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Golden chokepoint: War, oil and America’s strategic windfall

Golden chokepoint: War, oil and America’s strategic windfall

Three days into the most volatile phase of the United States–Israel–Iran confrontation, the world’s energy system is no longer merely…
Gulf War sends shockwaves through global energy security

Gulf War sends shockwaves through global energy security

The eruption of direct military confrontation between the United States, Israel and Iran on February 28, 2026 has pushed global…
An incremental shift: What the union budget signals on India’s energy strategy

An incremental shift: What the union budget signals on India’s energy strategy

India’s Union Budget 2026–27 lays out an energy and industrial strategy that is notable less for dramatic pivots than for…
Union Budget 26: ₹2.78 lakh cr capex drive for expansion, safety & high speed rail

Union Budget 26: ₹2.78 lakh cr capex drive for expansion, safety & high speed rail

India’s railways are entering 2026–27 in the middle of one of the most capital-intensive expansion phases in their history, with…
Union Budget 26: ₹3.09 lakh cr push for NHAI, border roads & expressway expansion

Union Budget 26: ₹3.09 lakh cr push for NHAI, border roads & expressway expansion

India’s road and highway network in 2026–27 is being expanded and re-engineered at a scale that underscores the centrality of…
Union Budget 26: Specialty steel PLI, ₹25,000 cr PSU capex & shift to value addition

Union Budget 26: Specialty steel PLI, ₹25,000 cr PSU capex & shift to value addition

India’s steel sector in 2026–27 is being steered through a quiet but significant policy transition, with the Union Budget signalling…
Union Budget 26: ₹30,000 cr for DISCOM reforms, grid expansion & energy storage

Union Budget 26: ₹30,000 cr for DISCOM reforms, grid expansion & energy storage

India’s power sector in 2026–27 stands at the heart of the country’s development and decarbonisation journey, with the Union Budget…
Union Budget 26: Critical minerals mission, ₹1,500 cr exploration push & PSU expansion

Union Budget 26: Critical minerals mission, ₹1,500 cr exploration push & PSU expansion

India’s mining and minerals sector is undergoing a structural shift in 2026–27, moving from a traditional focus on bulk commodities…
Union Budget 26: ₹32,900 cr surge for solar, rooftop power & green hydrogen

Union Budget 26: ₹32,900 cr surge for solar, rooftop power & green hydrogen

India’s clean energy transition enters 2026–27 with unprecedented fiscal backing, as the Ministry of New and Renewable Energy (MNRE) commands…
Union Budget 26: ₹30,000 cr for LPG subsidies, strategic reserves & PSU expansion

Union Budget 26: ₹30,000 cr for LPG subsidies, strategic reserves & PSU expansion

India’s petroleum and natural gas sector in 2026–27 reflects a complex balancing act between consumer welfare, energy security, exploration ambition…
Union Budget 26: Pollution control, forest sinks & clean energy drive the green push

Union Budget 26: Pollution control, forest sinks & clean energy drive the green push

India’s climate action architecture in 2026–27 is being shaped less by a single headline scheme and more by a web…
Union Budget 26: ₹85,000 crore push for metro rail, housing & smart cities

Union Budget 26: ₹85,000 crore push for metro rail, housing & smart cities

India’s urban transformation story in 2026–27 is being written in concrete, steel, transit corridors and housing blocks. The Union Budget…
Union Budget 26: ₹24,000 cr push for nuclear power, fuel cycle & advanced research

Union Budget 26: ₹24,000 cr push for nuclear power, fuel cycle & advanced research

India’s atomic energy programme in 2026–27 stands at a decisive moment, where long-term strategic science, energy security and industrial capability…
ES26: How Viability Gap Funding is powering India’s green energy revolution

ES26: How Viability Gap Funding is powering India’s green energy revolution

As India accelerates toward its ambitious climate goals, the economic viability of new technologies remains the central challenge. The Economic…
ES26: India’s infrastructure pivot from capacity to competitiveness

ES26: India’s infrastructure pivot from capacity to competitiveness

If the last decade of the Indian economy was defined by the sheer scale of construction pouring concrete, laying tracks…
ES26: Indian Railways record Capex & green transition redefine national logistics

ES26: Indian Railways record Capex & green transition redefine national logistics

In the grand narrative of India’s infrastructure boom, few chapters are as compelling or capital-intensive as the transformation of Indian…
ES26: Growth, policy shifts and strategic imperatives in mineral sector

ES26: Growth, policy shifts and strategic imperatives in mineral sector

India’s mineral sector is entering a transformative phase, marked by robust growth, rising domestic and global demand, and significant policy…
ES26: Coal sector powers growth in FY26, while anchoring energy security

ES26: Coal sector powers growth in FY26, while anchoring energy security

India’s coal sector delivered a strong and strategically significant performance during the year, reaffirming its central role in India’s energy…
ES26: India’s petroleum sector balances strong demand and energy transition in FY26

ES26: India’s petroleum sector balances strong demand and energy transition in FY26

India’s petroleum sector delivered a mixed but strategically important performance during the year under review, reflecting the complex interplay between…
ES26: Natural gas sector advances as a transition fuel amid import dependence

ES26: Natural gas sector advances as a transition fuel amid import dependence

India’s natural gas sector delivered a performance in the year under review that reflected both steady structural progress and persistent…
ES26: India’s cement sector scales new heights amidst structural transformation

ES26: India’s cement sector scales new heights amidst structural transformation

India’s cement industry has emerged as a critical barometer of national industrial health and infrastructural ambition as the country marches…
ES26: Hydropower, India’s silent backbone of a renewable energy future

ES26: Hydropower, India’s silent backbone of a renewable energy future

Hydropower, long treated as the quiet workhorse of India’s electricity system, is re-emerging at the centre of the country’s energy…
ES26: How dedicated freight corridors (DFC) are reshaping India’s cement hubs

ES26: How dedicated freight corridors (DFC) are reshaping India’s cement hubs

In the intricate tapestry of India’s industrial landscape, few sectors are as physically demanding and logistics-intensive as the cement industry.…
ES26: India’s electric mobility sector hits high gear amid strategic recalibration

ES26: India’s electric mobility sector hits high gear amid strategic recalibration

India’s transition to electric mobility has moved from a policy ambition to a tangible economic force, emerging as a bright…
ES26: Power sector achieves historic turnaround amidst green transition

ES26: Power sector achieves historic turnaround amidst green transition

In a year marked by global energy volatility, India’s power sector has emerged not just as a survivor, but as…
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