Crude flows recover, diesel does not, and India’s refiners land on opposite sides
Brent spent the week in a US$96-104 band. On 1 October alone it swung from US$96.55 to US$103.96 and closed...
08 October 2026
Oil & Gas
India’s cheapest LNG is the cargo that has not arrived as Qatar extends force majeure
This week’s policy moves, from the six-month gas price ceiling to the new PNG Drive 3.0, assume steady supply that...
03 October 2026
Gulf oil flows quietly return to normal as India’s crude basket hits a fresh high
Oil had its roughest week yet for headline-chasing. Prices jumped on Monday after the US rejected Iran’s terms for reopening...
01 October 2026
Saudi pipeline restart brings relief, but India’s crude import bill surges to new highs
Saudi Arabia restarted its East-West pipeline this week, with exports from the Red Sea port of Yanbu resuming on Tuesday....
24 September 2026
Crude breaks past USUS$100 as the conflict opens two new fronts
The fragile calm that had briefly pulled Brent below US$86 a barrel in late August unravelled fast. On 5 September,...
10 September 2026
Oil markets whiplash as mines, missiles and drones hit two fronts at once
The de-escalation that briefly took Brent below US$86 a barrel in late August did not last. Iran’s Revolutionary Guard said...
03 September 2026
Brent slides as Hormuz eases, but India’s crude math stays complicated
Brent crude, which had touched US$95.29 a barrel on 21 August, fell for three straight sessions to trade just below...
27 August 2026
IEA's August Outlook Deepens the Deficit. What It Means for India
IEA's August Outlook Deepens the Deficit. What It Means for India The International Energy Agency's (IEA’s) Oil Market Report for...
14 August 2026
Hormuz disruption reshapes the global gas map, and India cannot look away
When conflict broke out in the Middle East at the end of February 2026, few analysts expected the fallout to...
16 July 2026
India's gas ambition at a crossroads: Reform, supply security, and the race to 15 %
Natural gas has long occupied an awkward position in India's energy story: promoted as a bridge fuel between a coal-dominated...
26 June 2026
#India
#Crude Oil
#LNG
#Natural Gas
#OPEC
#Refining
#Energy Pricing
#Energy Trade
#Geopolitics
#Upstream
#Midstream
After the truce, the real test begins: Why Hormuz won't fix India's oil vulnerability anytime soon
When US President Donald Trump announced a ceasefire agreement with Iran on 15 June 2026 — authorising the ‘toll free’...
15 June 2026
#India
#Crude Oil
#LNG
#Natural Gas
#OPEC
#Refining
#Investment
#Energy Pricing
#Energy Trade
#Geopolitics
#Downstream
The hidden cost of the oil shock: Is India entering an era of demand destruction?
For much of the past two decades, India’s energy story has been defined by one powerful assumption: demand would keep...
31 May 2026