EV Charging Infra Insights and Data on https://xitter.cf/t.co/iKB4Uf8Tvs. Co-founder @active_iaq | @bitspilanigoa alum | involved @veditum | Boardgames, beer
New Delhi and Mumbai
Joined July 2022
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Priyans - ExpWithEVs retweeted
While @rushlane has blocked @auto_punditz on X, it seems our data is still welcome on their website! 🤔
Blocking a source is one thing. Using its data without giving due credit is another.
A little acknowledgment goes a long way in maintaining journalistic integrity.
- rushlane.com/amp/top-10-cars…
Priyans - ExpWithEVs retweeted
Statement: IFF condemns the internet shutdown in Connaught Place ahead of today's protest. We are tracing the suspension order.
New Delhi, 2 October 2026
The Internet Freedom Foundation (IFF) condemns the suspension of mobile internet services in and around Connaught Place, New Delhi, this morning. At 9:40 am, Jio subscribers in the area received a message stating: "As per government instructions Internet services have been stopped in your area till further notice." The shutdown took effect before a protest called for 11 am at Jantar Mantar, seeking the resignation of the Chief Election Commissioner, had even begun.
Delhi Police has refused permission for the gathering, prohibitory orders under Section 163 of the Bharatiya Nagarik Suraksha Sanhita, 2023 are in force across New Delhi district, and entry and exit at eleven metro stations have been closed. On Gandhi Jayanti, the answer to a call for protest in the capital has been to switch off the internet for everyone who lives, works, trades and reports in its centre. We call for the immediate restoration of services.
At the time of release of this statement, we have not been able to locate any suspension order published by the Ministry of Home Affairs, the Department of Telecommunications, the Government of NCT of Delhi or the Delhi Police. The public does not know who directed this shutdown, on what grounds, over what area, or until when. IFF is attempting to trace the order and will make it public as soon as we obtain a copy.
In Anuradha Bhasin v. Union of India, (2020) 3 SCC 637, the Supreme Court held that speech and trade over the internet are protected under Articles 19(1)(a) and 19(1)(g) of the Constitution, and that every suspension order must be published, reasoned, proportionate and limited in time. Under Section 20(2)(b) of the Telecommunications Act, 2023 and the Telecommunications (Temporary Suspension of Services) Rules, 2024, only the Union or State Home Secretary may issue such an order, for reasons recorded in writing. The order must be published and must specify the area, the services and a fixed duration and it may be passed only where no other reasonable means would serve. A shutdown announced to subscribers as lasting "till further notice", imposed before a single person had assembled, cannot be squared with these safeguards. It follows repeated suspensions around Jantar Mantar in July 2026. Switching off the network is becoming a routine response to protest in the national capital. IFF condemns the internet shutdown in parts of Central Delhi.
We call upon the Government of India and the Government of NCT of Delhi to:
1. Immediately restore mobile internet services in Connaught Place and all affected parts of Central Delhi.
2. Publish the suspension order forthwith, together with the reasons recorded in writing.
3. Disclose the issuing authority, the precise areas and services covered, and the period of operation.
4. Place the order before the Review Committee within five days, as the Rules require, and make its findings public.
Priyans - ExpWithEVs retweeted
Tracking Cell Manufacturing in India 🔋 — TCIN
India’s cell manufacturing ecosystem is slowly moving from announcements to actual production. Here’s the latest picture from what we’ve been able to track:
⚡️ OLA - 4680 NMC cells are in production, with LFP cylindrical cells expected soon. 46100 was mentioned earlier, while the scooter page also mentions 46160. Installed capacity is ~6 GWh. The planned expansion to ~20 GWh is expected to focus on prismatic cells. Actual production is still well below installed capacity.
⚡️ AGRATAS - Media reports have finally confirmed what we’ve been saying: Envision AESC technology is being used. Agratas is pursuing its own LFP technology. LFP cells are 175Ah, while NMC cells are 102Ah & 173Ah. Production is now expected in 2027. NMC production for JLR is expected first.
⚡️ GODI - Factory plans were announced earlier, but we couldn’t find any significant recent update.
⚡️ EXIDE - Plant construction is complete, with ~6 GWh capacity split equally between NMC & LFP. SVOLT technology, as reported earlier. Test batches are being sent to customers for qualification; Hyundai is not among these yet.
⚡️ LUCAS TVS - Factory plans were announced earlier, but there’s no significant recent update.
⚡️ AMARA RAJA - Gotion technology for LFP and Highstar technology for NMC. Phase 1 is planned at 4 GWh. Currently operating a sampling plant for customer qualification.
⚡️ RELIANCE - No meaningful update on Sodium-ion; the project appears to be on hold. For lithium-ion, contrary to some media reports, we found that equipment has been procured. Installation should begin soon. More to come.
⚡️ WAAREE - Announced a 3.5 GWh factory. Limited updates since then. We believe ALEEES could be the potential technology partner, but this is not confirmed.
⚡️ PANASONIC - IOCL - No significant update.
⚡️ IBC - JV with MGL for cell manufacturing in Karnataka. Factory plans have been announced, while IBC currently manufactures cells in Korea and assembles packs locally.
