India, Jan. 3 -- Delhi's air pollution crisis is reminding us that the shift towards full electric mobility at scale for India is not just desirable, but an immediate imperative. The global auto industry is already undergoing this most consequential transformation of a century. This transition is no longer only about climate action; it has become a decisive marker of industrial competitiveness, technological leadership, and national economic resilience. For India, it is therefore a strategic necessity today.

Over the past decade, India has made early strides in EV manufacturing - battery innovation, and the development of affordable electric two- and three-wheelers. But the pace of global change has accelerated dramatically. China has us...