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Commodity Market Report

India has seen a V-shaped recovery in most of the industrial sectors since H2 2020. Thermal power generation and crude steel production not only im...

Commodity Market Report

India's power sector is struggling with excess capacity and declining margins. Total generation capacity exceeded 300 GW by end of 2014. However, m...

Insight

India's energy demand increased by 3.7% year-on-year in 2016, but imports increased by 5.7%, led by LNG, LPG and gasoline. While coal production in...

Insight

Policy decisions, particularly in an election year, and commodity prices will yet again dictate what happens in India's energy sector. Domestic sup...

Insight

India aims to achieve a US$5 trillion economy. However, 2019 saw a major economic slowdown, despite being an election year. Policy uncertainty and ...

Insight

The coronavirus pandemic caused India’s energy demand to fall for the first time in 20 years. We estimate a 2.5% year-on-year decline for 2020; how...

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