Amit Bhandari

Amit Bhandari

Fellow, Energy & Environment Studies Programme

Amit has worked in the business media and financial markets for over a decade. He started his career with Economic  Times,  where he tracked the energy sector. He was a part of the start up team of ET Now, the business news channel. Amit  was  responsible for setting up India Reality Research, a new research outfit within CLSA India, a stock broking firm. He  has  also worked with Deccan Chronicle Group as the business editor for their general dailies. He holds an Masters in Business Administration from IIM- Ahmedabad and a Bachelors degree in Technology from IT-BHU.  Download high-res bio image
Expertise

Geopolitics of energy sources and supplies, energy technology and global energy markets

Last modified: May 18, 2021

Recent projects

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13 January 2021 Hindustan Times

Financial Investments to Secure Energy

The ongoing turmoil in the oil markets due to the pandemic and underutilized supply, presents a long-term opportunity for India to secure its energy future. It can take small stakes in the listed oil and gas companies of stable Western democracies like the U.S., Canada and Australia, through a specially-created sovereign wealth fund. This will allow India to be better prepared for the era when prices rise again.
amit paper cover Courtesy: Gateway House
21 December 2020 Gateway House

India’s energy investments: A fresh approach

India’s investments in energy thus far have concentrated on buying stakes in oilfields in developing countries often at the risk of political unpredictability. With oil prices, and therefore oil company values, falling – India should revise this strategy and aim for better value and lower risk by making investments in companies in the developed world. This paper recommends investing in oil and gas assets in energy-rich developed countries like the U.S., Canada and Australia, to reduce India's vulnerability to future increases in energy prices. These should be made via a sovereign wealth fund (SWF), not the national oil companies. The SWF will be best served by acting as a financial investor, acquiring, only minority stakes, rather than aiming for management control.
India-Canada Energy Cooperation Courtesy: Gateway House & CIGI
9 July 2020 Gateway House & CIGI

India-Canada energy cooperation

Canada has been one of the biggest success stories in oil over the past few years. India should consider financial investments in Canadian energy assets as a means to secure its energy supplies. This paper studies the feasibility and prospects for Indian investment in Canada's petroleum sector.
shutterstock_353371844 Courtesy: Shutterstock
16 April 2020 Gateway House

Oil in the post-COVID-19 world

The OPEC’s proposed cut in oil production earlier this week may not enable the energy market to recover. Recovery is likely only after COVID-19 is brought under control, but there are ways India can capitalise on the current low oil prices for its own energy security
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19 March 2020 Gateway House

Good and bad of low oil prices

The Coronavirus pandemic has caused crude oil prices to crash almost 40% even as Saudi Arabia and Russia pump more oil into the market. Fears are rife that this crisis will hit demand. There are repercussions on the U.S., the world’s top oil producer, on India, one of its new clients, and on the Gulf Cooperation Council countries
ChineseInvestmentsinIndiaReport_2020_Cover Courtesy: Gateway House
9 March 2020 Gateway House

Chinese investments in India

Over the last five years, China has quietly created a significant place for itself in India – in the technology domain. While India has refused to sign on to China's Belt and Road Initiative (BRI), this report shows India's positioning in the virtual BRI to be strategically invaluable for China. Nearly $4 billion in venture investments in start-ups, the online ecosystem and apps have been made by Chinese entities. This is just the beginning; there is more to come.
shutterstock_1469502182 Courtesy: Shutterstock
27 February 2020 Mint

India-U.S. shale oil opportunity

U.S. President Donald Trump's recent visit to India gave a boost to bilateral energy ties. To really benefit, India’s state-owned oil companies should consider investing in U.S. shale oil. The U.S. is politically and economically stable and investors are not subject to arbitrary action. Indian companies should only be financial investors, not operators of assets, and bet on companies with manageable debt and efficient operations rather than short-term winners