Renewable energy adoption will be much slower than what was being projected earlier, and China’s curbs on rare-earth magnets will slow down the adoption of electric vehicles. Oil will continue to fuel India’s economy in 2026 and beyond.
On October 22, 2025, U.S. President Donald Trump imposed sanctions on Russia’s oil giants, Rosneft and Lukoil. The move has clear geopolitical motives—to remove a major supplier from an oversupplied oil market. Indian oil companies, key buyers of Russian crude, now face pressure to cut imports, undermining India’s energy diversification and shaking global oil markets, including the U.S. economy.
India and Indonesia are two Asian leaders and democracies which are reconnecting after decades, even centuries – in a world rife with new volatility and uncertainty. Both countries can collaborate and learn: Indonesia is an adept trading nation and India is a powerful tech player. The two governments are on a mission to deepen and diversify their relationship, stepping out of their past, and bringing fresh thinking.
Egypt sits at the intersection of three continents and two seas, and its foreign policy is a geographic, historic and strategic consequence. From Tripoli to Kortum, Addis Ababa to Brussels, New Delhi to Moscow, Beijing to Washington, Cairo employs diplomacy as a key national security tool, positioning itself as a cornerstone of geopolitical stability within an increasingly multipolar world.
The embargo on rare-earth magnets by China reflects a gap in India’s critical mineral supply chain. India should reduce the need for these minerals by promoting green hydrogen.
Prime Minister Modi’s visit to Argentina is a boost to the growing bilateral. Modi and Argentinian President Javier Milei are committed to their countries’ economic and political advancement, and see trade with each other as key. Argentina being in the lithium triangle gives India access to critical minerals.
The Quad Foreign Ministers’ Meeting in Washington on 1 July, 2025, underscored the importance of diversified and reliable global supply chains, especially for critical minerals. A Gateway House report shows how to strengthen supply chains for rare earths by creating deep financial markets similar to those that exist for bullion and oil.
A slowdown of the Chinese economy, and the shift, particularly by MNCs, from China to other more competitive locations has opened up business opportunities for latecomers to supply chains in the developing world. Evidence suggests that Southeast Asia and some South Asian countries like India, Sri Lanka, Bangladesh, could be beneficiaries of the supply chain shift, particularly in labour-intensive segments.
Iranian foreign policy must move toward strategic autonomy and internal concord. As witnessed after the 1988 ceasefire with Iraq, such moments can mark an inflexion point - one that prioritises national reconstruction, resilience, and welfare; strategic recalibration, strengthening of confidence, and finding a geopolitical identity. Iran has been there before, and can apply those experiences again.
Building a robust engagement with India on energy can help offset some of the economic and political crises that most of India’s neighbours are facing. Smaller South Asian neighbours will benefit from cheaper electricity and oil, paving the way for greater regional economic cooperation.