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
#Energy Trade
Shut out of the US, India’s solar makers turn to the missing links
Global clean investment has hit a speed breaker. In the first half of 2026, it was 17% below the same...
07 October 2026
India–Saudi Arabia's $9bn undersea power link faces a cost test as estimates climb from $5bn
India and Saudi Arabia have completed a feasibility study for a 2,100-km undersea link estimated at around US$9bn, carrying 3...
05 October 2026
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
UAE’s $25bn India tranche, Actis’s $2bn Leo platform and Rezolv’s $635m solar financing
UAE signals second $25bn India tranche, advancing $100bn investment ambition At the 14th meeting of the India-UAE High Level Joint...
02 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
Time-to-power: India’s solar tariff wall faces a speed test in a US$559-billion race
Climate Week in New York ended on 27 September with a blunt message. Its organisers said the challenge is no...
29 September 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
EQT’s $50bn India bet, Papua LNG moves toward FID, €682bn renewables surge
ExxonMobil takes Papua LNG operatorship as $4bn savings advance FID TotalEnergies has announced that ExxonMobil will assume operatorship of the...
25 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
India’s coal crisis proves to be a logistics problem, not a scarcity one
The power-plant stock situation kept deteriorating through the window. Fifty-nine coal-fired plants were classified as critically low as of 9...
14 September 2026
ExxonMobil takes over Papua LNG as $4bn savings push $14bn project toward FID
TotalEnergies has announced that ExxonMobil will assume operatorship of the Papua LNG project as partners advance the $14 billion development...
11 September 2026