Natural resources and energy
India-Pakistan tensions: Would India really abrogate the Indus Waters Treaty?
New Delhi has not ruled out the possibility of abrogating Indus Waters Treaty: what would be the consequences of such a move, and how likely is it?
Siberian Tigers: Rosneft expands in India
A Rosneft-led group of buyers just closed a deal for 98% of the Indian firm Essar Oil’s Vadinar refinery and oil terminal facility. In conjunction with the Dutch oil firm Trafigura and Russian fund United Capital Partners (UCP), the Russian state oil firm Rosneft along…
Leading with Lukoil: Russia’s economic diplomacy in Iran
The approval of the Iranian Petroleum Contract is the culmination of a summer of economic diplomacy between Moscow and Tehran — with Lukoil at the center.
India’s systemic water crisis: Political and economic risks loom large
An ongoing Indian dispute over the Cauvery river is indicative of the broad and growing water crisis facing India.
Will India move to ratify the Paris Climate Agreement?
China and the US have already moved to ratify the Paris Climate Agreement, with long-term implications for global business. Will India follow suit?
Bolivia’s new mining laws and the future of private investment
New mining laws in Bolivia may give La Paz more control over mining, but rising expenditures and low oil may force it to open up new opportunities for investors.
3 reasons why an OPEC production cap is still unlikely
Despite a recent announcement that OPEC will meet in September, a number of factors mean that any deal to cap production is still extremely unlikely.
Markets respond to Turkey’s failed coup
After the failed coup, markets were quick to write off any short-term impact on oil prices. Yet, Turkey’s post-coup behavior increases risks for investors.
Libyan oil revival: Slim prospects?
A breakthrough deal to unify the Libyan energy sector promises higher production rates in the country which holds Africa’s largest proven crude reserves.
US shale industry is painfully adapting to low oil prices
Low oil prices wrecked havoc with US shale producers, but increasingly the industry appears to be adapting successfully to new market conditions.
