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NEWS

South Korea indicts 10 in multi-trillion won chip espionage linked to China’s CXMT

By Cygnus | 26 Dec 2025

South Korea indicts 10 for stealing Samsung's 10nm DRAM secrets for China’s CXMT. A “handwritten notebook” heist caused an estimated 5 trillion won loss.

BP to sell 65% stake in Castrol to Stonepeak for $6 billion

By Unnikrishnan | 25 Dec 2025

BP sells 65% of Castrol to Stonepeak for $6B, valuing the unit at $10B.[1][2][3][4][5][6] The deal cuts debt and forms a new JV, with BP retaining a 35% stake.

Reliance got one-month reprieve from US sanctions on oil imports from Russia: report

By Unnikrishnan | 25 Dec 2025

Reliance secures a 1-month US waiver for pre-contracted Russian oil. RIL diverts Rosneft cargoes to domestic units to safeguard EU exports.

Govt clears way for 3 new airlines as IndiGo crisis lingers

By Unnikrishnan | 25 Dec 2025

Amid IndiGo's crisis, the Govt fast-tracks approvals for Shankh Air, Al Hind, and FlyExpress to expand traveler options and break the market duopoly.

India’s core sector production increased by 1.8% in November

By Unnikrishnan | 24 Dec 2025

India’s core sector output grew 1.8% in Nov 2025, led by a surge in cement and steel. Cumulative growth stands at 2.4% for Apr-Nov despite energy dips.

GAIL, Chhattisgarh govt sign MoU to explore 12.7 LMT gas-based urea plant

By Axel Miller | 23 Dec 2025

GAIL signs MoU with Chhattisgarh for 12.7 LMT greenfield urea plant along MNJPL corridor. CM Vishnu Deo Sai backs major push for domestic fertiliser self-reliance.

AI data centers are reviving obsolete ‘peaker’ power plants in Chicago; PJM prices hit record cap

By Cygnus | 23 Dec 2025

AI demand revives Chicago’s Fisk peaker plant. NRG delays retirement as PJM capacity prices hit record $333.44 cap, sparking environmental concerns.

India concludes free-trade talks with New Zealand, signs MoU

By Unnikrishnan | 23 Dec 2025

India and New Zealand conclude historic FTA talks. Deal excludes dairy to protect farmers but slashes tariffs on 95% of goods. NZ to invest $20 billion.

Tata Motors plans five new EV launches by FY30; targets 50% market share

By Axel Miller | 23 Dec 2025

Tata Motors unveils FY30 roadmap: 5 new EVs including Sierra.ev & Avinya. Targets 50% market share as cumulative sales cross the 2.5 lakh milestone.

Noida International Airport taps Tech Mahindra to run critical network & cybersecurity operations

By Cygnus | 23 Dec 2025

Noida International Airport taps Tech Mahindra for 24/7 NOC-SOC operations. Commercial flights set for Feb 2026 as Jewar hub secures its digital backbone.

Myanmar restarts LNG imports after four-year hiatus; first cargo powers 150 MW grid injection

By Axel Miller | 23 Dec 2025

Myanmar restarts LNG imports after 4 years with Dapeng Princess delivery. CNTIC VPower & Everest Energy power 150 MW at Thilawa to ease 2026 blackouts.

L&T wins ‘major’ BPCL petrochemical contract worth up to ₹10,000 crore; stock edges higher

By Cygnus | 23 Dec 2025

L&T bags ₹10,000cr BPCL order for India’s largest petrochemical swing unit at Bina Refinery. Stock rises as the EPC major cements its hydrocarbon leadership.

Web Stories

The New Oil Part 3: Inside the Processing Gap — Why Mining Alone Won’t Fix Supply

Lithium and graphite bottleneck: Why EV growth could slow in 2026

Rare earth shock 2026: How critical minerals are reshaping the global economy

Tesla’s robotaxi test begins, but scaling won’t be easy

Why Elon Musk's X is suing New York over its new hate speech law

IndiGo and SpiceJet shares tumble after Air India crash and oil price shock

FEATURES

Server CPU Shortages Grip China as AI Boom Strains Intel and AMD Supply Chains

By Cygnus | 06 Feb 2026

Intel and AMD server CPU shortages are hitting China as AI data center demand surges, pushing lead times to six months and driving prices higher.

Budget 2026-27 Seeks Fiscal Balance Amid Rupee Volatility and Industrial Stagnation

By Cygnus | 02 Feb 2026

India's Budget 2026-27 targets fiscal discipline with record capex as markets tumble, the rupee weakens and manufacturing struggles to regain momentum.

The Thirsty Cloud: Why 2026 Is the Year AI Bottlenecks Shift From Chips to Water

By Axel Miller | 28 Jan 2026

As AI server density surges in 2026, data centers face a new bottleneck deeper than chips — the massive water demand required for cooling next-generation infrastructure.

The New Airspace Economy: How Geopolitics Is Rewriting Aviation Costs in 2026

By Axel Miller | 22 Jan 2026

Airspace bans, sanctions and corridor risk are forcing airlines into costly detours in 2026, raising fuel burn, reducing aircraft utilisation and pushing airfares higher worldwide.

India’s Data Center Arms Race: The Battle for Power, Cooling, and AI Real Estate

By Cygnus | 22 Jan 2026

India’s data centre boom is turning into an AI arms race where power contracts, liquid cooling and fast commissioning decide the winners across Mumbai, Chennai and Hyderabad.

India’s Oil Balancing Act: Refiners Rebuild Middle East Supply Lines as Russia Flows Disrupt

By Axel Miller | 21 Jan 2026

India’s refiners are rebalancing crude sourcing as Russian imports fell to a two-year low in December 2025, lifting OPEC’s share and raising geopolitical risk concerns.

Arctic Fever: How ‘Greenland Tariff’ Politics Sparked a Global Flight to Safety

By Axel Miller | 20 Jan 2026

Greenland-linked tariff threats have injected fresh uncertainty into transatlantic trade, triggering a risk-off shift in markets and reshaping global supply chain planning.