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An ‘Ending’ in Iran That Lifts Oil Prices And Exposes India’s Gas Illusions
The government continues to maintain that there is no cooking gas shortage in India, but ground reports show otherwise.
India Can Make Any Drug. What Will It Take to Invent a First-in-Class Molecule?
The industry that flooded the world with semaglutide on the same day it went generic has yet to invent a first-in-class drug that sells globally.
India’s Energy Reckoning In The Age Of AI
India cannot afford to funnel scarce electricity to hyperscale AI platforms while significant swaths of the country are forced to return to burning firewood to cook.
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.
