LyrArc Article Gist
On the hope for the world that can be created through the example of the 1.4 billion people of India combined with the 290 million people of Indonesia PM Modi told the Indonesian parliament-"On this great soil of Indonesia, I come before you with confidence in our shared journey of development. I come with the conviction that, together, India and Indonesia can inspire humanity with renewed hope, purpose, and energy. When the 1.4 billion people of India and the 290 million people of Indonesia move forward together with shared purpose and collective effort, the world will witness the making of a new chapter in history. India is a nation that believes not in expansionism, but in development. That is why we are guided by the principle: Sabka Saath, Sabka Vikas—Together with all, development for all." On the civilizational dialogue between India and Indonesia PM Modi said- "India, Indonesia, and the Indian Ocean – these very names bear witness to the deep and enduring bonds between our two nations. For thousands of years, our ports connected the world, and our ships carried trade, culture, and ideas across distant shores. The seas continue to hold immense opportunities for our shared future. It is with the vastness of this ocean as our inspiration that I invite you today to take India–Indonesia relations to even greater heights." "Honourable Members, India and Indonesia share far more than the sea—we share a common history. Our relationship is rooted in the timeless legacy of the Ramayana and the Mahabharata. In the wisdom of Nalanda that reached these shores centuries ago. In the traditions of Wayang, dance and music. We are connected through magnificent monuments such as Borobudur and Prambanan. We are united by Garuda, the national emblem of Indonesia." On the struggle for independence and shared history- "Friends, there is so much that our ancestors experienced together. Both our peoples endured long periods of foreign rule. Our two nations also attained independence at nearly the same time-Indonesia in 1945, and India in 1947. And when the question of Indonesia’s sovereignty as an independent nation arose, India stood firmly in support of Indonesia’s freedom struggle and became a strong voice for its cause at the United Nations. During that defining period, the role played by the respected Biju Patnaik remains a shining chapter in our shared history. The courage and determination with which he safely brought Prime Minister Sutan Sjahrir and Vice President Mohammad Hatta to India forged an even deeper bond between our two nations."   ...

LyrArc Article Gist
Goldman Sachs Analysis on replacing Hormuz oil supplies so that the world can focus on pressing domestic issues for China, India, EU, US,  Africa, Asia and Latin America. This Analysis is detailed on the source of new oil supplies outside of Hormuz in each specific region. This does not include renewable energy target acceleration in EU, India US and China, and does not include the 4 million barrels a day China is replacing with its own alternative supplies from its reserves, coal and renewables. It also does not include the 3 million barrels a day from Venezuelan ramp up. The total picture is shown in the Lyrarc.com report alongside this article.

LyrArc Article Gist
Andy Burnham of Labour says "I am Ready." He also told Labour and the British Nation: "I have a Plan." Even before he assumes office The Burnham Programme is on the web. Burnham has implemented it in the North in the Manchester Region. He is now bringing it to the whole of Britain. What Thatcher did in Britain had reverberations in the US with Reagan. What Boris Johnson did in Britain had reverberations in the US with DJT. What Andy Burnham does in Britain will have reverberations in the US. At Lyrarc.com we had sections on Renewal America, Renewal Europe and Renewal India from its founding period. The US (and Britain) is on the cusp of a national renewal, so is India among the English speaking nations of the world. Modi's work in Gujarat state for industrialization and modernization is similar to the work for reindustrialization and modernization undertaken by Burnham in Manchester region. Like Modi Burnham can now take it to the whole country. For the countries UK and Britain that led the Industrial Revolution, and for India that adopted all the parliamentary and democratic processes of Britain and the UK, there is new hope amid the rubble of factionalism, corruption, and deindustrialization. ...

