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
#Energy Trade
Japan's $3bn ammonia pact, Sterling and Wilson's $560m Egypt EPC win and more...
Japan locks in US$3bn ammonia demand, anchoring India's green-fuel export corridor Japan's ACME Group and IHI Corporation have secured price-gap...
02 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
#Coal Imports
#Coal Mining
#Coal Prices
#Investment
#Project Finance
#Energy Trade
#Geopolitics
Tonnes down, capital up: The paradox inside India's coal strategy
India's coal mining output slipped nearly 10% year-on-year in May 2026, even as Coal India weighs a ₹60,000-crore (≈ US$6.35...
16 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
#Solar
#Storage
#India
#Transmissions
#Batteries
#Lithium
#Grid Storage
#Investment
#Energy Trade
#Geopolitics
India's next energy security challenge is not oil or coal but the critical minerals
For decades, India's energy security strategy revolved around a familiar set of concerns. Would crude oil shipments continue to flow...
08 June 2026
India’s biogas push is quietly turning waste into an energy and industrial resource
On the outskirts of Kochi, where vegetable waste from the markets mingles with food leftovers, agricultural residue and municipal garbage,...
By
Prasad Nair
08 June 2026
#Solar
#India
#Investment
#FDI
#Project Finance
#Energy Pricing
#Regulation
#Subsidy
#Reform
#Energy Trade
#Geopolitics
India tightens solar sourcing rules: Can domestic manufacturing justify higher costs?
India's solar sector entered a new phase on June 1. A policy change that received relatively modest public attention could...
02 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
#Solar
#Hydro
#Nuclear
#Electric Vehicles
#India
#Power Demand
#Transmissions
#Crude Oil
#Refining
#Coal Mining
#Investment
#Energy Trade
India’s $170 billion energy bet: Why solar, coal and refining are rising together
India's energy story is often presented as a choice between the old and the new. Coal versus solar. Fossil fuels...
29 May 2026
#Bioenergy
#India
#Net Zero
#Natural Gas
#Energy Pricing
#Subsidy
#Reform
#Energy Trade
#Geopolitics
India’s clean cooking transition faces a deeper affordability and energy-security challenge
India’s energy transition is often measured in gigawatts, billion-dollar investments and industrial ambitions. Solar parks, battery factories and green hydrogen...
25 May 2026
#Solar
#Green Hydrogen
#India
#Net Zero
#Emission
#Investment
#Energy Trade
#Geopolitics
#Innovation
India’s trillion-dollar steel gamble: Why green steel may soon outcompete coal-based production
India’s steel industry is approaching a strategic crossroads. For decades, the country’s industrial rise has been built on blast furnaces...
21 May 2026