Ranjith's Energy Digest

Mobility & Transition Oct 2026

Electric vehicles or CNG — which is actually the better fuel for India?

TERI's study dismantles the 'one-fuel-fits-all' narrative. An analysis of Petrol, Diesel, CNG, EV, and LNG across India's transport sector.

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CNG & Mobility Sep 2026

1 Billion in 1 Month: How India's Monthly CNG Sales Crossed 1,000 MMSCM

Over 7.8 lakh tonnes dispensed every 30 days (+18.3% YoY). How PNGRB's nationwide network expansion dismantled the legacy metro triopoly and sparked a vehicle transition.

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Market Transition Sep 2026

India's Gas Market Has a New #1: City Gas Distribution (CGD)

In March 2026, City Gas Distribution recorded its historic first monthly crossover to surpass Fertilizer as India's #1 gas consumer. A 40-year retrospective across four eras.

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Power Markets Sep 2026

Every September, Power Prices Calm Down. Not This Year.

Spot power prices slammed into the ₹10.00/kWh price ceiling for 15.6 hours a day as >260 GW peak demand, El Niño, coal logistics, and LNG shocks collided.

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Policy & Infrastructure Aug 2026

India's Piped Gas Promise: Why Are Kitchens Still Waiting?

India set out in 2018 to connect kitchens nationwide with piped gas. Why domestic gas supply constraints and clearance hurdles slowed the 120M connection goal.

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Market Analysis Aug 2026

India's Gas Consumption Impact: Who Absorbed the Cut?

National natural gas supply fell 2.6% in Q1 FY27, while City Gas grew 26%. A forensic breakdown of how Petrochemicals and Power absorbed the cuts.

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Pricing & Policy Aug 2026

Decoding India's 7 Natural Gas Pricing Regimes

Why identical gas molecules carry 7 vastly different prices in India. An executive guide across domestic caps, LNG contracts, and portfolio risk.

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Energy Transition Jun 2026

What Fuel Will Power Your Next Car?

State-wise vehicle registration data reveals why some consumers are choosing CNG, others EVs, and what that means for E85's future.

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Energy Transition May 2026

India's 3-Wheeler Fuel Transition – EV vs CNG Analysis

Tracking the structural shift in 3-Wheeler fuel choices—from EV adoption to CNG trends—across Passenger and Goods segments.

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Infrastructure May 2026

India’s CGD Expansion – What Happened in FY25-26?

Tracking the physical progress made across PNG connections, CNG stations, and Pipeline infrastructure during FY25-26.

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Power Market Apr 2026

India's Power Generation Mix and Power Prices

An interactive daily and monthly dashboard analyzing India's power generation sources alongside IEX spot market prices.

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Data Analysis Mar 2026

FY25-26 India Natural Gas Consumption Analysis

Data-driven insights into India's FY25-26 gas consumption. Tracking the fallout of the Strait of Hormuz blockade on India's gas market.

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Energy Policy Mar 2026

The Paradox of Energy Security in Tamil Nadu

A detailed analysis of Tamil Nadu's energy paradox, exploring its dormant hydrocarbon potential, policy constraints, and the socioeconomic impacts of the 2026 global supply crisis.

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