Welcome to the latest edition of Energy Edits!
The intensified geo-political tensions in West Asia — specifically the closure of the Strait of Hormuz — have triggered a global fuel crisis. Willie Walsh, the Director General of the International Air Transport Association (IATA), has recently issued several warnings regarding Aviation Turbine Fuel (ATF), primarily focusing on supply chain disruptions and the slow transition to sustainable alternatives.
Walsh warned that even if geo-political tensions ease and the Strait of Hormuz fully re-opens, it could take “months—not weeks” for jet fuel supplies to stabilise.
This and more in this edition!
Fortnight that was:
The Iran war has caused a shortage of Diet Coke in India, where it is sold only in aluminium cans that have run short because of delayed shipments from the Gulf caused by the Iran war. The Gulf accounts for around 9% of global aluminium production, which has been trapped since the end of February by Iran’s de facto blockade of the Strait of Hormuz. Reuters
The Ministry of Petroleum and Natural Gas officially amended the Aviation Turbine Fuel (ATF) marketing order to allow for the blending of conventional fuel with synthetic and ethanol-based alternatives. businessline
IndianOil Assures Uninterrupted Availability of Petroleum Products Across the Country.
ONGC and Mitsui O.S.K. Lines (MOL), Japan, advanced their strategic dialogue on maritime logistics.
India says fuel retailers suffering losses on petrol, diesel for sales below market rates. Reuters
The first LNG export cargo departs from QatarEnergy’s largest investment in the United States – Golden Pass LNG project in Texas: International news reports.
Trending topics:
Ethanol blending story in India: It’s an idea whose time has come: Oil Ministry on higher ethanol blending. Rishi Ranjan Kala
West Asia Conflict: GAIL doubles down on expanding LNG supply chain with US. Rishi Ranjan Kala
Green energy players in a fix over ‘retrospective’ component in mechanism to maintain grid discipline. Richa Mishra
SEIL Energy India open to evaluate performing assets going through IBC resolutions’: CEO. Richa Mishra
Ex-MRPL MD-led team investigating Barmer refinery fire incident. Rishi Ranjan Kala
Expert insights:
Cosmic aid for miners. M Ramesh
India and need for ‘desi’ fleet creation. Everyone knows that India is heavily dependent on imports to meet its fossil fuel requirements. The decision makers felt that chartering vessels to bring fuel was easier. Richa Mishra
Despite PFBR going critical, India is still a long way from thorium utilisation. M Ramesh
Podcasts:
Energonomics episode: To unpack fuel shortages, airline hedging strategies, route viability, and how carriers are coping without crushing passenger demand Richa Mishra, Resident Editor, businessline speaks with Kirti Rao, Retd. Executive Director – Finance, Air India, and founding Chief Financial Officer – Air Kerala.
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Published on April 23, 2026