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Original analysis, derived from public data. India-anchored.

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Business

Most of India's Battery Recyclers Just Lost Their Export Market

The ban keeps lithium, nickel and cobalt in India. It also leaves the shredders who make most of the country's black mass with only domestic refiners to sell to.

November 11, 2026

A bulk cargo ship with deck cranes at anchor on calm open water under a hazy sky, with a tug and a distant city skyline on the horizon

Geopolitics

Why India Wants Russia's Black Sea Ports Reopened as Much as Ukraine's

India's Black Sea plan is read as help for Ukrainian grain. Russia supplies half of India's sunflower oil, and in September its shipments fell to a third of normal.

November 11, 2026

A man holding a bundle of rice seedlings and a woman bending to transplant paddy in a waterlogged field, with two more farm workers behind them

Business

Strip Out the Farm Season and India's Rural Unemployment Barely Moved in a Year

India's unemployment rate fell to 5.1% in July to September 2026, led by the countryside. The same rural dip happened a year earlier, and against that quarter rural joblessness moved from 4.4% to 4.3%.

November 11, 2026

A health worker in gloves holds a glucometer during a diabetes check

Health

The Cancers Diabetes Raises Most Are the Ones India Does Not Screen

India's screening programme checks the same adults for diabetes and for three cancers. Of the six cancers with robust links to diabetes, it looks for one.

November 11, 2026

A soybean field in full leaf beside a row of corn under a clear blue sky

Business

Why a Weaker Rupee Did Not Save India's Soybean Meal Exports

A rupee 8 percent weaker should have made Indian soybean meal cheaper abroad. Instead exports fell 72 percent, and rapeseed meal quietly became the product India actually sells.

November 10, 2026

Red container cranes and stacked shipping containers at a port at sunset

Business

India's Deficit With China Is the Price of Its Own Electronics Boom

China's trade surplus passed $1 trillion for 2026, but its imports are now growing faster than its exports. India's rising deficit with China looks less like dumping and more like the input bill for its own electronics boom.

November 10, 2026

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