Society
The hidden fault lines of global energy: why oil and gas chokepoints are a permanent risk
What are “paper chokepoints” in global energy markets?
Global energy chokepoints pose persistent risks to oil and LNG supply, with E3G warning import-dependent economies face long-term vulnerability.
Even in an era of apparent energy abundance, the global system that powers economies is built on a fragile foundation: a handful of narrow maritime routes that cannot be bypassed.
A new analysis by E3G warns that these global energy chokepoints—from the Strait of Hormuz to critical shipping corridors in Asia—are not occasional vulnerabilities but permanent features of the fossil fuel economy.
A system where disruption is inevitable
For decades, energy security has been framed as a question of supply: more oil, more gas, more infrastructure. But the report challenges that assumption, arguing that supply expansion does little to address the deeper structural risks embedded in global trade routes.
Introducing the findings, Richard Smith, a senior policy advisor at E3G, cautioned that recent tensions around key transit routes are not exceptional.
“What we’re seeing in Hormuz isn’t a freak, one-off event. It’s an inherent and unavoidable part of the global oil and gas system. Even though we were just in an era of low price and oversupply, globally integrated fossil fuel markets leave all oil and gas consumers bracing for an inflation shock. Renewables aren’t without risk – there are also solar panels stuck in Hormuz right now. But for every solar panel that makes it through, that’s secure energy every day for a generation. Renewables and energy efficiency are the only realistic way to escape this crisis loop.”

The implication is stark: even in well-supplied markets, the concentration of energy flows through a limited number of routes ensures that disruption remains a constant threat.
The rise of “paper chokepoints”
While physical blockages—conflict, piracy, or accidents—remain the most visible risks, the report highlights a quieter and increasingly influential set of constraints.
So-called “paper chokepoints” include shipping bottlenecks, insurance withdrawals, regulatory barriers and climate-related disruptions. None require a single tanker to be stopped outright, yet all can constrict supply and drive up prices.
Because oil and LNG markets are deeply interconnected, these disruptions cascade quickly across regions. A bottleneck in one location can trigger volatility far beyond it, intensifying competition for cargoes and amplifying price shocks.
This interconnectedness means that even countries not directly reliant on a specific chokepoint are still exposed to its consequences.
Asia’s vulnerability—and India’s economic exposure
The risks are most acute in Asia, which depends heavily on energy imports moving through a small number of strategic routes.
Madhura Joshi, programme lead for global clean power diplomacy at E3G, pointed to the region’s deep exposure to the Strait of Hormuz.
“Asia receives nearly 90% of the oil and LNG transiting the Strait of Hormuz, and the consequences of prolonged disruption will be felt unevenly across the region. For India, sustained high oil prices translate directly into widening current account deficits, currency pressure, and fiscal stress that could constrain both growth and public spending. Japan and South Korea, among the world’s most LNG-dependent economies, face acute supply vulnerability with limited ability to absorb prolonged market tightness.
“This crisis makes clear that energy security for these economies cannot rest on access to the same fragile chokepoints; accelerating electrification and domestic clean energy is the most durable path to genuine resilience.”
For India, where energy imports are tightly linked to inflation, fiscal balance and currency stability, the stakes are particularly high. Prolonged disruptions are not just supply issues—they are macroeconomic shocks.
Energy security—and the illusion of control
The report reframes energy security as a question not simply of access, but of control. Maria Pastukhova, programme lead for energy transition at E3G, emphasised that reliance on distant supply chains fundamentally limits national resilience.
“Energy systems are a backbone of national security, but for many importers, that backbone depends on infrastructure and routes far beyond their control. Reliance on distant supply chains and chokepoints means disruption risk is built in. Clean energy systems are not immune to shocks, but they shift more of the system under domestic control and reduce exposure to geopolitical and market volatility. That is the strategic energy security lesson from this crisis.”
In other words, the vulnerability lies not just in scarcity but in dependence—on infrastructure and geopolitics beyond national reach.
A pathway out of the chokepoint trap
The analysis outlines a five-track strategy to reduce exposure, combining short-term crisis management with long-term structural change.
Emergency measures—strategic reserves, diversified suppliers, infrastructure protection—can help absorb immediate shocks. But they do not eliminate the underlying risks.
Only structural shifts—reducing reliance on imported fossil fuels through electrification, efficiency, storage and domestic clean energy—offer durable resilience.
Unlike fossil fuel systems, where exposure to chokepoints is persistent, clean energy systems become more secure over time as domestic capacity expands.
A permanent feature of the fossil fuel era
The report’s conclusion is clear: chokepoint risk is not a temporary disruption but a defining characteristic of the global oil and gas system.
As long as energy flows depend on narrow, contested routes, the possibility of sudden shocks—economic, political or logistical—will remain ever-present.
For policymakers, the question is no longer whether disruptions will occur, but how quickly they can reduce their exposure to them.
And in that transition, the shift to clean energy is no longer just a climate imperative—it is a strategic one.
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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