Mishik Sharma

Structural Crisis, Not a Temporary Disruption India’s natural gas supply architecture is under structural stress. The most recent cause is geopolitical: the ongoing war in West Asia has disrupted energy supplies, and the shutdown of Qatari natural gas exports has has given rise to a potential gas supply crisis. This has exposed the depth of India’s gas import dependence.  But this vulnerability itself is not new. India produces less than half of its total gas requirement from domestic fossil sources. The remainder is imported (about half of which from Qatar), leaving industrial supply chains, individual and commercial consumers, and the agricultural sector simultaneously exposed to the same external shock. The consequences are already visible. The government has ordered supply cuts to industrial consumers — steel, ceramics, glass, paper, and food processing among them — while prioritising piped natural gas for homes and commercial establishments, compressed natural gas for vehicles...

Government and industry leaders increasingly speak of an AI stack — chips, cloud, models, and applications — as the foundation of technological sovereignty. The ambition is clear: domestic compute capacity, indigenous foundation models, and national applications together reduce strategic dependence. Yet a structural asymmetry persists. While the AI stack is being articulated layer by layer, an equivalent cybersecurity stack is rarely defined with the same architectural clarity. This omission is no longer theoretical. It is operational.  Yesterday, Amazon Web Services (AWS) confirmed that two of its facilities in UAE were directly struck by drones, causing structural damage, power disruptions, and additional water damage from fire suppression efforts. A third facility in Bahrain was also affected by a nearby strike. The strikes led to widespread service outages, including elevated error rates for services like Amazon S3, EC2, RDS, Lambda, and others, with AWS warning of prolonged r...