Society
EVs avoided oil equal to 70% of Iran’s exports in 2025
Electric vehicles avoided oil equal to 70% of Iran’s exports in 2025, reshaping global energy security amid Middle East tensions.
When tensions rise around Iran, the world braces for oil shocks. Markets react, governments worry, and the Strait of Hormuz once again becomes the centre of global attention.
But in 2025, something quietly shifted beneath this familiar cycle of crisis.
Electric vehicles avoided oil consumption equivalent to nearly 70% of Iran’s exports.
According to analysis by Ember, the global EV fleet reduced oil demand by 1.7 million barrels per day, approaching the 2.4 million barrels per day exported by Iran through the Strait of Hormuz.
This is not just a milestone for clean energy. It marks the beginning of a structural change in how the world responds to geopolitical risk.
The world’s oil vulnerability is still profound
Despite rapid technological progress, the global economy remains deeply exposed to oil shocks.
Nearly 79% of the world’s population lives in oil-importing countries, making them vulnerable to disruptions in supply and price volatility.
The costs are enormous. For every $10 increase in oil prices, global import bills rise by around $160 billion annually.
At the heart of this vulnerability lies the Middle East—and specifically the Strait of Hormuz. This narrow passage carries around one-fifth of global oil exports, while the wider Gulf region accounts for 29% of global oil supply.
The concentration of supply through such a fragile corridor makes the global economy acutely sensitive to regional instability.
“This is Asia’s Ukraine moment,” said Daan Walter, principal at Ember. “Oil is the Achilles’ heel of the global economy… Asia’s oil vulnerability has been exposed by the current crisis.”
Even oil producers cannot escape the shock
One of the most counterintuitive realities of today’s energy system is that producing oil domestically does not shield economies from global price spikes.
Oil is traded in global markets. When supply is disrupted, prices rise everywhere.
In Texas, one of the world’s largest oil-producing regions, gasoline prices increased by more than 25% following recent geopolitical tensions—in some cases exceeding rises seen in oil-importing countries.
This reflects a fundamental truth: oil dependency is a global vulnerability, not a local one.
The true cost of fossil fuel dependence
The financial burden of this dependency is immense.
Net importing countries spent approximately $1.7 trillion on fossil fuel imports in 2024, with many economies losing significant portions of GDP to energy imports.
For developing economies, the impact is even more severe. Rising prices can strain public finances, disrupt industries, and increase the cost of living.
The report highlights a stark dynamic: when supply tightens, wealthier countries can outbid poorer ones, effectively pushing them out of the market.
Energy insecurity, in this sense, is not just an economic issue—it is a question of global inequality.
EVs are emerging as a geopolitical force
Against this backdrop, the rise of electric vehicles is beginning to alter the equation.
The fact that EVs avoided oil demand equivalent to 70% of Iran’s exports is not just symbolic—it is strategic.
It shows that demand-side transformation can counterbalance supply-side risk.
“Electric vehicles are increasingly cost-competitive with gasoline cars,” Walter said. “Oil volatility means EVs are a common-sense choice for countries wishing to insulate themselves from future shocks.”
The economic benefits are already visible:
- China saves over $28 billion annually in avoided oil imports
- Europe saves around $8 billion
- India saves about $0.6 billion
These savings highlight a critical shift: energy security is moving from controlling supply to reducing dependence.
A broader shift: the rise of “electrotech”
Electric vehicles are only one part of a wider transformation described in the report as “electrotech”—a combination of EVs, solar, wind, batteries, and heat pumps.
Together, these technologies can electrify more than three-quarters of global energy demand and significantly reduce fossil fuel imports.
If deployed at scale, they could cut import dependence by up to 70%, fundamentally reshaping global energy systems.
Unlike fossil fuels, which require continuous imports, these technologies provide long-term stability. Once installed, they operate without fuel costs, price volatility, or geopolitical exposure.
As the report puts it, this is the difference between “renting energy” and “owning it.”
The Strait of Hormuz: from chokepoint to turning point
The current crisis highlights the strategic importance of the Strait of Hormuz—but it may also accelerate its decline as a central pillar of global energy security.
Asia, which imports around 40% of its oil through the strait, is particularly exposed.
But unlike previous crises, countries now have viable alternatives.
Renewable energy costs have fallen sharply. EV adoption is accelerating across both developed and emerging markets. And electrification technologies are scaling faster than expected.
The report suggests this could become a defining moment—similar to how Europe’s response to the Ukraine crisis reshaped its energy strategy.
