic Engg Approval Committee is in the process of updating draft procedures to handle DDGS imports"
X Link 2026-02-09T05:35Z [----] followers, [---] engagements

"Vertiports for e-air taxis (eVTOL) CII recommends repurposing urban rooftops in its Adv Air Mobility (AAM) report. CII also suggested a dedicated AAM regulatory unit within DGCA is likely and a pilot eVTOL corridor linking GGM & CP (Delhi) & Jewar Airport. With railways & track sabotage in the backdrop hope [----] cr budget for IB & CISF's team is prepping for this newer air corridor & asset class that would be comparatively easier to sabotage by [---] front. https://twitter.com/i/web/status/2020755733755883951 https://twitter.com/i/web/status/2020755733755883951"
X Link 2026-02-09T07:04Z [----] followers, [---] engagements

"Evervolt new entrant with [----] MW capacity & 23% efficiency; 4th Revised ALMMII list is out now with TOPCon bifacial PERC cells. Mundra /Adani listed a bifacial Ntype TOPCon Premier Energies added an Ntype TOPCon G12R ALMM regime historically covered modules only recently began including cells. https://twitter.com/i/web/status/2020766268564152744 https://twitter.com/i/web/status/2020766268564152744"
X Link 2026-02-09T07:46Z [----] followers, [---] engagements

"Assam: SJVNs [--] MW Dhubri solar project is now operational it's among NE's first largescale RE plants. SJVN also marks an expansion into solar beyond its traditional hydro focus via this [---] cr project. Assam has a [---] GW solar capacity ambition by 2030"
X Link 2026-02-09T07:57Z [----] followers, [---] engagements

"1 MPTA Soda Ash: RSPL's Dwarka plant received environmental clearance to double Soka's prod capacity which is a substantial increase given India's total prod capacity of [--] MPTA. Trims reliance on Turkey Kenya & Egypt. RSPL would be 20% of India's total output. Will be a staged increase to [---] kTPA in [--] years and then [--] MTPA. Plant uses NIOCHIM tech. Soda ash capacity expansion [-----] tpa to [------] tpa at the Tuticorin Alkali plant; alongside propylene glycol + LAB expansions at TPL & MPL adding critical volumes for downstream chemicals part of a [----] cr fertilizer & petrochem-focused expansion"
X Link 2026-02-09T08:34Z [----] followers, [----] engagements

"185 crore KAVACH [---] contract: Concord/Progota to supply install test & commission on-board loco equipment [--] months. HBL bags [---] crore KAVACH [---] order from ICF to supply test and commission onboard KAVACH V4 equipment over [--] months boosting its order book in railway safety & signalling. HBL has been a consistent supplier for multiple KAVACH deployments across IR https://t.co/dCIMBq6Wuw HBL bags [---] crore KAVACH [---] order from ICF to supply test and commission onboard KAVACH V4 equipment over [--] months boosting its order book in railway safety & signalling. HBL has been a consistent"
X Link 2026-02-09T10:08Z [----] followers, [---] engagements

"Surat: [--] GW TOPCon solar cell unit & [--] GW aluminum frame plant under construction. Pahal Solar has expanded solar module mfg capacity to [--] GW; added to ALMM Evervolt new entrant with [----] MW capacity & 23% efficiency; 4th Revised ALMMII list is out now with TOPCon bifacial PERC cells. Mundra /Adani listed a bifacial Ntype TOPCon Premier Energies added an Ntype TOPCon G12R ALMM regime historically covered modules only https://t.co/PvuR33fgEX Evervolt new entrant with [----] MW capacity & 23% efficiency; 4th Revised ALMMII list is out now with TOPCon bifacial PERC cells. Mundra /Adani listed a"
X Link 2026-02-09T10:48Z [----] followers, [---] engagements

"Integrated fluorochem mfg hub at Bhilwara: Stallion is expanding its Bhilwara Complex with a [---] cr; phased lowGWP refrigerants cutting strong Chinese (R 32/HFC) reliance: Phase 1: [-----] MTPA R32 refrigerant plant under construction producing blended refrigerants (7500 MT) and generating [-----] MT of HCl byproduct Phase 2: HFO mfg facility NG lowGWP refrigerants (Capacity TBA) Stallion moving from trading/blending into fullscale mfg now among few mfg of adv refrigerants alongside SRF or Navin https://twitter.com/i/web/status/2020832553410728035"
X Link 2026-02-09T12:10Z [----] followers, [---] engagements

"Euler + Jiobp collab to build more EV chargers. https://energetica-india.net/news/jio-bp-and-euler-motors-sign-mou-to-expand-ev-charging-infrastructure-across-indias-logistics-hubs/ https://energetica-india.net/news/jio-bp-and-euler-motors-sign-mou-to-expand-ev-charging-infrastructure-across-indias-logistics-hubs/"
X Link 2026-02-09T13:53Z [----] followers, [---] engagements

"Annually several lakh crores can be unlocked if States meet min RE targets in their power mix. For instance [--] GW has been bid & awarded but agreements haven't been finalised Centre pushing states to close these contracts within next [--] months. [--] GW of unmet RPO via RE + some storage/FDRE is about [--] lakh crore of lost annual revenue for RE operators & value chain over [--] years due to state delays"
X Link 2026-02-10T02:45Z [----] followers, [---] engagements

"Gravita has entered copper recycling & processing space via 100% acquisition of Rashtriya Metal. RMIL has about [--] kTPA and largely exports to US UAE Saudi & Egypt. Strengthening its position as integrated recycler & valueadded products mfg Gravita's has expanded portfolio into copper & copper alloys beyond recycling (lead aluminium plastics rubber) https://twitter.com/i/web/status/2021056204051747192 https://twitter.com/i/web/status/2021056204051747192"
X Link 2026-02-10T02:58Z [----] followers, [---] engagements

"Safran already hired about [--] technicians ahead of commissioning Hyd MRO for LEAP engines. Inaugurated last Nov unit set to become operational this year with capacity for [---] engine shop visits annually & workforce scaling to [----]. Facility will also train [---] technicians/year strengthening domestic overhaul capability. MRO is focused on A320neo & [---] MAX https://twitter.com/i/web/status/2021067245456437276 https://twitter.com/i/web/status/2021067245456437276"
X Link 2026-02-10T03:42Z [----] followers, [----] engagements

"India especially MH isn't increasing sugar output it's ensuring higher cane availability for ethanol diversion. Upto 20% of sugar-equivalent cane has been diverted for ethanol latelythere's a sharp 30% YoY increase in cane crushing 😒 Additional cane crushed = [----] cr in incremental ethanol-linked revenue for MH mills. Centre is working on diversion caps. https://twitter.com/i/web/status/2021070864566108509 https://twitter.com/i/web/status/2021070864566108509"
X Link 2026-02-10T03:56Z [----] followers, [---] engagements

