How China and India are supercharging the battery storage market
Beijing and Delhi are overseeing massive capital and resource infusions into battery storage that are transforming the entire industry.
Columnists
Gaurav Sharma is a London-based energy market analyst and commentator with nearly two decades’ experience covering global markets. A former Vice President and Lead Analyst at Citi, he writes the Oilholics Synonymous blog and specialises in energy futures and oil and gas markets. He is a regular commentator across major international media analysing energy developments across Asia, Europe, the Middle East and the Americas.
Supermajors are channelling bumper profits toward natural gas and technology
Windfall profits in the wake of the Iran war are reshaping investment strategies among supermajors, driving renewed focus on geographic diversification, natural gas, and operational efficiency technologies. In his latest column, Gaurav Sharma examines how the industry is deploying capital in response to heightened geopolitical risk and market volatility.
Age of agentic AI is creating multibillion dollar opportunities in the energy sector
As artificial intelligence platforms make their presence felt across energy, petrochemicals and heavy industries, a fascinating and potentially lucrative facet of this shift is coming into the foreground – agentic AI, writes Gaurav Sharma in his latest column.
A new era at bp: will Meg O’Neill lead a high-stakes pivot to oil and gas?
Coming in with a mandate to maximise value for shareholders, bp’s first female CEO is expected to redouble the supermajor’s efforts towards investing in traditional oil and gas plays. In his latest column for Energy Connects, Gaurav Sharma explores how far she will go.
Beyond the blip: Middle East conflict reshapes energy markets
In an exclusive Energy Connects Discussions, Gaurav Sharma, energy analyst and Energy Connects Columnist, discusses the evolving impact of the Middle East conflict on global energy markets. With the Strait of Hormuz at the centre of global energy security concerns, the discussion explores price volatility, supply disruptions, and mounting inflationary pressures across Asia. The conversation also examines the widening gap between physical and paper markets, the risk of demand destruction, and the
Iran strikes: what the escalation means for global energy markets
In the latest episode of the Energy Connects podcast, recorded amid the ongoing US and Israeli strikes on Iran and Tehran’s retaliatory strikes across the Gulf, host Chiranjib Sengupta speaks with Gaurav Sharma, Energy Connects columnist and independent energy analyst, about the potential impact for global energy markets. They explore Iran’s role in global oil supply, the risks surrounding the Strait of Hormuz, and the psychological impact on shipping and prices. The discussion also considers OPEC+’s output boost, spare capacity, and the implications for LNG flows from Qatar. With geopolitical tensions rising, the episode assesses how the coming days could shape oil prices, market stability and global energy flows.
US shale production may prove more resilient in 2026 than many imagine
Every time oil prices see a period of extended volatility and Brent threatens to slide below $60 per barrel, an all-too-familiar debate ensues about the impact of such market conditions on US shale production.
Mapping India's rise as a superpower of unconventional energy
In his latest column for Energy Connects, Gaurav Sharma explores how, as the world’s third-largest consumer of electricity, India remains on track for 500 GW of non-fossil capacity by 2030, and why it’s a seismic shift that’s been decades in the making.
Cybersecurity a proactive priority backed by billion dollar investment vision
As the energy, petrochemical and industrial segments become more digitised, they face a growing need for cybersecurity. This shift is spawning a multibillion-dollar opportunity.
How the Middle East is upping its game to monetise natural gas reserves
In his monthly exclusive column for Energy Connects, Gaurav Sharma explains how the Middle East, long dominated by Iran and Qatar in natural gas, is witnessing a surge of investment and production from regional oil powerhouses like Saudi Arabia and the UAE, positioning the region to rival North America and potentially surpass Asia as a leading global gas hub by 2030.
