Ola is Doing, What Realince and Tata Should Do

Three years ago, Reliance tried to license CATL's cell technology. That deal collapsed. Then it tried Xiamen Hithium. That fell through too. Then Beijing's October 2025 export controls landed, shutting down the materials pipeline entirely. Now Reliance, which announced a ₹75,000 crore clean energy commitment in 2021 and declared it would build "one of the world's largest gigafactories," is going back to China