Discussion Paper

September 22, 2026

This study aims to investigate the impact of a reduction in steel tariffs on the Indian economy, particularly unpacking its effect on the GDP, domestic steel sector, and other downstream sectors that consume steel.

Key Insights

Macroeconomic Policy, Trade & Competitiveness

MacroInsights: GDP Revision - Key Facts and Some Quirks

Renu Kohli

September 23, 2026

The revised back series expected by the year end may shed more light.

In Dialogue

Mining Matters

Mining Matters Episode 9: From Extraction to Inclusive Development - Resilient Mineral Value Chains

K Prahalad

September 17, 2026

K Prahalad speaks with Florence Drummond about how mining companies can become long-term development partners by building trust among companies, governments and communities, and strengthening the foundations of resilient mineral value chains.

Working Paper

Macroeconomic Policy, Trade & Competitiveness

Competitive Steel, Competitive India

Shishir Gupta & Rishita Sachdeva

September 10, 2026

This study attempts to answer the following pivotal questions: How do we know if the Indian steel sector’s laurels are due to competitive strengths or because of protection? And how to improve its competitiveness further?

Key Insights

Electricity

Key Insights | Storage is Getting Quite Cheap – But Measuring its System-level Cost is Complex

Rahul Tongia & Rohit Vijay

September 7, 2026

Using an hourly optimisation model built on India's actual demand and solar profiles, the authors estimate truly firm supply, meeting demand in every time block at ₹8.30–9.07 per kWh, rising to ₹11.82 across bad resource years.

Blog

Electricity

Electricity Storage is Getting Quite Cheap—But Firmer Storage Isn’t as Cheap as Sometimes Believed

Rohit Vijay & Rahul Tongia

September 7, 2026

Understanding India's solar-plus-storage bids by considering what they don’t cover

Blog

Foreign Policy & Security

Nepal’s Rise: From Power Shortages to Grid Diplomacy

Shruti Singh & Abhishek Agarwal

September 9, 2026

Nepal has moved from a net importer to a net exporter of electricity, with the Nepal Electricity Authority (NEA) 2025 reporting that exports to India rose to 2,380 GWh, 22.3% higher than the previous year, Shruti Singh and Abhishek Agarwal elaborate in this blog.

Blog

Foreign Policy & Security

Motihari–Amlekhganj Pipeline: How India–Nepal Energy Connectivity Is Strengthening Energy Security

Raghav Agarwal & Abhishek Agarwal

September 8, 2026

Raghav Aggarwal and Abhishek Agarwal South Asia's first cross-border petroleum pipeline illustrates how cross-border infrastructure can make fuel supplies more resilient, efficient, and reliable while strengthening regional cooperation.

Blog

Foreign Policy & Security

India–Bhutan Trade Corridors: The Rise of Assam’s Border Gateways

Oli Mukherjee & Abhishek Agarwal

September 8, 2026

The India–Bhutan border is gradually moving from a single dominant crossing to a more diversified network, Oli Mukherjee and Abhishek Agarwal elaborate in this blog.

Blog

Energy, Natural Resources & Sustainability

Expanding Energy Transmission and Distribution Infrastructure Resilience Across Major Indian Cities

Lenya Schmidt Neuhaus

September 7, 2026

Leyna Schmidt Neuhaus writes on how electric power transmission and distribution (T&D) infrastructure has emerged as a strategic enabler of energy security, economic competitiveness, and climate resilience.

Blog

Foreign Policy & Security

Greening India’s MSMEs: What Role Have International Partnerships Played?

Trigya Dhir & Pooja Ramamurthi

September 1, 2026

Greening of MSMEs remains shallow, with 31% using energy-efficient products and 21% using renewable energy technology, Trigya Dhir and Pooja Ramamurthi elaborate.

Is it Time to Recalibrate Protectionism? The Case of the Indian Steel Industry

Macroeconomic Policy, Trade & Competitiveness