On NTPC’s nuclear plans and more – #186

ALMM3, SMRs, ICE vs Flex-Fuels, ESZs, DoJ. The world remains a confusing place.

Jul 1

June 2026

Energy markets start cooling – #185

As the week ended, Brent was around $80. In India, states began reporting lower LPG shortages.

Jun 23

1

The peace deal is here! – #184

USA and Iran sign a peace deal. All eyes now on Israel. And, of course, on the slowing Indian monsoon.

Jun 17

2

1

The view from Nagpur and other stories. – #182/183

As this instalment gets published, West Asia is hotting up again.

Jun 9

1

May 2026

A surfeit of heat. And a lack of energy and water – #181

What do regional papers say about the energy shock?

May 28

3

1

Adani gets a reprieve – #179/180

The war continues. Shortages mount. India talks about elections.

May 23

3

Day 64 and counting – #178

India hikes LPG rates. India Inc sees raw stock shortages.

May 15

April 2026

Not War Not Peace – #177

The US is blustering. Iran has hardlined. How long this lasts is anyone’s guess.

Apr 30

2

Truce? No Truce? – #175/176

A fortnight with hope, hopelessness, hope and then hopelessness again.

Apr 20

2

Workers head home in larger numbers – #174

The conflict enters its second month. Elsewhere in the world, shortages are rising, workers are leaving, prices are rising.

Apr 9

2

2

One month into the Iran war – #173

Energy Trends continues to track the energy crisis through two timelines — the first on the conflict, and the second on how it is playing out in India

Apr 5

March 2026

The world nears the energy cliff – #172

Energy Shock. Week Four

Mar 26

1