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India's coal power generation rose 3.5% in April as heatwaves and high LNG costs force a shift. Expect continued demand pressure as temperatures remain high.

Early 2026 election data shows the BJP surging in West Bengal and Assam, while actor Vijay's TVK disrupts the Tamil Nadu binary, signaling a hung mandate.

Iran's warning against US naval presence in the Strait of Hormuz keeps tanker traffic below 10 ships daily. Watch insurance trends for signs of supply relief.