AGP Executive Report
Last update: 10 hours agoStrait of Hormuz Fallout: The IEA flagged a widening oil deficit as Strait of Hormuz disruptions keep inventories draining, while US claims that flows are “almost 9 million bpd” are disputed by vessel trackers—fueling fresh volatility for Asia-bound crude and LNG. Market Pulse: India’s Sensex and Nifty slid for a second day as crude stayed near six-session highs; Japan’s wholesale prices jumped 7.2% in July, lifting odds of a September BOJ rate hike. Energy Security in Focus: South Korea and ASEAN urged deeper cooperation on energy and the ASEAN power grid as demand is set to surge; the Philippines’ energy emergency response leans on “energy of all sorts,” not renewables-only. Policy Push: India’s Parliament panel wants a minimum R&D spend benchmark for oil PSUs (as % of PBT) to strengthen indigenous tech and the transition. Clean Energy Supply Chains: Malaysia is nearing commercialization of palm oil-based, water-free cooling fluid for data centers, aiming to cut water use and operating costs. Hydro Deal: JSW Energy signed with Bhutan’s DGPC to jointly develop the 920 MW Punatsangchhu-III project.
Note: AI summary from news headlines; neutral sources weighted more to help reduce bias in the result. Feedback is welcome. Please let us know if you have any comments or suggestions about the AGP Executive Report.
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