🍀+⚫️ India finally strikes d right practical balance between 'Going Green' & reliance on Coal . Even as d push to 500GW of non-fossil capacity by 2030 is pursued , Power Ministry outlines plans to add another 80GW of thermal capacity by 2030 to supplement the existing 240 GW.

Likely that bad eggs (for whatever reasons) will bring down the valuation of package and lead to overall lower monetization

👇 Good to see government's ongoing determination in streamlining domestic logistics management and moving towards the targeted reduction in logistics costs for the economy.

✅️💰 Belief that pvt capital isn't coming into Indian infra not quite correct. Whilst as a % of total, it's much lower than envisaged around 2012 ; some sectors have seen healthy interest - such as roads monetisation thru Invits/ToT, Airports, Ports, Transmission & Renewables.

🎬 Bill to breathe life into expired SEZ Act said to be ready for new Parliament session. Expected to have 3 positives : (1) liberalized rules to access domestic market (2) easier exit route for SEZ Developers (3) faster approvals. Unlikely to give same benefits as FTA imports.

🛬🛫 PPP in Airports has clearly gone down well with a fair share of both domestic & foreign investments. Now AAI gets ready to monetise 13 airports. The scheme envisaged is to club bids for 6 'profitables' (Bhuv, Trichy, Indore, Jaipur, Amritsar & Varanasi) with 7 'loss-makers.'

WATCH | 'Expect Railways to report 'Never Seen Before' development over the next few years,' says Vinayak Chatterjee of Infravision Foundation
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Vinayak Chatterjee Ayesha Faridi Nikunj Dalmia

youtu.be/dl3ap63s5JU?si…

Infra interview in ET Now this morning. 👇youtu.be/dl3ap63s5JU?si…

Will there be the modernisation of stations and railway tracks? Vinayak Chatterjee from The Infravision Foundation reveals

Vinayak Chatterjee Nikunj Dalmia

Business Standard Vinayak Chatterjee Great point, #India 's growing demand highlights the need for domestic production. Initiatives like Dholera's smart city development and TATA's ₹91,000 cr investment in India's first semiconductor plant are steps in the right direction for a more resilient. #MakeInIndia

Watch | What will India’s Infrastructure look like in 2030? Vinayak Chatterjee explains!

Vinayak Chatterjee Nikunj Dalmia

👇 Chips are the beating heart of Digital Infra. My article in Business Standard today.

'Every Rs 1 spent on infrastructure leads to Rs 3 growth in GDP,' says Vinayak Chatterjee of Infravision Foundation

Vinayak Chatterjee

#Opinion | Digital infra: Pushing chips hard

Despite #India 's growing contribution to end-user demand, the country remains a passive consumer, vulnerable to geopolitical tensions that could disrupt the #supplychain , writes Vinayak Chatterjee

#semiconductor

Vinayak Chatterjee It simply means, Replacement of #Mumbai craze !

Vinayak Chatterjee GIFT City now/will soon have

Single Regulator
1000s Residential Units
Riverfront
Food Court (Dec 15)
Metro Rail (July 2024)
Entertainment Park incl GIFT Eye (By 2026)
Alcohol Allowed
Foreign Universities coming up

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🌇 Here's a SmartCity developing smartly - Gift City , on the outskirts of Ahmedabad. Size increasing from current 1000 to 3430 acres. Has a clear USP of what locating in Gift City means - world-class financial ecosystem with light-touch regulations & accompanying social infra

👇 Found this chart explaining so elegantly : (1) the high carbon footprint of air travel , and (2) the benefits of rail and water transportation (3) why comfortable and accessible mass transportation should replace vehicular use.

Vinayak Chatterjee Great service. I wonder if there will be a dedicated Air Traffic Control tower built by MoCA to manage/assist air taxi traffic.

👇 'Verticalisation' is the next big movement to sweep across air travel all over the world. India ,too, is set to take off.