"MH: Private investment momentum in adv mfg + impressive speed: Davos-MoU-to-commissioning timeline. Taural commissioned 2nd aluminium sand-casting plant in Supa; after Pune. Greenfield facility features automation & digital controls to produce high-precision high-tolerance (def EV & aero)multi-sector/export grade aluminium castings. https://twitter.com/i/web/status/2021097450870837620 https://twitter.com/i/web/status/2021097450870837620"
X Link 2026-02-10T05:42Z [----] followers, [----] engagements

"100 cr Greenfield AgroChem plant Gujarat: Crystal Crop Protection to set up new [--] kTPA mfg facility in Bharuch acquired [--] acres from Kurl-On. Ramp up potential to [---] kPTA of Herbi-fungi-insecticide formulations"
X Link 2026-02-10T06:12Z [----] followers, [---] engagements

"Cobalt copper lithium 3T minerals and now adds LNG to its portfolio as Congo's Phase [--] goes live marking a major milestone in the countrys gas export capacity. Enis expansion includes the Nguya FLNG facility & has started commercial shipments; plans a [--] MTPA diversified LNG portfolio by [----]. Congo adds a new LNG source at [--] MTPA against giants like Qatar UAE & US. Despite tiny volume energy markets are about diversifying supplier base. For India even [--] MTPA would strengthen energy security & provide an alt. Congo better stay vigilant against VNZ-style delivery of freedom & democracy."
X Link 2026-02-10T07:22Z [----] followers, [---] engagements

"TSAT Assam Update: Semiconductor equipment for Tatas Jagiroad OSAT facility has reached the Pandu terminal in Guwahati via the Brahmaputra. TSAT Phase [--] (initial buildout & operationalisation of key backend infra) is on track to go live in a few months. Also marks another milestone in using Inland Waterway (NW2) to transport Over-Dimensional Cargo (ODC) cargo. The shipment was ferried through the IndoBD protocol route. [-----] crore backend ATMP facility expected to produce up to [--] million chips per day using flip chip & Integrated SiP (adv packaging tech)."
X Link 2026-02-10T15:05Z [----] followers, [----] engagements

"Gatinn: India gets $18M specialty finished-dose export hub as Servier decides to mfg/export outside France for the first time in [--] years. [--] CDMO will handle mfg; CDMO win API sourcing could do better. Goes beyond mfg: Plug-n-play production + regulatory + export engine includes product dev covering: -formulation adaptation for multiple markets -bioequivalence studies -Phase III trials -multi-country regulatory dossiers -centralized quality + supply chain governance Gatinn India: Import French API mfg tablets export. Considering 10M pills to start the 3rd-largest global API producer will"
X Link 2026-02-11T05:34Z [----] followers, [----] engagements

"Tins drop isn't a fundamental break but a classic commodity reset spike reality check then a tight supply floor. Rally was driven by a weaker $ AI & DC solder demand supply fears around Indo & Myn. 15% drop mainly reflects a stronger dollar & funds rebalancing exposure. GoI quietly building an ecosystem: fixing diplomacy creating a supplier carve out lending legitimacy with arguably the most crucial player for REE/CMs that happens to be a neighbour: Myanmar https://twitter.com/i/web/status/2021463335238238385 https://twitter.com/i/web/status/2021463335238238385"
X Link 2026-02-11T05:56Z [----] followers, [---] engagements

"IIT M hosts a new supercomputing facility PARAM SHAKTI. System delivers a peak performance of [---] petaflops (3.1 quadrillion calculations/second) and is fully developed & mfg in India. Built on C-DACs indigenous PARAM RUDRA server architecture with server h/w mfg in India through ToT domestic EMS and an Indian s/w stack running on open-source platforms. Guessing Avalon Kaynes Centum etc. were involved. As reported in @Analyticsindiam the launch of PARAM SHAKTI at @iitmadras marks a decisive step in Indias journey to own its entire compute stackfrom chips to full-scale systems and real-world"
X Link 2026-02-11T07:23Z [----] followers, [----] engagements

"INOX Air Products mfg the semicon cryogenic infra: 2x [---] KL Liquid Nitrogen Tanks by @INOXCVA being moved from Kalol in Gujarat to Silghat Assam for TATA OSAT TSAT Assam Update: Semiconductor equipment for Tatas Jagiroad OSAT facility has reached the Pandu terminal in Guwahati via the Brahmaputra. TSAT Phase [--] (initial buildout & operationalisation of key backend infra) is on track to go live in a few months. Also marks another https://t.co/j6hu0ZHsHB TSAT Assam Update: Semiconductor equipment for Tatas Jagiroad OSAT facility has reached the Pandu terminal in Guwahati via the Brahmaputra."
X Link 2026-02-11T08:36Z [----] followers, 13.2K engagements

"Jupiter commissions 3rd mPERC/Cell mfg Unit doubling total to 2GW; also setting up a [----] GW TOPCon solar cell line at the same Baddi site. https://www.mercomindia.com/jupiter-doubles-solar-cell-manufacturing-capacity-to-2-gw-at-himachal-plant#::text=Kolkata%2Dbased%20solar%20cell%20manufacturerfacility%20in%20Baddi%2C%20Himachal%20Pradesh https://www.mercomindia.com/jupiter-doubles-solar-cell-manufacturing-capacity-to-2-gw-at-himachal-plant#::text=Kolkata%2Dbased%20solar%20cell%20manufacturerfacility%20in%20Baddi%2C%20Himachal%20Pradesh"
X Link 2026-02-11T16:05Z [----] followers, [---] engagements

"Hyundai India sources over [--] % of components locally including 1200+ key parts; the [----] cr Pune ecosystem will meaningfully bolster Tier1/2 supplier network. https://economictimes.indiatimes.com/industry/auto/auto-news/hyundai-motor-india-ceo-calls-for-deep-localisation-global-ambition/articleshow/128209478.cms https://economictimes.indiatimes.com/industry/auto/auto-news/hyundai-motor-india-ceo-calls-for-deep-localisation-global-ambition/articleshow/128209478.cms"
X Link 2026-02-11T16:43Z [----] followers, [----] engagements

"Both test objectives part of landing prep. Not yet but Chines getting close to orbit-class booster recovery. BREAKING 🚨: China successfully tests takeoff and vertical splashdown of the Long March-10 carrier rocket designed to carry Chinese astronauts to the Moon https://t.co/dgrzwfTCGN BREAKING 🚨: China successfully tests takeoff and vertical splashdown of the Long March-10 carrier rocket designed to carry Chinese astronauts to the Moon https://t.co/dgrzwfTCGN"
X Link 2026-02-11T17:37Z [----] followers, [---] engagements

"Odisha: IG Defence's [---] cr multi-drone mfg facility in Ganjam + NUTIC Rangeilunda live test corridor Will have direct access to a fully instrumented test corridor enabling rapid prototyping iterative testing and validation of swarm and tactical UAVs. Rangeilunda transforms Ganjam into a full-stack UAV ecosystemmanufacturing live testing deploymentusing a repurposed airport for swarm BVLOS and multi-domain UAV trials. IG recently received 5000+ FPV kamikaze orders from defence forces. Swarm/NG testing at Odisha🔥: National UAV Test & Innovation Corridor at Rangeilunda repurposing Indias first"
X Link 2026-02-12T02:22Z [----] followers, [---] engagements

