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Adani’s $11.5 Billion Bet to Break India’s Aluminium Duopoly | Markets Today #252

📌 In this episode of Markets Today, we decode 3 big stories — Google and Amazon’s own data revealing AI’s shocking environmental cost, Adani Group’s $11.5 billion entry into aluminium challenging Hindalco and Vedanta’s 90% duopoly, and why Kotak’s Deutsche Bank acquisition is about 1.5 lakh ultra-wealthy customers — not the balance sheet numbers. #1 🌍 AI Boom’s Dirty Secret Google emissions up 82% since 2019. Amazon up 58%. Both growing faster than revenue. Supply chain — chips, servers, data centre construction — is the biggest culprit. Both have 2030-2040 net zero targets. Neither is on track. #2 🏭 Adani Takes On India’s Aluminium Giants $11.5 billion JV with Abu Dhabi’s IHC. 20 lakh tonne smelting capacity — 50% addition to India’s current production. Fully integrated: bauxite, alumina refinery, smelter, 4 GW captive power, downstream park — all in Odisha. Adani’s low-cost energy is the core competitive bet. #3 🏦 Kotak’s Deutsche Deal — The Real Jackpot ₹280 crore deal. ₹29,000 crore loan book. ₹16,000 crore deposits. But the real prize: 1.5 lakh ultra-affluent Deutsche Bank customers. Cross-selling insurance, brokerage and PMS to this premium base is the actual long-term play. 90%+ secured loan portfolio means minimal credit risk. 00:00 - Coming Up 00:50 - AI Boom’s Hidden Environmental Cost 03:43 - Adani Enters Aluminium — Takes On Hindalco and Vedanta 06:42 - Kotak’s Deutsche Deal The Real Jackpot Explained Join the Upstox Community: Telegram: https://uptx.to/Telegram-Oct-Community Instagram: https://uptx.to/Instagram-Oct LinkedIn: https://uptx.to/LinkedIn-Oct Twitter: https://uptx.to/Twitter-Oct Also on YouTube: Upstox Global: https://www.youtube.com/@UpstoxGlobal Uplearn by Upstox — India's economy and companies, decoded every week: https://www.youtube.com/@UplearnbyUpstox Upstox is India's most trusted investment platform — backed by Ratan Tata and Tiger Global, and chosen by 1 crore+ Indians to grow their wealth. On this channel, we cover everything you need to invest and trade with confidence — market updates, stock analysis, IPO breakdowns, and more. Stocks. ETFs. Mutual Funds. IPOs. F&O. Currencies. Commodities. All on one platform. Start investing today — open your free Demat account in minutes: https://uptx.to/open-demat-account Download the Upstox App — India's highest rated trading app: iOS: https://apps.apple.com/in/app/upstox-new-stocks-ipo-mf/id1584953620 Android: https://play.google.com/store/apps/details?id=in.upstox.app&hl=en_IN&gl=US #adanialuminium #hindalco #vedanta #kotakbank #deutschebank #aiemissions #google #amazon #indianstockmarket #marketstoday #upstox #investing