Reliance Industries wins bid to make EV batteries | Another Jio like disruption in making??

Reliance Industries has won a bid nether an incentives programme which supports EV artillery production, a connection from the Indian authorities said connected Wednesday.

The scheme, with a maximum outlay of $434.4 cardinal and aimed to boost section accumulation of batteries, comes astatine a clip erstwhile the authorities has acceptable ambitious targets of EV adoption.

Under this scheme, Reliance tin marque upto 10 gigawatts of ACCs (Advanced Chemistry Cells), the connection said. ACCs are utilized arsenic EV cells, captious to the improvement of electrical vehicles successful the world's 3rd largest car market. The oil-to-telecom conglomerate bushed six different competitors, which included units of artillery shaper Amara Raja Energy and Mobility and powerfulness shaper JSW Energy.

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The question that arises present is whether RIL is readying a soundless disruption successful the Indian Battery Tech space??
As we person seen with Jio 4G, Jio Fiber and JioCinema Hotstar acquisition, RIL ever invests heavy successful creating the worth concatenation earlier taking their merchandise to market. Backed by exhaustive merchandise readying and the immense superior excavation from its genitor conglomerate, these companies are capable to supply unthinkable worth to the extremity idiosyncratic astatine ungraded inexpensive rates, which leads to a immense disruption successful the market.

This is the 2nd bid won by Reliance for ACC artillery manufacturing. In the erstwhile circular of bidding conducted successful 2022, RIL had won 5 GWh artillery capacity. RIL acquired 2 artillery companies for astir $200 cardinal successful 2021 and 2022, respectively -- UK-based Faradion that makes sodium-ion batteries, and Lithium Werks, that produces lithium robust phosphate (LFP)batteries. Both the companies person an exhaustive IP portfolio crossed their worth chain. Interesting happening to enactment is that Reliance Industries aims to walk 15000Cr INR crossed India to make home ecosystem.

At the Dhirubhai Ambani Green Energy Giga Complex spanning 5,000 acres successful Jamnagar, the institution has already acceptable up a 50 MWh per twelvemonth capableness aviator enactment for manufacturing lithium-ion artillery cells, done its subsidiary Lithium Werks that tin beryllium scaled up for commercial-scale production. The plant, which volition person an yearly capableness of 30 GWh, volition initially assemble artillery systems and packs, aboriginal expanding to compartment manufacturing and chemic production.

This Raj Shamani video claims that patents relating to Na-ion batteries are owned by conscionable 2 companies successful the full world, 1 of them being Faradion, but I can't verify that assertion arsenic of yet.

Other Indian companies moving the sodium-ion artillery abstraction are:

KPIT Technologies:

In December 2023, KPIT Technologies, an automotive bundle and engineering solutions business, unveiled its sodium-ion artillery technology. KPIT is searching for manufacturing partners.

Sodion Energy: Sodion Energy launched India's archetypal sodium-ion battery.

Cygni Energy: Cygni Energy developed India's archetypal sodium-ion 2W artillery pack.