Starlink, Jio & India’s Satellite Internet Deadlock | The Daily Brief #315

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 1. India’s Deadlock on Satellite Internet Pricing India is struggling to decide how to price satellite internet spectrum, with Starlink, Jio, Airtel, and the government caught in a standoff. While global norms suggest administrative allocation, Jio is pushing for auctions, citing fairness and competition concerns. The debate highlights issues of economic efficiency, corruption fears, and India’s strategic telecom goals, delaying the rollout of satellite internet in the country. 2. The Missing Middle in India’s Energy Story Unlike other countries that shift from coal to gas and then renewables, India is skipping gas almost entirely. With limited reserves, costly imports, and policy hurdles, natural gas accounts for just 5% of India’s power, leaving coal dominant and renewables scaling up. The big question: should India invest in gas as a transition fuel, or leap directly from coal to renewables with battery storage? Timestamps: 00:00 Intro 00:31 India’s Satellite Spectrum Deadlock 12:27 India’s Energy Transition Shortcut 21:31 Tidbits Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/ Checkout The Chatter here: https://thechatterbyzerodha.substack.... Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/ Every day, each team member shares something they've learned, not limited to finance. It's our way of trying to be a little less dumb every day. Check it out here: https://onethingwelearned.today/ Listen to this episode on your preferred podcast platform: Spotify: https://open.spotify.com/show/2SJiLdv... Apple Podcasts: https://podcasts.apple.com/in/podcast... Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended. Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.