"Stellantis + Tata MoU: Tatas 1.5L TGDi petrol & Stellantis 2L Multijet diesel possible engine sharing Ranjangaon plant already producing engines for both may expand to shared prod of upgraded ICEs mild-hybrid systems or small EV motors with potential global exports. Guesstimated [----] cr investment. https://twitter.com/i/web/status/2021775080297246859 https://twitter.com/i/web/status/2021775080297246859"
X Link 2026-02-12T02:35Z [----] followers, [---] engagements

"Fox-Chennai & Wis-BLR lines will now compete for yet another category of globally scarce foldable AMOLED panels. Apple reportedly ordered [--] crore units; Samsung may upgrade its A4 prod line beyond A3 for precision backplane prod. Sharp's shutdown is a monopoly problem & yet another where-are-Indian-dhandos moment: Sharps weak finances prevent internal transfers or fund Indian expansion. Here's a wild theory: recognising Indias acute demand shrinking supply & its own fin distress Sharp may be https://t.co/h1Zbx7BSmd Sharp's shutdown is a monopoly problem & yet another where-are-Indian-dhandos"
X Link 2026-02-12T02:52Z [----] followers, [---] engagements

"Good to see rising value-added tariff-resilient exports: KAU reviving Cochin ginger & Alleppey finger turmeric to address a clear global supply gap (20 t dry Cochin ginger; 50k t high-curcumin turmeric). Seed purification & FPO-led scale-up mark a shift away from yield-only farming aiming to restore varietal integrity & rebuild Keralas premium export brand. https://twitter.com/i/web/status/2021805449331515420 https://twitter.com/i/web/status/2021805449331515420"
X Link 2026-02-12T04:35Z [----] followers, [---] engagements

"570-cr Nashik airport upgrade: [--] capacity to [----] pax/hr new [-----] sq m terminal (24 counters) [--] aircraft bays; wine tourism connectivity & West Asia livestock exports. https://www.thehindubusinessline.com/economy/logistics/nashik-airport-to-get-572-crore-upgrade-ahead-of-kumbh-mela/article70618701.ece https://www.thehindubusinessline.com/economy/logistics/nashik-airport-to-get-572-crore-upgrade-ahead-of-kumbh-mela/article70618701.ece"
X Link 2026-02-12T04:41Z [----] followers, [---] engagements

"Commercial Space: Under ISROs SbaaS program Azista to develop indigenous modular small sat-bus India shifts from launch-focused to a full-stack commercial space ecosystem. Platform will: Host multiple payloads on a single satellite Enable in-orbit testing *notable for startups & defense Support commercial missions and tech demonstrators Serve Indian + global customers Instead of building sat from scratch customers use a ready plug-n-play spacecraft platform + boosting commercial mfg supply chain around private players (like how launch services evolved). Azista Space Selected to Develop"
X Link 2026-02-12T05:50Z [----] followers, [----] engagements

"Cutting manager/IT (scrum/PM) roles to double down on Engg/core hiring & expansion. ASML fires [----] net employees to stay more agile. $ASML.AS $ASML https://t.co/cssmQzJKaY ASML fires [----] net employees to stay more agile. $ASML.AS $ASML https://t.co/cssmQzJKaY"
X Link 2026-02-12T07:06Z [----] followers, [---] engagements

"Robotic ship/hull cleaning remains largely China dominated; Neptune CRABI NakAI Mafkin EverClean There's some progress: IIT G incubated BetaTANK offers internal tank cleaning of crude oil tank/ship (sludge removal) While IIT K is developing an autonomous hull inspection + cleaning system; dry runs done water tests planned with TRL-4 targeted While no major purely Indian-origin startup dominates hull cleaning robotics yet it's already a billion-dollar opportunity. Cleaning a bulk carrier's cargo hold has never been this fun. 🎥 irisdijs / TT https://t.co/dYhQCJ7OsM Cleaning a bulk carrier's"
X Link 2026-02-12T07:39Z [----] followers, [----] engagements

"Most domestic EPCs still lack capability for high-altitude harsh-environment battery projects. While the Armys EME handles classified infra gaps in domestic EPC expertise allow controlled foreign access to sensitive sites like Kargil & Leh while Indian EPCs focus on urban areas with VRLA or Li-ion systems with only a few Volks ABB & select defence-linked firms capable of NiCd or extreme-alt deployments. GG Volks"
X Link 2026-02-12T08:49Z [----] followers, [---] engagements

"Bhopal: BEMLs BRAHMA Rail mfg Hub. [----] crore greenfield facility for adv rolling stock & & high-speed coaches including VB Amrit metro rapid rail & EMUs; initial output of [---] coaches/year ramp up to 1100+ in [--] years. Plant will mfg coaches rolling stock & related components including fab sub-assemblies etc"
X Link 2026-02-12T09:06Z [----] followers, [----] engagements

"RT @chakranewz: Big boost for indigenous small arms Hyderabad-based Lokesh Machines Ltd wins Assam Rifles contract to supply [----] ASMI Ca"
X Link 2026-02-12T09:10Z [----] followers, [--] engagements

"First Indian orbital-computing infra in the works: 🗿 @AgnikulCosmos tied up with cloud provider NeevCloud to potentially host space DCs. Agnikuls upper stages to be used as orbiting platforms to carry & operate AIcapable server clusters in orbit potentially enabling spacebased data processing & storage: Proto & inorbit demo targeted by [----]. LFG Commercial Space: Under ISROs SbaaS program Azista to develop indigenous modular small sat-bus India shifts from launch-focused to a full-stack commercial space ecosystem. Platform will: Host multiple payloads on a single satellite Enable in-orbit"
X Link 2026-02-12T09:32Z [----] followers, [----] engagements

"Odisha syngas purification nod: BHEL received a [----] crore turnkey contract for the coal-to-ammonium nitrate project (2000 TPD) at Lakhanpur. At 2ktpd the Syngas Purification Section might handle [------] Nm/hour of shifted synthesis gas (CO + H) Coal Gasification Odisha: [---] ktpa coal-to-ammonium nitrate greenfield plant. Coal India cleared [----] cr equity infusion into BCGCL (CIL + BHEL JV). Coal syngas ammonia ammonium nitrate will bolster fertilisers mining explosives & infra blasting. BHEL brings https://t.co/W1Z93LMMQG Coal Gasification Odisha: [---] ktpa coal-to-ammonium nitrate greenfield"
X Link 2026-02-12T09:59Z [----] followers, [---] engagements

"RT @DefenceDecode: Indian Navy has issued an RFI for Land Attack Cruise Missile (#LACM) for conventional submarines. Range: Max [---] km"
X Link 2026-02-12T10:05Z [----] followers, [--] engagements