LyrArc Article Gist
De facto there are now two routes through Hormuz. The Iranian coastline route and the Omani coastline route backed by the US and UAE, Bahrain, Kuwait. Iran $40 billion from tolls and charges for insurance in its part of the route along Iranian coastline, other route is along Omani coastline free of tolls charges and also monitored for insurance by UK maritime authorites. This also means with cooperation of China, Egypt, India, and other nations there will be under the current settlement of US and Iran, an opportunity to keep the navigation in the Hormuz channel open for energy tankers to use. The agreement makes Iran responsible for demining the Hormuz channel. Over time this could be the new defacto arrangement that brings down oil prices, and as shown in Lyrarc providing a transition to China, India and Japan finding alternative supplies, accelerating renewable energy targets, cutting consumption in China/Japan, so that Hormuz channel is no longer a factor in oil prices. It will be a big relief to the poorer countries in the world hit hard in Africa, Latin America and Asia by oil prices and limits to oil use without dollar reserves. ...

LyrArc Article Gist
Hormuz channel on July 13, 2026 -Iran Memorandum with US is meaningless as IRGC military in Iran and elected Iran government are in a power struggle. Every time the elected president confirms a ceasefire and opening of Hormuz by Iran to all shipping without tolls, the IRGC makes a show of agreeing under pressure from Pakistan, Turkey, Qatar and Egypt, then next day IRGC asserts that Hormuz is closed and all shipping take place on the Iranian side only with tolls. This means Iran is shutting down the Omani side of Hormuz channel which was opened by the US. This is against international law and open navigation of the seas for shipping. The result is that the US government and DJT have lost any confidence in negotiating with the IRGC who make the decisions. The US response is to restart the naval blockade, to be paid for by tolls at 20% to pay all costs of US to ensure safety of oil tankers. The news media is taking the Iranian side which is against the poor countries freely accessing energy and oil supplies at reasonable prices (Egypt, Indonesia, Philippines, Bangladesh, Pakistan, Sri Lanka, India and China a population of close to 4 billion people). Media does this by putting titles like "Iran is playing the long game," because of the opposition to the DJT administration by Democrats. The opposition Democrats fail to address the question about Iran having a nuclear weapon and the resulting danger to the region. DJT administration response is also to find alternative supplies to Hormuz so that India, China and other countries can meet their oil needs outside of Hormuz. As shown in Lyrarc this has already take place and China, India, Japan, cutting back its fuel use after prolific use of oil, and replacing it with renewable energy, more efficient use of energy. ...

LyrArc Article Gist
Clause 5 paragraph of the US Iran Memorandum clearly says international laws of freedom of navigation shall be respected by all parties, and the Hormuz demined opened for traffic by Iran. IRGC would not come to the agreement without its inserting that it would work with Omani authorites  to open the Hormuz straits shipping. The WSJ sees the additions made by IRGC in the Memorandum to show the interpretation by Iran IRGC, yet freedom of navigation under international law is unequivocal and clear that no country can block a shipping channel. The US knowing that possibility existed Iran would not be opening the channel, or would disrupt the Omani route, has plan to make Hormuz not a factor in oil prices by using alternative supplies as its backup plan in coordination with China, India, Japan and other coutnries. Here is paragraph 5 of the Memorandum with Iran- "The traffic of commercial vessels will immediately start, and considering the need for removing the technical and military obstacles, and demining by the Islamic Republic of Iran, will be instated within 30 days." "The Islamic Republic of Iran will conduct dialog with the Sultanate of Oman, to define the future administration and maritime services in the Strait of Hormuz, in discussion with other Persian Gulf Littoral States, in line with applicable international law and the sovereign rights of coastal states of the Strait of Hormuz." This is not a careless error or overlooked by the US, it clearly states "international law and the sovereign rights of coastal states." Hormuz is significant only in the way oil supplies through the channel are supplied to China, India, Japan, and other countries, and in the way it sets oil prices based on supply and demand. The US goal is to create enough alternative supplies for India and Japan, and China for its part in cooperation with the US agreeing to do without the 4 million barrels a day it got through Hormuz. UAE has not used about .7 mbd and Saudis not used about 5 mbd in the past of their pipelines that are outside of Hormuz. This gives a total of of China's 4 mbd and on the demand side Saudi UAE combined 5.7 mbd for a total of 9 million mbd or 9 million barrels a day that reduces dependence on Hormuz. Even if 80% of Hormuz oil of 20 mbd is blocked again, this will mean the offset from China doing without Hormuz and the pipelines providing about half of the Hormuz supplies. Of the remaining 6 million barrels a day needed half could come from increased drilling for oil production (in Venezuela and other places) and half from conservation in the world outside of China- the US, EU, India, Africa, Latin America. With this covering 16 million barrels a day the world could still cope without 80% or most of the Hormuz supplies in the event Iran threatens to shut off Hormuz again. Even the trickle coming out of Hormuz of 4  mbd could be replaced from the petroleum reserves of the US, EU, Japan, India and other countries. In this way the US policy is to bypass Hormuz completely and use the period of the ceasefire to plan accordingly, knowing the IRGC never wanted to honor the Memorandum for opening Hormuz, it was only pressured to do so and would go back to its original intent. UAE plans new pipelines and overland routes. It would also bring down oil prices after a small surge from $70 a barrel to $80- $85 a barrel, before coming down again as additional supplies are created and demand side addressed through renewable energy and EV's. ...

