UAE Break From OPEC Reshapes Gulf Oil Politics
By K Raveendran Abu Dhabi’s decision to walk away from OPEC marks more than a dispute over barrels. It signals a recalibration of Gulf power, energy strategy and security alignments at a moment when the Iran war has exposed the limits of regional consensus. For decades, the UAE operated inside a cartel system dominated by […]
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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 […]
