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Economy · Energy · Finance · People · Sustainability · Technology · Uncategorized
Strategic Petroleum Reserves: Does India Have Enough? A Reality Check
By Amulya Charan | April 11, 2026 PM Modi says India holds 53 lakh metric tonnes of strategic reserves. Here’s what that number actually means — and what it doesn’t tell you. In March 2026, with West Asia on fire and the Strait of…
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Strategic Petroleum Reserves: Does India Have Enough? A Reality Check
By Amulya Charan | April 11, 2026 PM Modi says India holds 53 lakh metric tonnes of strategic reserves. Here’s what that number actually means — and what it doesn’t tell you. In March 2026, with West Asia on fire and the Strait of Hormuz shut for the first time in living memory, Prime Minister…
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India’s Kitchen on Fire: How the Hormuz Crisis Is Rewriting the Economics of Cooking
By Amulya Charan | April 6, 2026 | 14 min read In the streets of Bhalaswa, a low-income neighbourhood in northwest Delhi, Rama is known as cylinder wali madam. For years, she persuaded residents to swap firewood for LPG connections under the Pradhan Mantri Ujjwala Yojana. Today, she watches those gains unravel — because she cannot…
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Rural Roads and BharatNet: The Backbone of Rural Transformation
A comprehensive article – Amulya Charan/November 2025 The twin pillars of connectivity—physical (roads) and digital (broadband) infrastructure—are increasingly recognised as the backbone of rural transformation in India. In this article, we examine how rural roads (principally under the Pradhan Mantri Gram Sadak Yojana or PMGSY) and broadband connectivity via the BharatNet programme together unlock the potential…
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Carbon Capture, Utilisation and Storage (CCUS) in India: Reality or Mirage?
Executive summary (the “so what?”) CCUS has moved from academic promise to early-market reality in India—but only for very specific use-cases. India now has: a handful of real projects (e.g., the Tuticorin “CO₂-to-soda-ash” plant), a flagship refinery-to-oil-field CO₂-EOR demonstration being engineered by IOCL and ONGC, newly approved CCU testbeds for cement, and a national programme…
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National Logistics Policy: Implications for India’s Export Competitiveness
By Amulya Charan / October 2025 Executive summary India’s National Logistics Policy (NLP)—launched on 17 September 2022 and tightly coupled with PM Gati Shakti (National Master Plan for multimodal connectivity)—aims to make supply chains faster, cheaper, greener, and more predictable, thereby lifting India’s global export competitiveness. The policy’s “soft infrastructure” reforms (digital platforms, regulatory simplification, service-quality mechanisms, skills)…
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India’s Semiconductor Mission: Can We Build a Chip-Manufacturing Ecosystem?
Assessing India’s ambition to become self-reliant in semiconductors, the global supply-chain shifts, and investment needs. Executive summary India has moved from aspiration to execution on chips. Since mid-2023, New Delhi has put in place a 50% capital subsidy for fabs and advanced packaging, fast-tracked approvals, and green-lit a first logic 28-nm foundry by Tata Electronics with Powerchip (PSMC)…
Behind the blog
Hello, I’m Amulya
Mr. Amulya Charan is a seasoned expert in energy, infrastructure, and finance, with decades of experience leading major corporations like Tata Power, NTPC, and Power Grid.
He has driven innovative solutions across project finance, renewable energy, and infrastructure management. Known for his visionary leadership, Mr. Charan has navigated complex business environments, fostering collaboration and sustainable growth. His contributions have earned numerous accolades, reflecting his commitment to excellence.
Holding advanced degrees from IIMA and IIT-R, he blends strong academic credentials with strategic industry insights. Mr. Charan frequently shares his expertise through speaking engagements and publications, offering thought leadership on industry trends and challenges.