If you have a piped gas connection at home but you're still holding on to an LPG cylinder as backup, the government has news: surrender it within 90 days, or lose your cooking fuel supply entirely.

Here's what's happening, and why.🧵👇 The Ministry of Petroleum and Natural Gas has invoked the Essential Commodities Act to force a shift. Oil marketing companies will digitally map addresses and automatically block LPG cylinder bookings for any household where piped natural gas (PNG) is available.

India just committed ₹4,000 crore to a business most people have never thought about: dredging.

The Dredging Corporation of India wants to more than double its revenue to ₹3,000 crore over five years. It is buying 11 new dredgers. All to do one thing. 🧵👇 Clear sand, silt, and rock from the bottom of harbours, rivers, and shipping channels so that large ships can pass through.

Government estimates suggest India will need roughly 3 billion cubic metres of dredging over the next decade. Every major port depends on it to stay open.

This month, America's National Oceanic and Atmospheric Administration issued an El Niño Watch. Formal signal that conditions are becoming favourable for El Niño to develop. La Niña, which gave India above-normal monsoon in 2025, is fading. By August, there's 62% probability El Niño conditions will be underway. Let's find out what this means. El Niño is far from distant weather phenomenon for India. It disrupts Southwest Monsoon winds that Indian rains depend on. That increases occurrence of heatwaves, depresses agricultural output, lifts food prices, strains power grid. Its impact on Indian economy is almost decisively negative.

Every few months, RBI's Monetary Policy Committee meets to answer one question, is inflation too high, too low, or just right? Since 2016, the answer revolves around one number, 4% inflation, give or take 2 percentage points either side. But how did we get here? For much of last year, inflation was under 2%, just outside RBI's tolerance band of 4% ± 2%. If inflation falls too fast, people aren't buying things enough. RBI even cut rates last year to spur consumer demand.

Raajmarg Infra Investment Trust wants to raise ₹6,000 crore by selling you the right to collect tolls on five highway stretches across 260 kilometres. This becomes only the 7th InvIT to hit public markets since 2014, but most investors still don't understand what they're actually buying. Let's find out in this thread below. InvITs are REITs' less-famous cousins. Same trust structure, but instead of office buildings and rent cheques, you're paying for infrastructure assets and their cash flows. Highways, power lines, telecom fibre.

NSE IX just launched Global Access, letting Indians buy US stocks like Apple and NVIDIA directly through GIFT City. It works under RBI's Liberalised Remittance Scheme (LRS). But the real story isn't the product. It's what happens to your order once it reaches the US. That market looks nothing like India's. Let's take a look in this thread. Indians have been buying US stocks for years through apps. But those apps were wrappers. The actual trading was handled by American firms like Viewtrade. Your money left India under LRS, landed with a US broker, and no Indian securities regulator was in the middle

The war in the Middle East isn't just a geopolitical crisis. It's a direct threat to how a fifth of the world's oil reaches the rest of the world. To understand why, you need to look at where the oil actually sits and how few ways out it has. 🧵👇 Let's start with the map. The Arabian Peninsula sits between two narrow water corridors: the Persian Gulf to the east, and the Red Sea to the west. At the tip of each is a bottleneck. These two straits are arguably the most critical chokepoints in the global economy.

India raced to build solar factories so fast that we already surpassed our 2030 renewable capacity target. But all this speed has created a strange problem: we now have more solar supply than the market can absorb. 🧵👇 Manufacturers are sitting on huge inventories and cutting prices just to keep factories running. Margins have collapsed, and some companies have slipped into losses.

Image: PIB

We know transformers keep the grid running, but most of us never stop to ask what they actually do or why they matter so much.

So we dug into the transformer industry. How they work, why global supply is strained, and where India fits into this story. 👇 Start with the basics. A transformer’s job is simple: change electricity from one form into another. High voltage to low, or low to high.

Any discussion about AI today eventually lands on a single question: is AI a bubble? 🧵👇 Bubbles aren’t always bad. Many big technological shifts, from smartphones to the internet, came out of bubbles. What matters is how a bubble is built and whether the investment remains useful even if it bursts.

300+ Indian companies reported earnings last week.

We dug through most their con calls — and found 22 worth paying attention to.

Here are the 8 sharpest and most revealing things Indian management teams said. The entire marketing strategy of consumer brands hinges on this number. Nykaa’s doubling down on Gen Z isn’t a vibe — it’s math.