Peak oil may arrive sooner than expected
The implications extend beyond immediate crisis management.
The International Energy Agency had projected global oil demand would peak around 2029. But recent developments suggest that peak may arrive sooner.
Electrification is not only reducing demand—it is changing expectations about the future of energy.
The report notes that demand growth forecasts have already been revised downward, with the possibility that global oil demand could plateau—or even decline—earlier than anticipated.
Crises, historically, have accelerated structural transitions. This may be another such moment.
A structural shift beneath the headlines
Geopolitical tensions may dominate headlines, but the deeper story lies beneath.
The fossil fuel system—dependent on continuous trade through vulnerable chokepoints—is becoming increasingly fragile. At the same time, the technologies needed to replace it are becoming cheaper, faster, and more accessible.
The fact that EVs alone have already offset oil demand equivalent to most of Iran’s exports signals a profound shift.
It suggests that the balance of power in global energy is beginning to move—from regions that supply oil to technologies that reduce the need for it.
The Strait of Hormuz may remain a critical artery for now. But its grip on the global economy is loosening.
And for the first time in decades, the world has a credible path to reduce its dependence on it.
Society
How a South Indian Startup Is Reimagining Agriculture From the Sky
From flood-ravaged fields in Kerala to precision farming systems powered by drones, Fuselage Innovations is rethinking agriculture through data, efficiency, and real-time intelligence.
Drone technology in agriculture is rapidly changing how farmers monitor crops, manage resources and improve productivity. A South Indian startup is now using aerial innovation and precision farming tools to reshape agriculture from the sky
In 2018, catastrophic floods swept across South Indian state of Kerala, submerging farmland and leaving behind more than visible damage. When the waters receded, they revealed a deeper crisis—soil chemistry had changed, salinity had increased, and farming systems that had sustained communities for generations no longer behaved the same way.

For many farmers, the land had become unfamiliar.
For Devan Chandrasekharan, an aeronautical engineer with roots in farming, this moment marked a turning point.
“That moment made it clear that agriculture needed more than incremental change,” he says. “It needed a different way of understanding what’s happening in the field.”
Today, as co-founder of Fuselage Innovations, a Kerala-headquartered agritech company with operations expanding across southern India and early international pilots, Devan is part of a new wave of innovators rethinking agriculture through technology.

Drone Technology in Agriculture: From Fields to Flight Paths
Modern agriculture is increasingly shaped by data. But while satellite systems offer scale, they often lack immediacy. Cloud cover, delays, and low resolution limit their usefulness in time-sensitive decisions.
“In farming, timing is everything,” Devan notes. “If you cannot act at the right moment, even the best data loses its value.”
Fuselage Innovations addresses this gap using drones equipped with multispectral sensors, capable of capturing real-time, high-resolution data directly from the field. These systems detect early signs of stress—nutrient deficiencies, pest risks, or water imbalances—long before they become visible.
Farming as a Predictive System
The company’s approach goes beyond aerial imaging. It is built around a stage-wise model that tracks crop growth from early development to harvest, linking each phase to targeted interventions.
This transforms farming from a reactive process into a predictive one.
“Instead of responding to visible damage, we can identify stress signals early and intervene precisely,” Devan says. “That changes the entire economics of farming.”
The results are significant. Field applications have shown yield increases of up to 35 percent, alongside a reduction of nearly 50 percent in pesticide and fertiliser use. Precision spraying has also cut input volumes dramatically—from 150–200 litres per acre to just 10–15 litres—reducing both costs and environmental impact.

Scaling Beyond Boundaries
While the company’s early work was rooted in Kerala, its reach has expanded into Tamil Nadu and other parts of India, with pilot projects now extending to international markets such as Canada.
“Farming challenges may vary across regions, but the need for efficiency, sustainability, and better decision-making is universal,” Devan says.
Yet adoption remains a challenge. Farming is inherently risk-sensitive, and new technologies are often met with caution. To address this, the company initially offered its services free of cost, allowing farmers to see results before committing.
“Trust is the biggest barrier,” Devan says. “Farmers need to see the impact on their own fields before they adopt something new.”

The Future from Above
As climate pressures intensify and resource constraints deepen, agriculture is entering a new phase—one where data and precision will define productivity.
“Technology alone cannot solve agriculture,” Devan emphasises. “But when it is aligned with the realities of farmers and ecosystems, it can become a powerful tool for transformation.”
What began in the aftermath of a flood has now evolved into a model for the future—where farming is not just guided by tradition, but informed by intelligence.
Because the future of agriculture may not lie only in the soil—but in how we see it from above.
