Coal, aluminium, gold will likely gain from Iran war
Coal prices have increased by 18 per cent, aluminium rates by 6 per cent, and gold stands to gain significantly due to the hostilities in the Persian Gulf with the US, and Israel pitted against Iran.

Govt to make carbon trading compliance mandatory for steel sector
 

Copper futures: Hold the short position
Copper futures is hovering around ₹1,212 per kg at the moment. Over the last two weeks, the contract has largely been trading flat.

Raging West Asia war casts gloom on gems, jewellery exports
Mumbai: The ongoing war in West Asia and the disruptions on global shipments will have a major impact on gem and jewellery exports from India, as the sector grapples with delays in cargo movements and rising costs, industry players said.

Geopolitical risks anchor gold; Analysts see $4,400-5,600 range
Source Credit: Hrithik Kiran Bagade, Deccan Herald

Gold rises over 1% as US-Israel strikes on Iran boost safe-haven demand
 

Gold price falls ₹10 to ₹1,67,610; silver down ₹100, trades at ₹2,94,900
 

Gold and silver ETFs fall amid stronger US dollar and global volatility
 

Oil prices fall after report of possible US-Iran talks amid Gulf turmoil
Oil prices fell on Wednesday, erasing earlier gains, after a report that Iranian operatives sought talks with the US to end the war on Iran, which is disrupting Middle East energy flows.

PNGRB to propose overground gas storage as West Asia conflict squeezes supplies
New Delhi : India’s energy regulator is moving to plug a widening hole in the country’s gas supply chain as the conflict in West Asia threatens supplies of natural gas that is vital to power, fertiliser and city gas distribution networks.

PNGRB to propose overground gas storage as West Asia conflict squeezes supplies
New Delhi : India’s energy regulator is moving to plug a widening hole in the country’s gas supply chain as the conflict in West Asia threatens supplies of natural gas that is vital to power, fertiliser and city gas distribution networks.

Floating Russian crude offers India lifeline as Gulf routes choked
Nearly 24 million barrels of Russian crude oil are currently floating in the Arabian Sea, emerging as a strategic cushion for India as escalating Iran-Israel hostilities — with the United States increasingly drawn into the conflict — disrupt tanker movement through the Strait of Hormuz and rattle global oil markets.

Gujarat Gas declares force majeure as Middle East conflict cripples LNG supply
Gujarat Gas Ltd, one of India’s largest city gas distributors, has declared force majeure on industrial gas supplies after strains on imported LNG caused by the ongoing war in West Asia disrupted the fuel availability chain, according to a regulatory filing made on Wednesday.

Crude surges to 8-month highs on supply disruptions in Strait of Hormuz: Brent Crude holds above $82/bbl
Crude prices are seeing sharp price action as the US-Israel conflict with Iran continues to intensify. Brent Crude prices are hovering above $82 per barrel in early trade. Continued supply disruption across the Strait of Hormuz intensified market apprehension. Around one-fifth of the global crude oil demand is carried by ships sailing through this route.

Qatar halts LNG production after attacks; India faces supply cuts up to 40%
Qatar shuts LNG output, supplies to India hit

MRPL declares force majeure on gasoline export cargoes for March, April, traders say
MRPL declares force majeure on gasoline export cargoes for March, April

Petronet LNG issues force majeure after QatarEnergy halts production
 

BPCL, HPCL, IOC crack up to 5% as oil prices soar on West Asia flare-up
 

Ethanol price hike due? Balrampur, Ugar, Renuka Sugars rally up to 18%
 

India 'well stocked' with crude oil to meet supply disruptions: Puri
 

Strategy to secure critical minerals
Green transition and Artificial Intelligence (AI) waves are shaking the global economy like never before. At the epicentre of both these tsunamis are critical minerals, including minerals such as copper, lithium, cobalt, and rare earths. Their utility is ubiquitous — from consumer goods to defence equipment, clean energy, and advanced aerospace systems, among others. The supply-side levers of critical minerals, especially for refining and further processing, presently vest with a few nations, which are not always aligned with India’s interests. According to the International Energy Agency, China accounted for approximately 60 per cent of global rare earth mining output and 91 per cent of global production in the separation and refining stages in 2024.

1 in 3 auctioned coal blocks miss operational deadlines
At least 31 of the 98 coal blocks that were scheduled to become operational over the last 10 years have failed to start operations under committed timelines, according to data obtained through RTI, underscoring execution bottlenecks in India’s push to expand domestic coal output.

Vedanta Group Chairman urges Indian govt to deregulate mining of natural resources amid West Asia tensions
 

Power ministry to set up selection committee to look for new NTPC chief
 

Meet the ‘Next L&T’: 3 small-caps riding India’s Rs 9.2 lakh crore power transmission boom
The Indian government has outlined a massive ₹9.2 lakh crore Transmission Capex Plan under the National Electricity Plan for high-voltage lines. The Transmission and Distribution sector is further propelled by the need to integrate 500 gigawatts of renewable energy capacity and upcoming nuclear power initiatives into the national grid.

Diversification key to India's solar panel exports after US levy
On February 25, the United States (US) Department of Commerce imposed preliminary countervailing duties (CVD) of approximately 126 per cent on solar cells and modules imported from India. This has made the US market — which previously absorbed over 95-98 per cent of India’s solar module exports — commercially unviable for many Indian manufacturers who now seek new export markets as the sector grapples with overcapacity. The solar module manufacturing capacity in India more than doubled from 63 gigawatts (Gw) in 2024 to 144 Gw in 2025, but its adoption is relatively slower.

In the bazaar of clean power, a scramble for green certificates
Mumbai: India's green transition is sparking a scramble in its carbon market, as companies snap up renewable energy certificates to meet government mandates or internal goals. While prices of these tradeable certificates have surged as the financial year draws to a close, rising supply has also prevented a runaway spike.

Green hydrogen capacity to rise sharply in 2-3 years: MNRE director
 

India grapples with grid curtailment, biggest test yet on energy transition