azman
@write2azman
Journalist @MorningContext | Interested in climate change, renewables, ESG and finance | Prev: Bloomberg Quint Reach out at [email protected]
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On NetZero Now this week: - India Inc. needs to do more on emissions reporting or risk losing competitive edge - Adani's battery storage debut - Delhi's choking Read @MorningContext themorningcontext.com/business/india…
#OlaElectric's Q2 results, announced yesterday, showed an overall decline in business. Yet the narrative focused on record-high margins and its BESS pivot. These distractions do not negate the fact that Ola Electric’s cash position looks worrying. @write2azman and I explore.
Bhavish Aggarwal has moved on from EVs. And he has caught hold of BESS. The reason? Ola is fast running out of cash. @ujval_nanavati & @write2azman write @MorningContext themorningcontext.com/business/ola-e…
On @MorningContext's NetZero Now newsletter this week: - Global corporate funding for solar is down this year. What does it mean for the sector? - How the incoming wave of LNG could reshape Asian energy markets - Biofuels to feature prominently at COP 30 themorningcontext.com/business/solar…
ICYMI Hero Motocorp's stock has been an unlikely standout story in the market this year. If you're an investor, a natural question would be whether to hold or book profits? Here's what you need to know. themorningcontext.com/business/heros…
Tata Motors' demerged commercial vehicles business starts with India's largest truckmaker and a 3.8 billion euro acquisition of Iveco. Debt will be key in its early years. @write2azman writes: themorningcontext.com/business/tata-…
With the de-merger now in effect, Tata Motors investors should be concerned about the CV arm. From debt-free to billions in debt after the Iveco acquisition, it begins its independent journey on fragile financial ground. @write2azman @MorningContext themorningcontext.com/business/tata-…
On Net Zero Now this week: - Launch of a new pollution-trading initiative for the Global South, based on lessons from India - The question of contract sanctity in Indian renewable space - Climate-linked insurance is here Do take out the time to read. themorningcontext.com/business/india…
India’s answer to the incoming wave of carbon tariffs may come from an unexpected place: Surat. The industrial city hosted an experiment that may now shape how the country handles carbon pricing. @write2azman @MorningContext #carbontariffs themorningcontext.com/business/india…
This week on Net Zero Now, we look at why ship owners are uniting against a key net zero plan, with help from the Trump administration. Also in this week's newsletter - Total to part ways with Adani? - Clean energy frenzy on Dalal Street themorningcontext.com/business/murky…
Incredible. Shippers across the globe have united against attempts to limit emissions. And Donald Trump is backing them. Reason? This will increase costs for end users. Real reason? Their fortunes are tied to oil flow. @write2azman @MorningContext themorningcontext.com/business/murky…
This week on Net Zero Now: - Aspiration Partners' collapse and the damage it did to the credibility of carbon offsets and ESG startups. - India's nuclear power push gets serious with NTPC's first nuclear project - Sanjiv Goenka joins the solar bandwagon themorningcontext.com/business/carbo…
This week on NetZero Now - Serentica's new acquisition and how it fits in Pratik Agarwal's larger ambition. - A little-known lithium player punches above its weight - India's carbon capture moment themorningcontext.com/business/from-…
Is Pratik Agarwal the poster boy of India's RE space? His may not be the sprawling Adani or Reliance-style canvas, but Pratik is developing a tightly linked cluster of clean energy, transmission & equipment biz. @write2azman writes @MorningContext themorningcontext.com/business/from-…
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