Courtesy: Outlook Business
The legacy of the Modi-Takaichi Summit will extend well beyond the bilateral. It demonstrates that middle powers, through responsible and sustained action, are capable of shaping the future of the Indo-Pacific through strategic intent and the resilient economic networks that back it up to promote regional stability. For India and Japan, economic security is the foundation upon which the next generation of the bilateral will be built.
Courtesy: Kenny Holston / AP
President Donald Trump’s May 13-15 visit to China was set against the backdrop of the ongoing U.S.-Israel-Iran conflict. Though the agenda was an economic one, Beijing used the occasion to project itself as a stabilising power, urging dialogue between Washington and Tehran. The visit did produce agreements on trade and investment, but the absence of a joint statement and differing priorities exposed persistent tensions. In this tale of two visits, China seems to have trumped the U.S.
Courtesy: Gateway House
The 2026 Persian Gulf conflict has pushed energy security to the forefront of the BRICS agenda. Divergent national interests prevent the grouping from acting as a unified geopolitical bloc, the growing energy crisis highlights the need for stronger economic cooperation. Proposals such as a BRICS energy reserve, an Energy Stability Fund, and cross-border investments could enhance resilience and be essential if BRICS wants to emerge as a serious economic grouping.
Courtesy: AFP
India signed on to two deals on critical minerals in May: one was the launch of the Quad Critical Minerals Initiative and the other a new bilateral India–U.S. framework on critical minerals. Both highlight the deep concerns over China’s dominance of global supply chains. For India, specifically, these initiatives will advance its ambitions in green energy. Collectively, the QUAD members have differing priorities. Can those be sustained long-term, for success?
Courtesy: KNN
The UAE’s recent exit from OPEC, and the U.S. push to sell more oil to India are markers of a new order in the oil world with demand security at a premium. As a major oil importer, India must respond to it smartly. It must develop deeper partnerships with both the UAE and U.S., and a new financial ecosystem and benchmarks for the new order.
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: Gateway House
history, the Palestine issue, the creation of Israel, and strained U.S.-Iran ties. India’s former ambassador to India, Saurabh Kumar, witnessed the hope of the Joint Comprehensive Plan of Action and its collapse. Unfulfilled hopes have led to reignited tensions. The U.S.-Israeli objectives of regime change are still unmet, and Iran’s survival marks a strategic outcome, despite its domestic economic and military strain. Ambassador Kumar discusses Iran and the ongoing crisis in West Asia.
Courtesy: @DrJaishankar/X
South Korea and India have much in common – both are Indo-Pacific players, oil importers and business-oriented economies. Yet, despite the ubiquitious and successful presence of Korean companies in India’s markets, the political relationship has been weak, and underperformed. The recent state visit by South Korean President Lee Jae-myung to India along with a slew of economic and strategic agreements signed, is an effort to recalibrate the relationship.
Courtesy: Gateway House
The West Asian conflict is raising questions about Iran’s performance. Tehran appeared well-prepared, having expanded its low-cost drone and missile capabilities. It also widened the conflict by targeting U.S. bases in the Gulf. The key lesson is that eliminating leadership does not guarantee regime change. The conflict underscores that modern warfare depends not just on battlefield gains, but also on economic resilience, trade leverage, and technological strength.
Courtesy: Gateway House
Following the U.S.–Iran ceasefire and partial reopening of the Strait of Hormuz, energy flows may resume, but uncertainty persists. Robin Mills, CEO of Qamar Energy, and Amit Bhandari, Senior Fellow on Energy, Investments and Connectivity, Gateway House, note that Iran will retain leverage and will continue influencing prices and supply chains. Natural gas shortages will further disrupt fertiliser production and fuel inflation world-wide.