Society
The Coal Paradox: More Coal Plants, Less Coal Power
A new Global Energy Monitor report shows global coal capacity rising in 2025 even as coal-fired electricity generation declines amid rapid renewable energy growth.
The world is building more coal plants, but using less coal than before. That contradiction lies at the centre of a new report by Global Energy Monitor (GEM), an international organisation that tracks energy infrastructure and the global shift toward cleaner power.
According to GEM, whose databases and research are widely used by institutions including the IPCC, IEA, UNEP and the World Bank, countries are continuing to expand coal power infrastructure even as coal’s role in electricity generation weakens globally.
The latest edition of GEM’s Boom and Bust 2026 report found that global coal power capacity grew by 3.5% in 2025, while coal-fired electricity generation declined by 0.6%. The report describes the trend as a major structural shift in the global energy system, where coal remains politically important in several countries even as renewable energy increasingly replaces it in practice.
China and India Drive Coal Growth
The contradiction is most visible in China and India, the world’s two largest coal consumers. Both countries commissioned large amounts of new coal capacity in 2025, even as coal generation declined because of record additions in solar and wind power.
China expanded coal capacity by 6% in 2025, while coal-fired generation fell by 1.2%. India recorded a similar pattern, with coal capacity increasing by 3.8% even as coal generation dropped by 2.9%.
The report suggests that coal’s decline is becoming increasingly durable despite global energy uncertainties, including geopolitical tensions affecting fuel supply routes such as the Strait of Hormuz. Renewable energy expansion has continued rapidly enough to reduce coal’s role in meeting new electricity demand.
Christine Shearer, Project Manager of GEM’s Global Coal Plant Tracker, described the trend as a defining paradox of the global energy transition.
“In 2025, the world built more coal and used it less,” she said. She added that 95% of all coal plant construction is now concentrated in China and India, even as both countries expand renewable energy fast enough to displace coal generation.
China’s Coal Pipeline Continues to Surge
China remained the dominant force in global coal expansion during 2025. The country recorded a record 161.7 GW of new and revived coal projects, while more than 500 GW of coal-fired capacity is currently under development.
The report warned that if these projects move ahead, China could remain locked into years of additional coal use throughout its 15th Five-Year Plan period from 2026 to 2030, despite official commitments to reduce coal consumption during the same timeframe.
India Expands Coal While Renewables Accelerate
India is also continuing major coal expansion plans. The country recorded 27.9 GW of new and revived coal proposals in 2025. Overall, India now has more than 107 GW of coal capacity in pre-construction planning and another 23.5 GW already under construction.
The Indian government has announced plans to add 100 GW of new coal capacity over the next seven years, even as renewable energy growth continues at record pace. In 2025, non-fossil fuel sources crossed the milestone of accounting for more than half of India’s installed electricity capacity.
Coal Development Shrinks Outside Asia
Outside China and India, coal development is shrinking rapidly. Only 32 countries were proposing or building new coal plants in 2025, down from 38 countries the previous year and less than half the 75 countries pursuing coal expansion in 2014.
Coal construction activity outside China and India accounted for just 5% of global coal construction capacity in 2025, marking a record low and highlighting how geographically concentrated coal development has become.
Several regions also made notable progress away from coal. Latin America achieved “No New Coal” status in 2025, while South Korea committed to a complete coal phaseout.
Türkiye, which is preparing to host COP31, now has only one active coal plant proposal remaining, compared with more than 70 proposed projects in 2015.
Delayed Coal Retirements Raise Concerns
The report also found that retirement plans for existing coal plants are slowing in several regions. Nearly 70% of coal-fired units scheduled for retirement globally in 2025 failed to retire as planned.
In the European Union, many delays were linked to energy security concerns that emerged during the 2022–23 energy crisis. In the United States, several ageing coal plants remained operational because of direct government interventions aimed at maintaining grid reliability.
Indonesia continued expanding its coal fleet, which grew by 7% in 2025, largely driven by captive coal plants supporting nickel and aluminium processing industries.
South Asia and Southeast Asia Show Mixed Trends
Elsewhere in South Asia, Pakistan rapidly expanded distributed solar energy, helping stabilise its electricity system against volatile fossil fuel markets. Bangladesh, meanwhile, continues to face fuel supply and technical challenges linked to its fossil-fuel-based power sector.
Across Southeast Asia outside Indonesia, coal commissioning declined for the third consecutive year. However, disruptions in regional gas supplies during 2026 led some countries to rely more heavily on existing coal infrastructure as a temporary backup source.
