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Gulf shipping crisis forces India to rethink gas as a transition fuel
The crisis is raising questions around India’s dependence on imported transition fuels and strengthening the case for renewables, storage, and…
Hormuz closure forces BPCL to rewire its crude sourcing strategy
The refiner had planned to source 55% of its FY 2027 crude through annual contracts, but supply disruptions are pushing…
THIS AFTERNOON: CRA trims India growth forecast but RBI payout will cushion revenue shortfall
Plus: India readies its tankers for Hormuz return
India is prepping emergency capital and import controls as INR hits new lows
Out of room: After two years of shielding consumers from oil shocks, the Prime Minister’s Office, the Finance Ministry, and…
Modi is heading to Abu Dhabi after weeks of absorbing Iran crisis at home
The UAE is Modi's only Gulf stop. The itinerary, the sequencing, and the Saudi absence all tell you the corridor…
THIS AFTERNOON: India’s import shift drives explosive growth in Oman crude shipments
Good morning, friends. This is the week our corridor story stopped being five separate stories. Modi heads to Abu Dhabi…
THIS AFTERNOON: UAE-managed LPG tanker sails Hormuz
Good morning, friends. The corridor is having an uncomfortable moment since Prime Minister Narendra Modi's address yesterday. Modi asked Indians…
THIS AFTERNOON: Indian Oil Corporation tanker navigates blocked strait
Plus: Indian airlines cut international flights amid war disruptions
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