

India's first household travel survey reveals how Indians actually get to work
India's first National Household Travel Survey reveals something surprising: 83% of workers with fixed workplaces reach work in under 30 minutes, with an average commute of just 25 minutes. But there's a catch. Short commutes don't necessarily mean better transport. For many workers, travelling farther is simply too expensive, forcing them to choose jobs closer to home, even if better-paying opportunities exist elsewhere. Urban workers already spend around ₹1,044 a month on commuting. So India's short commutes may reflect convenience, but also limited economic mobility.
India’s airlines rejected cheaper, predictable fuel prices. Now they want relief agai
India’s airlines are struggling with rising fuel costs, but here’s the irony: the government offered them a ₹10,000 crore fuel-price protection scheme in June, and not a single airline signed up. Jet fuel prices in India are linked to international benchmarks, with shipping, insurance, supplier margins, central excise and state VAT adding to the bill. The scheme offered fuel at roughly ₹115/litre in Delhi, even if market prices rose or fell. Airlines rejected it when prices were lower. Now, with fuel around ₹137/litre, the government is considering reviving it. Will airlines take the deal this time?
India wants to make its own EV batteries. China holds the missing piece
India wants to manufacture its own EV batteries, but building a factory is easier than learning to make battery cells at scale. China produces roughly 80% of the world’s battery cells and is increasingly restricting access to advanced manufacturing know-how. JSW has paused its cell-factory plans, while Tata is developing some technology independently and Reliance has acquired battery technology companies. Despite India’s ₹18,100 crore battery PLI scheme targeting 50 GWh, only 1.4 GWh was operational by June 2026. The challenge isn’t just building factories—it’s mastering the technology inside them.
Inox Clean’s second IPO attempt comes after a 22x jump in renewable capacity
Inox Clean Energy is coming back for a ₹10,000 crore IPO, but it looks very different from the company that first filed in 2025. It now runs two main businesses: owning renewable power projects (IPP) and manufacturing solar modules. Its operating renewable capacity has jumped roughly 22-fold—from 107 MW to 2,375 MW in just 17 months, with around 89% coming through acquisitions. It has also entered solar manufacturing in India and the US. The big question now is whether Inox can turn this acquisition-fuelled expansion into a business that can build projects, manufacture equipment and generate durable returns at scale.
Why are sanctioned oil tankers suddenly flying the Russian flag?
Even a sanctioned oil tanker needs a nationality. When countries remove sanctioned ships from their registries, they risk becoming stateless, leaving them more exposed to boarding and checks at sea. Russia is increasingly offering an alternative: 107 vessels joined its registry between January 2025 and June 2026, 93 already sanctioned. Registering in Russia gives these ships legal recognition on the water. But there’s a big catch: Russian-flagged vessels are barred from EU ports, further limiting where they can operate. The flag offers protection—but comes with its own restrictions.
SEBI used some basic maths to unravel a ₹193 crore investment scheme
Growpital, an agri-tech investment platform promising assured, tax-free returns from farming, claimed it made ₹62 crore selling jeera grown on just 75 acres in Rajasthan. SEBI did some basic maths: based on average local yields and mandi prices, that land could have generated only around ₹30 lakh. That simple calculation helped unravel a much bigger scheme. Growpital had raised ₹193 crore from over 5,200 investors, while SEBI found the farms were largely fictitious and investor money was being routed through layers of entities.
India is going solar. But what happens to the states built around coal?
India’s green transition could create an unusual divide. Six states account for 97% of the country’s grid-connected renewable energy, while coal-rich Jharkhand, Chhattisgarh and Odisha risk being left behind. These states supplied the coal that powered India’s industrialisation, but solar investment and jobs are increasingly flowing to already richer states like Gujarat, Rajasthan and Tamil Nadu. Worse, solar simply doesn’t employ people like coal does. India may successfully replace coal-fired electricity without replacing the local economies that were built around coal.
Teak is native to India. So why does India import almost all the world’s traded teak logs?
