India’s $10 Trillion Journey Runs on Batteries
In this SingularityOne deep dive, we map the battery value chain from mining to recycling and bring a global perspective on how China became the world leader. We also explain why midstream materials & large scale recycling are likely to become India’s real moat, and share why we are backing HEG limited and LOHUM in […]
India’s EV Curve is Accelerating!
India’s EV curve is accelerating! We believe that for growth stage investors like us, attractive challenger OEM (Original Equipment Manufacturer) opportunities lie in high-utilization E-CV segments such as buses, light and heavy-duty trucks, and tractors. At Singularity AMC, we’re actively capitalizing on opportunities in the electric commercial vehicle (E-CV) sector through our investments.
Inside the Battery: Critical Minerals Powering Our Autonomous Future
Batteries are the cornerstone of the electric and autonomous future, powering everything from self-driving vehicles to renewable energy storage systems. Yet, India today relies on imports for over 70-80% of its lithium-ion battery components, exposing the country to supply chain risks and geopolitical uncertainties.
Strategic Autonomy | Why India Must Build Its Own Future | Singularity AMC
India has a choice: Build or borrow. Lead or follow. As we move toward becoming the third-largest economy, the next decade will be defined by our ability to build core capabilities, not just import or assemble them. This film, launched at the Singularity Summit 2025, lays out our decadal thesis: Strategic Autonomy.
Powering India’s Clean Energy Future: From Solar to Battery Leadership
The shift away from fossil fuels is no longer a matter of ‘if’ but ‘how fast’. Energy transition is now a global economic race, with over $2 trillion being deployed annually across renewables, storage, electrification and more. India, one of the largest and fastest-growing energy markets, has a clear choice: remain dependent on global supply […]
How India Will Power Itself: Dr. Hitesh Doshi at Singularity Summit 2025
Market opportunities are everywhere, but only a few leaders can teach us how to execute at scale in a rapidly evolving industry as well as Dr. Hitesh Doshi. We were grateful to have Dr. Hitesh Doshi of Waaree Energies at the Singularity Summit 2025, where he laid out a masterclass in conviction. From starting with […]
India’s Energy Transition | The Industrial Opportunity of the Decade | Singularity AMC
The companies shaping India’s energy future aren’t just decarbonising, they’re securing independence from fragile global supply chains. This is a film we first shared with a closed room at the Singularity Summit 2025. Now it’s out for a wider audience. It lays out the giga-trend that will shape India’s next decade: energy transition. From renewables […]
Rewiring Grid For A Brighter Tomorrow
As renewables surge, EVs accelerate, and AI drives up demand, our electricity grid is no longer just wires and substations. It has become the nervous system that holds the energy transition together. The role of our Transmission & Distribution network has never been more critical, even if their presence often goes unnoticed.
Adani Group’s $60B Commitment to India’s Energy Transition | Sagar Adani | Singularity Summit 2025
“We never make any decisions today, for today. Ever.” Mr. Sagar Adani had shared this internal philosophy at Singularity Summit 2025. It fits well with the recent announcements of Adani Group commiting $60 billion to India’s energy transformation while maintaining 20-year strategic thinking focused on India’s 2045 energy requirements.