Saurav Anand

SpaceX and xAI plan to deploy 100 GW of orbital computing annually amid soaring AI demand, but $170 billion costs and economic challenges delay commercial viability of orbital data centers.

Global oil markets may retain a $5-10 per barrel geopolitical risk premium after the US-Iran MoU, as the deal shifts from crisis risk to managed risk without fully resolving the Strait of Hormuz tension.

The US has temporarily lifted sanctions on Iranian crude oil exports until August 21, allowing potential renewed exports to global markets, including India, amid peace talks and Strait of Hormuz security commitments.

Four vessels carrying nearly 0.18 million tonnes of fertilisers crossed the Strait of Hormuz after its reopening, easing India's soil nutrient supply chain disruption caused by the West Asia conflict.

India’s EV industry aims for 90-100% localisation by 2030 but faces challenges due to dependence on imported semiconductors and rare-earth magnets, despite a ₹25,938-crore government incentive scheme.

Indian manufacturers across textiles, solar, steel, and pharma sectors adopt stringent compliance and traceability measures to mitigate forced labour risks amid US tariffs and global ESG demands. These efforts enhance ethical sourcing and secure global market access.

After the reopening of the Strait of Hormuz, Brent crude prices are projected to average $80-90 per barrel in late 2026 as global oil inventories decline and demand from major buyers rebounds, signaling tightening markets. S&P Global Energy highlights a gradual recovery in Gulf production and increased demand, with Iran's supply potential and India's energy diversification shaping the future.

India’s power demand rose 9% in early June 2026, building on May's momentum. However, a 9.3% drop in domestic coal production has left thermal plant inventories well below normative targets, threatening fuel adequacy if summer heat intensifies.

An Icra report reveals that a typical coal mining project in India faces a massive 48-month approval and land acquisition cycle, stretching total gestation to 7-9 years despite the nation ranking among the world's top producers.

Driven by a breakthrough 60-day US-Iran peace roadmap and normalizing exports, India’s crude oil basket reversed its sharp geopolitical spike, plunging 55% from its March high to $70.71 per barrel.