Energy Security

IMPACT OF THE WEST ASIA CONFLICT ON INDIAN ECONOMY AND ENERGY SECURITY

The 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.

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Operation 'Lion's Roar' To 'Epic Fury': Battle Names In The US-Israel-Iran Conflict

The 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.

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PM Surya Ghar Scheme: Benefits, Challenges, Way Forward

PM 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.

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RARE EARTH MAGNETS : OPPOTUNITY & CHALLENGES

Rare 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.

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INTERNATIONAL SOLAR ALLIANCE LAUNCHES GLOBAL AI-FOR-ENERGY MISSION

The 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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INDIA-RUSSIA RELATIONS: BALANCING OLD TIES WITH NEW GEOPOLITICAL REALITIES

Punitive US tariffs have strained India’s ties with Washington and Moscow, deepening its oil dilemma as energy security clashes with sanctions. Facing trade pressures and the China factor, India must balance US economic interests with defence cooperation like S 400 and AK 203 through pragmatic multi alignment.

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INDIA- GULF COOPERATION COUNCIL (GCC) FREE TRADE AGREEMENT(FTA)

In February 2026, India and the GCC finalized the ToR for an FTA under the Act West policy, aiming to expand ties beyond energy into renewables, investment, and diaspora welfare. Backed by $178.56 billion trade, it supports IMEC and targets $300 billion trade by 2030.

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INDIA-U.S. TRADE DEAL 2026: ECONOMIC BOOM OR STRATEGIC TRAP?

The February 2026 trade deal between India and the United States cut tariffs to boost textiles and pharmaceuticals, benefiting hubs like Tiruppur. In return, India pledged reduced Russia energy imports, raising concerns over strategic autonomy and persistent steel tariff barriers.

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INDIA AIMS TO DEVELOP 100 GW OF HYDRO PUMPED STORAGE BY 2047

The CEA’s roadmap targets 100 GW of Hydro Pumped Storage by 2047 as India’s main grid-scale storage to integrate 500 GW renewables. Despite cost, gestation, and clearance hurdles, policy support, PPPs, and faster approvals can make HPS vital for energy security and Net Zero goals.

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INDIA'S CHANGING CRUDE OIL SUPPLIERS

India’s crude oil basket has evolved from dominant dependence on West Asia to a more diversified mix, influenced by geopolitics, sanctions, price dynamics, and refinery flexibility. The decline of Iranian supplies due to sanctions, the rise of U.S. and African crude, and especially the rapid increase in discounted Russian oil since 2022 have reshaped India’s sourcing pattern. Today, India imports nearly 85% of its crude requirement, with Russia emerging as a leading supplier alongside Middle Eastern producers, reflecting a strategy focused on cost efficiency, energy security, and diplomatic balancing.

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INDIA-OMAN RELATIONS: STATUS, SIGNIFICANCE, CHALLENGES, WAY FORWARD

India–Oman ties, central to India’s West Asia policy, have deepened into a strategic partnership anchored in defence, trade and culture. Duqm Port access and Hormuz proximity enhance maritime security. The proposed CEPA promises trade growth, while alignment with Oman Vision 2040 can offset regional instability and Chinese influence.

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INDIA-RUSSIA SPECIAL AND PRIVILEGED STRATEGIC PARTNERSHIP

The India-Russia relationship, elevated to a "Special and Privileged Strategic Partnership," remains resilient amidst a complex multipolar world. Historically anchored in defence cooperation, the partnership is now driven by energy security, evidenced by soaring crude oil imports and collaboration on the Kudankulam Nuclear Power Plant.

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