Energy, infra & industrial policy — part of the eleven-domain research map on this site. This page will expand as new essays publish.
Industrial policy discussions tend to focus on capital and labor, but grid reliability and industrial power tariffs are the quieter constraint that shows up in every site-selection conversation with manufacturers.
Captive power generation now accounts for a meaningful share of industrial electricity consumption — itself a signal about grid reliability.[1]
The Delhi-Mumbai and Chennai-Bengaluru industrial corridors were meant to cut logistics costs to single digits as a share of product value. Progress has been real but uneven — dedicated freight corridors help bulk cargo far more than the containerized goods that matter most for electronics and precision manufacturing.