FUEL POLICY
India says it will honour diesel-export commitments despite a possible US restriction.
WHAT CHANGED
Petroleum Minister Hardeep Puri said India will not walk back contracted overseas supplies.
THE BASELINE
PPAC listed Delhi diesel at this rate as of 25 Sep 2026.
GLOBAL RISK
The proposal remains under discussion, but policy and shipping shocks can tighten fuel markets.
WHO SHOULD WATCH
Truck, bus and equipment operators remain exposed to future diesel and freight-cost changes.
READ THE FULL STORY
See the evidence, caveats and dated cost context behind the export decision.
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Sources, numbers and what to watch next.
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