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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.
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.
West Asia Crisis Impact: Indian Auto Sector Faces Supply Chain Disruptions And Export Risks
Auto exports hit a West Asia roadblock. With gas supply diverted and freight costs surging, force majeures at key suppliers signal a critical production risk.
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.
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.
From Aluminium To Alphonso Mangoes: West Asia Tensions Are Paralysing India’s Export Engines
West Asia tensions disrupt India’s exports to the Gulf, delaying shipments, raising freight costs and forcing exporters to reroute cargo, cancel orders and explore domestic markets.
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.
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.
Pilots, Reroutes, and War Risk: The Hidden Cost of India's West Asia Flight Operation
The conflict in West Asia has fractured its aviation grid, forcing Indian carriers into rapid, hour‑by‑hour recalibration.
India Boosts LPG Supply As Gulf War Strains Industry, Households Shielded
India raises LPG output and prioritises household gas supply as Iran conflict disrupts Gulf energy routes, squeezing LNG imports and forcing industry to cope with reduced fuel availability.
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.”
