Crude prices fall as markets price out West Asia conflict risk. Analysts say India could benefit through lower import bill, easing inflation and improved energy security. New Delhi: The US-Iran peace agreement and the subsequent reopening of the Strait of Hormuz could help ease global energy supplies, lower crude prices and provide relief …
Read More »E85 launched, but India’s ambitious flexible fuel roadmap is facing a chicken & egg problem
E85 fuel was launched across 48 outlets last week. Experts warn of challenges, from low availability of flex-fuel vehicles & fuel outlets, to fuel economics & feedstock sustainability.New Delhi: The launch of E85 fuel by Petroleum Minister Hardeep Singh Puri last week marks the Centre’s most ambitious push yet towards …
Read More »From presence to influence: India’s Arctic ambitions in a changing frontier
The trajectory of India’s Arctic engagement will depend on its ability to scale its efforts without losing coherence. Investments in research infrastructure, greater involvement from the private sector, and deeper partnerships with Arctic states will be critical India’s growing engagement in the Arctic reflects a deliberate expansion of its strategic …
Read More »UAE’s post-OPEC strategy involves a new oil pipeline outside Strait of Hormuz. What it means for India
The new pipeline will undoubtedly make UAE less vulnerable to disruptions in Hormuz. The country is also not new to the idea of bypassing the strait. New Delhi: As conflict in West Asia raises fresh concerns over the security of the Strait of Hormuz—the world’s most important oil transit chokepoint—the United …
Read More »Putin’s China visit signals a new Eurasian order
Vladimir Putin’s Beijing visit shows that pressure on Russia has hurt Moscow, but it has not left Russia isolated. Instead, it has pushed the bear closer to the dragon Russian President Vladimir Putin’s visit to Beijing on May 19-20 was not just another round of diplomatic theatre. It was a …
Read More »Chokepoints and control: Iran war and the new geopolitics of connectivity
The most consequential conflicts are no longer fought over land, but over the networks that bind the world together and over who gets to use them, and on what terms In the aftermath of the Iran war, global power dynamics would shift decisively from territorial control to the management of …
Read More »Iran war turns India-Saudi oil trade into a strategic partnership
What once looked like diversification for both now feels like necessity. The relationship is no longer just about barrels moving from one port to another; it is increasingly about managing shared risks, building joint infrastructure, and aligning long-term strategies The Iran-Israel war of 2026 has not only disrupted global energy …
Read More »Kharg Island: The oil lifeline that could ignite a global energy shock
If the conflict intensifies and Kharg’s export facilities become targets, the result could be a severe supply disruption that drives oil prices sharply higher and destabilises energy markets worldwide. In most wars, geography quietly shapes the outcome. In the escalating confrontation between Iran, Israel, and the United States, one small …
Read More »IMEC in the crossfire: How an Iran-Israel war could reshape India’s West Asia strategy
For India, the challenge will be to pursue connectivity ambitions while carefully managing the geopolitical risks associated with a volatile West Asia The India-Middle East-Europe Economic Corridor (IMEC), announced during the G20 summit in New Delhi in September 2023, is one of the most ambitious connectivity initiatives linking Asia, West …
Read More »PM reviews oil, gas supply as analysts warn reliance on imports leaves India open to war disruptions
As Iran war enters 11th day, government prioritises household gas supply, boosts LPG output and invokes Essential Commodities Act amid concerns over potential shortages. New Delhi: Prime Minister Narendra Modi Tuesday met External Affairs Minister S. Jaishankar and Petroleum Minister Hardeep Singh Puri to review India’s oil and gas situation …
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