In Africa, new coal proposals remain limited and are mainly concentrated in Zimbabwe and Zambia.
Renewable Energy Reshapes the Global Energy Transition
The report concludes that coal is no longer expanding as a universally accepted solution for rising electricity demand. Instead, coal development is increasingly concentrated in a small number of countries, even as renewable energy demonstrates its ability to meet growing demand more efficiently and sustainably.
Society
India Built the Pipes. Now It Needs Better Water Data
JalSoochak is helping strengthen rural water delivery in India by turning paper-based records into real-time data for faster monitoring and response.
>> Rural water delivery in India has expanded rapidly under the Jal Jeevan Mission. But ensuring that water actually reaches homes every day now depends on better data, real-time monitoring, and systems like JalSoochak.
India built the pipes. Now comes the harder part.
Under the Jal Jeevan Mission (JJM), more than 1.5 crore rural households have been connected to piped water supply — a number that would have been unthinkable a decade ago. But connection is not the same as service. The pipe in the ground tells you nothing about whether water came out of the tap this morning, in what quantity, or whether the source feeding it is under stress.
That gap — between infrastructure built and service delivered — is where India’s rural water systems are now being tested. And it is a gap that turns, fundamentally, on data.
Why Rural Water Delivery Depends on Better Data
Pump operators and Jal Mitras are the ones who know. They manage supply cycles, monitor pumps, and record water delivery across thousands of villages every day. But in most states, those records live in paper registers. They cannot be verified, compared across districts, or acted on quickly. By the time a problem surfaces through the usual channels, it has often been festering for weeks. Engineers and administrators are left reconciling inconsistent figures instead of responding to the thing that actually went wrong.

Arghyam, a Bengaluru-based philanthropic organisation founded by Rohini Nilekani, has been working on this problem. In partnership with Assam’s Public Health Engineering Department (PHED), it developed JalSoochak (Water indicator) — a platform designed to make frontline water delivery measurable, verifiable, and useful, all the way up the system.
How JalSoochak Is Transforming Rural Water Delivery
“Since the expansion of rural water infrastructure, understanding what is actually happening on the ground at scale has remained difficult. JalSoochak addresses this by enabling frontline workers to capture a simple image as evidence of water supply, while also giving Jal Mitras a verifiable record of their service delivery and attendance,” said Kailash Karthik, Secretary, Public Health Engineering Department, Government of Assam and Mission Director, Jal Jeevan Mission Assam.
The tool itself is straightforward. A frontline worker photographs a meter reading on their mobile phone. The image is processed using AI, the user verifies the reading, and it is logged as a daily record. What used to be a handwritten entry in a register — easily disputed, easily lost — becomes a time-stamped, verifiable data point that engineers, block-level officers, and state administrators can all see and act on.

Accumulated over months, those daily records start to show things that no single entry would. A supply dip that recurs every fortnight. A pump whose readings are quietly declining. A source under pressure before anyone has formally flagged it. Problems get caught earlier, and the people responsible for fixing them have the evidence they need to act.
How Assam Is Digitising Rural Water Delivery
The numbers from Assam are substantial. More than 16,500 pump operators now use JalSoochak, collectively logging over 20 lakh readings. Together, those entries account for more than 37,600 million litres of water supply recorded.
Assam also made something else clear: what works in one state will not simply work everywhere. Each state has its own administrative logic, its own infrastructure, its own ways of capturing supply data. JalSoochak had to be rebuilt to absorb that variation rather than ignore it.
The platform now supports multiple modes of input — bulk flow meters, electric meter readings, pump operation duration, IoT devices, and manual entries. It works in local languages. Rather than running parallel to existing government systems, it is built to plug into them, so the data flows to where decisions are actually made, without creating extra work for anyone in the chain.
“JalSoochak is not just a technology platform. It is an attempt to strengthen service delivery to ensure that the investments made in rural water systems translate into reliable services for people. The journey from Assam to a national scale Digital Public Good has been about one core idea: making data useful for action, where it matters most,” said Deepak Gupta, Director of Digital Infrastructure and Government Partnerships, Arghyam.
JalSoochak is part of a broader effort to build a Digital Public Infrastructure for India’s water sector — a set of open, interoperable systems through which data can move across programmes and institutions, enabling governments to respond to problems where and when they actually occur, rather than when they finally show up in a report.
Crores of households now have a connection. The question that follows is simpler, and harder: is the water actually there? Getting a reliable answer to that question, consistently, across every village and every state, is what the next phase of rural water delivery will depend on.
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