ETMarkets Smart Talk | Defence and electrification are multi-year structural themes for India: Prateek AgrawalGeopolitical shifts and the drive for self-reliance are creating long-term investment opportunities in India's defence and electrification ...
16 Jun, 2026, 09.00 AM IST
Is the Iran war just an energy shock - or a turning point?A potential U.S.-Iran peace deal to reopen the Strait of Hormuz could signal a watershed moment for global energy markets, moving beyond a ...
16 Jun, 2026, 06.41 AM IST
India’s fertiliser subsidy model is broken; direct income support is the only way forward: Ashok GulatiIndia’s fertiliser subsidy regime is facing scrutiny; rising global fertiliser and energy prices and rising fiscal pressures expose its ine...
15 Jun, 2026, 11.25 AM IST
Iran war puts Bangladesh’s nascent industrial dreams at riskBangladesh's economic growth is threatened by an energy shortage, leaving new industrial facilities idle. The country faces painful impacts...
12 Jun, 2026, 11.40 AM IST
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
An LNG glut is on its wayThe closure of the Strait of Hormuz and the shutdown of Qatar’s LNG exports have pushed gas prices higher, but the disruption could ultimat...
01 Jun, 2026, 10.18 AM IST
EU import cuts threaten Ukraine's battered steel sector, Interpipe CEO saysUkraine's vital steel sector faces a new threat from European Union import quotas. This move could severely damage the war-torn industry, d...
28 May, 2026, 07.24 PM IST
Has China eaten Europe's lunch? A Brussels-Beijing battle is brewingEurope is adopting a tougher stance against China's industrial practices. A new strategy aims to protect European industries from unfair co...
26 May, 2026, 10.40 PM IST
Deep under China's coal basins, PetroChina is unlocking gas from rocksChina is unlocking a new energy frontier with coal rock gas extracted from deep within its coal basins. This ambitious multi-billion-dollar...
21 May, 2026, 10.15 AM IST
Asia heat waves spell double trouble for economies hit by oilAsia faces a new inflation threat from El Niño as rising temperatures and dry weather are all set to increase food costs. This comes on top...
08 May, 2026, 08.46 AM IST
Fossil fuels no longer offer security. Clean energy canWhile historical energy crises spurred renewable adoption, current economic conditions like inflation and high interest rates pose investme...
02 May, 2026, 11.04 AM IST
Rare earth mining is poisoning Mekong River tributaries, threatening 'the world's kitchen'Toxic runoff from unregulated rare earth mines in Myanmar and Laos is contaminating the Mekong River and its tributaries, threatening the l...
29 Apr, 2026, 09.58 AM IST
Energy costs this year to hit highest since Ukraine invasion: World BankGlobal energy costs are set to reach their highest point since the Ukraine war due to Middle East conflict. Fertilizer prices will also sur...
28 Apr, 2026, 11.29 PM IST
Things you need to know about oil prices: Energy crisis 2026 pushes fuel costs higher and triggers global inflationOil prices are rising in 2026 due to global tensions and supply issues. Fuel and energy are becoming costly for people and businesses. This...
28 Apr, 2026, 12.58 AM IST
Ukraine says some Russian missiles fly near Chornobyl, risking major accidentBoth the Chornobyl site and western Ukraine's two-reactor Khmelnytskyi nuclear plant have been on the flight path of Russian hypersonic K...
22 Apr, 2026, 12.09 PM IST
US backs a South Africa project to extract rare earths despite a diplomatic clashA U.S.-backed project in South Africa aims to extract rare earth elements from industrial mining waste, a move supported by a $50 million i...
19 Apr, 2026, 10.06 AM IST
Iran war exposes cost of Asia's fossil fuel relianceThe latest global energy shock highlights the risks of fuel import dependence, with Bangladesh hit hard by soaring LNG costs after supply d...
16 Apr, 2026, 01.11 PM IST