No Russian Oil? Likely No Problem

Post-US/EU sanctions, energy markets aren’t panicking; there’s other supply & India’s macroeconomy can easily adjust This was published in the Times of India on 25 October 2025 (link). In a change of tactics to end the Russia-Ukraine war, the US has blacklisted two Russian oil majors Lukoil and Rosneft. This is designed to prevent foreign … Read more

Wheat: Don’t rush into export ‘opportunity’ presented by Russia-Ukraine conflict

Not delivering on quality or not honouring commitments sustainably can have counter-productive long-term effects Written by Devesh Roy , Neelkanth Mishra | Updated: April 21, 2022 6:48:51 am This column, co-authored with Devesh @ IFPRI first appeared in the print edition on April 21, 2022 under the title ‘India’s wheat opportunity’ (link). The effects of … Read more

Risks of imported energy get real

If energy prices remain this high for a year, they could shave 3 per cent off India’s GDP, weaken the currency Neelkanth Mishra | Last Updated at March 7, 2022 21:50 IST This appeared in the Business Standard on March 8, 2022 (link). We ended the Tessellatum last November, The Energy Headwind, with a hope … Read more