Hormuz shock: How the US, Oman and Nigeria rewired LNG supply to India
Before the war, India leaned heavily on the Gulf for its gas. It imported more than 25 million tonnes of...
13 October 2026
#Energy Pricing
Hydrogen’s execution test: Why US$130 billion is not yet a market
Hydrogen has had a bruising few years. Projects were cancelled, big companies wrote off money, and many people began to...
11 October 2026
Coal is moving faster, yet 87 power plants still run close to empty
Stocks are still falling, only more slowly. The Ministry of Coal said on 9 October that the daily drawdown at...
11 October 2026
Plugged in but underused: The arithmetic behind India’s charging boom
India had 29,151 public EV charging stations by December 2025, of which 8,805 were fast and 20,346 slow. In 2022,...
10 October 2026
Crude flows recover, diesel does not, and India’s refiners land on opposite sides
Brent spent the week in a US$96-104 band. On 1 October alone it swung from US$96.55 to US$103.96 and closed...
08 October 2026
When captive power plants get drafted: Inside India’s September supply squeeze
India’s all-India peak demand touched 269 GW on 10 September 2026, just short of the all-time high of 270.8 GW...
05 October 2026
Coal India’s record September output fails to cool a scorching e-auction market
Coal India produced 53.5 million tonnes in September, up 9.2% year-on-year and above its own monthly target of 51.55 million...
04 October 2026
India’s cheapest LNG is the cargo that has not arrived as Qatar extends force majeure
This week’s policy moves, from the six-month gas price ceiling to the new PNG Drive 3.0, assume steady supply that...
03 October 2026
Gulf oil flows quietly return to normal as India’s crude basket hits a fresh high
Oil had its roughest week yet for headline-chasing. Prices jumped on Monday after the US rejected Iran’s terms for reopening...
01 October 2026
India turns to emergency powers and imported coal as plant stocks slide further
Coal stocks at Indian thermal plants stood at 21.98 million tonnes on 26 September. That is 24% below the 29...
27 September 2026
Saudi pipeline restart brings relief, but India’s crude import bill surges to new highs
Saudi Arabia restarted its East-West pipeline this week, with exports from the Red Sea port of Yanbu resuming on Tuesday....
24 September 2026
Crude breaks past USUS$100 as the conflict opens two new fronts
The fragile calm that had briefly pulled Brent below US$86 a barrel in late August unravelled fast. On 5 September,...
10 September 2026