BasisPoint Groupthink

April 22, 2026 at 3:04 PM IST

linkedin.com/Poonam Gupta

The Age of Electricity Meets India’s Grid Test

Electricity is becoming the clearest signal of economic change, but India’s transition will hinge on grid strength, affordability and reliable integration of renewables.

Michael Debabrata Patra

April 15, 2026 at 2:59 AM IST

iStock.com

Why India’s Fast Breeder Milestone is a Strategic Energy Shift

Going critical, PFBR advances India’s multi-stage nuclear roadmap, reducing reliance on uranium imports and bringing the thorium-based energy transition closer to reality.

TK Arun

April 13, 2026 at 11:07 AM IST

Petr Pavlicek-IAEA/Via WikiCommons

Will the Iran War Accelerate or Delay Energy Transition?

War-driven energy shocks raise costs and uncertainty, forcing a trade-off: accelerate the shift to renewables or delay transition as economies fall back on fossil fuels for stability.

G. Chandrashekhar

April 12, 2026 at 7:09 AM IST

iStock.com

Monetary Policy

Calm Policy, Stormy Skies

A prolonged pause is expected through 2026-27, but the bias has shifted. What once hinted at easing now suggests the next move is more likely a hike than a cut.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

April 10, 2026 at 2:06 AM IST

iStock.com

Why Waste a Good Crisis: The Electrostate Model

What is an electrostate model, what does it require, and why does it offer a more resilient path than the one India is currently pursuing?

Sharmila Chavaly

April 4, 2026 at 7:13 AM IST

iStock.com

India’s Growth Faces Triple Bind of Oil, Rupee and Trade

Rising crude, a weakening rupee and widening deficits threaten India’s growth momentum, exposing vulnerabilities in inflation, trade and GDP outlook.

Smita Roy Trivedi

Abhiman Das

April 3, 2026 at 11:16 AM IST

iStock.com

India’s Case for Monetary Sovereignty in a Changing Order

The future of power in finance lies not in currencies alone, but in who controls how they settle.

Srinath Sridharan

Anand Venkatanarayanan

April 2, 2026 at 3:10 AM IST

iStock.com

Why Waste a Good Crisis: The Pipeline Paradox

Speeding up gas pipelines risks locking India into a 20th century energy model, even as renewable capacity waits for transmission and PPAs. The real choice is clear: extend fossil dependence or invest in grids, electrification and storage to become an electro-state.

Sharmila Chavaly

April 1, 2026 at 5:40 AM IST

GAIL (India)

Induction Push Alone Cannot Solve India’s Cooking Energy Crisis

Lower prices are not enough. Certification, wiring upgrades, grid strength and gas allocation choices will determine whether India’s cooking transition reduces or shifts stress.

TK Arun

March 31, 2026 at 7:44 AM IST

iStock.com

Balancing on the Brink: India’s Economic Policy in a Time of Crisis

A crisis in formation, not yet in full view, as rising oil prices, a weakening rupee and policy incoherence begin to align, raising risks of a broader macroeconomic strain.

Arvind Mayaram

March 30, 2026 at 11:29 AM IST

iStock.com

India’s Oil Response Needs a Demand Signal Too

As supply lines hold for now, the absence of price and consumption signals risks delaying adjustment and amplifying the macro impact of any disruption

Aabhas Pandya

March 30, 2026 at 4:11 AM IST

iStock.com

When Scale Becomes a Systemic Risk

What looks like strength in politics, markets and energy may actually be a dangerous concentration of risk. Probably why modern systems are becoming more brittle precisely where they appear most powerful, as concentration risk is becoming one of the defining strategic vulnerabilities of our time.

Srinath Sridharan

March 26, 2026 at 8:23 AM IST

Pavel Muravev/iStock.com

Rupee’s Turn from Shock Absorber to Amplifier in Oil Shock

As oil prices surge, the rupee risks shifting from shock absorber to amplifier. RBI must balance depreciation and reserves to contain inflation and volatility.

Sakshi Gupta

March 24, 2026 at 2:51 AM IST

iStock.com

Hormuz Risk Calls for India’s Energy Statecraft Reset

As Hormuz risks reshape energy access, India must move beyond markets to secure supply through strategy, diversification, and calibrated statecraft.