LyrArc Article Gist
US can working with all countries find replacement for Hormuz supplies. The meetings with Iraqi prime minister Zaidi at the White House are one part of an extended effort that includes China, India, UAE, EU, Venezuela, other oil producers and oil consuming countries and regions with expanding shift to renewable energy (India, China, EU). Chevron and other companies plan to invest $60 billion in oil projects in Iraq including Kirkuk to Baniyas pipeline. The plan is to ramp up Iraqi oil production to the 4.5 million barrels a day Iraqi production by rebuilding or putting  new pipeline from Iraq to the Syrian coast on the Mediterranean. This is activity from the White House to replace Hormuz as this will keep the US out of a prolonged conflict. The media has not covered the replacement of Hormuz as a viable option to bypass the conflict, leaving a naval blockade in place, and continuing focus on domestic priorities with China, India, EU and other major nations all working together in this direction. China's economy is weak, India's needs trade and technology infusion, EU needs US cooperation and trade, all 3 powers keenly interested in a different path than one put forward by Iran of prolonged and unneeded conflicts for 4 billion people in these largest economies and the 4 billion people in Africa other Asia, and Latin America. That is 8 billion people's interests vs 45 million in Iran (if IRGC has only half the population's support in rural Iran, small towns). Can 5% of the world's population determine the direction of the 95%? Can culture wars in the US which heavily determine the distortions appearing in the NYT,  and the ideological wars on capitalism vs socialism in the WSJ, Republican vs Democrats midterms and other election politics distorted presentation, be allowed to obscure this fact that 95% of the world's people including Americans are interested in fixing drug cartels and fentanyl, fixing dilapidated infrastructure, in building new housing, in tackling oil prices, not the bombing of targets in the Middle East (limiting such action to nuclear weapons facilities not using force in Hormuz). China adds 4 million barrels a day by finding alternatives sources. UAE and Saudis are increasing production outside Hormuz, UAE outside of OPEC. Iraq can add 3 million barrels a day from 1.5 million barrels a day in June 2026 to 4.5 million barrels a day. Because Venezuela's current production is about 1 million barrels a day it can ramp this up to 3.5 adding 2.5 million barrels a day. The chart below shows how Hormuz can be replaced and the task ahead for nations and regions representing 8 billion people in the world. UAE 2 million barrels a day via pipelines, Saudi add 2 million barrels a day via pipelines, Iraq 3 million barrels a day via pipelines, China 4 million barrels a day by alternative sources, India 2 million barrels a day from alternative sources and renewable energy target upgrade, Venezuela 2.5 million barrels a day,  US  1 million barrels a day, Other - Guyana, Canada, Brazil. Shown alongside is a report from Goldman Sachs analysis which come to a similar conclusion and with facts on each specific region's ramp up of oil supplies to replace Hormuz in a race against time.So that Hormuz will be left behind, so that the world and the US of 8 billion people can pursue other priorities of peaceful cooperation, to achieve "life, liberty and the pursuit of happiness" as the Founders aspirations and the world's aspirations.     ...

