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The escalating conflict involving Iran and its regional proxies has created a significant shift in the global geopolitical landscape. While the United States and its allies are deeply embroiled in diplomatic and military efforts to contain the crisis, China has positioned itself as a strategic beneficiary.
Click to View MoreThe United States government has announced it will not renew the temporary sanctions waivers that permitted countries, including India, to import Russian and Iranian oil already in transit. This decision marks a pivot back to a strict enforcement regime, potentially tightening global energy supplies and increasing the procurement costs for Indian refiners.
Click to View MoreThe International Monetary Fund (IMF) released its World Economic Outlook (WEO) for April 2026 on April 14, highlighting a downward revision in global growth projections primarily due to the escalating conflict in West Asia (involving the US, Israel, and Iran).
Click to View MoreLaunched in 1975, Proálcool was an initiative to reduce oil dependence by substituting petrol with sugarcane-based ethanol. It transformed Brazil into a global leader in biofuels, pioneering flex-fuel technology and creating a sustainable, large-scale domestic renewable energy ecosystem.
Click to View MoreAs the 2026 BRICS Chair, India has transitioned from a passive observer to a proactive mediator in the West Asia crisis. Navigating the 11-member bloc, India leverages its "Link West" policy to facilitate consensus through the Sherpa channel. Its role is critical in stabilizing global energy supply chains—particularly the Strait of Hormuz—while balancing strategic ties with the U.S. and the Global South.
Click to View MoreEscalating tensions in the Strait of Hormuz, a key global oil chokepoint, have disrupted energy and commodity supply chains, hitting Asia hardest. India faces risks to LPG supply and economic stability, prompting diversification and domestic output, while the IEA considers releasing strategic reserves.
Click to View MoreRecent tensions in the Strait of Hormuz highlight India’s LPG vulnerability. While PMUY expanded access to over 10 crore households, import dependence reached 60–67%. With LPG storage for under 22 days, experts urge strategic reserves, including salt cavern storage in Rajasthan, and a national gas reserve policy.
Click to View MoreThe West Asia conflict threatens the Indian economy by spiking crude oil prices, which worsens inflation and the trade deficit. Supply chain disruptions via the Red Sea increase freight costs, hitting exports. Prolonged instability risks the safety and remittances of millions of Indian expatriates living in the region.
Click to View MoreThe escalating standoff between Israel, Iran, and the US over nuclear advancements risks a global energy crisis via the Strait of Hormuz, necessitating urgent Indian-led mediation to restore regional stability.
Click to View MorePM Surya Ghar: Muft Bijli Yojana promotes rooftop solar through subsidies and concessional loans, cutting AT&C losses and boosting decentralised power. It faces DISCOM resistance, and grid “Duck Curve” risks. Battery storage and uniform net metering are vital for maximising the benefit and achieving Panchamrit goals.
Click to View MoreRare earth magnets are high-performance materials essential for electric vehicles, wind turbines, electronics, and defence systems, making them critical for India’s clean energy transition and technological growth. With China dominating global processing, India’s push for domestic manufacturing, critical mineral processing, and recycling aims to reduce import dependence and build a self-reliant mine-to-magnet ecosystem to strengthen economic and strategic security.
Click to View MoreThe International Solar Alliance has launched the Global Mission on AI for Energy to integrate AI into grid management across 120+ nations. It targets renewable intermittency, decentralized optimization, and climate finance, showcasing India’s Energy Stack and DPI, while confronting digital divides, data sovereignty issues, and AI’s energy footprint.
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