TPSS Ep11: Localizing Battery Materials Strengthening India’s Anode Manufacturing

Описание: 🔋 India’s Anode Manufacturing Story | Vikram Handa, MD – Epsilon Carbon & Epsilon Advanced Materials

India’s EV future depends on building a resilient battery materials ecosystem. Today, we deep dive into Anode manufacturing — a critical component of lithium-ion cells — with Vikram Handa, Managing Director of Epsilon Carbon & Epsilon Advanced Materials (EAMPL), India’s first anode materials company.
🎙️ Guest: Vikram Handa, MD – Epsilon Carbon & Epsilon Advanced Materials Pvt Ltd
📌 What you’ll learn in this episode:
1. The journey of EAMPL and its role in building India’s first anode material plant
2. Why graphite and synthetic graphite are central to EV batteries
3. China’s export restrictions, U.S. tariffs, and their impact on global supply chains
4. EAMPL’s strategy for India, U.S., and Europe operations to ensure a 100% non-China supply chain
5. The future of anode materials: graphite vs. silicon and sustainable manufacturing pathways
6. Policy support, PLI schemes, and how India can accelerate localization of battery materials
⏱️ Episode Timeline
00:00 – Introduction
01:18 – Status of cell & component localization in India
02:40 – Epsilon Carbon’s journey in the materials business
05:14 – China’s dominance in graphite & anodes
08:13 – Epsilon’s synthetic graphite plant (2,000 tons, Karnataka) — the largest outside China
11:32 – Customer qualification process: why it’s essential for building trust
17:34 – Epsilon’s plans for manufacturing graphite anodes
17:57 – Only company with a permit to build a graphite plant in India
22:41 – How China achieves scale & price advantage
24:58 – Why Indian cell makers must diversify with local suppliers
26:34 – Impact of IP restrictions, tech transfer limits & tariffs
29:01 – Entering battery materials: a 10-year path to cash flow
30:02 – Why owning IP is critical (not just license → build → supply)
31:49 – Plans for cathode facility
36:12 – The U.S. protection from China’s dominance
38:14 – Building a 100% non-China supply chain (including R&D)
47:54 – Closing Remarks
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