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India’s Stubble Burning Crisis Needs A Supply Chain Fix
While the technology to convert biomass to fuel is proven and the policy mandate is increasingly clear, the transition remains stalled by the physical and logistical backbone required.
Conserving Energy Early Is India's Best Insurance, But Elections Are Delaying Tough Calls
The government has assured the people that India has adequate supplies of petrofuels and that rumours of shortage are groundless. This is true to a large extent but not fully.
LPG Cylinder Suffering Is Coming For The Piped Gas Consumers
The war began by emptying cooking gas cylinders across India. Now, with South Pars bombed and Ras Laffan in flames, the conflict is coming for the pipe as well.
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.
Empty Tanks And Bearish Markets: The Mounting Costs Of A Distant War
The lack of cooking gas is hitting India’s poor the most. Meanwhile, the developments at HDFC made the market slide worse back home.
India’s Gas Pivot Amid West Asia Crisis Reveals Decades-Old Industrial Blind Spot
The Natural Gas (Supply Regulation) Order reveals a gap that pre-dated it — between piped gas infrastructure and the cylinder-fed commercial activity that sits beyond its reach.
India’s Cooking Gas Crisis Proves That Ingenuity Is Not A Strategy
As kitchens swap LPG for kerosene and electric coils, a supply disruption exposes India’s heavy reliance on the Strait of Hormuz and its fragile energy strategy.
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.
