$100/barrel crude on screen, $145/barrel in physical market: Kotak Securities sees two pricesCrude oil’s physical market price could reach nearly $145 a barrel even if benchmark prices show $100, as soaring VLCC shipping costs widen...
05 Oct, 2026, 01.19 PM IST
India may be best placed to fill a China-sized hole in fuel exportsIndia could emerge as a key swing supplier of refined fuels as China suspends October exports, helped by recovering Middle Eastern crude im...
05 Oct, 2026, 12.38 PM IST
Trump’s diesel squeeze may put Indian refiners in a sweet spot, and a bindA potential US diesel export ban could worsen an already tight global fuel market by removing about 1.2 million barrels a day of supply at ...
03 Oct, 2026, 05.42 PM IST
India needs integrated energy storage policy to build resilience against geopolitical shocks: S&P GlobalGauri Jauhar emphasizes the importance of energy resilience for India's future energy security and storage policies. An integrated framewor...
02 Oct, 2026, 10.07 AM IST
Mind the diesel retail-bulk gapHigh global diesel prices are impacting government-owned refiners who maintain frozen retail prices for domestic customers. Private refiner...
30 Sep, 2026, 11.18 PM IST
Essar to invest $18 billion in US, build America's largest steel plant in IowaEssar Group, through its subsidiary Mesabi Metallics, plans to invest USD 18 billion for a steel plant in Iowa. The facility aims to produc...
29 Sep, 2026, 08.51 AM IST
Refiners feel heat physical crude trades higher than futures pricesIndia’s oil refiners are paying significantly more for physical crude than the futures prices making headlines, as constrained Gulf supplie...
29 Sep, 2026, 12.44 AM IST
India's Russian crude imports fall to five-month low as refiners diversify suppliesIndia's crude oil landscape shifted in September as imports from Russia plummeted to their lowest since April, prompting refiners to seek a...
28 Sep, 2026, 04.37 PM IST
India’s bid to keep carbon cash home as Europe adds a new trade costIndia’s exporters face new carbon costs under the EU’s CBAM, which took effect in January 2026. For carbon-intensive industries such as ste...
28 Sep, 2026, 11.22 AM IST
The most uncertain sector also pays the most to wait. Watchlist for patient investors: 5 stocks with upside potential of up to 25%There are some interesting contrarian bets in the market. But going contrarian, or buying what everyone else is running away from, is not t...
27 Sep, 2026, 07.28 AM IST
India orders captive coal plants to maximise power output on surging demandIndia has ordered more than 100 coal-fired power plants to operate at full capacity starting October 1, which is intended to meet rising el...
26 Sep, 2026, 12.20 PM IST
US to ban diesel exports? Trump weighs drastic move as White House tells Ted Cruz ‘no’: ReportThe White House has assured Senator Ted Cruz that the Trump administration will not impose a blanket ban on US diesel exports, Bloomberg re...
26 Sep, 2026, 11.02 AM IST
Global Market: VLCC rates hit record as Saudi crude flows jumpSaudi Arabia’s increased crude shipments through the Strait of Hormuz have pushed ship-to-ship transfer operations in the Gulf of Oman to c...
25 Sep, 2026, 03.48 PM IST
Gujarat emerges as key hub for green hydrogen, but large-scale projects remain at feasibility stage: S&P GlobalGujarat is poised as a frontrunner in the renewable hydrogen landscape, thanks to its extensive refinery and ammonia capacity. The state's ...
25 Sep, 2026, 01.44 PM IST
Rising sulphur prices put fertiliser sector under pressure, threaten higher subsidy burdenLanded sulphur prices in India have doubled since January to around $1,050-1,100 a tonne, according to industry estimates.
24 Sep, 2026, 12.58 PM IST
Engineers India lands $450-million Dangote deal for mega Kenya refineryThe contract underscores India's growing role as an engineering and technical-services exporter to Africa's energy sector, deepening commer...
22 Sep, 2026, 08.03 PM IST
Oil’s sea lanes get tougher to navigate; India must press Iran to ease Hormuz blockadeSea lane disruptions in the Red Sea and Persian Gulf impact India's oil imports significantly. India faces challenges securing oil from Wes...
21 Sep, 2026, 11.07 PM IST