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India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high-temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high-purity, battery-grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium-ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost-competitive, and policy-backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high-temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high-purity, battery-grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium-ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost-competitive, and policy-backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high-temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high-purity, battery-grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium-ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost-competitive, and policy-backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high-temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high-purity, battery-grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium-ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost-competitive, and policy-backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high purity, battery grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost competitive, and policy backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high purity, battery grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost competitive, and policy backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

India’s momentum in clean energy is undeniable. As renewable power capacity scales at unprecedented rates, energy storage systems and electric mobility have taken center stage. Current industry projections indicate that India’s annual battery requirement will rise over 200 GWh by 2030. However, achieving true energy independence requires recognizing a fundamental truth: expanding renewable generation and building battery gigafactories is only part of the equation. India must urgently build a robust, self-reliant domestic ecosystem for battery materials.

The Core Argument: Materials, Not Just Cells

Much of the national discourse around energy storage focuses on cell manufacturing and setting up gigafactories. Encouragingly, India is already witnessing tangible progress on this front, with commercial cell lines entering commissioning, gigafactory projects breaking ground across key industrial corridors, and initial domestic cell rollouts picking up pace under targeted policy support. While local cell production is an important milestone, focusing strictly on factory output leaves a critical vulnerability unaddressed. A battery supply chain built on imported raw materials remains structurally fragile, regardless of how many cells are fabricated domestically.

The primary source of technological value, cost, and performance sits within the upstream material layer. To build an enduring ecosystem, India must bridge the underleveraged gap across core battery materials including anode active materials, cathode active materials, electrolytes, and separators. Without domestic control over these inputs, local cell plants remain susceptible to global supply disruptions.

The Synthetic Graphite Advantage and India’s Strategic Heritage

Among these essential inputs, anode active materials play a decisive role in determining battery life, energy density, and charging efficiency. Globally, demand for synthetic graphite anode active material is significantly higher than for natural graphite. Synthetic graphite delivers superior electrochemical stability, longer cycle life, and consistent performance under fast charging conditions, making it the preferred choice for electric vehicles, energy storage applications, consumer electronics and other high-end applications including defence.

Importantly, India is not starting from zero. Our nation possesses deep industrial expertise in high temperature graphite processing and carbon chemistry, built over decades within the graphite electrode and specialty chemical sectors. This existing processing heritage and technical know-how are directly transferable to manufacturing high purity, battery grade synthetic graphite anode active material.

Seizing the Global Realignment Opportunity

China currently controls approximately 85 percent of global lithium ion cell manufacturing capacity and an even larger share of upstream battery materials processing. As global supply chains seek resilience and diversification, India has a golden opportunity to establish itself as a credible, cost competitive, and policy backed manufacturing alternative.

Crucially, India’s policy framework is aligning to support a comprehensive battery ecosystem. The National Critical Minerals Mission (NCMM) provides a strategic blueprint to secure upstream supply chains, accelerate domestic processing capabilities, encourage R&D, and incentivize battery recycling. Complementing this, the National Program on Advanced Chemistry Cell (ACC) Battery Storage under the Production Linked Incentive (PLI) scheme mandates domestic value addition of at least 25 percent initially, rising to 60 percent within five years. Together with upcoming component manufacturing incentive schemes and targeted customs duty rationalizations, these policies create a powerful, built-in demand pull for locally manufactured active materials.

What More Is Needed

To accelerate this transition and build world scale material manufacturing, key policy enhancements remain essential:

• Inclusion in the Critical Minerals Framework: Synthetic graphite anode active material should be formally brought within India’s critical minerals framework, receiving the same fiscal support, strategic priority, and import duty exemptions granted to critical raw minerals.
• Feedstock Security and Export Incentives: Establishing long term security for precursor raw materials like raw  petroleum coke and needle coke, alongside targeted export incentives, will enable Indian processors to achieve global cost competitiveness and serve international markets.

India possesses a powerful combination of world class engineering talent, an established materials processing heritage, and a massive domestic demand base. By prioritizing advanced battery materials alongside cell manufacturing, India can secure its energy supply chain, drive high value industrial growth, and lead the global clean energy transition.

– Ankur Khaitan, Managing Director & CEO, TACC Limited

Power Grid Corporation of India Limited (POWERGRID) has invited bids for the development of a 265 MW/530 MWh standalone Battery Energy Storage System (BESS) in Haryana. The tender covers the complete scope of the project, including design, supply, erection, testing, commissioning, and operation and maintenance.

The project is planned for completion within 14 months from the award, with the successful bidder required to provide 12 years of comprehensive operation and maintenance (O&M) services.

Under the tender, bidders can qualify through two technical eligibility routes. Under the first route, companies must demonstrate experience in commissioning grid-connected BESS projects, renewable energy projects, or substation/switchyard infrastructure. The second route allows eligibility based on experience in manufacturing and supplying batteries of the proposed technology, subject to specified capacity and operational requirements.

For financial eligibility, bidders must have a positive net worth for the last three financial years and a minimum average annual turnover of ₹191.39 crore based on the best three years out of the previous five financial years. They must also demonstrate liquid assets or available credit facilities of at least ₹91.14 crore.

The tender document carries a fee of ₹25,000. The deadline for bid submission is August 31, 2026, at 11:00 AM, with techno-commercial bids scheduled to be opened at 11:30 AM the same day.

The Haryana BESS project is expected to contribute to the expansion of the state’s energy storage infrastructure while supporting greater grid flexibility and the integration of renewable power.

Power Grid Corporation of India Limited (POWERGRID) has invited bids for the development of a 265 MW/530 MWh standalone Battery Energy Storage System (BESS) in Haryana. The tender covers the complete scope of the project, including design, supply, erection, testing, commissioning, and operation and maintenance.

The project is planned for completion within 14 months from the award, with the successful bidder required to provide 12 years of comprehensive operation and maintenance (O&M) services.

Under the tender, bidders can qualify through two technical eligibility routes. Under the first route, companies must demonstrate experience in commissioning grid-connected BESS projects, renewable energy projects, or substation/switchyard infrastructure. The second route allows eligibility based on experience in manufacturing and supplying batteries of the proposed technology, subject to specified capacity and operational requirements.

For financial eligibility, bidders must have a positive net worth for the last three financial years and a minimum average annual turnover of ₹191.39 crore based on the best three years out of the previous five financial years. They must also demonstrate liquid assets or available credit facilities of at least ₹91.14 crore.

The tender document carries a fee of ₹25,000. The deadline for bid submission is August 31, 2026, at 11:00 AM, with techno-commercial bids scheduled to be opened at 11:30 AM the same day.

The Haryana BESS project is expected to contribute to the expansion of the state’s energy storage infrastructure while supporting greater grid flexibility and the integration of renewable power.