Coal Gasification Gamble May Solve One Crisis While Creating Another

Coal gasification may buy India energy security for a decade, but the long-term bill could arrive in the form of water stress, stranded assets and climate costs.

Sharmila Chavaly

May 15, 2026 at 7:52 AM IST

Istock.com

Why Resilience Is Becoming the New Currency of Energy

As wars, climate shocks and fractured trade reshape energy markets, countries are discovering that efficiency alone can no longer guarantee energy security.

Anshuman Gupta

May 14, 2026 at 7:35 AM IST

Istock.com

India's GCC Moment: Turning Global Turbulence Into Advantage

As war and energy shocks darken the global outlook, India’s global capability centres could emerge as the country’s most resilient economic buffer.

Nilanjan Banik

May 12, 2026 at 7:12 AM IST

Istock.com

The Morning Edge

Asian Equities Waver Amid Fresh West Asia Geopolitical Risks

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

May 11, 2026 at 2:05 AM IST

iStock.com

India's Factories Weather One Shock, Face Tougher Test Ahead

A steady March print masked thinning buffers, with energy disruptions, rising costs and weaker demand set to test industrial resilience in early 2026–27.

BasisPoint Insight

April 29, 2026 at 12:31 PM IST

The Morning Edge

Asian Equities Decline as Energy Shock Weighs on Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 20, 2026 at 1:59 AM IST

Qatar Energy

West Asia Shock Tests RBI’s Growth-First Playbook

A dual oil supply and price shock may lift inflation and strain growth, forcing the RBI to rely on liquidity and signalling to keep conditions supportive.

Gaura Sen Gupta

March 18, 2026 at 5:47 AM IST

istocks/imaginima

West Asia War Tests India’s Energy, Trade and Financial Stability

As the Israel-Iran conflict widens, risks to oil flows, remittances, capital flows and the rupee are rising, forcing India to balance growth with external stability

D. Tripati Rao

March 15, 2026 at 6:53 AM IST

iStock.com

Oil Shock From Iran Conflict May Test RBI’s Policy Comfort

A surge in crude prices and rupee weakness could complicate the RBI’s benign inflation outlook if the West Asia conflict proves prolonged.

Richard Fargose

March 13, 2026 at 2:26 AM IST

Poonam Gupta/LinkedIn

Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

WikiCommons

Govt invokes Essential Commodities Act to Divert Natural Gas to Priority Sectors

BasisPoint Insight

March 10, 2026 at 12:40 PM IST

Petronet and GAIL Are Not the Same Stock but Markets Miss the Point

Petronet built its entire business around one terminal in one country accessible through one strait. GAIL spent years building around all three of those constraints. When the market sold them identically, it wasn’t reading the risk — it was reacting to the headlines.

Dev Chandrasekhar

March 10, 2026 at 6:36 AM IST

iStock.com

The Strait of Hormuz on Edge and India’s Fiscal Reckoning

With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.

Yield Scribe

March 3, 2026 at 12:43 PM IST

Pavel Muravev/iStock.com

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

iStock.com

The Bureau

RBI Surplus Leaves Thin Fiscal Buffer, But May Ease Liquidity, QuantEco Says

RBI Forward Book Shows ₹434 Billion Valuation Loss As Rupee Pressure Bites

India Cuts Monsoon Rain Forecast to 90%

RBI Says Bond Yields May Face Upward Pressure If Global Easing Stalls

Cash Growth Outpaces Economy as Currency in Circulation Rises Nearly 12%

Large-Ticket Frauds Drive Sharp Rise in Bank Fraud Value Despite Fewer Cases: RBI Report

RBI to Sharpen Focus on Neutral Rate in Wider Policy Modelling Push

RBI to Transfer Record ₹2.87 Trillion Surplus To Govt, CRB Buffer Set Lower at 6.5%

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities

Learning to Shoot: I Tried to Fly Before I Could Walk