January 5, 2010- ADI Analytics’ article titled, “Why is India not in the play for big oil?” was featured in Business Line, India’s leading business newspaper. The article talked about the reason why oil majors has stayed away from accessing and exploring oil and gas in India, which has to do more with their business strategy rather than the country’s New Exploration […]
LNG Shipping: Responding to the New Boom in LNG Supply
The global fleet of LNG carriers surpassed 400 ships in 2014. This number is anticipated to increase to over 500 in the next five years. The increase in LNG carriers is a direct reaction to the flurry of new LNG exporting projects in Australia and North America. Most of these ships are being built in […]
The global fight for resources
Nothing is more telling of the global fight for resources than a few trips to Asia and long conversations with clients as I have learned this past year. To build the roads, bridges, cars, planes, and power plants their people need, policy makers, CEOs, and consumers in India, China, Thailand, and Malaysia in Asia are […]
A portfolio of renewables can supply India’s demand for electricity
The big energy challenge of the future will be supplying enough low-carbon power to meet the emerging economies’ growing demands. Although renewable capacity continues to grow, as this blog has noted in the past, notwithstanding depressed financing, waning popular interest, disappearing subsidies, and slower technological progress, there is growing concern that renewables cannot be an important […]
Coal’s future
A client meeting yesterday on shale gas monetization began interestingly with questions on coal’s future. Cheap natural gas and sluggish economic recovery are making it difficult for coal to be a competitive fuel for power in North America. Overseas, Europe continues to suffer from economic weakness and uncertainty, while emerging economies such as China and […]
U.S. as a Natural Gas Exporter?
It’s a far cry from the situation five years ago when oil and gas majors were scrambling to build LNG import terminals in the U.S. But a lot has changed in the past five years with the shale gas revolution. So today companies are exploring terminals to export gas from the U.S. Notwithstanding the promoters’ […]
Geothermal energy in India
Thermax, a leading energy and environmental service firm in India, is partnering with Reykjavik Geothermal to develop power plants in India. A 3 MW pilot project in Ladakh has been planned. This deal is in alignment with similar deals Thermal has executed on in the recent past, seeking to strengthen its position as a supplier […]
If China is the “green giant,” how far behind can India be?
If China is the “green giant,” how far behind can India be? A recent story documents how companies are trying to develop technologies, plants, and businesses that convert rice husk into power, recycle electronic waste, commission green data centers, consolidate wind and solar power, and mass produce electric cars. Unlike China where its government is […]
India’s policy on oil and gas exploration and production
I have just published an op-ed article on India’s oil and gas exploration and production policy. It appeared in Business Line, India’s leading business newspaper. The main argument is: That India does not fit ‘Big Oil’s’ strategy need not be disappointing. As the country’s economy grows, ‘Big Oil’ will have to find new business models […]
Suzlon’s technology woes
Forbes has just launched a business magazine focusing on India and has done a great — if wordy — story on the Indian wind turbine maker, Suzlon. Suzlon is the story of an entrepreneur — Tulsi Tanti — who sold his inherited textile business to start from scratch a renewable energy business installing and servicing […]
