#BTDAVOS2026 LIVE: Energy, Geopolitics And India’s Green Manufacturing Challenge

At BT Davos 2026, a high-level energy and infrastructure discussion featured Sumant Sinha, Chairman & CEO, ReNew, and Balkrishan Goenka, Chairman, Welspun World, moderated by Siddharth Zarabi, Group Editor, Business Today. The conversation examined how geopolitics has turned energy and supply chains into strategic assets, the implications of the US stepping back from climate bodies, and rising uncertainty affecting investments. Panelists debated the global revival of nuclear energy, challenges facing India’s renewable sector, and whether clean energy risks being deprioritised amid energy security concerns. The discussion also assessed India’s infrastructure push, global investor confidence in green energy, de-globalisation trends, and whether India can balance low-carbon ambitions with becoming a global manufacturing powerhouse.