Solar
India’s Solar Cell Capacity Gap: 228.5 GW of Modules, Only 37.8 GW of Cells
India has approved 228.5 GW a year of solar module capacity but only about 37.8 GW of cell capacity. Here is why cells are now the…
Analysis
Tag: India
Oil & Gas
Brent Crude Price Hits $110: Why Shipping Risk, Not Scarcity, Is Driving Oil
The Brent crude price touched $110 as attacks hit Hormuz shipping and Saudi sites. Why emergency stocks buy time but cannot make tankers safe.
Power
The Grid Is the Bottleneck: PM-DHARA, India’s Curtailment and Britain’s £505m Bill
PM-DHARA funds India's transmission fix, but solar takes 12-18 months to build and grid lines 3-4 years. Why batteries are the bridge to 2030.
Biofuels
India Sets Zero Sugar Diversion for Ethanol: What It Means for 2026-27 Blending
India's 2026-27 tender sets zero sugar diversion for ethanol and gives maize the top rate. What it means for mills, distillers and blending.
Oil & Gas
Strait of Hormuz Flows vs Asia Arrivals: Why Normal-Looking Imports Mislead
Asia's crude imports look near pre-war levels, yet oil flows through the Strait of Hormuz are 40% below normal. Why loadings show what comes next.
Power
India’s Power Mix: Why Coal’s Share Rose to 83% Despite 308 GW of Renewables
Coal's share of the India power mix rose from 74% to 83% as demand jumped and El Niño cut hydro. Why 308 GW of renewables still…