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No Shortage, Government Says. But Long Queues At Gas Agencies Tell A Different Story.

No Shortage, Government Says. But Long Queues At Gas Agencies Tell A Different Story.

The West Asia conflict has disrupted LPG imports, fuelling panic buying in India and affecting availability for commercial users and low-income households. As the government introduces rationing, sales of induction cooktops are climbing. Oil Minister Hardeep Singh Puri said the rush to book cylinders is “driven by consumer anxiety rather than any actual supply shortage.”

India’s Real Energy Crisis Isn’t In The Gulf. It’s The Lack Of Political Will At Home

India’s Real Energy Crisis Isn’t In The Gulf. It’s The Lack Of Political Will At Home

West Asia conflict exposes India’s energy vulnerabilities, highlighting need for policy reforms, coal use and reduced dependence on imported fuels.

The Markets are Not Consoled with Promises of More Oil Supplies

The Markets are Not Consoled with Promises of More Oil Supplies

The world at large seems to be hoping that the United States will see the folly of an extended war

How A Major Dollar Rise In Crude Oil Travels Through India’s Energy Chain

How A Major Dollar Rise In Crude Oil Travels Through India’s Energy Chain

Every major rise in crude considerably widens the trade deficit, strains the fiscal position, and compresses downstream margins while handing upstream producers a gain the government promptly taxes away. The asymmetric arithmetic is most unkind to refiners.

The Markets Crash Further On War Uncertainty

The Markets Crash Further On War Uncertainty

Oil prices continue to be the key driver of sentiment right now, since they mostly capture the war in West Asia

Deal Or No Deal? Trump’s Reliance Refinery Claim Keeps Industry Guessing

Deal Or No Deal? Trump’s Reliance Refinery Claim Keeps Industry Guessing

US president Donald Trump hailed a massive Reliance refinery investment in Texas, yet the company has stayed silent, leaving industry watchers unsure whether a deal actually exists.

How Global Conflicts are Rewiring the World’s Financial Architecture

How Global Conflicts are Rewiring the World’s Financial Architecture

Insights into how geopolitics is reshaping the world’s financial architecture

Blockchain Stablecoins May Offer A New Way To Send Money to India

Blockchain Stablecoins May Offer A New Way To Send Money to India

Millions of Indians abroad send money home each month. Stablecoins may offer a faster way to transfer those funds, without going through several banks or long delays.

Markets Rebound On Falling Gas Prices

Markets Rebound On Falling Gas Prices

The second order impact of oil and gas shortages is being felt downstream as well

India’s Infrastructure Financing Has Shed Its ‘House Of Debt’ Thanks To Diversification

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

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

Indian Markets Recover From A Fresh Round Of Hammering

Indian Markets Recover From A Fresh Round Of Hammering

The most severe shock to energy markets since the 1970s is cascading through the world economy

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