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 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: 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
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.
Courtesy: AFR
The Persian Gulf conflict has already impacted India’s oil imports and financial security. However, India has not created meaningful options to protect itself from oil shocks over the last decade – and such shocks will continue. Now is the time for India to make equity investments in oil and gas companies in stable economies like the U.S., Canada and Australia, to protect itself from future energy crises.
Courtesy: MSN
The war in the Persian Gulf has already caused significant disruption in India’s South Asian neighbours. A prolonged conflict is likely to push the region back into economic and political crises from which it had been hopeful of emerging this year.
Courtesy: Bayerischer Rundfunk
During the week of the Munich Security Conference, Munich transformed into a temporary capital of global diplomacy. Gateway House participated and hosted a Side Event, “Multipolarity without Multilateralism: India, Europe and the Future of Global Order” on February 14. This diary captures observations from the conference and the city, reflecting on Europe’s evolving priorities and how the continent assesses its role in an increasingly fragmented world.
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: New Spotlight Magazine
Building a robust engagement with India on energy can help offset some of the economic and political crises that most of India’s neighbours are facing. Smaller South Asian neighbours will benefit from cheaper electricity and oil, paving the way for greater regional economic cooperation.