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Elevated coal costs seen capping Q1 margin recovery for steel firms

Elevated coal costs seen capping Q1 margin recovery for steel firms

Steel firms anticipate weaker Q1 margin recovery despite higher prices. Elevated coking coal, freight, and operating costs are offsetting benefits, capping expected gains for the sector.
Powering the turnaround

Powering the turnaround

Tamil Nadu's power sector faces financial strain, with ₹27,053 crore in subsidies by 2025-26. Reforms like targeted subsidies, energy storage, and grid modernization are crucial to restore sustainability and meet rising demand.
Hormuz crisis: Iran hit triggers fears of fuel supply disruption

Hormuz crisis: Iran hit triggers fears of fuel supply disruption

Iranian forces attacked a Cyprus-flagged ship with Indian crew, raising fears of fuel and fertilizer supply disruption via the Strait of Hormuz. Officials monitor the situation, assuring India has sufficient stocks and alternative cargo arrangements.
Rain eases load-shedding, but bad weather keeps power outages alive

Rain eases load-shedding, but bad weather keeps power outages alive

Rain significantly reduced load-shedding, keeping it mostly below 200MW. However, bad weather and maintenance cause localized power outages, despite sufficient supply. This contrasts with 2,888MW load-shedding two weeks ago due to heat.
DW News. . Cuba is running out of oil and gas because of the United States. Now China is filling the gap with solar. #DWEnvironmentNews

DW News. . Cuba is running out of oil and gas because of the United States. Now China is filling the gap with solar. #DWEnvironmentNews

Cuba faces oil and gas shortages due to US actions. China is now stepping in to provide solar energy, addressing the country's energy gap.
Times Dhandho: Discom curbs cast shadow on Gujarat’s solar push

Times Dhandho: Discom curbs cast shadow on Gujarat’s solar push

Gujarat's solar push faces shadow as discoms curtail 20-70% captive solar power, stretching payback periods from 6 to 10+ years. This causes financial stress, undermining green investments and viability for industries.
Oil conundrum: on India’s energy imports from Russia

Oil conundrum: on India’s energy imports from Russia

India's May crude imports from Russia hit over 40%, highest in two years, despite risks like yuan payments, single-source concentration, and a $46/ton premium. This impacts refiner margins and raises strategic autonomy concerns.
India needs multi-fuel security

India needs multi-fuel security

India's rushed ethanol push faces criticism for vehicle damage, food security risks, and low energy density. Distilleries profit significantly (Rs 1.96 lakh crore). Experts urge a multi-fuel security approach, contrasting with Brazil's phased transition.
​Insular incentive: on ethanol-blended fuel and the Indian consumer

​Insular incentive: on ethanol-blended fuel and the Indian consumer

India's E20 ethanol policy is criticized for higher consumer costs and environmental impact from sugarcane. The article urges focus on resource efficiency, food security, and 2G ethanol from residues, rather than consumers paying more for lower-mileage fuel.
BMW group India posts record H1 2026 sales as EV demand continues to grow

BMW group India posts record H1 2026 sales as EV demand continues to grow

BMW India posted record H1 2026 sales of 9,075 cars, up 17% YoY. EV demand surged 78% to 2,359 units (26% of sales), securing 69% luxury EV market share. Long-wheelbase models and SUVs also drove significant growth.

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