India

“Russia used to supply one percent of India's oil. Now it's supplying 20% of India's oil.”

“There is a divide that has not been Recognize so much, but it's a different view, as the former energy petroleum minister of India said, it's not an energy transition, there are energy transitions.”

“India's largest source of emissions growth. It's not coal power. It's steel, iron and steel.”

“I do think it's going to be unusual to It's going to be big in those economies, but not the rest of the world. India is not going to do this. The US is not going to do this. South Africa is not going to do this. They have other options. And so ammonia is a pow…”

“It's one of the biggest climate problems in that food waste is like 10% of emissions. So like, if you ranked it by country, it'd be like China, United States, food waste, India.”

“About a fifth [626] Charles Brooke: Of the cattle population is in India. [629] Charles Brooke: and that's followed by Brazil.”

“The adders onto the risk-free rate could be, Adjustments for currency risk. Adjustments for sovereign risk. And you'll be at the point where your cost of capital is 11% or 13%. Like, it does happen in markets like South Africa or like India.”

“If, even if we continue to increase farm yields at the same rate they've increased throughout the Green Revolution we're gonna need another two India's worth of land, which essentially means, you know, gonna bye-bye Amazon and Congo rainforests, you know, very…”

“The transformers are generally made these days in, like, China, India, and Mexico. Very few of them are actually made in the US.”

“They paid one of the highest prices we've seen in a very, very long time here recently to buy two and a half million tons. Over 900 dollars a ton. I think the West Coast prices were 935 dollars a ton. East Coast prices were nine 50 plus.”

“The more governments start to play a role in these free markets, the worse it gets. We've seen it with India with the way that they shield their farmers from global prices. We see it with Egypt putting a 90 dollar ton export duty on their nitrogen products.”

“India is very reliant on those LNG exports from the Persian Gulf. That's how they feed their nitrogen plants. And just to give you a scope of size, they produce over thirty million tons of urea every single year. And at one point at their worst spot, their pro…”

“India has partnered with Russia To do a partnership facility based in Russia with the tons all flowing to India.”

“And that meant that for only the fifth time in this century, and for the first time since twenty-twenty, we actually saw a small fall in fossil generation, particularly a fall from coal generation, which was both in India and China we had those falls.”

“But we do expect that it will still take a few more years for that trend to really be structural. So it'll be closer to 2030, where we'll be seeing normal years of demand growth and falls in fossil generation at the same time in India.”

“Wind and solar generation per capita India's has now is already five times higher than China's was 15 years ago, and obviously that's only going to continue to grow.”

“And that means we think that India is going to top out or peak its coal generation, both in absolute terms and per capita at a level that's three to maybe even four times lower than where China's peak was.”

“Where we could even see as soon as 2030, that structural point where all of the new demand is already met by clean power sources. And that means that not just fossil generation, but also coal generation would not need to grow beyond that. Now it might not be e…”