Panel discussion —Future of Mobility Investments NSRCEL,IIM Banglore

14 Aug 2025

Happy to participate in the Future of Mobility Investments at IIT Delhi and learn about the perspective of investors & the thought process that goes into making investment decisions in technologies like electric vehicles.

Over the last decade EV tech has matured and has proven itself to be reliable and efficient. Challenges however remain with respect to battery materials (cobalt and lithium both are costly and rare while copper supply is increasingly being strained although it may yet prove to be resilient).

A more serious concern is that of long charging times associated with EV. Silicon based chargers have been pushed to their limits. Wide band gap semiconductors could replace them but rarity of Gallium and difficulty in scaling the leyly process for manufacturing of much more abundant Silicon carbide could present a tough barrier for engineers.

EV works but manufacturing vehicles and associated components leads to huge technical complexity (literally semiconductor grade manufacturing tech is required) making it difficult to replicate.

Investors look at the unit costs but unit costs often abstract away the tech debt that one has to undertake. Companies are not willing to share secrets of manufacturing some advanced components. Even though EVs may succeed in the market it would always be dependent on imported tech. Even if everything could be manufactured in house it would be difficult to control supply chain of rare earths in motors magnets and in batteries

Hydrogen on the other hand is far easier to produce using a well understood technology that can be used in a vehicle like familiar carbon based fuels ,completely sidestepping the requirement for electrification, charging technology and reliance on rare materials.

The only disadvantage to hydrogen production being the finite lifetime of electrodes that can be managed with existing tech. & solved with more research.

Alongside the push for EV investors need to stay in the loop of latest developments in the Hydrogen sector as it could prove itself to be a worthy contender — far more economical & environment friendly.

Akshat Jiwan Sharma

Strategy Consultant--Innovation/ Materials science/International relations/Telecommunications/Digital Transformation/Partnerships Mobile/whatsapp:+919654119771 email:getellobed@gmail.com

Comments

Why does collapsing a bubble with a sound wave produce light?

My thoughts on a reddit discussion https://www.reddit.com/r/AskPhysics/comments/1lwxxc3/comment/n2jx8gp/?utm_source=share&utm_medium=mweb3x&utm_name=mweb3xcss&utm_term=1&utm_content=share_button The collapsing of a bubble with sound wave leads to the emission of light in a phenomenon known as sonoluminescnce. The bubble collapse is rapid and the gas inside the core doesn't have time to exchange heat with the surroundings as it's compressed rapidly leading to what is known as adiabatic compression. This compression heats up the gas to very high temp. The exact temperatures are inferred from the spectrum of emission which is thought to be a blackbody. But some sophisticated models have also been developed that put the temp in the range 5000k-20000k some even higher. There's also debate on whether the bubble emission spectrum is truly a blackbody or is it line emission or bremsstrahlung? Personally I think its a mix of all three. The pressures create...

WeWork India Sustainability Summit 2025 Tackling Technical Challenges in Green Building Innovation

I thank we work India for organising sustainability summit 2025 to help drive real change towards decarbonising the commercial real estate sector. I gained valuable insights from the esteemed speakers especially around policy and regulation in this space. My own thoughts kept pulling me towards some of the more technical challenges which are quite significant. The current strategy of making buildings sustainable focuses on reducing the carbon footprint of a building during its operation and construction. In the operational stage the challenge is to ensure that the building can run on green energy. Heating and cooling are the heaviest users of energy and thus obvious targets for decarbonisation. Since buildings these days scale vertically it's impossible to cover the energy requirements from rooftop solar panels. Unless solar panels can be installed vertically along the facade, the surface area would be too limited to generate any significant power. The idea has been tr...

Can you compress water and turn it solid?

A question asked on reddit https://www.reddit.com/r/askscience/comments/1n02vlg/ Yes and this has been experimentally confirmed. Shock compression of water has produced different forms of ice crystals. SOME REFERENCES Experimental evidence for superionic water ice using shock compression https://www.nature.com/articles/s41567-017-0017-4 This particular form of ice melted at 5000K at 200Gpa. https://www.llnl.gov/article/44081/first-experimental-evidence-superionic-ice An interesting tidbit from the research is in this paragraph >Using diamond anvil cells (DAC), the team applied 2.5 GPa of pressure (25 thousand atmospheres) to pre-compress water into the room-temperature ice VII, a cubic crystalline form that is different from "ice-cube" hexagonal ice, in addition to being 60 percent denser than water at ambient pressure and temperature. I'm not really sure at what temp this compression was performed but ice vii is known to exist at room temp at high enough pre...

Is there a future for materials science students in tribology?

My comments on a reddit discussion https://www.reddit.com/r/materials/comments/1nmooy5/comment/nfg6vub/ Tribology is a very important subfield of Mat sci and highly relevant anywhere there are moving parts. Like many other materials science domains its cross disciplinary and overlaps with automotive , aerospace ,manufacturing and even nano systems. I think its definitely worth studying and one should atleast know about core concepts. From a purely research point of view the field is quite deep especially as it is being developed for nano systems and other emerging areas like triboluminescence. It does have a future. Wear is one of the major failure mechanism in materials and lots of resources are allocated to minimise it. Turbines,engine components, tyres ,cutting tools all suffer from wear and constant monitoring and refinement of process parameters is necessary.Many coatings are designed to reduce friction and wear Diamond like carbon films are cutting edge if you can build some...

