Energonomics podcast with Richa Mishra

How global conflicts are threatening India’s maritime trade and energy security | Energonomics Podcast | EP 15

10 min · 9. apr. 2026
episode How global conflicts are threatening India’s maritime trade and energy security | Energonomics Podcast | EP 15 cover

Description

India’s maritime trade is under growing pressure as global geopolitical tensions disrupt key shipping routes crucial for energy imports and exports. In this episode of Energonomics, host Richa Mishra speaks with businessline's T E Raja Simhan to unpack India’s vulnerability at critical chokepoints like the Strait of Hormuz and the Red Sea, the case for building a national merchant fleet, rising insurance risks, and whether a proposed sovereign reinsurance fund can protect India’s supply chains in turbulent times.

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19 episodes

episode Inside India’s aviation crisis: Detours, duties, and deep losses | Energonomics Ep 16 | Richa Mishra artwork

Inside India’s aviation crisis: Detours, duties, and deep losses | Energonomics Ep 16 | Richa Mishra

Surging fuel prices, disrupted flight routes, and rising operational costs have created what industry watchers call a “perfect storm” for aviation and tourism. In the aviation sector, fuel costs typically account for 40% of operating expenses. It has surged to nearly 55% of costs for some Indian carriers. The Indian government has significantly increased the export duty (often called a windfall tax) on Aviation Turbine Fuel (ATF) to ensure domestic availability during the ongoing West Asia conflict. In this episode of Energonomics, host Richa Mishra, Resident Editor, businessline speaks with Kirti Rao, Retd. Executive Director – Finance, Air India, and founding Chief Financial Officer – Air Kerala, to unpack fuel shortages, airline hedging strategies, route viability, and how carriers are coping without crushing passenger demand.

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