When captive power plants get drafted: Inside India’s September supply squeeze
India’s all-India peak demand touched 269 GW on 10 September 2026, just short of the all-time high of 270.8 GW...
05 October 2026
#Energy Pricing
Coal India’s record September output fails to cool a scorching e-auction market
Coal India produced 53.5 million tonnes in September, up 9.2% year-on-year and above its own monthly target of 51.55 million...
04 October 2026
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
India turns to emergency powers and imported coal as plant stocks slide further
Coal stocks at Indian thermal plants stood at 21.98 million tonnes on 26 September. That is 24% below the 29...
27 September 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
India’s US$210-billion nuclear bet is running into its own rulebook
India’s civil nuclear sector has waited decades for a moment like this one. The SHANTI Act, passed last year, ended...
02 September 2026
Saudi Arabia signs $1.16bn in grid storage deals under Vision 2030's first BOO BESS batch
Saudi Arabia's state power procurer, the Saudi Power Procurement Company, has signed storage service agreements for four battery energy storage...
31 August 2026
India’s US$3.6-b solar pump scheme is quietly draining the water it was built to protect
For a farmer in rural India, water has always cost something to pump — diesel, or a metered electricity bill....
28 August 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