Courtesy: Telegrafi
On October 22, 2025, U.S. President Donald Trump imposed sanctions on Russia’s oil giants, Rosneft and Lukoil. The move has clear geopolitical motives—to remove a major supplier from an oversupplied oil market. Indian oil companies, key buyers of Russian crude, now face pressure to cut imports, undermining India’s energy diversification and shaking global oil markets, including the U.S. economy.
Courtesy: Getty Images
The Quad Foreign Ministers’ Meeting in Washington on 1 July, 2025, underscored the importance of diversified and reliable global supply chains, especially for critical minerals. A Gateway House report shows how to strengthen supply chains for rare earths by creating deep financial markets similar to those that exist for bullion and oil.
Courtesy: Gateway House
A slowdown of the Chinese economy, and the shift, particularly by MNCs, from China to other more competitive locations has opened up business opportunities for latecomers to supply chains in the developing world. Evidence suggests that Southeast Asia and some South Asian countries like India, Sri Lanka, Bangladesh, could be beneficiaries of the supply chain shift, particularly in labour-intensive segments.
Courtesy: Gateway House
Geopolitics is increasingly intertwined with the economic destiny of South Asia. Even before the U.S. tariffs were rolled out, growing polycrises had hit the global economy, which has been struggling since the pandemic. South Asia seems a relatively bright spark of regional trade and growth. This paper analyses South Asia’s trade architecture in the backdrop of a sluggish world economy in the 2020s, and makes recommendations for closer regional economic integration.
Courtesy: President of Russia-Events website
Europe has reduced its reliance on Russian gas following the war in Ukraine, and its chief supplier Russia is mired in western sanctions. What does it mean for Russia? It has certainly changed the fortunes for American gas to be sold to Europe: as of 2023, the US had become the world’s top exporter of gas.
Courtesy: Institute for Security & Development Policy
Japan and the EU have a stable and long engagement with India. As India grows in economic and geopolitical significance, both partners must change the lens they view India with. Japan has done better, especially with investment, and because of a common interest and activity in the Indo-Pacific. The EU is driven by Brussels still and needs must overcome that limitation to better leverage India.
Courtesy: Deutsche Welle (DW)
On July 13, the German cabinet approved its Strategy on China after nearly two years of internal discussions. The new strategy simultaneously views China as a “partner, competitor, and systemic rival”, calling for de-risking German economic dependence on China, while also expanding cooperation with other countries in the Indo-Pacific region.
Courtesy: The Dahrendorf Forum
The Russia-Ukraine conflict has led to the resurgence of interest in Central Asian as an alternate trade corridor between Europe and Asia. Timely investment in connectivity projects like the Middle Corridor and the INSTC by regional stakeholders, as well as by the EU, China and India, must now build on this interest to create new regional, international, and cross-continental transport corridors.
Courtesy: Gateway House
Significant progress has been made globally in adopting green energy. Technological advances, easier availability of capital and regulatory measures have helped. But progress is likely to slow due to the shocks caused by Covid-19 and the Ukraine crisis. How to continue the green transition whilst ensuring that lower-income countries have access to affordable energy? This Task Force offers recommendations for India’s G20 Presidency.
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Courtesy: Gateway House
Discontent over high energy prices, spiralling living costs, and anti war sentiments have gripped Europe, resulting in protests and civil unrest across the continent. With no immediate solution in sight, public resentment is likely to intensify through the coming winter months