"onboard non-kinetic EM weapon Newly released footage of a Raytheon Coyote Block 3NK reusable interceptor neutralizing an entire drone swarm with its onboard non-kinetic EM weapon. https://t.co/EKyYhZHdNd Newly released footage of a Raytheon Coyote Block 3NK reusable interceptor neutralizing an entire drone swarm with its onboard non-kinetic EM weapon. https://t.co/EKyYhZHdNd"
X Link 2026-02-12T10:08Z [----] followers, [---] engagements

"Host states for [--] Chem Parks to be chosen via a competitive bidding process & criteria like investment potential infra readiness etc. Trend/concentration suggests GJ & AP are getting [--] each TN/Od vying for the 3rd"
X Link 2026-02-12T10:21Z [----] followers, [----] engagements

"Groundbreaking happened Sept [----]. IndiChem Inc's construction is underway at Namgongju General Industrial Complex in Gongju-si; 🔥 F it we ball India formally gains foothold in Koreas semiconductor hub: Indichem Incs SemiCon Chemicals plant is officially a step-down subsidiary of Acutaas (J & Materials JV). Acutaas becomes among the first Indian firms to directly produce high-margin https://t.co/KjAZ1Xpyj8 🔥 F it we ball India formally gains foothold in Koreas semiconductor hub: Indichem Incs SemiCon Chemicals plant is officially a step-down subsidiary of Acutaas (J & Materials JV). Acutaas"
X Link 2026-02-12T13:07Z [----] followers, [---] engagements

"Biosimilars facility in Kancheepuram; Bharat Biotech doubling down on large-scale biopharma & complex biosimilar mfg beyond Vaccines looking to establish a global biosimilars supply chain of monoclonal antibodies recombinant proteins & other high-value biologics/ therapies. With [----] cr a state-of-the-art GMP compliance bioreactors & purification tech coming up in TN. 🚨🚨Another major investment and this time in Life-sciences Bharat Biotech has signed a MoU for a bio-similars manufacturing in Kanchipuram district at an investment of [----] Crs and providing employment for [----] persons."
X Link 2026-02-12T13:26Z [----] followers, [----] engagements

"ADAS for Mahindra's XUV/BE etc. Sterling Tools x HK MINIEYE to localise India-specific ADAS with Sterling handling perception tuning for Indian road conditions. Marks a strategic shift for Sterling Tier-1 mechanical supplier into safety-critical electronics & software-defined vehicle systems; ST is https://t.co/BGY0lebGtv Sterling Tools x HK MINIEYE to localise India-specific ADAS with Sterling handling perception tuning for Indian road conditions. Marks a strategic shift for Sterling Tier-1 mechanical supplier into safety-critical electronics & software-defined vehicle systems; ST is"
X Link 2026-02-12T13:59Z [----] followers, [----] engagements

"Micro-fab innovation lowers cost & access barriers for mask prod & the need for expensive cleanroom lithography resist layers & hazardous chems key handling sourcing & cost constraints in the Indian chip space. If nothing else could meaningfully save [--] cr annually in mask-related costs for Indian OSATs The work was led by Dr. Santanu Talukder Principal Investigator of the Sixth Sense Lab https://t.co/jlv20fVEnL The work was led by Dr. Santanu Talukder Principal Investigator of the Sixth Sense Lab https://t.co/jlv20fVEnL"
X Link 2026-02-12T14:01Z [----] followers, [----] engagements

"Inox Clean + RJ Corp JV has acquired Skypower MENA Ltd to enter African RE market. [---] MW in PhaseI rollout targeting [---] GW by [----]. https://www.saurenergy.com/solar-energy-news/inox-clean-energy-partners-rj-corp-to-enter-african-renewable-ipp-market-11100135 https://www.saurenergy.com/solar-energy-news/inox-clean-energy-partners-rj-corp-to-enter-african-renewable-ipp-market-11100135"
X Link 2026-02-12T14:20Z [----] followers, [---] engagements

"RT @ReviewVayu: Just in. India's Ministry of Defence has signed a contract with Hindustan Aeronautics Limited (HAL) Transport Aircraf"
X Link 2026-02-12T14:26Z [----] followers, [--] engagements

"Stallions greenfield R32 Bhilwara mfg facility has been declared eligible for incentives under RJ Govt's RIPS [----]. Incentives include capital & investment subsidies GST electricity duty & stamp duty & more all with visibility up to [--] years. Plant could gain [-----] cr+ in tax capex & cashflow incentives over a decade. Reassuring to see states' ensuring swift scheme-consumption Integrated fluorochem mfg hub at Bhilwara: Stallion is expanding its Bhilwara Complex with a [---] cr; phased lowGWP refrigerants cutting strong Chinese (R 32/HFC) reliance: Phase 1: [-----] MTPA R32 refrigerant plant under"
X Link 2026-02-13T02:40Z [----] followers, [---] engagements

"TN adv rail/subsystem mfg: Ground breaking of Knorr-Bremse's greenfield plant at Mambakkam SIPCOT. [----] cr phased investment for railway door/entrance systems braking systems composite friction materials & CV braking components. Capacity of [---] door drive units + [----] door leaf units/month and R&D centre for rail & truck braking & digi-products https://twitter.com/i/web/status/2022164876261765404 https://twitter.com/i/web/status/2022164876261765404"
X Link 2026-02-13T04:24Z [----] followers, [----] engagements

"EMRE secured green/regulatory clearance for a substantial 40% brownfield capacity expansion at Cheyyar facility; [----] cr staged investment/ramp up to increase annual capacity from [----] lakh to [--] lakh units"
X Link 2026-02-13T05:24Z [----] followers, [---] engagements

"Surplus Ethanol reported: OMCs sought [----] cr ltr vs producers offered [----] cr ltr; [---] cr litres allocated so far come from non-sugar sources (mainly grains). Grain-based ETH prod is preferred over water-intensive sugarcane + curbs producers over-diverting cane for higher incentive ETH risking domestic sugar output/price. https://twitter.com/i/web/status/2022201249911714060 https://twitter.com/i/web/status/2022201249911714060"
X Link 2026-02-13T06:48Z [----] followers, [---] engagements

"tell me; without telling me: first-world problems 101"
X Link 2026-02-13T08:15Z [----] followers, [---] engagements

"Indian delegation concludes visit to Chile; IHC incorporation expected this year with project/mine identification partnerships & initial investments by early next year. 144p videos & fameless meetings are often the most consequential ;) Moving to secure critical minerals from worlds largest lithium & copper basins CIL has cleared a 100%-owned intermediate holding company (IHC) in Chile. IHC will serve as CILs overseas investment vehicle to explore acquire & develop CM assets. Chile is already running a https://t.co/r6b9iItH2H Moving to secure critical minerals from worlds largest lithium &"
X Link 2026-02-13T08:41Z [----] followers, [---] engagements

"Jindal Stainless + Railways trialled fully stainless steel 20-ft containers meeting RDSO standards. Unlike traditional mild steel containers (6year life [--] lak cost frequent maintenance) stainless steel containers last [--] years minimal upkeep reduce contamination + enable mechanised loading/unloading. 2x upfront cost with 40% lifecycle cost saving; including corrosive bulk commodities like fertilisers & chemicals [-----] cr market sizing Container shortage (& weaponisation) increasingly impacts India's trade. China produces over 95% of the world's shipping containers. [-----] cr to increase annual"
X Link 2026-02-13T10:19Z [----] followers, [---] engagements

