Courtesy: Gateway House
The India-Middle East-Europe Economic Corridor, currently stalled due to conflicts in the Gulf, may be an answer to the disrupted energy flows from the Persian Gulf. The proposed route, which connects the interior of Saudi Arabia to the Arabian Sea on one side and the Mediterranean Sea on the other, has immense value as a conduit for West Asian oil, as well as global data flows.
Courtesy: Gateway House
India’s Digital Public Infrastructure is spawning important services in agriculture which, when combined with Artificial Intelligence, is giving access to the country’s remotest and most linguistically diverse farmers. The state of Maharashtra is a case study in how this works, at scale and diversity. Components from the India example are being adapted in countries like Ethiopia with needs for similarly varied populations.
Courtesy: Gateway House
The sustainability of the Mecca Accord is determined by its response to three geopolitical challenges represented by India, Iran, and Israel. The India test centres on preventing the export of South Asian conflicts to the Gulf, the Iranian test rests on institutionalising sustainable deterrence beyond formulas of perpetual clash, and the Israeli axis tests the mechanisms for reshaping Saudi ties with American security and the future of regional normalisation.
Courtesy: AFP
The Mecca Accord between Saudi Arabia, Turkiye and Pakistan has raised some red flags in the region, and in India. One element remains unchanged: India’s value to Riyadh as an energy importer. With demand security holding more weight than supply security in an uncertain future, a major and growing oil importer like India is more important than the cash-for-security arrangement the Kingdom has signed with Pakistan.
Courtesy: Council on Foreign Relations
The absence of panic in the energy markets despite the renewed U.S.-Iran fighting indicates a well-supplied oil market in the longer term. That means stability for energy short countries like India in the long term. In the short term, however, India will be impacted by other disruptions, such as the increased use of sanctions.
Courtesy: Gateway House
India’s sovereign AI strategy prioritises chips, compute, data, models, and talent, but overlooks a critical pillar: energy security. As AI-driven electricity demand surges globally and the IndiaAI Mission rapidly expands computing capacity, reliable power is becoming a defining constraint on AI ambitions. Energy security must therefore be recognised as a core pillar of India’s sovereign AI strategy, not merely as supporting infrastructure.
Courtesy: Gateway House
The Smackover Formation in south Arkansas and east Texas holds vast reserves of lithium — the critical mineral powering electric vehicles, energy storage systems, and data centres. If successfully tapped, those reserves could drastically reduce America's dependence on China. Arkansas has a stable, proven, predictable regulatory and statutory framework and familiarity with the production process. Policymakers in India would be wise to follow developments closely.
Courtesy: Adobe Images
Renewable energy adoption will be much slower than what was being projected earlier, and China’s curbs on rare-earth magnets will slow down the adoption of electric vehicles. Oil will continue to fuel India’s economy in 2026 and beyond.
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: shutterstock / Allahfoto
The embargo on rare-earth magnets by China reflects a gap in India’s critical mineral supply chain. India should reduce the need for these minerals by promoting green hydrogen.