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
#Geopolitics
Japan's grid loan, ACME's methanol export pact and Premier Energies' solar localisation bet
Japan backs US$496 million HVDC financing for India's transmission expansion Japan's Sumitomo Mitsui Banking Corp, Kansai Mirai Bank, and the...
09 July 2026
India’s solar challenge is no longer about capacity, as solar glass emerges as a strategic link
A solar panel may be the most visible symbol of India’s clean-energy transition, but some of the most important battles...
By
Prasad Nair
09 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
Sembcorp's $4.6bn Alinta acquisition, EU's $28.9bn T-MED clean energy corridor and more...
Sembcorp's AU$6.5-b Alinta buy signals Asian state capital's push into developed energy markets Singapore's state-linked Sembcorp Industries has closed its...
14 June 2026
Bonn’s uncomfortable truth: The climate fight is no longer just about cutting emissions
The official agenda in Bonn focused on familiar issues: climate finance, adaptation funding and preparations for COP31. Yet beneath the...
11 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
#Electric Vehicles
#India
#Charging Infra
#Batteries
#Lithium
#Investment
#FDI
#Regulation
#Geopolitics
#Innovation
Can India build a globally competitive EV industry without Chinese technology?
India's electric vehicle industry is enjoying what many executives describe as a breakthrough moment. Passenger EV sales are rising sharply,...
06 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