Rajesh Mahapatra

March 23, 2026 at 2:49 PM IST

iStock.com

When Prices Don’t Adjust, the Currency Does

When yields and prices are restrained, the currency absorbs the shock. India’s adjustment is happening, just not where it is acknowledged.

R. Gurumurthy

March 23, 2026 at 8:11 AM IST

Coal Gasification Should be a Strategic Priority, Not Just Another Mission

The ongoing war in the Persian Gulf shows why India must leverage its most abundant fuel to substitute for imports of hydrocarbons

TK Arun

March 10, 2026 at 5:28 AM IST

iStock.com

Global Markets Are Learning to Price Geopolitics First

Geopolitics is reshaping global finance. From bond yields to supply chains, markets now price political alignment and strategic power alongside economics.

Chandrika Soyantar

March 9, 2026 at 4:18 AM IST

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

AI and the Global South's Next Leap Forward

The next phase of the clean-energy revolution will be led not by those who build more solar panels, but by those who modernize their grids, markets, and institutions accordingly. In fact, AI-ready grids will be as crucial to the Global South’s development as traditional infrastructure like roads and ports.

Nandan Nilekani and Ashish Khanna

February 16, 2026 at 1:58 PM IST

iStock.com

A ‘Done Deal’ Announced, But Where Are the Details?

A trade understanding between Washington and New Delhi has been announced with confidence abroad and restraint at home. Does this restraint reflect a forced agreement, or the discipline of a state that understands the costs of premature commitment?

Srinath Sridharan

February 3, 2026 at 6:10 AM IST

White House

Why Fight for Oil When the Sun Shines Free?

As wars and economic shocks trace back to fossil fuels, a global shift to renewable energy could reshape geopolitics, easing conflicts and enabling lasting peace.

Nilanjan Banik

January 29, 2026 at 7:29 AM IST

Istock.com

Here Comes the Sun

India’s solar revolution accelerates amid global expansion, driving clean energy growth, grid upgrades, and innovation despite major challenges.

Michael Debabrata Patra

December 1, 2025 at 7:39 AM IST

iStock.com

The Dangerous Shortcut in India’s Renewable Journey

A rushed battery-led transition stabilises the grid today but imports vulnerabilities tomorrow. India’s missing storage policy is becoming a strategic liability.

TK Arun

November 20, 2025 at 7:51 AM IST

Via WikiCommons

A Just Energy Transition Needs Circular Finance

How can India fund its clean energy goals without overloading public finances? Could ‘circular finance’ be the key to a just, scalable, and truly sustainable transition?

Arvind Mayaram

November 11, 2025 at 6:26 AM IST

iStock.com

India’s Net Zero Dream Faces a Copper Reality Check

India’s green transition depends on resources it does not fully control. Unless we fix our copper deficit, the path to net zero may falter.

G. Chandrashekhar

November 4, 2025 at 8:02 AM IST

Istock/Phonlamaiphoto

US Trade Deal: A Three-Step Plan for Protecting India’s Interests

India faces a triple threat: tariffs, sanctions, and pressure to concede on trade. Can New Delhi protect its energy, exports, and digital future?

Ajay Srivastava

November 1, 2025 at 5:07 AM IST

iStock.com/MAGNIFIER

Five Forces That Will Shape India’s Commodity-Driven Future

India’s economic rise will be powered by commodities, but five global forces will test how wisely it balances ambition, resilience and resource needs.

G. Chandrashekhar

October 31, 2025 at 6:15 AM IST

Arunvrparavur/Via WikiCommons

Letter and Spirit: What the Latest US Sanctions on Russian Oil Really Mean

Washington’s latest sanctions target Russia’s oil heart, yet the world remains unshaken. Between the letter of economic coercion and the spirit of political will lies a global market that has learned how to adapt.

Srinath Sridharan

October 27, 2025 at 1:48 PM IST

Kremlin

Week in Numbers: Tracking India’s Economic Pulse

Early October data showed no significant boost in private-sector activity, even though the full impact of the GST rate cuts had taken effect.

Datametricx

October 25, 2025 at 2:28 AM IST

Indian Navy

Reliance is Turning Its Energy Bill Into a Business Model

RIL rewires its future as solar and storage power its expansion, shifting energy from its biggest bill to its boldest competitive advantage.

