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Technology

Policy Economic Report July 2026 - v4

By sanjay singh

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Share link
https://covver.com/magazine/sanjaysingh1305/policy-economic-report-july-2026-v4-2
Published
Aug 7, 2026
Pages
80
Language
English

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  • CoverFIPI Federation of Indian Petroleum Industry
  • Page 2FIPI POLICY AND ECONOMIC OIL & GAS MARKET
  • Page 3FIPI POLICY AND ECONOMIC OIL & GAS MARKET
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  • Page 7FIPI POLICY AND ECONOMIC
  • Page 8FIPI POLICY AND ECONOMIC OIL & GAS MARKET and options. Speculators were increasingly betting on easing geopolitical risk premiums. At the same time, they sharply raised short positions to their highest level since December 2025, fuelling volatility and accelerating the decline in oil futures prices. Combined futures and options net long positions in ICE Brent and NYMEX WTI dropped to their lowest level since January 2026.
  • Page 9FIPI POLICY AND ECONOMIC OIL & GAS MARKET
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  • Page 15FIPI POLICY AND ECONOMIC OIL & GAS MARKET
  • Page 16FIPI POLICY AND ECONOMIC OIL & GAS MARKET growth path despite recent geopolitical disruptions. Emerging market economies generally outperformed advanced economies, with India recording the strongest expansion among all economies covered by the survey, followed by Ireland, China and Japan, reflecting the continued resilience of domestic demand in several Asian economies.
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  • Page 21FIPI POLICY AND ECONOMIC OIL & GAS MARKET per cent in FY 2026-27, compared with 7.7 per cent in FY 2025-26, before improving modestly to 6.8 per cent in FY 2027-28. While the projected slowdown reflects a more challenging global environment, India's growth outlook continues to compare favourably with that of other major economies, supported by resilient domestic demand, sound macroeconomic fundamentals and continued policy support.
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  • POLICY AND ECONOMIC OIL & GAS MARKETFIPI Figure 14: HSBC India Manufacturing PMI sa, >50 growth since previous month
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  • POLICY AND ECONOMIC OIL & GAS MARKETFIPI Figure 15: Total Trade during June 2026
  • Page 31FIPI POLICY AND ECONOMIC OIL & GAS MARKET
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  • Page 33FIPI POLICY AND ECONOMIC OIL & GAS MARKET
  • Page 34FIPI POLICY AND ECONOMIC OIL & GAS MARKET kilometres of previously restricted offshore areas have significantly expanded exploration opportunities. These reforms, complemented by investments in geoscientific surveys and the National Data Repository, are expected to improve exploration success rates and attract greater investment into frontier basins.
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  • POLICY AND ECONOMIC OIL & GAS MARKETFIPI Indian Basket Crude oil price
  • POLICY AND ECONOMIC OIL & GAS MARKETFIPI Table 4: Non-Doc liquids production in 2026, mb/d
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  • POLICY AND ECONOMICFIPI OIL & GAS MARKET
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  • Page 47FIPI POLICY AND ECONOMIC OIL & GAS MARKET was further revised for the period 1st April, 2025 30th September, 2025 was notified as US$10.04/MMBTU on Gross Calorific Value (GCV) basis. Prices were further revised for the period 1st October, 2025 - 31st March, 2026 was notified as US$9.72/MMBTU on Gross Calorific Value (GCV) basis as per notification dated 30th September 2025. As per notification dated 31st March 2026, gas prices were further revised for the period 1st April 2026-30th September 2026 and was notified as US$ 8.90/MMBTU on Gross Calorific Value (GCV) basis.
  • POLICY AND ECONOMICFIPI OIL & GAS MARKET
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  • POLICY AND ECONOMIC OIL & GAS MARKETFIPI Solar street lighting and provision of lighting in Rs. 1 lakh per MPC MPCs of PVTG areas (under PM JANMAN
  • Page 70FIPI POLICY AND ECONOMIC OIL & GAS MARKET
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  • Page 73FIPI POLICY AND ECONOMIC OIL & GAS MARKET success of efforts to ramp up assured domestic supply and reduce reliance on the blending mandate.
  • Page 74FIPI POLICY AND ECONOMIC
  • Page 75FIPI POLICY AND ECONOMIC OIL & GAS MARKET bring together governments, industry, investors, technology leaders, researchers, startups and academia to strengthen partnerships, promote innovation and shape the future of sustainable and technology-driven mining. Highlighting the transformative reforms undertaken over the past decade under the leadership of Prime Minister Shri Narendra Modi, he noted that transparent auctions, commercial coal mining, accelerated exploration, ease of doing business and technology-led governance have positioned India among the world's most attractive mining destinations. Referring to emerging global challenges related to energy security, critical minerals and resilient supply chains, he said India is pursuing an integrated approach that combines policy reforms, technological advancement, value addition, sustainability and international collaboration to build a future-ready mining ecosystem. The Minister expressed confidence that the event would strengthen global partnerships, showcase India's mineral potential and technological capabilities, and contribute to realizing the vision of Aatmanirbhar and Viksit Bharat. He urged all technology innovators, researchers, industries and other stakeholders to be part of the India Mining Week 2026.
  • Page 76FIPI POLICY AND ECONOMIC OIL & GAS MARKET policy reforms and accelerated exploration. Announcing the forthcoming launch of the 8th round of Critical and Strategic Mineral Blocks auctions, he said the initiative will further strengthen domestic availability of critical minerals, encourage greater private sector participation, attract investment and reinforce India's resilient mineral value chains. He noted that India Mining Week 2026 will serve as a global platform to showcase India's mining reforms, resource potential and emerging opportunities while fostering international collaboration, innovation and investment in the sector.
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FIPI

