Analysts See Prolonged War Cutting Up To 70% Of Crude Output
By K Raveendran #Oil markets have entered a phase of acute uncertainty as military escalation involving strikes on Iran and the resulting closure of the Strait of Hormuz begin to reverberate through global energy supply chains. Within just over a week of the disruption, more than 12 million barrels of oil equivalent per day of […]
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By K Raveendran Escalating hostilities between the United States, Israel and Iran are rapidly transforming a regional confrontation into a global economic and geopolitical crisis, raising the spectre of what many analysts are beginning to describe as a Third Gulf War. Tehran’s early warning that Washington might possess the ability to ignite the conflict but […]
By K Raveendran The political sparring between Narendra Modi and Rahul Gandhi has entered a sharper and more consequential phase, with the balance of advantage appearing to tilt towards the Leader of the Opposition after an unexpected judicial intervention in the United States cast doubt on the durability of Donald Trump’s tariff regime. The rhetorical […]
By K Raveendran The unfolding political narrative around the Indo-US trade treaty has done more than spark debate on tariffs, market access and diplomatic alignment: it has reshaped the contours of India’s domestic political landscape, particularly by elevating Rahul Gandhi’s stature as the principal opposition leader. The Modi government has positioned the trade agreement as […]
By K Raveendran When the Supreme Court of India struck down the electoral bond scheme introduced under the government led by Narendra Modi, it did so on the realisation that the anonymity offered by the bonds, far from curing the malaise of black money, had institutionalised it. But the alternative of electoral trusts that the […]
By K Raveendran Oil prices have jumped roughly six percent in the span of a week, pushing benchmarks to around $63 a barrel and jolting a market that had grown accustomed to softer expectations closer to $50. The move has been swift enough to prompt talk of an over-reaction, not least because traders have already […]
By K Raveendran The sharp criticism mounted by Opposition leaders against the Supreme Court’s refusal to grant bail to Umar Khalid and Sharjeel Imam in the 2020 Delhi riots conspiracy case has been foregrounded as a defence of constitutional liberty. Yet, when examined closely, the argument appears driven more by political optics than by a […]
By K Raveendran As Indian corporates step into the new year buoyed by stronger growth momentum and easing inflationary pressures, a sense of anticipation is spreading across boardrooms and policy circles alike over a dispute that dwarfs most corporate battles seen in the country’s history. At the heart of this confrontation lies the Indian government’s […]
By K Raveendran As 2026 approaches, the global oil market is heading into a year that could decisively reshape price dynamics, fiscal planning in producing states, and energy security calculations for importing economies. The defining feature of the coming year is not demand destruction or geopolitical shock, but the growing weight of surplus supply. Market […]
By K Raveendran Trade negotiations between Washington and New Delhi have moved into a critical phase as senior American trade officials arrive in India with the stated intention of clearing the final hurdles to a long-discussed agreement. The presence of Deputy US Trade Representative Rick Switzer and chief India-deal negotiator Brendan Lynch underscores the renewed […]
By K Raveendran The steady erosion of trust between political parties and the Election Commission has become one of the more troubling developments in India’s democratic life, revealing an institutional drift that carries implications well beyond a single electoral cycle. The body entrusted with safeguarding the integrity of elections is expected to serve as an […]
By K Raveendran An evolving convergence of political intent and economic pragmatism is giving fresh momentum to the India–Russia relationship, placing the forthcoming summit in New Delhi as a significant moment in a partnership that has already weathered decades of geopolitical shifts. The visit of President Vladimir Putin, framed within the terminology of a ‘Special […]
By K Raveendran Rahul Gandhi’s reaction to the Bihar election outcome, framed by surprise and a sense of unfairness, must reopen a debate about the structural imbalances that shape electoral competition in India. His argument, on its surface, reflects the opposition’s frustration after a contest that produced a seat tally far more skewed than the […]
By K Raveendran The narrative circulating among professionals in high-performing technology firms is increasingly marked by anxiety. Reports of employees receiving lay-off notifications at 3 a.m. are emblematic of a culture in which even top-paid staff feel tethered to the abyss of “you may not be here tomorrow”. The juxtaposition of lucrative compensation and precarious […]
