Why kerosene and coal are making a temporary comeback in India

Geopolitical events are forcing India to diversify its energy sources and temporarily revert to traditional fuels. This impacts the demand dynamics for various energy commodities and the companies involved in their supply.

• •India faces fuel supply pressure due to West Asia crisis disrupting energy transit.
• •Nation temporarily reintroduced kerosene for household use.
• •Hotels and restaurants can now use coal and other alternate fuels.
• •Aims to manage disruption and ensure continued access to cooking fuel.
• •Risk flag: Prolonged geopolitical instability affecting energy imports