The quick commerce industry is moving faster than anyone expected. So much has changed in just a few months that it is worth stepping back to see where things stand. A 🧵 on whats happening. Zepto raised new capital and is now rumored to be inching toward an IPO. Reliance Retail said it has shifted its quick-commerce model to 30-minute delivery by riding on its nationwide store network. Swiggy is raising funds after earlier saying it did not need external capital. Blinkit is adding stores at record speed. The momentum is remarkable.

India’s energy story is entering its most ambitious phase yet.

We’re building new renewable capacity, modernising our grids, and revamping how electricity moves across the country. Here's what's happening 🧵👇 According to the National Electricity Plan, India’s power capacity could hit 609 GW by 2027 and 900 GW by 2032. That’s nearly double today’s capacity.

In October, a bunch of headlines caught our eye: the government was pushing for “coal gasification” and had just opened auctions for underground gasification blocks.

That sounded strange. Coal is solid. How on earth do you turn it into gas? 🧵👇 That question led us down a fascinating rabbit hole.

Because what India’s trying now could completely change how we use coal, our dirtiest but most abundant fuel.

India’s liquor industry just had a strange quarter.

After being the world’s fastest-growing market for three half-years in a row, the momentum suddenly slowed. Spirit makers thrived, but beer companies struggled.

A look at what drove that split and what it says about the industry. A🧵 Through the first half of the year, India’s liquor business seemed unstoppable. While demand in global markets weakened, India’s industry grew 7% year-on-year, a remarkable feat in a slowing world economy.

But last quarter, that story changed.

After a few weak quarters, Indian IT seems to be turning a corner.

TCS, Infosys, and HCLTech all posted improved results in Q2 FY26. But what’s changing isn’t just the numbers; it’s how these companies are rebuilding their business around AI, new markets, and leaner teams.

Here’s a look at what's happening 🧵👇 After a gloomy Q1 marked by layoffs, delayed hikes, and shrinking revenues, the industry seems to have found some footing. The Nifty IT index even hit its highest level since July 2024.

But the rebound isn’t uniform. Beneath the optimistic headlines, some companies have staged real recoveries, while others are only beginning to stabilize.

Recently, SEBI released a detailed order in a front-running case where a small group of traders made over ₹2 crore by trading ahead of a “big client.”

SEBI’s order lays out in meticulous detail how that inside information moved from one person to another, who used it, and how the entire chain of traders stopped the moment SEBI came knocking. A 🧵👇 Front-running, in simple terms, is when someone gets an early tip about a large buy or sell order that hasn’t yet been placed, trades first, and exits once that order moves the price.

China quietly became the world's largest government lender, giving out $800 billion to developing countries. At its peak, it surpassed the World Bank, IMF, and all Western creditors combined. Now the lending has reversed, and a quiet debt crisis is brewing worldwide.

Find out what's happening in this thread below.🧵👇 But curiously, that lending boom has now reversed. Could well spark quiet debt crisis across world. New research by Sebastian Horn, Carmen Reinhart, Christoph Trebesch, three economists who spent years piecing together China's debt puzzle.

Last quarter, Blinkit’s management spoke about what they called a structural shift in their business: moving from a marketplace model to an inventory-led model, where Blinkit owns what it sells.

CFO Akshant Goyal had said:

“most of our business will move to inventory ownership and margin accretion should also happen in that timeframe.” Owning stock changes the unit economics. You don’t just earn a commission, you earn the full spread between buying price and selling price.

Think about it: if Blinkit buys Maggi, say, for all its operations across India, how much cheaper could it get it?

Meanwhile, they also maintain product quality, reduce stock-outs, and maybe even improve overall customer experience. That can add up to more profits and a stronger moat.

Global financial markets look calm right now. Volatility is down, liquidity is also flowing freely. But the IMF's latest stability report shows something unsettling, structural vulnerabilities that could unravel quickly.

Here's everything you need to know.🧵👇 Volatility has been dropping since April 2025, liquidity is flowing freely, and investors are happily buying riskier assets. But peel back that calm exterior, and you'll find unsettling structural problems that could unravel fast if things go south.

This week, India’s Central Electricity Authority (CEA) unveiled a ₹6.4 lakh crore master plan for the power sector, but it’s not about building new dams or power plants. It’s about building the grid itself.🧵👇 CEA's master plan doesn't approve a single new dam. Instead, entire amount is for transmission infrastructure, power lines, substations, high-voltage direct current corridors to evacuate tons of potential hydropower from India's Northeast by 2047.