What IMC 2025 Revealed About the State of Telecom

IMC 2025 lived up to its reputation as India's most anticipated communication event in India attracting big industry players—Intel,Qualcomm,Mediatek,Ericsson,Nokia along with research institutions and startups. All the 7 layers of the networking stack from the PHY to APPLICATION were well represented by various organisations. Mobile operators serve as the face of the network but we often forget that they are powered by a long list of manufacturers and service providers. IMC gave them a platform to showcase their products and directly engage with customers. 5G is already here and very predictably there were talks around whether it has delivered on the promises it made. Speakers shared their thoughts and while the general consensus was that 5G did bring about somewhat faster speeds and a bit of lower latency the massive promises that it made especially around remote healthcare AR,VR and smart cities have all been forgotten. mmwave is no where to be seen or even heard of....

Unlocking the Potential of Carbon for Long-Distance Electrical Transmission

ABSTRACT: We present a technique to manufacture large scale carbon based conductors for transmission of electrical energy over continental scale distances. We start by identifying precursors that could be used for production processes.We review the current manufacturing techniques of producing carbon based fibers and explain why certain precursors have dominated carbon materials industry. We identify methods that can be used to increase the yield through alternative precursors.We put forward a theory of why carbon conductors have less conductivity than metals and what can be done to improve it. Finally we postulate that with cheaper production methods even if carbon based conductors are 10 times less effective than poor metallic conductors like steel, they can still outperform them in High Voltage transmission lines if cheap manufacturing techniques could be developed. INTRODUCTION: Copper and in certain very specific applications aluminium & silicon steels dominate when it co...

Do electrons really flow as a beam in cathode ray tubes?

Abstract: It is generally well accepted that a beam of electrons flow from cathode to anode in a cathode ray tube. Taking pressure data from a variety of sources from CRT manufacturers’ data sheets to engineering documents of large hadron colliders we show through calculations that there is enough residual gas in these devices to form a conducting path from anode to cathode due to plasma formation. When high voltages are applied at the anode the gas is ionized and becomes a plasma forming a ‘wire’ between the two electrodes that causes conduction of energy. The objective of this brief note is to encourage scientists and engineers to re-investigate commonly accepted beliefs about vacuum tubes and develop new knowledge that can revitalize the field especially at a time when nano scaled vacuum channel transistors are being envisioned. Most vacuum tubes have operating pressures in the ultra high vacuum range. This is true for cathode ray tubes, vacuum tu...

Low energy fabrication of a high strength layered ceramic composite for high temperature oxidative environments

High temperature materials are required in various applications: in metallurgy, for making combustion chambers of internal combustion engines ,for the body of Stirling engines, for wall material of nuclear fusion reactors, for the body of Jet engines among a few. For such applications we need materials that can retain their strengths at elevated temperatures and can survive in an oxidative environment It is the second requirement which is more stringent. Although numerous metallic alloys have been synthesized that can sustain both high temperatures and oxygen attack they require complex processing steps On the other hand ceramics are good at resisting both oxygen attacks and high temperatures and are relatively simpler to fabricate but are limited by massive amounts of energy required. For example c/sic composites will perform well in demanding high temperature oxidative environments but require vacuum to be manufactured. The acheson process for the formation of sic is...

Force calculations on electron in vacuum tubes

ABSTRACT A claim was made in the paper titled “Do electrons really flow as a beam in cathode ray tubes? ” where we asserted that electrons remain near the cathode surface during the operation of CRT. Here we do force calculations on electrons by estimating the debye length of electrons emitted after thermionic emission and show that under given applied voltages if electrons are placed at debye length they are sufficiently far away from the cathode surface to be accelerated towards it. Debye length, while typically used to measure charge screening distance in plasmas and electrolytes, can also be used to estimate the distance of emitted electrons from the cathode surface. In the same way debye length is used to calculate the thickness of an electrical double layer in which the surface charge and charge on inner helmholtz plane are immobile & the charges on outer helmholtz plane are mobile we can model emitted electrons as mobile charges & image charges distributed on the cathode...

Manufacturing technique for layered carbon /ceramic composite for use in high temperature oxidative environment

We previously described a layered carbon glass material system that is different from c/sic , c/sio2 matrix composites in that it consists of a distinct C/C phase which is coated by an sio2 layer. https://akshatjiwannotes.blogspot.com/2024/12/low-energy-fabrication-of-high-strength.html This material system presents a distinct advantage in a high temperature oxidative atmosphere as the C/C matrix is protected by the oxidation resistant glass shield. Such a material can supposedly be synthesized in an open oxidative atmosphere. In this short note we will answer some questions such as What manufacturing technique will be used? How can silica particles be sintered on the substrate? How can adhesion between sintered particles and carbon substrate be ensured? What, if any ,sintering aids will be used? What would be the mechanical properties of the composite so formed? What level of heat treatment will be required? To make the composite only the minimum amount of heat ...

Notes by Akshat Jiwan Sharma

Search This Blog