
The episode explores India's challenge of decarbonising its heavy‑industry and power sectors, focusing on sector‑specific roadmaps, technology portfolios, and financing mechanisms. Amit Sharma emphasizes a phased, integrated approach that blends energy efficiency, circularity, electrification, hydrogen‑based DRI, and carbon capture, tailored to each industry’s chemistry and economics. Ashish Singla highlights the looming surge in electricity demand, the role of renewables and storage in the near term, and the need to bring nuclear and CCUS online as long‑term baseload solutions, noting recent government funding for CCUS pilots. Both guests stress the importance of stable policy, supply‑chain alignment, and financial incentives to make large‑scale clean‑tech investments viable.

The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...

The episode reviews how the U.S. aluminum market is coping with volatility caused by the 50% import tariff introduced in June, examining its impact on industry sentiment and pricing. Experts discuss the shifting demand landscape, noting the slowdown from removed...