⚡️ NSURE - No significant new update. Samples and qualification work continue.
⚡️ JSW - Still looking for a technology partner.
⚡️ NASH ENERGY - Has a 600 MWh LFP cell manufacturing facility.
⚡️ GEGADYNE - Has a lab/pilot plant working on multi-ion chemistry rather than conventional lithium-ion. Supplying cells to Godrej for forklift applications. Exact capacity remains unclear.
⚡️ BOSON - Factory plans were announced earlier, but no significant update so far.
⚡️ VIKRAM SOLAR - Announced semi-solid Sodium-ion plans with technology partnership from Entity2. The project appears to be on hold for now.
⚡️ TRYDEN TECH - New addition to our list. Has its own R&D and has developed LFP & NMC cells. Pilot production is underway, and its technology is also being supplied externally for production.
🪫 Some projects have gone the other way:
❌ Log9 — Existing operations have ceased.
❌ Rajesh Exports — The project appears unlikely to materialise. The status remains unclear, including how it received PLI support.
❌ Carbolium Energy — We couldn’t find meaningful evidence of ongoing activity and it appears to have ceased operations.
This is TCIN - our ongoing attempt to track what’s actually happening behind India’s cell-manufacturing announcements🔋🇮🇳
More updates as projects move from announcements → equipment → pilot production → qualification → mass production.
PS - Do you have any more info? Or if you are related to any of these, we would love to talk more. Drop us a DM.
Priyans - ExpWithEVs retweeted
India mein koi 5 minutes number Google kar le to doodh ka doodh paani ka paani ho jaye.
RBI surplus to Govt : ₹2.87 Lakh Crores (US$30 Bn)
Total listed bank profits : ₹4.11 Lakh Crores (US$42 Bn)
NPCI - which runs UPI pre tax ‘surplus’ : ₹ 1,888 crores (US$200 Mn)
To nuksaan kis ka ho raha hai UPI se aur kaunsi subsidy de rahi hai Govt UPI pe jo chubh rahi hai?
Cost of running ATMs and cash logistics in India is ₹30,500 crores (US$ 3.0 Bn). If you want to optimise shut ATMs and promote UPI instead.
Any levy on UPI is just tax collection. UPI is the one scientific achievement of India everyone acknowledges par ab tax ki bali chadhegi.
UPI Charges Row | Ashneer Grover Exclusive
If I transfer ₹1 lakh to my friend through UPI, or I pay ₹3,000 using a QR code, what is the cost of running the system? The cost is the same. So, if I transfer ₹1 lakh to my friend, nobody is making money from it. But if I make a payment of ₹2,500 to a small shopkeeper then the government wants to put charges, what’s the logic? — @Ashneer_Grover speaks to @shreyadhoundial
Priyans - ExpWithEVs retweeted
The editor forgot to provide the due credit for data here. @CarToq
evelectree.com/article/xev-9…
Priyans - ExpWithEVs retweeted
Another story from us on the uncomfortable relationship of Indian automakers with Chinese players. In the heavy truck segment, an interesting story is playing out where two players have found their footing through two different routes.
Priyans - ExpWithEVs retweeted
✅ Post-service VCU software update & caution on TACO vs Octillion battery packs
✅ Complete breakdown of charging speeds, time taken, and costs
Read the full travelogue & detailed data log here (available in English & Malayalam):
🔗 sites.google.com/view/ev-tip…
Priyans - ExpWithEVs retweeted
🚗⚡ *Trivandrum to Mookambika in Tata Punch EV 40* (Journey Log 23)
Here is a detailed travelogue and telemetry log of our 1,487 km round trip from Trivandrum (Kazhakootam) ➡️ Mookambika (Kollur) ➡️ Kollam (Thevalakkara) in the newly delivered Tata Punch EV LR (40 kWh).
Priyans - ExpWithEVs retweeted
A growing two-million-unit market segment with no registration trail, no support, no crash or battery-safety oversight, and no Indian supply chain behind it and Lets be practical it is a well know fact across the industry that all these imported non RTO vehicles which claim 25 kmph speed limit actually are capable to operate upto 40-45 kmph, which is a huge safety and regulatory issue. That is not a grey market anymore. It is the largest un-designed-for market in Indian mobility and right now China is the only one designing for it.
Priyans - ExpWithEVs retweeted
Add it up: ~1.28m registered + an estimated ~1.75m non-RTO ≈ 3 million electric two-wheelers put on Indian roads in 2025. We quote 6.3% EV penetration in two-wheelers. The real number is closer to 14%.
Priyans - ExpWithEVs retweeted
WHY this should bother us:
1. This isn't import dependence. It's import totality. 99.8% of units are Chinese. 68% come from suppliers in a single city Wuxi, Jiangsu. There is no domestic supply chain in this segment. There is a customs broker and a screwdriver assembler.
2. The geography is inverted. 71.5% of 2025 imports land with importers in Haryana, Delhi, UP and Punjab. In registered e-2W, the entire North zone is 16% of the market and South India leads. Haryana alone imported 527,995 units in ten months more than 2.5x what the whole North zone registered in all of CY2025. Different customer, different price point, different geography. Nobody's product roadmap is pointed at it.
