The Daily Brief

The Chinese whispers in India’s EV batteries

October 8, 2026·25 min
Episode Description from the Publisher

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1.   India’s EV Battery Problem We’ll cover: Why making battery cells is much harder than assembling battery packsHow China’s dominance and tighter technology-transfer rules are affecting IndiaHow JSW, Tata, Reliance and Ola are trying different ways to reduce dependence on China 2. Why Airlines Want Cheaper FuelWe’ll cover:Why ATF prices have risen sharply despite India refining enough fuel domesticallyWhy the government’s earlier ₹10,000-crore fuel stabilisation scheme failed to attract airlinesWhat airlines are now asking for, and why higher fares may not be enough to offset rising costs Audio Timestamps00:04   Intro00:30   Can India build its own batteries?13:26   Why airlines want cheaper fuel23:21   TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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