"Quantum proofing Indias critical digi-infra: C-DOT + Synergy Quantum to develop an automated crypto-discovery & risk-assessment tool for deployment across govt defence telecom & BFSI networks. Tool will automatically scan devices & systems identify all cryptographic algorithms key lengths & security mechanisms in use classify their quantum-vulnerabilitysupporting crypto-readiness assessments to drive migration to PQC (post-quantum cryptography). BLR's-QNu is also building quantum-secure products (QShield) for PQC & secure key mgmt. C-DOT Signs an Agreement with Synergy Quantum to Develop"
X Link 2026-02-14T13:06Z [----] followers, [---] engagements

"3.30 lak cr AP [----] Budget with [-----] cr for CapEx. [--] growth engines: REZ + horticulture hub. [---] cr Quantum Computing 30k cr to expand horti-crops to [----] lakh hectares by [----] Rayalaseema 28k cr outlay for [--] high-impact projects in Vizag Amaravati & Tirupati 76k cr fiscal deficit /3.84% GSDP; AP has a legacy debt burden of [--] lak cr With a 4.4% GSDP fiscal deficit and big-ticket projects (Amaravati V.E.R Polavaram) entering heavy spending phase AP needs clarity on central funding + approvals. Budget: [---] lakh cr RevEx: [---] lakh cr CapEx: 40k cr Combined capex needed for just [--] key projects"
X Link 2026-02-15T03:59Z [----] followers, [---] engagements

"Further cementing upstream silicon dominance: China gains direct control of Xinghuo integrated complex among world's largest sites with [---] ktpa Silicon monomer. Bluestars network now totals [--] MTPA across upstream monomers & downstream products. India has near total import dependence on core upstream inputs & intermediates with negligible integrated silicon-chain (siloxanes base silicones). Some domestic capacity is mainly downstreamcompounding & formulations across Elkem Chakan Wacker Panagarh & Dow sites plus Silox/ Nishka niche processors & electronics silicon users in semicon fabs. Elken"
X Link 2026-02-15T07:32Z [----] followers, [----] engagements

"HVAC component/supplier localisation: [----] cr AC & compressor mfg plant by Mitsubishi Electric at Gummidipoondi300000 ACs + [------] compressors annually. Including this [----] m/year domestic on-shore RAC compressor capacity is nearly 9M units/year"
X Link 2026-02-07T03:32Z [----] followers, [----] engagements

"So Tata/Titan looking at higher import EFTA/EU FTA-led growth :) Indias mid-to-entry premium is the fastest-growing non-mass category is $1B now & double by [----]. 60%+ of this segment is imported (Seiko Citizen Casio basic Tissot/Longines) /this is excluding the counterfeit & 1/2nd-copy revenue drain problem. Not the high end but let West capture the exploding mid-to-early prem space instead of domestically substituting it https://twitter.com/i/web/status/2020716295466201218 https://twitter.com/i/web/status/2020716295466201218"
X Link 2026-02-09T04:28Z [----] followers, [---] engagements

"Reliable assurances must have been offered for Indian makers to start execution without GoI's formal nod. PN3-reliant capex across key sectors nearing [--] lakh cr. Dixon & PG Electroplast have initiated construction & placed machinery order. For Dixon: Dixtel Design/ESDM + Longcheer JV HKC display module plant: machinery at ports; (convert to a 100% subsidiary if PN3 denied) CY JV: precision mechanical/metal components; and Qtech acquisition PG Electroplast: Pune AC compressor plant with SHC (350 cr 5M comp units/year capacity) Other's hinging on PN3: Apple localisation (Tata etc.) camera/lens"
X Link 2026-02-09T06:51Z [----] followers, [----] engagements

"Dahej Plant makes key intermediates like HFMP for sevoflurane where Piramal holds 43%+ US market share & generates over [----] crores from inhalation anaesthesia. Thanks to SC GJ Pollution Board will need to decide within a week on reopening Piramal Pharmas Dahej plant which was shut over alleged hazardous waste discharge into a canal. https://twitter.com/i/web/status/2021058838020096513 https://twitter.com/i/web/status/2021058838020096513"
X Link 2026-02-10T03:09Z [----] followers, [---] engagements

"US has amended the "mandatory" $500B; pulses dropped from tariff reduction list. Cr:@sanjg2k1 Zero-duty on US masur is largely symbolic since India mainly imports red lentils from Canada & Australia (& Red lentils are not a major US export). Impact on volumes will be limited. US may supply green lentils when tur prices rise. Yellow peas & Kabuli chana stay protected by https://t.co/EhLXq2raxH Zero-duty on US masur is largely symbolic since India mainly imports red lentils from Canada & Australia (& Red lentils are not a major US export). Impact on volumes will be limited. US may supply green"
X Link 2026-02-11T03:55Z [----] followers, [---] engagements

"Slow Indian approval might delay JSW's China-linked car launch.well well https://www.reuters.com/world/china/indias-jsw-warns-delay-first-car-launch-over-china-parts-licence-letter-shows-2026-02-11/utm_source=chatgpt.com https://www.reuters.com/world/china/indias-jsw-warns-delay-first-car-launch-over-china-parts-licence-letter-shows-2026-02-11/utm_source=chatgpt.com"
X Link 2026-02-11T16:15Z [----] followers, [---] engagements

"Hisense inaugurated assembly/mfg facility at the emerging HVAC component hub: Sri City AP 0.75M RACs/year in Phase [--] adding washing machines (top/front) in Q2 FY27 under Phase [--] and LED TVs from Q3 FY27 in Phase [--]. EPACK led ODM/OEM basic components localisation like sheet metal coil/heat exch assembly plastics injection-molded parts packaging & some sub-assemblies; excludes core: compressors likely heat-ex or PCBs. Sri City's HVAC hub is clustering Daikin-Rechi's greenfield rotary compressor plant (550 cr 2M units/year expandable to 9M) and LG's [----] cr ACs & comp (2 M/year) plus other"
X Link 2026-02-12T08:24Z [----] followers, [----] engagements

"Indias SATAT target of [----] CBG plants producing [--] MTPA by [----] seems doable. Milestone in CBG scaling: REnergys Nagothane plant in MH scaled to [--] TPD in under [--] months becoming the fastest & 2nd multi-feedstock industrial CBG plant to reach full capacity with capability of up to [--] % purity demonstrating large flexible bioenergy plants can be rapidly designed stabilized & optimized. Partners across sugar paper waste processing etc. to help tap wider range of feedstock + project execution capabilities. IGL looking to jointly develop pan India CBG projects with combined daily prod of 250"
X Link 2026-02-14T17:28Z [----] followers, [---] engagements

