The Big Story
By M Rajshekhar, Paridhi Choudhary and Shaswata Kundu Chaudhuri | 16 Mar. 2026
By M Rajshekhar | 2 Mar. 2026
By Hridayesh Joshi | 16 Feb. 2026
Latest Stories
China Secures Global Green Energy Dominance with $120 Billion Investment
A new report found that China has committed more than US$120bn in outbound foreign direct investment (OFDI) into resource mining and processing since 2023. This massive investment has been spread over a wide spectrum of critical minerals such as lithium, rare earths, nickel, copper, high-grade iron ore, bauxite, precious metals and other materials — critical inputs for emerging technologies like batteries, solar, wind, EVs and industrial decarbonisation.
Data is the New Collateral: Building a High-Fidelity Indian Carbon Market
India is laying the foundation stones of a national compliance carbon market. The market design features and regulatory systems are progressively under development, and industries are starting to prepare for the market. Much of the conversation so far has focused on targets, sectors, and trading rules. These are of course important — but the strongest foundation of an effective carbon market is something far more elementary.
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EVs Offsets Oil Consumption Equivalent to 70% of Iran’s Export in 2025: Report
A new analysis by Ember found that the electric vehicle fleet prevented the oil consumption of 1.7 million barrels per day of oil globally in 2025, which is equivalent to 70% or 2.4 million barrels exported by Iran through the Strait of Hormuz.
Renewables offer energy security for Asia as West Asia conflict continues: Report
The war between Israel-US and Iran has once again exposed the fragile foundations of Asia’s energy security. Crude oil and liquefied natural gas (LNG) prices surged by 51% and 77% respectively in less than two weeks, according to a report by Institute for Energy Economics and Financial Analysis (IEEFA). For Asia, the fossil fuel import dependence is proving to be costly.
From Baby Steps to Bold Leaps: India’s Next Green Frontier is Manufacturing
For more than two decades, renewable energy project developers have led India’s march to green energy growth. The independent power producers (IPPs) have helped grow the sector in gigawatts and have also shaped the country’s policies while doing that. But as India steers in the direction of self-sustained energy security, the green energy manufacturers have taken over to draft the next chapter of India’s energy future. From conglomerates expanding into solar equipment manufacturing to new age tech startups launching innovations in green fuel, energy storage and public sector giants reorienting their investment plans - all are riding on the green manufacturing boat. Indian states are also luring investors to set up green manufacturing plants.
Strait of Hormuz Disruption Exposes Fertilisers Supply Vulnerability, Raises Food Security Concerns
The ongoing disruption in the Strait of Hormuz and escalating tensions in West Asia have highlighted the vulnerability of the global fertiliser supply, potentially jeopardising food security worldwide.
South Asia risks $107 billion investment in gas while West Asia war rages: Report
A massive $107 billion investment in gas infrastructure across South Asia may be built on shaky ground, according to a new report from Global Energy Monitor (GEM). While the region can benefit from an impending global liquefied natural gas (LNG) surplus, high project failure rates and the rapid rise of cheaper renewables threaten to turn these ambitious plans into stranded assets.
