BGA’s Energy Crisis series tracks the Indo-Pacific fallout from the Iran conflict, with a focus on how shocks to oil, liquefied natural gas (LNG) and shipping are reshaping energy security across key markets. Building on prior editions, this update takes a more focused look at the political implications of the crisis as governments and consumers adjust to the reality of prolonged disruption with growing domestic consequences. Across the region, sustained price pressure tests the durability of … Continue Reading
BGA Managing Director Anuj Gupta and Senior Director Vaman Desai argue that expanding ethanol beyond petrol, backed by stronger mandates, flex-fuel adoption and selective imports, offers India an immediate, scalable hedge against crude dependence and energy shocks amid supply chokepoints.
(April 23, 2026)