"Fixed/Grid charges & net-metering cap despite rooftop solar: more reasons necessitating proactive grid modernisation + storage. Good read. https://swarajyamag.com/kerala/why-is-kerala-punishing-solar-prosumers-for-its-obsolete-grid FY26 could finally be India's year of T&D & power evacuation infra. With grid expansion now picking up time for proactive modernization of British-era grids to make them multi-source RE-ready distributed & capable of bidirectional flows; includes smart substations digital https://t.co/IHJhR5ukZa"
X Link 2026-02-15T14:53Z [----] followers, [---] engagements

"PLI [---] covers specialty/value-add product expansion; Jindal increasing overall stainless steel melt capacity from [--] to [---] MTPA including Indonesia JV and expanding HY & Od plants + potential new facilities under discussion in MH. A potential new 40k cr MH steel complex under discussion. Jindal also making downstream & fabrication capacity additions like the [--] kpta MH fab unit (not part of PLI 1.2) On February [--] [----] Jindal Stainless signed a Memorandum of Understanding (MoU) with the @SteelMinIndia Government of India under the newly launched Production Linked Incentive (PLI) [---] scheme"
X Link 2026-02-15T15:31Z [----] followers, [---] engagements

"Same folks happy to spend $4.5B to acquire TH while agreeing to pay $2.7B of EU's pension obligation. Deplorable"
X Link 2026-02-15T16:28Z [----] followers, [---] engagements

"@raulwer1 Sure. China is the largest Steel prod; JSW the first to demand anti-import duty. Also that logic would hold true for 95% of mfg categories China overproduces nearly everything"
X Link 2026-02-16T02:28Z [----] followers, [---] engagements

"2 MoUs TN: Greenfield [----] cr aerospace + electronics Aequs SIPCOT Soolagiri: [----] cr over [--] years for aircraft engine landing gear & gearbox component mfg complex (4000 cr is a long term pledge). *Greenfield NDT forging/casting or fed from Belagavi is unclear MinebeaMitsumi/NMB Tiruvallur: [----] cr for IGBTs ICs mfg motors + R&D center **Aequs already running pilot prod trial runs of MacBook enclosures & Watch components to become Apple supplier"
X Link 2026-02-16T10:34Z [----] followers, [----] engagements

"RT @ajitkdubey: With RM Chairman DRDO n DG Aero in the same frame i have strong hopes for a big support to the domestic engine project ht"
X Link 2026-02-16T12:45Z [----] followers, [--] engagements

"Diversifying to EU chopping US exposure TASE Global has inaugurated a new aero structures facility in Sriperumbudur. The Chennai-based precision mfg will produce structural components for export primarily Europe supplying a tier1 vendor for Dassault. Facility could generate up to [---] crore in added revenue potentially cutting US exposure from 90% to 45%. Spanning [-----] sq ft the plant is equipped with DMG MORI highprecision machines capable of up to [--] m components including frames spars ribs door assemblies & floor beams. https://twitter.com/i/web/status/2014557610494857480"
X Link 2026-01-23T04:35Z [----] followers, [----] engagements

"ESDM win: Zetwerk's end-to-end mfg-excellence EMS facility launch. BLR gains an EMS facility with full PCBA/SMT lines clean rooms environmental/stress testing & adv QA (AOI/X-ray/functional testers). High-reliability electronics mfg especially for defence aeros & auto. Zetwerk now operates [--] EMS collectively hosting 15+ SMT lines aiming for [--]. Large focus on electronics in defence & aero (avionics rugged boards high-reliability modules) & ECU safety sensors in auto. https://twitter.com/i/web/status/2020346451306729746 https://twitter.com/i/web/status/2020346451306729746"
X Link 2026-02-08T03:58Z [----] followers, [---] engagements

"GAIL's polymer portfolio has added higher-value & application-diverse grades as EIL commissions [--] KTA polypropylene (PP) plant at GAIL-Pata petro complex. Plant will mfg [--] PP grades: HPP IPP & CPP (speciality applications) Supporting domestic polymer demand particularly in packaging auto & industrial applications [--] KT will add about [---] crore/year in polymer output. https://twitter.com/i/web/status/2020849544939057644 https://twitter.com/i/web/status/2020849544939057644"
X Link 2026-02-09T13:17Z [----] followers, [---] engagements

"AP doing its bit to attract investments has waived [--] crore in stamp duty on the first [---] acres transfer (from APMB APIIC BPCL) of the 6000-acre site for BPCLs greenfield refinery & integrated petrochem complex planned at [--] lakh crore for up to [--] MMTPA. Phase I of Ramayapatnam Port is slated for mid2026 commissioning with potential Aramco & Oil India stakes aiming for operations by FY [----]. Separately NRL has an MoU targeting logistics for evacuating petro products from its [--] MMTPA expansion"
X Link 2026-02-10T13:30Z [----] followers, 13.9K engagements

"🔥 F it we ball India formally gains foothold in Koreas semiconductor hub: Indichem Incs SemiCon Chemicals plant is officially a step-down subsidiary of Acutaas (J & Materials JV). Acutaas becomes among the first Indian firms to directly produce high-margin tech-intensive semiconductor chemicals for global fabs giving India indirect supply chain presence in a critical semicon region. Acutaas has committed [---] cr targeting clients in Korea Japan & Taiwan for photoresist/lithography applications producing advanced organic chemicals & intermediates including photoresists & silicon dioxide"
X Link 2026-02-12T13:01Z [----] followers, 24.6K engagements

"Interesting. DCM Shriram actively moving beyond commodity chems & intermediates"
X Link 2026-02-15T10:47Z [----] followers, [---] engagements

"Its official: for $600 M Blackstone is now the majority equity owner of Neysa now valued $1.5 bn One of Indias few indigenous AI GPU cloud providers Neysa has effectively handed controlling stake to US Blackstone there's a milestone-linked investment deal as per reports. Deal brings deep capital & global sectoral validation but will likely accelerate consolidation in https://t.co/5pojZdNSsN One of Indias few indigenous AI GPU cloud providers Neysa has effectively handed controlling stake to US Blackstone there's a milestone-linked investment deal as per reports. Deal brings deep capital &"
X Link 2026-02-16T03:04Z [----] followers, [---] engagements

"Underreported watershed moment: Many are piloting CDBCs never imagined India would lead deployment: IN formally (subtly) launched trackable/programmable currency /e-rupee. Interesting times ahead. What appears to be an upgraded Kirana dispensing system is RBI launching a trackable/purchase-specific e- GJ pilots updated Public Distribution System (PDS) with programmable currency (e-/CDBC) Instead of traditional subsidy delivery or cash transfers eligible families now receive programmable digital tokens (e-rupee) issued through RBI-linked wallets. These tokens: Scan QR Aadhaar OTP/real-time"
X Link 2026-02-16T06:01Z [----] followers, [---] engagements

"HAL is targeting the certification of (Civ)Dornier-228's amphibious variant in [--] years. DGCA granted Civil certification for the base aircraft in 2022; [--] aircraft already flies with Alliance Air. https://www.thehindubusinessline.com/companies/hal-expects-seaplane-certification-in-two-years-sees-potential-from-domestic-market-friendly-countries/article70635131.ece/ https://www.thehindubusinessline.com/companies/hal-expects-seaplane-certification-in-two-years-sees-potential-from-domestic-market-friendly-countries/article70635131.ece/"
X Link 2026-02-16T06:13Z [----] followers, [---] engagements