Krishnadevan V

October 24, 2025 at 4:42 AM IST

RIL website

The New Friction: How Supply Chains Are Quietly Redrawing India’s Map

The world’s supply chains aren’t broken anymore, but they aren’t smooth either. And India’s metals, energy, and grain sectors are feeling every bump.

Hemachandra Padhan

October 23, 2025 at 11:24 AM IST

iStock.com

India’s Growth Will Run on Commodities, But Are We Ready?

India’s next phase of growth will be fuelled by commodities like food, metals, energy, and fibre. But the question is whether we can scale up without exhausting resources.

G. Chandrashekhar

October 22, 2025 at 4:09 AM IST

iStock.com

Will Transmission Relief Get Extension? Renewables Keep Fingers Crossed

Unless renewed, any project commissioned after June 30, 2025, will be governed by the new ISTS slabs and will not qualify for waiver.

Aabhas Pandya

June 29, 2025 at 5:26 AM IST

istock.com/ertyo5

Andamans May Hold Panacea For India’s Oil Trouble

As oil demand soars and import bills balloon, a potential mega discovery in the Andamans could be India’s long-awaited energy breakthrough.

Aabhas Pandya

June 19, 2025 at 6:20 AM IST

iStock.com

The Bureau

UAE to Exit OPEC, Citing Strategic Shift in Energy Policy

Asian Markets Drift Lower Ahead of BOJ Decision and Iran Developments

India–New Zealand FTA: Services & Mobility May Outweigh Goods Bargain

India’s Textile and Garment Exports Slip in Real Terms

Brent Crude Above $106 as Hormuz Tensions Cloud Global Supply Outlook

US Tariff Refund: India’s $12 Billion Gain Hinges on Case-to-Case Negotiations

RBI Bulletin Warns of Risks to Inflation from Second-Round Effects of West Asia Conflict

NSE Moves Closer to IPO as SEBI Settlement Panel Finalises Penalty in Co-Location Case: Reports

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

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

MPC Minutes

When Neat Policy Theory Meets a Messier Reality

The Age of Electricity Meets India’s Grid Test

Why India’s Fast Breeder Milestone is a Strategic Energy Shift

Will the Iran War Accelerate or Delay Energy Transition?

Monetary Policy

Calm Policy, Stormy Skies

Why Waste a Good Crisis: The Electrostate Model

India’s Growth Faces Triple Bind of Oil, Rupee and Trade

India’s Case for Monetary Sovereignty in a Changing Order

Why Waste a Good Crisis: The Pipeline Paradox

Induction Push Alone Cannot Solve India’s Cooking Energy Crisis

Balancing on the Brink: India’s Economic Policy in a Time of Crisis

India’s Oil Response Needs a Demand Signal Too

When Scale Becomes a Systemic Risk

Rupee’s Turn from Shock Absorber to Amplifier in Oil Shock

Hormuz Risk Calls for India’s Energy Statecraft Reset

When Prices Don’t Adjust, the Currency Does

Coal Gasification Should be a Strategic Priority, Not Just Another Mission

Global Markets Are Learning to Price Geopolitics First

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

AI and the Global South's Next Leap Forward

A ‘Done Deal’ Announced, But Where Are the Details?

Why Fight for Oil When the Sun Shines Free?

Here Comes the Sun

The Dangerous Shortcut in India’s Renewable Journey

A Just Energy Transition Needs Circular Finance

India’s Net Zero Dream Faces a Copper Reality Check

US Trade Deal: A Three-Step Plan for Protecting India’s Interests

Five Forces That Will Shape India’s Commodity-Driven Future

Letter and Spirit: What the Latest US Sanctions on Russian Oil Really Mean

Week in Numbers: Tracking India’s Economic Pulse

Reliance is Turning Its Energy Bill Into a Business Model

The New Friction: How Supply Chains Are Quietly Redrawing India’s Map

India’s Growth Will Run on Commodities, But Are We Ready?

Will Transmission Relief Get Extension? Renewables Keep Fingers Crossed

Andamans May Hold Panacea For India’s Oil Trouble

The Bureau