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A ‘Double Whammy’ For India: How War And El Niño Could Ignite A New Inflationary Fire
This "double whammy" of a disrupted monsoon and soaring energy costs could impact rural incomes and force a sharp cut in discretionary spending across the economy.
How Local Innovation Can Rescue India’s Energy Security
As we navigate this difficult period, we must also accept that the ultimate solution will not come from short-term subsidies or geopolitical successes, like getting a few more ships through the Strait of Hormuz.
Coal Becomes India’s Defence As West Asia Conflict Ignites Prices
As countries scramble for coal in times of a natural gas crisis due to the Iran-US war, India is in a position of strength thanks to its domestic reserves.
India's Solar, Electronics Exports Could Face US Scrutiny
USTR launches a sweeping Section 301 probe into 60 nations. For India, heavy reliance on Chinese inputs in solar and tech now risks triggering US trade penalties.
India’s Infrastructure Financing Has Shed Its ‘House Of Debt’ Thanks To Diversification
A decade after the famous 2012-13 ‘House of Debt’ report by Credit Suisse warned about the high debt levels of India’s infrastructure conglomerates, the sector has now been redefined thanks to policy shifts, new investment vehicles and cleaner balance sheets.
West Asia Crisis: Why India Must Stop Exports Of Petrol And Diesel
In this uncertain environment, India's energy security cannot depend on short-term market purchases or temporary policy permissions issued by Washington
India Shields Homes From Gas Crisis As Industry Bears Hormuz Shock
With Hormuz-linked LNG supplies disrupted and prices surging, India is protecting household gas use while industrial consumers brace for curbs and rising costs.
India Must Build Strategic Gas Reserves Before The Next Global Supply Crunch
As the Strait of Hormuz becomes a volatile chokepoint, India’s dependence on Qatari LNG exposes a critical gap in energy security that only dedicated strategic storage can bridge.