That teak dining table in an Indian home may have travelled halfway around the world. Teak is native to India, yet in 2022, India accounted for about 97% of internationally reported teak roundwood imports by volume. The problem isn’t a lack of trees. Much of India’s teak sits in regulated forests, while farm-grown teak can take decades to mature and faces state-specific felling and transport rules. Domestic supply is also scattered across farms, while overseas plantations can ship uniform logs in bulk on predictable schedules. So India has the teak—just not always an easy way to bring it to market.
India wants to cut insurance commissions. Could that mean fewer people get insured?
India wants to cut how much insurers pay people to sell insurance. On term life policies, first-year commissions averaged 51%, with some reaching 81%; IRDAI is proposing caps of 25–30%. Distributor payments also grew 4–5 times as fast as the premiums they brought in between FY23 and FY25, even as individual life policy counts remained broadly stagnant. But insurance is still largely a “push product” that needs someone to explain and sell it. Pay distributors much less, and they may simply sell fewer policies. The paradox: making insurance cheaper to distribute could also make it harder to reach more Indians.
That 30% festive discount may not actually be a better deal
This festive season, a bigger discount may not mean a cheaper appliance. Imagine a TV with an MRP of ₹50,000 selling at 20% off for ₹40,000. If its MRP rises to ₹55,000, it can be advertised at 27% off and still cost roughly ₹40,000. That matters because ACs, refrigerators and TVs have faced repeated price hikes as copper, aluminium, chips, freight and the dollar became more expensive. So don’t just compare discount percentages—compare the final price of the same model with what it cost earlier.
India has a 15-million-tonne copper reservoir. The problem is accessing it
India is sitting on a huge “urban mine” of copper. Around 15 million tonnes were already embedded in power grids, buildings, vehicles, ACs, and electronics by FY21. But there’s a catch: much of this copper won’t become scrap for decades. A grid cable installed today could remain in use for 30–50 years. So while India imports over 90% of its copper concentrate requirements, the copper needed to ease that dependence is increasingly being accumulated all around us—just not available yet.
Cheaper solar, wind and batteries are making reliable, round-the-clock power affordable across more of the world
BRICS agrees the dollar is a problem. It can’t agree on the solution
BRICS represents nearly half the world’s population and a quarter of global trade, but agreeing on what the bloc should actually become is getting harder. Russia wants a new reserve currency to challenge the dollar. China has an incentive to expand the yuan’s role. India says it doesn’t want to weaken the dollar, but wants alternative payment rails without handing China greater control. The result? Lots of talk about de-dollarisation, but no BRICS currency—and little agreement on what should replace the dollar.
Floating solar costs more. So why is India spending ₹5,070 crore on it?
Why would India pay ~25% more for electricity from floating solar when land solar is already cheap? Because the electricity price isn’t the whole story. Putting panels on reservoirs can avoid land acquisition, reuse existing transmission infrastructure, reduce water evaporation and even complement hydropower. So while floating solar may lose to ground solar on pure generation cost, it can still make the wider power system cheaper. India is now betting ₹5,070 crore on testing that idea at scale.
The next big decarbonisation opportunity might be hiding inside factories
Factories don’t just consume electricity—they burn huge amounts of coal, oil and gas to produce heat. Globally, heating across industries and buildings accounts for 37% of energy-related carbon emissions, yet electricity supplied just 4% of industrial heat demand in 2024. Electrifying this heat could therefore be a major decarbonisation opportunity. And there’s an economic case too: one study estimates electric heating in India is already cheaper than gas and oil, and cheaper than coal for around 55% of industrial heating needs.
Would you trust an AI with your UPI account?
AI may soon go from helping you shop to actually spending your money. In 2026, nearly half of online shoppers already use AI while researching purchases, but humans still generally take over at checkout. NPCI is now working on ways to let AI agents make UPI payments within limits you set. But the bigger problem isn’t payment; it’s judgement. An agent could follow every rule, stay within budget, and still buy the wrong thing.