Ceramics

Energy Geopolitics

India’s $2.6 Billion Ceramic Export Sector Collapses as Iran War Cuts Gulf Energy Supply

Over 430 factories in Gujarat's Morbi cluster have shut down as propane prices doubled and LNG imports via the Strait of Hormuz evaporated, validating the stagflation thesis that geopolitical shocks trigger simultaneous manufacturing contraction and persistent input cost inflation.

9 min read ·