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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.
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.
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.
How A Major Dollar Rise In Crude Oil Travels Through India’s Energy Chain
Every major rise in crude considerably widens the trade deficit, strains the fiscal position, and compresses downstream margins while handing upstream producers a gain the government promptly taxes away. The asymmetric arithmetic is most unkind to refiners.
IndiaAI’s RegTech Challenge: A Deal Only A Desperate Start-up Would Sign
IndiaAI and NFRA have designed a challenge that asks India's most capable AI startups to build critical regulatory infrastructure for the price of a studio apartment in a Mumbai suburb. The fine print is even more oppressive.
Wheelsets: The Risk That Could Derail India’s Rail Boom
India's Railway ambitions hinge on the wheelset, a small, unglamorous, but critically important component for railways.
The Petrochemical Pivot: India's Refineries Are Learning to Stop Burning and Start Building
India's refiners are pouring over Rs 3 lakh crore into petrochemical integration, betting that the barrel's future lies in polymers and propylene — not petrol pumps.
With India's Fertiliser Manufacturing Stuck In Policy Limbo, Imports Will Keep Rising
Since October 2019, multiple fertiliser plant applications have languished in the absence of a successor to NIP-2012. This has stalled manufacturing investment and will accelerate import dependence for years.
