India’s Energy Pivot Under Donald Trump’s Tariff Pressure
By K Raveendran New Delhi appears to be recalibrating its crude-oil sourcing strategy under mounting pressure from Washington, signalling what may be a strategic shift away from Moscow in favour of deeper ties with the United States. Over the past few months, Indian refiners, including the major private player Reliance Industries, have ceased or paused […]
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By K Raveendran The market seems to have already done its arithmetic on the new US sanctions on two major Russian oil companies, Rosneft PJSC and Lukoil, gauging the immediate and medium-term consequences for energy supply lines stretching from Moscow to Mumbai. In a matter of hours, crude prices spiked, reflecting not just […]
By K Raveendran Oil prices fell to their lowest level in five months on Tuesday, continuing a slide that has gathered pace over the past several weeks. The benchmark Brent and West Texas Intermediate crude futures have both dipped significantly, erasing much of the year’s earlier gains. In stark contrast, gold has soared to an […]
By K Raveendran It was a week of contradictions for India’s image on the world stage, marked by a curious interplay of critique, affirmation, and manoeuvring. Rahul Gandhi, in his address at Columbia University, painted a picture of India that was dark and distressing, describing the country’s democratic decline in sweeping terms. At the same […]
By K Raveendran Indian epics tell us that aggression should never be turned against the weak is a lesson etched into the Mahabharata. Karna, remorseful after joining in the humiliation of Draupadi, admitted the shame of deploying power in the wrong direction. Draupadi in that moment represented not just women, but the principle of protecting […]
By K Raveendran The Wall Street Journal’s report on the Ahmedabad Air India crash has triggered a storm of controversy not only for what it suggests but also for what it deliberately avoids. The claim that the crash, which took 260 lives, may have been caused by the senior pilot unintentionally or mistakenly putting the […]
By K Raveendran President Donald Trump’s latest volley in the global economic battleground — a proposal to impose a 500 percent tariff on countries that do business with Russia — marks the continuation of a pattern that has come to define his trade diplomacy: bold, blustering declarations followed by strategic backpedalling. The move, targeted at […]
By K Raveendran With the likelihood of a diplomatic solution appearing increasingly distant, West Asia is now clearly veering toward a longer and more intense confrontation, one that may significantly reshape economic, geopolitical, and energy dynamics not only in the Middle East but globally. What was initially perceived as a retaliatory exchange following months of […]
By K Raveendran Israel’s strike against Iran has reignited a familiar tension in global energy markets, sending oil prices climbing into the mid-$70 per barrel range. The impact is not just visible in the numbers, but in the broader nervousness sweeping across energy trading floors and geopolitical circles alike. At the heart of this movement […]
By K Raveendran Brent crude oil futures continue to hover around the $65 per barrel mark, a level that reflects the push and pull of market forces clouded by a cocktail of geopolitical tensions, environmental disruptions, and strategic production decisions. As prices hold steady, the broader sentiment among traders and analysts leans toward caution, with […]
By K Raveendran In his relentless pursuit of what he calls economic nationalism, President Donald Trump’s ‘trade jihad’ is targeting newer and more diverse sectors of the global economy. The latest front in this campaign is the high-tech industry, with a particular focus on smartphone manufacturing. This marks a significant escalation both in terms of […]