POLICY AND ECONOMIC OIL & GAS MARKET success of efforts to ramp up assured domestic supply and reduce reliance on the blending mandate.

• Overall Import Dependence Narrows: Coal imports as a share of total coal consumption fell from 21.69% in April 2025 to 19.68% in April 2026, a decline of over 2 percentage points. • Coking Coal Imports Remain Steady: Coking coal imports, which cater primarily to the steel sector where domestic coking coal reserves remain limited, rose marginally by 1.34% (5.93 MT to 6.01 MT), consistent with continued growth in domestic steel production and reflecting that this category is driven by reSource: specific requirements rather than availability gaps.

The consistent decline across ICB, DCB and overall import categories reflects the Ministry of Coal's sustained focus on ramping up domestic coal production and offtake, strengthening First Mile Connectivity, close monitoring of thermal power plant stock positions, and coordinated efforts with Ministry of Railways, Coal India Limited (CIL) and its subsidiaries to ensure assured supply to power utilities. These measures have progressively reduced the need for imported coal, including for blending purposes, while maintaining healthy stock levels at thermal power plants across the country. The Ministry of Coal remains committed to further strengthening domestic coal production, evacuation infrastructure and quality-based grading to sustain this trend of reduced import dependence in the coming months.

20. Launch of Application for Registration of Coal Exchanges in India: Empowering India's Coal Exchange Ecosystem

The Union Minister of Coal and Mines, Shri G. Kishan Reddy in presence of Shri Satish Chandra Dubey, Minister of State for Coal and Mines and Shri Vikram Dev Dutt, the Secretary, Ministry of Coal, launched the Online Portal Application for Registration of Coal Exchanges, in New Delhi, during the curtain raiser event for Indian Mining Week 2026. The launch marks India's transition from a policy framework to operational readiness for Coal Exchanges, by inviting eligible applicants to formally apply for registration under the regulatory oversight of the Authority - a landmark step towards modernizing the country's coal market.

Coal Exchange, is an online platform where buyers and sellers of coal and its processed forms can transact, trade and enter into delivery-based coal contracts as approved by the Authority. It enables transparent market-based price discovery, assured quality through the Authority-approved coal sampling agencies, advanced market surveillance, secured clearing and settlement process backed by a settlement fund and an effective grievance redressal mechanism, thus creating a robust, neutral and competitive platform that connects coal sellers, buyers and other market participants. The introduction of Coal Exchanges marks a paradigm shift in the coal market by moving from the traditional models to a modern trading platform.

The setting up of Coal Exchanges has been made possible through the Mines and Minerals (Development and Regulation) Amendment Act, 2025, which introduced the concept of Mineral

July 2026