Upstream oil sector looking up, investments happening in the mid-stream
City gas distribution (CGD) percolating into more cities
Economics of CNG (Compressed Natural Gas) and PNG (Piped Natural Gas)
Companies in city gas distribution are generally not making losses, but the ramp-up is slow
A step in the right direction is the separation of city gas network from the distribution company
Outlook on competition in the gas distribution space, for industrial and domestic consumers
Has there been impact of PNG on LPG volumes
We will remain a gas-starved country for at least the next decade
Power and fertilisers, the largest users of gas
Supply vs Demand for gas in Mumbai and Delhi
Considerations behind gas pipeline investments
Pricing of CNG and PNG offers incentives to users
Auto LPG meets the deficit of CNG for city transportation
Automotive manufacturers offering CNG variants
Observations on the petroleum pricing issues
Oil bond burden passed on to the future generations
Impact of oil price on oil demand, globally and in India
We can expect the real pass-on of price hike to happen for petrol, and to some extent diesel
Areas where railway freight rates impact road transport volumes
Remembering my teacher
One macroeconomic variable I watch is IIP (Index of Industrial Production)
Globally, shipping is down, and the next one year will be a trying period for the industry
Almost all the ports are seeing a de-growth in container trade
Credit crisis, commodity prices, banks opening LCs -- and their impact on shipping
How exchange fluctuations have affected the shipping industry
Good growth prospects for private ports, while the major ports are stretched to the limit
From 2010-11 onwards, ports may see high growth as earlier
Are Indian shipping companies affected by piracy
Cancellations impacting shipyards in China vs India
Incremental growth in refinery-related cargo, India vs Singapore as a hub
Coastal shipping and inland waterways -- factors impeding growth
Funding demands of the shipping industry from the Government
Is the shipping industry seeking tax changes
How can rail-port connectivity be improved -- SPVs formed by Railways
Can India be the next China in ship-building
Ship-breaking industry sees huge demand, but there are environmental issues
Three kinds of contracts that shipping companies get into
Food products, a small component of the cargo pie for shipping companies
Example of how slowdown in food-grain exports contributed to crash in charter rates
Will the Iran-Pakistan-India pipeline impact shipping traffic
IIP data vs Services sector statistics
Data accuracy and relevance are critical for any analysis
Skills that students need if they aspire to become analysts
How to address the gaps in Industry-Academia interaction
We don't have an overdose of Accounting Standards
Tax change that the oil industry has been demanding
Types of rigs used by the oil industry
Oil blocks on-land and offshore
Is remote sensing helping the oil industry for prospecting
Oilfield services industry has a high dependence of foreign workers
Talent is not a big issue the shipping industry, but on taxation of employees there is a pending demand of the industry
Price discovery in the recent oil deals
Regulatory controls that govern the announcements of oil companies about discoveries
How to study the balance sheet of an upstream oil company
ICAI's guidelines about oil industry are recommendatory in nature
Alternative fuels and energy may at best address a small portion of the demand pie
Mergers and acquisitions in the oil industry
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