India's battery storage independence a decade away amid capacity gap

India has commissioned just 2 GWh of cell manufacturing capacity as of 2026, against China's 2,695 GWh cumulative, with China controlling 85–98% of global capacity across every supply chain segment. Energy-mobility founders should expect policy support for domestic cell manufacturing to accelerate—subsidy and tariff leverage will drive cost down, but scale timelines extend beyond 2030.

Source: ET Tech ↗