aashna-china Courtesy: Gateway House
14 May 2018

Gwadar: trade hub or military asset?

China’s ostensible intentions are to turn Gwadar port into a focal point of the China Pakistan Economic Corridor. But the geography of the region is a major stumbling block in the realisation of these ambitions and raises questions about the project’s underlying motives

Snapshot-Energy Map Courtesy: Gateway House
4 January 2018

India’s opportunity in high energy prices

India has benefited from three years of low petroleum prices. The tide is now turning, with oil moving from a benign $50 to $70 a barrel. This is a good time for it to start using financial instruments and asset purchases, as other countries do, to protect itself against further price rises

16CHINATRUMP-facebookJumbo Courtesy: New York Times
13 July 2017

2016, the hinge year

Three epoch-making events in 2016 are continuing to have global repercussions. They were: Brexit, China’s rubbishing of the July verdict of the Permanent Court of Arbitration after it rejected its claims on disputed islands in the South China Sea, and Trump’s election. This article, the prologue to a book-in-progress, The Hinge Year – Geopolitical Dislocations and Dispersals, outlines how these events intersect with transformed geoeconomic realities

SLQ Courtesy: Wikimedia Commons
19 December 2016

LNG strategies for the EU and India

India’s gas consumption is lower than the EU’s, but it too, like the EU, relies heavily on imports. With LNG likely to remain a key part of India’s gas supplies in the future, and given recent changes in the global market, what is the future potential of LNG imports for the EU and India? What are the best energy policies for the two regions?

India+Reliance+petrochemical+plant Courtesy: bdnews24
14 December 2016

Three tiers of energy security for India

India imports 80% of its oil and 80% of the imports are from vulnerable regions. This high-cost, high-risk approach is not sustainable, and the current low price of oil offers India an opportunity to secure its long-term energy needs by taking three concurrent steps: diversifying supply sources, investing in oil fields, and using financial instruments

china oil Courtesy: Yahoo
1 September 2016

China’s oil paralysis, our gain

The sheen is coming off China’s state-owned oil companies, which have been hit by the country’s political churning and by their own excesses of buying assets at the peak of the cycle. Now with oil prices low, India has the chance to make well-priced acquisitions without Chinese competition.

Raichur_Thermal_Power_Station Courtesy: Wikipedia
12 May 2016

India’s energy: three years, three aims

Relatively low fossil fuel prices have created a favourable climate for the Modi government to secure India’s growing energy needs in a sustainable manner and at fair prices. The government should also encourage locally-built wind and nuclear options to secure India’s long-term needs.