By Anit Mukherjee
As crude oil prices moderate and energy supplies become more predictable, India has an opportunity to address three key challenges.
By Parul Bakshi and Lydia Powell
Over the past decade, three structural shifts have been reordering global energy trade, encompassing not only traditional oil and gas flows but also the rapidly growing cross-border trade in electricity and clean energy goods.
By Piyush Verma
For the Global South, the stakes are particularly high: the energy transition could unlock industrialization, resilience, and strategic bargaining power, but it could also reproduce older patterns of dependency through new technologies, standards, minerals, and financial asymmetries.
By Andreas Kuehn and Cauvery Ganapathy
While the integration of AI offers benefits for the optimization of energy systems through grid management, renewable energy integration, predictive maintenance, and accurate forecasting of alternative forms of energy, its energy-intensive nature could also negatively impact the countries and ecosystems seeking to adopt it.
By Medha Prasanna
The oil age will not end because the world runs out of oil, but because oil reserves stop being worth pumping. The UAE has moved fast, not as just a knee-jerk reaction to the conflict in the region, but as a strategic divergence.
By Andre Nicola
Across South America, governments are increasingly framing environmental regulation as a constraint on growth, investment, and national competitiveness. South America's political direction over the next several years will be an early test of whether economic development can be reconciled with environmental stewardship throughout the region.
By Ammar Nainar
The Iran War has already had a severe impact on the United States’ arms and ammunition inventory. The new demands for arms and munitions come just as India has begun to improve its domestic weapons manufacturing and promote defense exports. In the coming years, this offers opportunities for India and the United States to cooperate in defense manufacturing at scale.
By Anit Mukherjee
The current crisis in the Middle East has demonstrated that ensuring energy security will remain a challenge for policymakers in the foreseeable future, especially for countries like India. At the same time, the current disruption provides an opportunity to initiate and build on energy sector reforms to make sure that countries are better prepared to deal with such shocks in the future.
By Ammar Nainar
Disruptions in the Strait of Hormuz resulting from the conflict between the United States and Israel, on the one hand, and Iran on the other, threaten to create another global energy crisis. India has many reasons to proactively take such action: the closure of the Strait of Hormuz risks exacerbating the country’s energy shortages and food insecurity.
By Jeffrey D. Bean
The AI Impact Summit underscored India’s commitment to be seen as a leader for technology deployment to the Global South. In this way, India is attempting to serve as a bridge between the leading technology manufacturing countries and the societies where applied technology may have the biggest impact on quality of life, in areas like healthcare, education, and agriculture
By Udaibir Das
When finance is discussed in the context of India’s trade agreements, the debate polarizes: either India is genuinely opening, or it remains stuck in defensive regulation. But neither captures what is happening: India is selectively binding regulatory discretion, exporting specific platforms, and keeping control over balance-sheet risks.
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