Who Moved My Paneer? Tracking India’s Fast-Growing Protein Market

For decades, paneer quietly sat on Indian plates—freshly made at home, consumed locally, rarely discussed in boardrooms. But something has changed. Paneer is no longer just a traditional dairy staple; it is fast becoming one of India’s most important protein growth stories. And the numbers confirm it: paneer is on…

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Battery-Grade LFP Powder: A Niche, High-Value Opportunity in the Global EV Revolution

As the world accelerates toward electrification, the battery landscape is shifting rapidly. Among the various chemistries vying for dominance in lithium-ion batteries, Lithium Iron Phosphate (LFP) has emerged as a strong contender, particularly in electric vehicles (EVs) and stationary storage applications. While the technology is celebrated for its safety, long…

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Beyond the Plateau: Can the World Afford the Defence Budgets Trump Proposes and Crises Demand?

The most dramatic challenge to the world’s military spending equilibrium comes from the United States. US President Donald Trump has proposed boosting the defence budget to an unprecedented $1.5 trillion by 2027—a figure widely characterized as a 50%+ increase over recent plans. If enacted, this single policy would not just…

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The Quiet Revolution Powering Modern Vehicles

While design and technology capture attention, a transformative manufacturing process works behind the scenes: Powder Metallurgy (PM). It is fundamental to making vehicles stronger, lighter, and more efficient. The automotive industry is its primary driver, consuming the majority of the world’s metal powder. What is Powder Metallurgy? Imagine building a…

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Fire Safety in Plastics Is Engineered, Not Applied

That first sip from a coffee maker, the daily commute in a vehicle filled with polymer components, or the office powered by cables hidden behind walls—modern life is enabled by plastics. Yet within these everyday materials lies an extraordinary, deliberately engineered feature we rarely notice: formulated fire safety. For engineers…

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20 Microns: From Commodity Minerals to Specialty Solutions – A Quiet Transformation

We have written earlier on how our IR client 20 Microns is building a R&D focused business with considerable value addition, while the market perhaps still views it has a plain vanilla mining and mineral business. It is incredible how market is driven more by perceptions rather than real research….

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The Granular Revolution: How Advanced Powder Metallurgy is Reshaping Global Industries

From Ancient Art to Modern Science The story of powder metallurgy (PM) is one of remarkable evolution. What began millennia ago with the hammering of gold and platinum powders by ancient civilizations has transformed into one of the most sophisticated and sustainable manufacturing philosophies of the 21st century. Today, PM…

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Flux-Core Wire: A Pragmatic Look at a Capex Bet

India’s infrastructure boom is creating tangible tailwinds for industrial consumables. Flux-cored welding wire, essential for efficient, high-strength welding in construction, shipbuilding, and heavy fabrication, is a direct beneficiary. However, a sound investment thesis requires looking past the generic “essential input” narrative to the harder questions of competitive advantage and execution.This…

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Beyond TiO₂: How Smart Substitution Drives Innovation and Resilience

In a world where supply chains are constantly tested, industries are looking beyond simple swaps to build real resilience. For manufacturers who have long depended on titanium dioxide (TiO₂) for whiteness and opacity, this presents a unique opportunity. The goal is no longer just to find an alternative but to…

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The Grain of Truth: How Metal Powder Microstructure is Unlocking the Next Generation of 3D Printing

For all the buzz around 3D printing complex, lightweight geometries, the conversation often skips the most critical starting point: the powder. In metal additive manufacturing (AM), the part is only as good as the powder it’s built from. It’s not just a feedstock; it’s the foundational DNA of the final…

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