Courtesy: BSS News
Beijing has agreed to fund a port in Bangladesh, the third port funded by foreign governments. This shouldn’t be a concern for India, because unlike Pakistan and Sri Lanka, it has a diversified lender base. Japan and Russia are the large infrastructure funders, with China in the third place, while the U.S. and the E.U. are key export markets. India lags as an investor.
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
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: 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: Reuters
The Ukraine crisis has sent the EU scrambling for new gas supplies, generating fresh interest in gas pipelines from Central Asia and West Asia via Turkey. Practical difficulties make most of these new projects unviable.
Courtesy: Gateway House
In this webcast, we discuss the transport energy options for India. The government of India intends to pursue Electric Vehicles with aggression, both to help India meet its Climate Change commitments, as also to reduce its dependence on fossil fuels in the post corona era. But is it what India needs? Are the necessary raw materials for batteries accessible in both the near and short term? Can India readily abandon oil, now cheap and from a region which gives jobs to our expatriate population?
Courtesy: Gateway House
Trends in technology, geopolitics and geoeconomics have dramatically transformed the global energy scenario in the last two years. This means favourable conditions for import-dependent India, which must use the opportunities available to reduce its vulnerability to high energy prices. The jump in oil prices past the $60 mark suggests that India must act with alacrity. India’s Energy Footprint Map offers a profile of India’s global trade and investment in energy, and indicates what India can do to access cheap and reliable supplies
Courtesy: Wikipedia
One of the long-standing issues in the Iran-P5+1 negotiations was Iran's Arak nuclear reactor because of its potential to produce weapons grade plutonium. The recent Iran-P5+1 agreement includes a resolution that has specific measures to ensure it is not used to used to produce nuclear weapons
Courtesy: Office of the President of Iran
In recent days, both the U.S. and Iran have intimated that they seek a broad improvement in relations, signalling a welcome thaw in bilateral ties. What does this mean for Tehran and Washington, and more importantly, how will this development play out in the West Asian region?