S Dinakar

Shipping is the biggest obstacle for India in source fuels

A global supply squeeze is nudging India faster towards renewables, even as China stays far ahead

Newer LNG terminals face viability risks as West Asia conflict cuts supplies, raises prices and weakens demand, even as India expands import capacity and dependence on overseas gas

India emerges as the largest energy transition market outside China, needing up to $300 billion as demand surges and global investors step in

Latest sanctions by EU banning imports of fuels made from Russian crude oil from January has hurt India's sales, say industry sources

Indian refiners find the Iran oil supply chain difficult to navigate, especially within the limited waiver window set by Washington for the oil to be delivered and paid for

On the positive side, a new route, bypassing Hormuz, opened for India's LPG supplies from Saudi Arabia. But there is a supply shortage for March and a much bigger one for April as of date

System adds hundreds of millions of dollars to India's fuel import bill; ministry aware

War-hit routes and contract-locked supplies squeeze availability

The country still faces a shortfall of 750,000 bpd of crude oil in March compared to Feb

2 years after the launch of PM Surya Ghar, rooftop solar adoption has accelerated but remains far short of the 10-million-home target

India's new gas rationing regime may still fall short as LNG supplies shrink after the Strait of Hormuz closure, leaving a widening gap between demand and imports

Surplus ethanol capacity and rising geopolitical risks revive calls for higher blending targets as India weighs E30, flex fuels and even E50 to bolster energy security

Strategic reserves offer limited cover as shipping disruptions slow the arrival of replacement barrels

LNG tenders fail, tankers stranded, storage at 30%; naphtha back in the mix

Timing of the new US-Israel bombing of Iran and Tehran's response couldn't be worse for India

Four years after Russia's invasion of Ukraine, Western measures to restrict Russian crude oil flows are beginning to have a real impact as the Trump administration steps up pressure on India

While GL 46A allows financing activities related to transactions, alongside are sanctions on dealings with Venezuelan state oil company PdVSA

India readies first compliance carbon market, with 490 units notified; steel and fertiliser yet to get targets as CBAM pressure mounts

After a rare dip in coal generation in 2025, India's emissions may edge up in 2026 as power demand rebounds and thermal plants anchor the grid