Analysis & Commentary

View All Archives →
Electric vehicles or CNG — which is actually the better fuel for India?

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.

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

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.

Read Analysis
India's Gas Market Has a New #1: City Gas Distribution

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.

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

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.

Read Analysis
India's Piped Gas Policy Review

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.

Read Analysis
India Gas Consumption Impact Q1 FY27

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.

Read Analysis
Decoding India's 7 Natural Gas Pricing Regimes

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.

Read Analysis
Passenger Cars Fuel Transition

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.

Read Analysis
India 3-Wheeler Fuel Transition

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.

Read Analysis
India CGD Expansion FY25-26

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.

Read Analysis
India Power Generation Mix and Prices

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.

Explore Dashboard
FY25-26 India Natural Gas Consumption Analysis

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.

Read Analysis
Tamil Nadu Energy Paradox

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.

Read Article
CGD Network Growth

CGD Network Growth: 2024 vs 2025

An interactive data explorer analyzing PNG connections, CNG stations, and Pipeline additions across Companies and States.

Explore Data
Gas Analysis

India's Gas Consumption: 2024 vs 2025 Analysis

A sectoral deep-dive comparing 2024 against 2025 across Domestic and RLNG segments.

Read Analysis
Draft Access Code

The Pipeline Pivot: Draft Access Code 2025

Decoding PNGRB's proposed changes to gas grid norms.

Read Analysis
Sun King Effect

The "Sun King" Effect

How India's Solar Story Quietly Became a Geography Story — an analytical look at the extreme centralization of solar power.

Read Analysis
LNG in Transport

Decoding the PNGRB Report on LNG in Transport

An analytical review of the PNGRB report on LNG in transport, supplemented with observations on pricing structures & tax tradeoff.

Read Analysis
Entry-Exit System

Entry-Exit System: Explained

An analysis of PNGRB's proposed shift from Point-to-Point (P2P) to Entry-Exit System for natural gas pipelines in India.

Read Analysis
IEX Power Analysis

India Power Prices (2023–2025): A Structural Shift

Explore how solar growth is reshaping India's power prices from 2023 to 2025.

Read Analysis
Platts MOC

Platts Market on Close: Explained

What it is & why it matters.

Read Analysis