shutterstock_1411804163 Courtesy: Shutterstock
5 April 2020

Is rare earth still China’s dominant lever?

The second-most important issue on everyone's mind after the Coronavirus, is Rare Earths - those metallic elements like scandium and cerium, used in every aspect of modern electronics like our cell phones, rechargeable batteries, florescent lighting. The reason is: China. China has the world's largest deposits and production of rare earths, and has not hesitated to withhold its export to countries that disagree with it in the past. 

shutterstock_365191952 (1) Courtesy: Shutterstock
19 March 2020

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

shutterstock_1469502182 Courtesy: Shutterstock
27 February 2020

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

49577427353_7082006d59_c Courtesy: MEA/Flickr
24 February 2020

Deepening bilateral ties

The deepening Indo-U.S. bilateral over the last two decades has resulted in a depth of economic and strategic relations. Bilateral trade is now $160 billion annually, and set to grow. Defence dominates the strategic partnership and therefore the economic engagement. The exciting new areas of alliance are technology, energy and space. There are surely differences between the two democracies, but these are aired publicly and restored through negotiations. For in a rapidly changing world, the strength of the partnership now and in the future, depends on collaboration. Gateway House has an extensive repository of primary research, analysis and reporting on the Indo-U.S. bilateral, addressing issues such as trade, technology exchange and defence cooperation.

shutterstock_201055439 Courtesy: Shutterstock
30 January 2020

China’s energy challenges: lessons for India

China’s clean-up of its cities and its success in improving urban air quality hold important lessons for India. But the outbreak of the corona virus and reports that news about it was initially suppressed tell a different story. While physical infrastructure is important, equally vital are a free media and an open society, where people are not afraid to speak

49388354208_649e77048e_c Courtesy: MEA/Flickr
23 January 2020

A new normal for Iran

India-Iran ties span culture, economics and geopolitics. Iran is one of India’s most important neighbours and must be viewed on its own standing, not through a Western prism. Gateway House has an extensive repository of research and reporting on Iran, ranging from India-Iran historical ties, Iran’s role in India’s energy security and the impact of U.S. sanctions on Iran and on India, which helps to better understand this crucial nation.

1234 Courtesy: MEA/Flickr
23 January 2020

Javad Zarif’s India outreach

Iran’s foreign minister Javad Zarif was in Mumbai on 16-17 January 2020, just days after the Iran-U.S. showdown in Iraq and the assassination of Iran’s top general. Zarif explained Iran’s dilemma to audiences in India and was hoping for public support. But the fact is that the January tensions are not Iran’s problem alone; it’s a global game-changer that has propelled the formation of new alliances

Global Energy Forum Courtesy: Atlantic Council
16 January 2020

A post-Soleimani energy world

The Atlantic Council Global Energy Forum, held in Abu Dhabi on 10-12 January 2020, had the top businesses and analysts of the global energy industry. It was also part of a larger event, the annual Abu Dhabi Sustainability Week, which aims to be a global platform for sustainability in various industries

shutterstock_294753152 Courtesy: Shutterstock
9 January 2020

Conflict with Iran primes U.S. economy

Oil prices, arms exports and conflict are inter related especially when it comes to the U.S. Its arms industry grows when high prices and conflicts coincide. This has kept West Asia on a perennial geopolitical boil. This infographic charts the highs and lows of U.S. arms sales, especially in the light of conflicts centred around West Asia

shutterstock_1221395809 Courtesy: Shutterstock
19 December 2019

The mystery of Aramco’s stock price

The rise in Saudi Aramco’s stock price within two days of its IPO in November 2019, has taken the company’s market value past the $2-trillion mark. This valuation should not be taken at face value for the offering is miniscule, and closely linked to the ruler's prestige rather than stock market fundamentals