LyrArc Article Gist
Iranian response to Memorandum of Understanding shows reality of 2 factions in Iran, the IRGC military faction, and the elected president Pezeshkian plus Turkey /Pakistan/Egypt and Qatar as the second faction. With IRGC military rejecting the Memorandum on opening Hormuz and discontinuing nuclear weapons programs. This was true at the time Vance conducted negotiations and the Memorandum appears to have been accepted by IRGC only under great pressure from Turkey, Pakistan, Egypt, and Qatar, and the faction under Iranian elected president Pezeshkian. Where IRGC thinking could have been to give  agreement to the Memorandum that they had no intention of keeping, as its policy on nuclear weapons remains unchanged, and its goal is to use Hormuz for leverage and extend its control of Hormuz channel. The cost of sanctions and not being able to export oil, the effect on its economy, on cost of living with rampant inflation, may be of little concern to the people who run the IRGC military who suppressed all dissent and protests in 2026. Protests across different parts of society to the deteriorating economy. How could the US respond? The US used the time of the ceasefire to create a new status quo by using open navigation of the seas as the principle behind opening and protecting the Omani side of the Hormuz for oil shipment. This is a principle accepted by all countries. There is a backup plan of the US, China, India, Japan and other countries and this is to prepare rapidly to do without Hormuz so that the economies of these nations are not affected. The US also supported efforts by Saudis and Kuwait, UAE, to increase oil exports through channels outside of Hormuz, UAE's decision to increase oil supplies and lower prices by leaving OPEC, and US creating alternative supplies for India through Venezuela. Most important is China's decision that it no longer needs the 5 million barrels of oil from Hormuz for its economy to operate using alternative supplies and increasing efficient use of its oil resources. The world is also building up oil supplies and inventories so that Iran cannot threaten a cutoff from Hormuz because all nations have made other arrangements. Attacks by Iran on oil shipping on the Omani side protected by the US breaking the principle of open navigation of the seas, can then be considered Iran disrupting an open seas navigation route which it no longer is allowed to do under international law. This is something the world public opinion would support. The NYT has been critical of the DJT action in Iran, the WSJ and other media had joined in criticism. The situation in July 2026 is that the criticism of the US by NYT and other media, and from Europe and other countries in Asia will now be muted, because the US has tried all the options and is now finding ways to be able to bypass Hormuz altogether, and a backup plan or strategy to minimize the impact on oil prices. So that oil price of $70 may be kept at level around 10-20% higher not much more as Iran's military IRGC continues to disrupt the Hormuz supplies.  ...

LyrArc Article Gist
Vice President Vance's attempted thaw in relations with Iran (the Memorandum) and the Iranian response in missile strikes to interrupt open navigation in Hormuz on Omani side route breaking ceasefire happens on July 8, 2026. Early on in the US strikes the focus was on Iranian underground nuclear sites with preparations for nuclear weapons. When Iran shut down the Hormuz channel to navigation the US extended this to a naval blockade. As the US bombing of military targets in Iran continued in May and June the WSJ and other media were critical of the US. DJT turned to JD Vance to get the Iranians to negotiate a ceasfire with a Memorandum of points they agreed to included a plan to have talks on nuclear issue, open up the Hormuz channel, lift American naval blockade and American sanctions to Iranian oil exports. This WSJ Editorial Board commentary says Iran has not acted on as it said it would - no talks on nuclear issue are started, and Iran launched missiles against shipping in Hormuz.  This WSJ editorial says Iran does not intend to open Hormuz or discontinue its nuclear weapons efforts. In this situation the only options for the US are to find alternative sources for oil for India and Japan, and China in tacit cooperation with the US to find alternative sources as well as make more efficient use of oil. China is now doing without the 4 million barrels it was getting from Hormuz and has decided to do without these supplies altogether. For the UAE and Saudis to find alternative routes to get most of the oil out, UAE to increase output outside of OPEC to reduce prices. All of these actions are taking place and the ceasefire offered a breather for that to get established creating a new situation where if Hormuz remains unopened the rest of the world will be able to go on as before without being seriously affected. Better management of overall oil supplies is already taking place, inventories are building up, so that at some point Hormuz does not affect oil prices significantly. This is the best and most realistic option and the US, China, India, Japan, the EU, are going ahead with it. ...

