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Rajiv Malhotra – Fountain Of Gyaan For Desi Indians

April 28, 2013 25 comments

Inferior desi mind is Rajiv Malhotra’s biggest target. Phoren Maal like Rajiv Malhotra have superior minds.

Rajiv Malhotra has to run down everything that modern India has achieved. Why this antipathy to India?  |  Twitter - RajivMessage- Tata’s Nano will worsen ... 2013-04-28 14-25-45  |  Click to go message.

Rajiv Malhotra has has to run down everything that modern India has achieved. Why this antipathy to India? | Twitter – RajivMessage- Tata’s Nano will worsen … 2013-04-28 14-25-45 | Click to go message.

Rajiv Malhotra, I have bad news for you!

Too Late

It is a little late in the day to run down Tata Nano.

The Indian consumer has decided that at nearly Rs.2.0 lakhs the Tata Nano is not the deal that Ratan Tata had promised at Rs.1.0 lakh.

Sorry! One less, juicy Indian target, for you to run down!

Surely He Knows

But then, Rajiv Malhotra is not running down the Tata Nano for the lack of consumer acceptance.

He is attacking three things: –

1. How can Someone in India decide that they will design a car for India – in India, by Indians, made in India.

Now this is something that few outside Europe, Japan, and the US have been able to do. Korea alone has done this, after Japan. China’s attempts at car making have been plagued by charges of copy-cat engineering – unlike the Nano.

How can backward Indians do this? They have to be wrong, according to Rajiv Malhotra.

2. India will increase oil dependence by Tata Nano, says Rajiv Malhora.

This is his weakest argument. Indians have not accepted the Tata Nano. Instead have decided to go for diesel cars – which return a mileage much better than petrol. Also tax rates on diesel are much lower than on petrol.

The Indian Government misrepresents the difference in tax-rates between diesel and petrol as subsidy on diesel.

3. Inferior desi mind is Rajiv Malhotra’s biggest target. Phoren Maal like Rajiv Malhotra have superior minds.

India must go electric, says Rajiv Malhotra. Make electric cars.

In a country which does not produce enough electricity to light up all households 24-hours a day, India must now add electric cars and increase demand for electricity.

Such superior thinking Phoren Maal has!

Assuming that India can increase electricity production, what fuel will it use for electricity production? Coal, which it will have to import? Same dependence story! Domestic coal which has a high ash content? Washed domestic coal, which will make electricity more expensive than it is? Produce electricity using imported natural-gas that will increase import dependence further?

Maybe India should have lower the cost of public transport – and increase public transport? But that is such a unglamorous idea? Will it get him more twitter followers? Will adoring young men and women throng to hear him about public transport? I guess not!

Indians Love China Stories

But if he talks of how China is making great progress in electric cars, he is likely to get more twitter followers? More thronging audiences.

Never mind the fact, that facts go against Rajiv Malhotra’s brilliant ideas for us desi Indians.

One – China is the world’s largest car market. And electric cars comprise less than 0.1% of its car population. Actually, it is 0.06%. This is the great leap-frog, Malhotra-ma-an?

By the way, the biggest story on electric cars in not the car but the battery. Current Lithium batteries are too expensive. Probably aluminum-air batteries will make electric cars feasible. And where is China in all this? Nowhere.

Two – In August 2010, global media was agog with a traffic jam in China that was 10 days long.

Three– China’s electricity production using coal, is making air unbreathable in all major Chinese cities. China is trying to increase solar energy. But sadly!

3 weeks before this great tweet-gyaan from Rajiv Malhotra came our way, China’s largest solar-panel producer, Suntech declared bankruptcy.

Belly up!

Just like Rajiv Malhotra’s gyaan.



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The Arctic’s oil reserves mapped – BBC NEWS

June 1, 2009 6 comments

The map is the culmination of an assessment carried out by the US Geological Survey (USGS). Writing in the journal Science, its authors say the findings are “important to the interests of Arctic countries”. But, they add, they are unlikely to substantially shift the geographic pattern of world oil production. (via BBC NEWS | Science & Environment | The Arctic’s oil reserves mapped).

What may save US yet? Not the usual suspects.

Transportation

US auto is down – but not yet out. It will limp along for few more decades.

Chinas ARJ21 - Advanced Regional Jet for the 21st Century
China’s ARJ21

Boeing will face fresh competition from BRICS – Brazil’s Embraer, Russia’s (Ilyushin)  and the Chinese (passenger jet programme). US electronics is stagnant – and fading power.

Computing Equipment

The US is still the prime force in the computing industry – though not on the manufacturing side. Chinese manufacturing is the dominant force in computer manufacturing.

Energy

US oil industry no longer dominates international markets the way they did in mid-20th century. The US Nuclear industry faces increasing competition from a public sector French and Russian industry – and India is planning to add its ‘frugal engineering’ muscle to this segment.

Higher education may save the day

What will sustain the competitiveness of the US industry – with out the dollar hegemony? The US education system is still significantly productive (measured in terms of patents, Nobel prizes, innovation, output, research papers, etc.). The US higher education system is notoriously hobbled by a weak school education system. How long will that advantage last – without an infusion of foreign talent?

The US entertainment industry remains the biggest in the West – and by many measures in the world also. Partially controlled by the Japanese, it however remains significantly competitive and dominating.

Agriculture is more fragile than estimated …

The seemingly strong position of the US in agriculture is based on two aspects. Massive direct subsidies – of more than 8 billion dollars. And indirect subsidies of possibly another US$ 8 billion. Most of which goes to the 46000 farmers who account for 50% of the US agricultural production.

Communication technology

The communication sector has seen an erosion in US competitiveness. The domination of GSM technology is seemingly solid for another 10-15 years – a technology, in which the US is weak player. The long-term direction for that industry anyways seems like IP-protocol systems. This may well result in commoditization of network equipment and terminal – and the increased importance of content. Low and medium switching technology may see greater commoditization with the eclipse of Cisco by the Chinese switch companies.

Green is still in the red …

Environment engineering provides no major advantage to the US. Solar panels, wind energy equipment, hydrogen technology have all seen greater diffusion of leadership and market share. It may not give greater opportunity to the USA.

Finance and banking

Global financial markets were dominated by the US organizations in the past – but with the global financial crisis and the end to dollar dominance may see reduced clout for US firms. Their position will become broadly similar to current position of Swiss banks – mildly competitive, solid history, fading reputation.

Outlook

With such an outlook over the next 10-25 years, what the US leadership may focus on is Arctic oil. Oil will remain a strategic asset only with high prices (slower production increase and faster demand growth) and if no other energy source appears. Oil finds in the Atlantic and Pacific republics may spoil the party – for instance, Cuban oil.

Much like the respite of the North Sea oil to Britain, Arctic oil may provide a temporary halt to the slide in US economic dominance.

If the US can lay its hands on a significant part of it!

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