3. The economics are moving the wrong way for us. Average CIF per unit fell from $224 (2023) to $166 (2025). A kit lands at $80–110 EXW without battery or tyres. Every dollar of that frame, motor, controller, wheels, charger is a component India could be making, at volumes that already justify the economics.
Priyans - ExpWithEVs retweeted
The crossover already happened:
→ Jan–Oct 2025: 1,456,732 units imported. Same window in 2024: 584,947. That is +149%.
→ Registered e-2W sales grew 11% in CY2025, to 1.28 million (as per Vahan portal).
→ October 2025 alone: 287,473 units landed. India's best-ever month for registered e-2W was that same month — 144,899. The unregistered channel was roughly double the RTO models.
→ Even counting only 10 of 12 months, 2025 imported 2W (1.49m) beat the entire full-year registered market (1.28m).
Priyans - ExpWithEVs retweeted
We went through 24 months of Indian customs bills of entry under HS 8711.60 Nov 2023 to Nov 2025. 8,948 shipments. 398 importers. What did we find?
2,235,465 low-speed electric two-wheelers, imported as CKD kits. $400 million CIF. 99.8% from China. Almost none of them will ever see an RTO registration.
These are the same electric vehicles that you see being used across tier-2 / tier-3 cities, B2B fleet operators, logistics partners etc.
Priyans - ExpWithEVs retweeted
The Shadow Market of Indian 2W - Ecosystem
We have been evaluating markets and this is a data we couldn't ignore. At Naxatra Labs, we build drivetrains for Indian markets as per Indian conditions.
India's fastest-growing two-wheeler segment does not appear in a single registration statistic.
Priyans - ExpWithEVs retweeted
yesterday, a bunch of us met up to discuss and formalise how we can show our opposition to the elevated corridors being planned in Bengaluru
the same that will cut through Indiranagar and turn it into Ejipura
here's what we finalised -
Priyans - ExpWithEVs retweeted
ChargeZone charger coming soon on CZ's own app but Statiq showing already available 😂
Who would you believe? Someone relying on Statiq alone would be stuck.
Why is simple integration being so hard for our CPOs
Priyans - ExpWithEVs retweeted
🚗 Tracking Cell Data for 4w in India🔋
New Additions:
⚡️ Tata SierraEV
🔋 75 kWh LFP
Octillion Pack - CATL Prismatic Cell
117.2kW Peak DCFC
🔋 63 kWh LFP
TACO Pack - Gotion Prismatic Cell
~110kW Peak DCFC
⚡️ Tata PunchEV 40kWh
TACO Pack - Gotion Prismatic Cell
67.2kW Peak DCFC
Octillion Pack - Rept Prismatic Cell
65.8kW Peak DCFC
⚡️ Tata TiagoEV 2026
19.2/24kWh LFP
Gotion Cylinderical
? / 31kW Peak DCFC
⚡️ Kia Syros EV
42/51.4kWh NMC
Pouch LGES
59/74kW Expected Peak DCFC
Have any more info or details? DM us.
Priyans - ExpWithEVs retweeted
Noida to Shimla in Tesla Model YL AWD in single charge 🔋⚡
🛣️ 450.6km covered
🔋 84% SoC used
🔌 0 Charging Stop
⚡ 152Wh/km | 6.58km/kWh
The breakdown 👇
🏁 Noida → Chandigarh
321.5 km | 50% SoC used
124.7 Wh/km | 8 km/kWh
⛰️ Chandigarh → Shimla
129.1 km | 34% SoC used
220 Wh/km | 4.54 km/kWh
The climb to Shimla obviously hits efficiency hard, but our friend inModel YL still covered the entire 450+ km journey on a single charge, arriving with 16% SoC remaining🔋
EV road trips in India are getting seriously easy⚡🇮🇳
Priyans - ExpWithEVs retweeted
Bangalore → Belum Caves → Bangalore in Tesla Model Y LR RWD 🔋
🛣️ 655.7 km covered
⚡129.7 Wh/km | 7.71 km/kWh
🔋 112% SoC used
🔌 Just 1 charging stop, adding only 30%
Here’s how friend's trip went 👇
🏁 Bangalore → Belum Caves
338.3 km : 107.5 Wh/km | 9.3km/kWh
Started at 100% → arrived at 52%
(Sentry Mode used while parked too)
🔄 Return journey
Stopped at Zeon Station at Samara's Veg at 10%
⚡ 201.8 km at 154.1 Wh/km | 6.5km/kWh
🔋 Charged just 10% → 40%.
Then another friend took over for spirited driving + late night Bangalore traffic 😅
Final to Bangalore
115.6 km at 151.4 Wh/km | 6.6km/kWh
18% remaining
And the best part?
He doesn't even drive by watching the battery %.
His approach is now basically: drive like any other car, find a charger when it's low and keep going.
With charging infrastructure improving, this is what EV road trips are starting to feel like.
LR is also a proper 600km range car too ⚡
