Category: Energy
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Renewables Cross the Coal Threshold: A Structural Break, Not a Cycle
The moment renewables overtook coal in global power generation marks more than a symbolic milestone—it signals a deep structural shift in how the world produces, distributes, and consumes energy. For over a century, energy transitions moved slowly, constrained by infrastructure lock-in, geopolitics, and capital intensity. Coal to oil took decades;…
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Renewables Reshape Industrial Demand and the Coming Decarbonisation Shock
Renewables Overtake Coal For the first time in modern energy history, global renewable electricity generation has surpassed coal. This single statistical milestone signals a deeper structural shift in the world economy—one where industrial demand is no longer anchored to fossil-fuel cost cycles but to technologies that enable electrification, efficiency, and…
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India–Russia Trade Reset: Strategic Openings After Putin’s 2025 Visit
India’s renewed engagement with Russia following Vladimir Putin’s December 4–5, 2025 visit marks a decisive shift in New Delhi’s long-term foreign economic strategy. The new Economic Cooperation Programme till 2030 signals that the partnership is evolving beyond energy dependency into a structured, multi-sector commercial relationship with a clearly stated ambition:…
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India’s Clean-Industry Push: Momentum Rising, but Financing & Regulation Hold the Real Keys
India today stands at the most pivotal moment in its energy and industrial transition since the early 1990s. What the reforms of 1991 did for manufacturing, today’s renewable and clean-industry shift aims to do for the next era of economic competitiveness—define India not just as a low-cost production base, but…
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The World in Flux: Adapting to a New Phase of Structural Change
The global economy stands at a pivotal crossroads. From the transformative sweep of Artificial Intelligence (AI) to the reshaping of geopolitics, financial systems, and regulatory frameworks, the 2020s mark not just another business cycle but a structural realignment of the world order. History offers echoes of such turning points —…
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China’s EV Policy : From Subsidy-Fueled Growth to Market Maturity
The End of an Era for State-Supported Expansion China’s decision to omit electric vehicles (EVs) from its 2026–2030 strategic industries plan marks a watershed moment in the evolution of global mobility. For nearly two decades, Beijing’s policy stance—heavy subsidies, industrial clustering, and technology localization—propelled China to the forefront of the…
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Rethinking the Energy Transition: Between Promise and Reality
The global conversation on energy transition often carries an air of inevitability—as if the march from coal and oil to renewables is a straight path. Yet, the data tell a more sobering story. In 2024, global emissions from fossil fuels rose to about 37.4 billion tonnes, underscoring that the world…
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United States vs China: The Clean Energy Divide and the Future of Global Trade
The global contest between the United States and China is no longer confined to traditional industries—it has decisively shifted to clean energy. The two largest economies are navigating divergent paths: China doubling down on renewables and the U.S. stepping back, prioritizing fossil fuel infrastructure under shifting policy priorities. This divergence…
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Russia’s Fossil Fuel Export Revenues Face a Multi-Month Slide
Russia’s energy export story in August 2025 offers a telling snapshot of the shifting global energy landscape. For the third consecutive month, the country’s fossil fuel export revenues have contracted, slipping another 2% month-on-month to €564 million per day. This decline underscores not only the vulnerabilities in Russia’s heavy reliance…
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