Atanu Mukherjee

This conversation features Atanu Mukherjee, CEO of Dastur Energy, a keen analyst on global energy trends. They explore the potential for low oil prices in 2026, driven by an oversupply crisis and a shifting OPEC landscape. Mukherjee delves into India's energy strategy, discussing the implications of importing Russian and Venezuelan oil. He emphasizes the rising demand for energy due to AI and data centers, and the need for a diversified approach that includes gas and coal alongside renewables to ensure energy security and affordability.