Notes on commercial leadership in energy — what the market pays for, what it undervalues, and what actually separates the traders and commercial leaders who scale from those who plateau.
India's LNG imports hit a six-year high in August, right inside a price spike driven by the West Asia conflict. The exchange that could let buyers hedge that risk is still stuck in government review, and the desk to use it doesn't exist yet either.
Read →Indian Oil's new joint venture with Vitol and ADNOC's push toward 2 million barrels a day both prove state oil giants now have the capital to trade. What's actually scarce is leadership that can run a desk at trading speed while still answering to a state-company board.
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