"C2i SemiCon is among the early DLI-backed chip design startups to make waves. C2i does HPC-focused power-management SoCs: Power mgmt solutions designed for continuous high-density computing. Under DLI likes of C2i gain access to centralized EDA infraChipIN Centre operated by C-DAC. This shared grid provides licensed chip-design tools like Cadence Synopsys & Keysight. DLI also grants access to the IP core repository (licesnable designs) like RISC-V Processor cores peripheral interfaces DSP modules and accelerator IP etc. saving time/effort & help focus on SoCs instead. Vervesemi InCore"
X Link 2026-02-16T09:44Z [----] followers, [---] engagements

"Yottas sovereign NDC-NER in Guwahati is live [--] MW IT load (scalable [--] MW) NEs largest greenfield DC built for mgmt of govt & citizen digi-services by NIC. https://digitalterminal.in/tech-companies/prime-minister-modi-inaugurates-yottas-national-data-center-in-assam https://digitalterminal.in/tech-companies/prime-minister-modi-inaugurates-yottas-national-data-center-in-assam"
X Link 2026-02-16T10:44Z [----] followers, [---] engagements

"👀 Just landed in Chandigarh. Looking forward to visiting the Western Command of the Indian Army Just landed in Chandigarh. Looking forward to visiting the Western Command of the Indian Army"
X Link 2026-02-16T10:45Z [----] followers, [---] engagements

"MHI conducted a PoC where it used CO as feedstock + water & electricity to produce SAF (FischerTropsch synthesis). If RE is used then this POC validates an industrially relevant pathway to prod SAF from waste carbon + green electricity creating a closed carbon loop"
X Link 2026-02-16T12:33Z [----] followers, [---] engagements

"One of Indias few indigenous AI GPU cloud providers Neysa has effectively handed controlling stake to US Blackstone there's a milestone-linked investment deal as per reports. Deal brings deep capital & global sectoral validation but will likely accelerate consolidation in Indias nascent GPU-cloud space as smaller or newer domestic players will struggle to compete with Neysas capital-backed expansion global networks & long-term support potentially crowding them out. In an already US h/w + China REE + Taiwan Chip controlled space India will hand over a key AI infra startup to foreign control."
X Link 2026-01-19T03:58Z [----] followers, [----] engagements

"It's starting :) Adani raising $1.5 Bn in Yendenominated debt from Japan over the next [--] - [--] months. Credit rating agency has upgraded ratings of [--] Adani cos: Ports & SEZ Green & Energy Solutions mota bhai about to broaden Adani groups investor base in Japan tapping into banks insurers pension funds & institutional investors that prefer longmaturity debt (1030 year tenors) at relatively attractive costs. Borrowings will be a mix of bonds & loans Japan could account for upto [--] % of Adani's total overseas borrowings up from 10% Note Japs are absolutely flush with cash Said it last yearit"
X Link 2026-01-29T16:10Z [----] followers, 25.8K engagements

"2025 marks a breakout year for critical minerals & battery-materials value chain: Lohum began with Indias first [----] tpa battery-grade lithium refinery linking domestic refining to recycling & cathode materials. They refine over 90% of Indias lithium claim op-cost parity with China; Lohum runs multiple Li-ion recycling units & expanding into CAM production. Next Altmins Li-refining project got listed under the US-led Mineral Security Partnership linking India to a non-China processing ecosystem & enabling multi-grade lithium conversion. (Spodumene ore into Li carbonate) across pharma cell &"
X Link 2026-02-02T09:06Z [----] followers, [----] engagements

"Un-Op: Very notable but a latent win from India PoV. 2nm tape-out is significant in design expertise given heavy involvement of Indian teams means real know-how transfer in adv nodes & complex SoC architecture but with caveats: Absorption: know-how is "expected" to spill over Demand: need domestic design firms' appetite for 2nm Brain drain: this talent remains in India till then Neither the 2nm's IP nor the fab is/will be in India. No blackpill but a fact. Without ensuring the talent/know-how is utilised means little. Hope that is changing. Qualcomm completes its 2nm tapeout a global"
X Link 2026-02-07T16:06Z [----] followers, [----] engagements

"@pk00202500 💯 This has far more tangible gains over Qualcomm (nothing against it)"
X Link 2026-02-12T13:28Z [----] followers, [----] engagements

"Amara Raja to set up a fully-owned US subsidiary within [--] months; laying groundwork for potential US localisation. ARE&M has seen robust growth including supplying [---] MWh+ of telecom battery packs + investing heavily in TG gigafactory capacities & cell mfg (including planned [--] GWh cell output expanding to [--] GWh by FY 2030). If ARE&M wanted localise and scale EV & energy storage in the US it would eventually need future ready adv battery chemistries & fast charging interesting timing /IYKYK :) https://twitter.com/i/web/status/2021999466916794826"
X Link 2026-02-12T17:26Z [----] followers, [---] engagements

"Additional [----] cr raised by GREW Solar takes total planned solar mfg funding to [----] cr for capacity expansion + value-chain integration. Greenfield planned capacity scaling from [--] GW to [--] GW for the Narmadapuram solar cell facility MP [---] GW to [--] GW brownfield capacity expansion of its PV module plant at Dudu RJ https://twitter.com/i/web/status/2022220814633120217 https://twitter.com/i/web/status/2022220814633120217"
X Link 2026-02-13T08:06Z [----] followers, [---] engagements

"Localisation of Waterjet propulsion system: production testing & MRO. Goa is a Manufacturing + ToT facility for ICGoperated systems; India is the 3rd country (US & Korea) to host Full-scale Waterjet production & testing. MJP will transfer know-how designs & possibly some equip for simulation testing & performance evaluation of waterjet propulsion sys test rigs calibration tools instrumentation assembly jigs etc. Coast Guard operates over [---] MJP waterjet systems already in service & [--] more on vessels under construction: localisation of specific MJP waterjet models fitted (or planned) on ICG"
X Link 2026-02-14T03:16Z [----] followers, [----] engagements

"At [--] GWh that's OLA meeting ACC PLI target + makes it the largest operational cell gigafactory in India by farroughly tripling the nations commissioned adv cell output. GG if met. Not sure if Zeppelin Saueressig/ Wuxi are among key equip suppliers for mixing dosing calendaring etc. Gigafactory expansion to 6GWh on track for March end (from current 2.5GWh). More equipment coming in soon 🙂 https://t.co/pmS0gQkHwq Gigafactory expansion to 6GWh on track for March end (from current 2.5GWh). More equipment coming in soon 🙂 https://t.co/pmS0gQkHwq"
X Link 2026-02-14T13:35Z [----] followers, 20.2K engagements

