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Delhi’s Draft EV Policy 2026–30: Bold Deadlines, Fragile Foundations

Delhi’s Draft EV Policy 2026–30: Bold Deadlines, Fragile Foundations By Kuval P. Sehgal,   April 2026 Delhi’s new draft EV Policy 2.0 (April 11) is one of the most ambitious city‑level EV blueprints in India, and deserves serious praise from a policy standpoint. At the same time, its credibility will depend on how quickly the government can close gaps in financing, infrastructure, and institutional design that local experts and business media have already begun to flag.   What the Policy Gets Right First, the policy finally moves from “aspirational targets” to hard phase‑out timelines . It sets specific dates after which only electric two‑wheelers and three‑wheelers can be registered and sharply tightens rules for new ICE vehicles in aggregator and delivery fleets. This is exactly the kind of regulatory clarity that markets and investors say they need. Second, the fiscal architecture is non‑trivial . Substantial purchase incentives for e‑2W, e‑3W, and electric go...

Following the Money — How OCDR Actually Scales

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We've mapped every technology. But chemistry doesn't decide what gets built—capital, business models, risk, and policy do. Here's what the money is telling us. Part 7 of 7 Over six posts, we've walked the entire landscape of ocean carbon removal—from a restored mangrove to a seawater electrolyzer, across the Natural and Technological categories. Now we close the series with the question that actually determines which approaches make it out of the pilot stage. It is not which chemistry is most elegant; it is which approach can attract capital, satisfy buyers, survive its risks, and clear regulators. So let's follow the money. The whole series in one pattern Line the approaches up side by side, and a single, clarifying pattern emerges. The Natural family—blue carbon, seaweed, microalgae—is cheap , rich in co-benefits , and gentle on energy, but its storage is leaky and, above all, hard to verify . The Technological category—alkalinity enhancement and el...

Technological OCDR II — Electrochemical Removal & Direct Ocean Capture

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Replace the minerals with electricity, and ocean carbon removal starts to look like a factory — the most controllable and meterable process in the field, and the most power-hungry. Part 6 of 7 The last post added alkalinity to the sea by dissolving rock. This one does the same chemistry — and more — with electricity. By running seawater through an electrochemical cell , these approaches manipulate ocean chemistry directly, with a dial-like control the mineral methods can't match. It is the most industrial corner of ocean carbon removal: less “spread a mineral and wait,” more “build a plant and meter the output.” That shift changes almost everything, including the measurement problem that has shadowed every post so far. The core idea: splitting seawater Every approach in this post starts from the same move. Pass seawater through a cell and apply electricity, and you can split it into two streams: an acid stream and a base (alkaline) stream. Seawater is full of dissolved ...

Technological OCDR I — Ocean Alkalinity Enhancement

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We cross from growing life to speeding up chemistry. It buys the most durable storage in the series — and, for the first time, an MRV problem that starts to look solvable . Part 5 of 7   The first four parts stayed in the ocean's living engine — restoring, growing, and feeding the organisms that pull carbon down. Now we cross into the Technological category, where the logic flips. Instead of coaxing biology, these approaches accelerate the ocean's own chemistry and physics — the slow, planetary machinery that has regulated atmospheric CO₂ for hundreds of millions of years. The first and most mature of them is Ocean Alkalinity Enhancement , or OAE. And it is where the measurement problem that haunted the natural approaches finally begins to loosen its grip. The chemistry: rebuilding the ocean's buffer Ocean alkalinity enhancement — adding alkaline minerals to seawater to lock CO₂ away as bicarbonate. Start with why the ocean can absorb CO₂ at all. When...

Natural OCDR II — Feeding the Ocean

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Out in open water the removal engine shrinks to the microscopic — and becomes the single hardest thing in the field to prove. Part 4 of 7 In Part 3, we stayed at the coast, where you can core a marsh and sample what it stores. Now we head into open water, where the same biological pump runs on a very different engine: phytoplankton — microscopic drifting plants that carry out roughly half of all photosynthesis on Earth. The removal principle is unchanged; only the scale of the organism, and the difficulty of measurement, have flipped. There are two ways to grow more phytoplankton: bring nutrients to them ( fertilization ), or bring them to the nutrients ( artificial upwelling ). Both are conceptually elegant. Both are, in practice, the hardest members of the whole OCDR category to verify. Ocean fertilization: engineering a bloom Microalgae (phytoplankton) cultivation and ocean fertilization — growing the sea's microscopic carbon-catchers. Phytoplankton growth is ...

Natural OCDR I — Blue Carbon & Ocean Afforestation

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How the ocean's living engine actually stores carbon at the coast — and why measuring that storage is the hardest problem in the field. Part 3 of 7   In Part 2, we split ocean-based carbon dioxide removal (OCDR) into two families and mapped them onto the sea's two pumps. This part takes up the category that works through the ocean's living engine — the biological pump — using photosynthesis to turn CO₂ into plant tissue. There are two technologies here. One protects and restores the carbon-storing ecosystems that already line the world's coasts ( blue carbon ). The other grows entirely new crops of seaweed and sinks them ( ocean afforestation ). They share a biological principle but differ enormously in maturity, durability, and — above all — measurability. Blue carbon: storage by burial Blue carbon ecosystems — mangroves, salt marshes, and seagrass — store carbon in their waterlogged coastal soils. Blue carbon is the carbon held in coastal ecosyst...

The Ocean, CDR's Sleeping Giant

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The sea has quietly run the largest carbon-removal operation on Earth for millennia. Understand how, and the entire field of ocean carbon removal snaps into focus. Part 2 of 7 In Part 1, I left you with a number that deserves a second look: the ocean has already absorbed roughly 30% of all the carbon dioxide humanity has emitted and close to 90% of the excess heat our emissions have trapped. It holds some 42 times as much carbon as the entire atmosphere does. No factory we will ever build comes close. That raises the obvious question this post answers: if the ocean is already such a formidable carbon sink, how does it do it — and can we help it do more without breaking it? Once you understand the machinery, every company, technology, and debate in ocean carbon removal stops looking like a jumble of unrelated ideas and reveals itself as variations on just two themes. How the ocean breathes carbon The sea pulls carbon out of the air through two great “pumps” that have be...