Well articulated with appropriate diagrams. I have a basic question, if we compare the current value chain Vs Solar - whether Transformers will become obsolete in the Solar value chain. In addition to this what will happen with other parts such as generators, motors. Would like to know your thoughts.
Thank you Tariq for such an educating article. I have a question regarding the entering of Big players like Reliance into Solar PV modules with acquisition of S&W for manufacturing as well as incorporation of latest technology by acquiring stakes in a European research company. Do you think such acquisition could give an opportunity for the investors where giant companies like Reliance acquire them with the aim of become important global manufacturer of Solar PV modules?
Also could you shed some light in Hydrogen sector esp. the Green Hydrogen which have recently caught interest of again big giants like Reliance, Adani etc.
This was a fantastic read!! Do you have any general tips for researching a sector, anything related to the general data sources that you use to the questions you start with can prove to be helpful. Thank you.
What an interesting insight in renewables. A ton thanks for such effort. 👏
Very nicely written Tariq. Keep educating us. Many thanks.
Well articulated with appropriate diagrams. I have a basic question, if we compare the current value chain Vs Solar - whether Transformers will become obsolete in the Solar value chain. In addition to this what will happen with other parts such as generators, motors. Would like to know your thoughts.
Excellent narration, articulation and execution of ur arguments in a coherent and understandable way.
Great...
Thank you Tariq for such an educating article. I have a question regarding the entering of Big players like Reliance into Solar PV modules with acquisition of S&W for manufacturing as well as incorporation of latest technology by acquiring stakes in a European research company. Do you think such acquisition could give an opportunity for the investors where giant companies like Reliance acquire them with the aim of become important global manufacturer of Solar PV modules?
Also could you shed some light in Hydrogen sector esp. the Green Hydrogen which have recently caught interest of again big giants like Reliance, Adani etc.
Thank you again for such a detailed information
This was a fantastic read!! Do you have any general tips for researching a sector, anything related to the general data sources that you use to the questions you start with can prove to be helpful. Thank you.
Hi Tar,
Nice article! Would the investment in Borosil Renewables is good for long term perspective?
Thanks!