"FoF [--] is here: SIDBI-partnered AIFs did well by investing [-----] cr+ in 1370+ startups. That said FoF remains a co-investment model; relies on investment/thesis decisions of AIFs. Plus [----] cr FoF [--] remained unallocated. Without a mechanism to ensure capital flows to those working on self-reliance critical sectors & focus on max fund deployment taxpayer will simply extend risk capital in non-strategic domains. (Notable past beneficiaries ShareChat Lenskart Unacademy CureFit Acko & Mamaearth) Vast US capital continues to influence investment decisions; recently plugged in JP cap/mega banks"
X Link 2026-02-15T03:33Z [----] followers, [---] engagements

"Beyond Kavach/TCAS although declining continued reliance on full-stack signalling/ control architecture; presumably Alstom Siemens for e-interlocking ETCS [--] major multitracking projects approved adding [---] km at a total cost of [-----] crore Details🧵👇🏻 https://t.co/DXYH53kyCl [--] major multitracking projects approved adding [---] km at a total cost of [-----] crore Details🧵👇🏻 https://t.co/DXYH53kyCl"
X Link 2026-02-15T04:30Z [----] followers, [----] engagements

"You cant be serious While adv nations turn to Indian yards JSW placed orders for 4x [----] DWT bulk carriers with Wuhu Shipyard after having previously ordered [--] bulk carriers. Criminal. 🔥 In [--] months @cslcochin could secure long-term access to adv European ship design IP by acquiring a [--] % stake in Dutch design & engg firm Conoship granting a foothold in the coastal & short-sea shipping market and access to proven dieselelectric cargo vessel designs like https://t.co/xUKrs2RdRp 🔥 In [--] months @cslcochin could secure long-term access to adv European ship design IP by acquiring a [--] % stake"
X Link 2026-02-15T15:58Z [----] followers, [----] engagements

"Local mfg focused NG rail-tech & compenent policy in the works 🙌 MoR extending [----] StartUps-for-IR program: [---] cr for R&D/proto [--] cr if trials succeed with firms retaining IP. Great news but 1.5C for critical h/w R&D + proto when a lot of stuff needs to be shipped overseas lacking domestic fab & other machining Nearly [----] cr (50% China) spent on importing locos RS & components with 50k cr avg/year budget for modernisation. Precision highload wheelsets & bogies Traction motors & EMUs and signalling comm electronics among key dependencies; followed by couplers highstrength fasteners"
X Link 2026-02-16T03:59Z [----] followers, [----] engagements

"Some notable projects protots & problem statements under StartUps for Railways initiative: Rail stress & track health monitoring broken-rail detection automated track inspection sensor-based load measurement lightweight freight wagons enhanced elastomeric pads safety alert systems rolling-stock design improvements and onboard renewable-energy solutions. Local mfg focused NG rail-tech & compenent policy in the works 🙌 MoR extending [----] StartUps-for-IR program: [---] cr for R&D/proto [--] cr if trials succeed with firms retaining IP. Great news but 1.5C for critical h/w R&D + proto when a lot of"
X Link 2026-02-16T04:07Z [----] followers, [---] engagements

"Despite net losses doubling to [----] cr for FY25 JSW (SAIC IND) to invest 4000Cr for brownfield expansion of Halol plant. Double the annual prod to [--] lak units and launch NEVs (4 new hybrid & EV models). You cant be serious While adv nations turn to Indian yards JSW placed orders for 4x [----] DWT bulk carriers with Wuhu Shipyard after having previously ordered [--] bulk carriers. Criminal. https://t.co/nDYs9u6PHa You cant be serious While adv nations turn to Indian yards JSW placed orders for 4x [----] DWT bulk carriers with Wuhu Shipyard after having previously ordered [--] bulk carriers. Criminal."
X Link 2026-02-16T07:25Z [----] followers, [----] engagements

"Pune: LMT Tools India has inaugurated its brownfield Chakan facility as largest gear-cutting tool hub now producing adv tools like hobs skiving cutters chamfer tools & precision rolling heads for auto industrial & transmission. Cuts some import dependence on European JP & US gear tools and enables specialized finishing and 3Dprinted tooling locally though high-performance carbide powders coatings & ultra-precision grinding/inspection equipment are still imported. India imported [----] cr+ of machine tools in FY24 with gearcutting & precision tools alone accounting for 2-digit millions annually"
X Link 2026-02-16T11:24Z [----] followers, [----] engagements

"Pune Greenfield [---] Cr SKF Industrial mfg facility: "Factory of Future" to host [--] existing prod channels (likely transferred) + [--] new on a separate site for higher efficiency vs current Pune plantNo brownfield https://themachinemaker.com/news/skf-india-industrial-to-set-up-advanced-manufacturing-facility-in-pune-with-%e2%82%b9653-crore-investment/ https://themachinemaker.com/news/skf-india-industrial-to-set-up-advanced-manufacturing-facility-in-pune-with-%e2%82%b9653-crore-investment/"
X Link 2026-02-16T11:39Z [----] followers, [---] engagements

"To prevent fly ash dumping MoP has mandated [---] % environmentally compliant ash utilisation for coal/lignite TPPs. Plants must declare issuable ash after internal use distributed via buyer tie-ups or 1/tonne auctions with leftovers supplied free firstcome firstserved"
X Link 2026-02-16T11:46Z [----] followers, [---] engagements

"UCSL/CSL launched 5th [----] TDW from Malpe yard. This one's repeat order from Wilson ASA indicating quality work by a global shipping firm. UCSL has a [----] cr+ order book: 6x [----] TDW + 8x [----] TDW + multiple [--] T bollard pull Tugs You cant be serious While adv nations turn to Indian yards JSW placed orders for 4x [----] DWT bulk carriers with Wuhu Shipyard after having previously ordered [--] bulk carriers. Criminal. https://t.co/nDYs9u6PHa You cant be serious While adv nations turn to Indian yards JSW placed orders for 4x [----] DWT bulk carriers with Wuhu Shipyard after having previously ordered"
X Link 2026-02-16T12:08Z [----] followers, [---] engagements

"CIL doubled its solar budget; baking on PV-RE for its diversification. Notable pipeline includes [---] MW in Patan & [---] MW in Khavda an [---] MW RJ plant UP's [---] MW phased plant & a [--] MW floating plant in Gorakhpur. CIL additionally exploring BESS"
X Link 2026-02-17T03:06Z [----] followers, [---] engagements

"Safran vs RR for the 60k crore pie India kicks off 61000-crore National Aero Engine Mission: a [---] kN fighter-jet engine JV with France for the AMCA program while a parallel study runs with the UK. The aim : to end decades of import dependence and compress development timelines. P.S. I actually like this https://t.co/OJOO8BTyLT India kicks off 61000-crore National Aero Engine Mission: a [---] kN fighter-jet engine JV with France for the AMCA program while a parallel study runs with the UK. The aim : to end decades of import dependence and compress development timelines. P.S. I actually like"
X Link 2026-02-17T06:21Z [----] followers, [---] engagements

"@AvisharDutta It should except the [--] are to be built as reference vessels; hope the makers dont turn it into GE Tejas"
X Link 2026-02-17T06:26Z [----] followers, [--] engagements

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