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Energy Transition & Supply Chain Risk confidence 81/100

India's Battery Storage Push Masks Deep Chinese Supply Chain Dependency

With 500 GW renewables targeted by 2030, India's grid reliability pivot leans heavily on BESS—yet 70-80% of lithium-ion cell supply traces back to Chinese manufacturers, creating strategic tension post-Galwan.

bt-corporate · 6/28/2026, 10:26:22 AM · Ask about this →