St Petersburg oil terminal attack: impact on India’s Russian crude imports
India averaged about 1.8 million barrels a day of Russian seaborne crude this year, ahead of China at 1.2 million, according to Kpler data reported…
Energy Security
Iran Says a Supertanker Hit a Mine in Hormuz. India Cleared 12 Minesweepers and Has None Built
Indian Navy minesweepers are the missing piece in India’s answer to the mine claim now coming out of the Strait of Hormuz. On Saturday, Iran’s…
Russia Sanctions Waiver Spares India’s Refiners, but USTR Will Keep Counting the Buyers
Indian refiners can keep buying Russian crude without facing a 100 per cent US tariff, for as long as Washington chooses to leave it that…
Surgut Drone Attack: Ukraine Reaches Russia’s Oil Heartland as Washington Presses for a Pause
The Surgut drone attack on 16 October 2026 reached the heart of Russia’s oil country, and the official account stops at a single sentence. Governor…
Trump Says Greenland Oil Exploration Is Set to Begin. The Signed Text Gives the US No Such Right
Greenland’s proven oil: zero. Venezuela’s oil: licensed through Washington, and India is already buying it.
Trump Energy Ceasefire: A Diesel Price Play, Not Peace
The Trump energy ceasefire, announced on 11 October 2026, asks Ukraine to stop striking Russian refineries, the pressure point that has pushed diesel to record…
US-Russia Diesel Deal Worth ₹26,000 Crore, Up to ₹69,000 Crore
The US-Russia diesel deal is worth about ₹26,000 crore on announced volumes, up to ₹69,000 crore. See what Russia nets and what India risks.
Chennai Vladivostok Corridor: India’s Coking Coal Gamble
India declared the Chennai Vladivostok corridor operational in November 2024. A year later Moscow was still “working on activating” it. Why coking coal and east-coast…
Strait of Hormuz Reopening and Trump’s Strike Threat
Key Takeaways Crude flows through the Strait of Hormuz have returned to prewar levels — a seven-day average of 13.5 million barrels a day as…
Hormuz Ship-to-Ship Transfers: The Gulf’s Oil Workaround
Key Takeaways More than 70 percent of the crude that crossed the Strait of Hormuz in August changed tankers offshore, in ship-to-ship transfers protected by…
Strait of Hormuz Oil Flows Are Near Pre-War Levels — Carried by Ships Nobody Can See
The world’s most-watched oil number has acquired a strange property seven months into the Iran war: nobody can measure it. On 29 September 2026, JPMorgan…
Iran War Stock Market Impact: Sensex’s Rs 9 Lakh Crore Week
Key Takeaways President Donald Trump rejected Iran’s proposal to reopen the Strait of Hormuz within seven days, then denied reports — carried by Axios and…
India Russia Iran Sanctions: Jaishankar’s 3-Meeting Week
One week. Three foreign ministers. Three sanctions regimes. And India sat down with all of them. That’s the short version of the India Russia Iran…
Cape of Good Hope: From Cape of Storms to Trade Lifeline
Maritime Geopolitics · Analysis The wooden sign at the Cape of Good Hope is among the most photographed objects in Africa. Every day, travellers stand…
Hormuz Oil Flows Hit 6-Month High: India Isn’t the Winner
Saudi Arabia has spent the past ten days doing something the global oil market was not built to expect: quietly reviving Hormuz oil flows through…
India Nuclear Fuel Supply Chain: Inside the Race for Central Asian Uranium Corridors and Heavy Engineering Primacy
As India accelerates its 22,480 MW nuclear fleet expansion, the decisive strategic race is not in reactor physics, but in securing sovereign yellowcake corridors across…
Strait of Hormuz Oil Disruption: The Asymmetric Naval Choke Point Threatening Global Energy and India’s Strategic Reserve
A 39-kilometre naval bottleneck controls a fifth of the world’s petroleum. As war-risk insurance premiums spike and asymmetric naval swarms challenge the Strait of Hormuz,…
The Chokepoint Collapse: Saudi Arabia Shuts East-West Pipeline as Brent Pierces $107
Energy Security · Maritime Geopolitics With the 5-million-barrel Petroline disabled by aerial strikes and the Bab-el-Mandeb compromised, the simultaneous closure of maritime and overland bypasses…
Coal Gasification: How India’s ₹37,500-Crore Gamble Shields Energy, Steel, and Agriculture
Seven commercial bids from India’s largest conglomerates and PSUs have validated the Ministry of Coal’s ₹37,500-crore surface coal gasification scheme. By converting abundant domestic coal…
Hormuz Toll Dispute Isn’t Over Yet: Will Iran Start Charging Ships When the 60-Day Deal Expires?
New Delhi: The Hormuz Toll Dispute took center stage as Tehran and Washington officials began a 60-day countdown to determine if commercial vessels must pay…
Powering the Future: How Nuclear Energy Meets India’s Energy Needs
From Kalpakkam to Kudankulam: Expanding Nuclear Energy in India New Delhi: India’s rapid growth is driving record power demand. Factories, transit systems, and data centers…
Iran War and Peace Talks: US Market Jitters, the Safe-Haven Shake-Up, and India’s Market Outlook
Iran War Impact on Indian Market Outlook: Peace Talks, Safe Havens, and a Crude Shock The last week of May 2026 has an eerie rhythm….
Why India Says There Is No Fuel Crisis Despite Hormuz Tensions
India on Wednesday sought to calm concerns over fuel availability as tensions around the Strait of Hormuz continued to weigh on global energy markets. The…