LyrArc Article Gist
See pictures and video of the 150h anniversary celebrations in the US for the 250th anniversary of the Declaration of Independence. The Declaration has the immortal words of Jefferson- "We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness. That to secure these rights, Governments are instituted among Men, deriving their just powers from the consent of the governed,—That whenever any Form of Government becomes destructive of these ends, it is the Right of the People to alter or to abolish it, and to institute new Government, laying its foundation on such principles and organizing its powers in such form, as to them shall seem most likely to effect their Safety and Happiness. Prudence, indeed, will dictate that Governments long established should not be changed for light and transient causes; and accordingly all experience hath shewn, that mankind are more disposed to suffer, while evils are sufferable, than to right themselves by abolishing the forms to which they are accustomed. But when a long train of abuses and usurpations, pursuing invariably the same Object evinces a design to reduce them under absolute Despotism, it is their right, it is their duty, to throw off such Government, and to provide new Guards for their future security." Not just Washington DC and many places in the US, but also the Brandenburg Gate in Berlin and across Europe and Asia, Latin America the Declaration has created the Modern World and the Democracies that we know today. The list is long from Germany and Japan that adopted these ideas to India and many nations of Asia, many nations in Africa and Latin America, all inspired by Thomas Jefferson's words. As Jefferson himself borrowed from the European writers of the Enlightenment this means it is a European experiment also, and in Asia an Indian, Japanese experiment also- futuristic in every way, daring and bold, and with the People in mind all the way. Every generation bearing a special responsibility to its children the next generation so that these values can continue to serve as a blessing to mankind. People tend to criticize the founders for aspirational views yet it should be remembered that in all of Asia, billions of people saw a lot to learn and a lot to gain from these aspirational views as they built the Modern World in the 1950's across Asia on these principles and ideas. This is also true of Latin America and Africa. The men on Mount Rushmore were truly unique, Washington, Jefferson, Lincoln and Roosevelt, and it is our task to continue the work they gave most of their life for. ...

LyrArc Article Gist
China's export dependent economy with 4% decline in fixed investment Jan-May 2026 and 27% jump in exports.1 million car exports per month in June. Exports make up 20% of China's GDP. China is challenging German companies in their home markets in Europe. Domestic sales of cars are down 16% in June. What this means is that China's growth now depends on exports alone, with construction slowdown, and weak consumer spending. How does this tie into China's posture in trade with the US? It negotiated from a position of strength on rare earths not to give in to DJT tariffs yet knows the importance of trade for the Chinese economic model, importance of US and EU markets, markets worldwide. China's strategy is to shift some of the lost US sales due to tariffs to other countries in Latin America and Asia. A top priority is to keep trade with the US and European Union on a good footing, so that its exports can be absorbed. How does it affect Hormuz? For China Hormuz as an oil source is much lower in importance and China can do without Iran, it absolutely cannot do without the US and European Union to take a big part of its exports. It also does not openly say this but it also shares concerns similar to the US, on nuclear weapons in Iran. India, Japan and the EU have similar concerns. As shown in the articles on this page China has large unused oil in reserves and coal supplies, has lower oil demand at 4% growth, and is accelerating renewable energy, so that it is now importing 8.5 million barrels a day down from 12.5 million barrels a day. By doing this China puts this oil back into the world supply leading to lower oil prices. This means the world can do without the supplies from Hormuz, keep lower oil prices, and go on as before if Hormuz remains closed. The US can focus on domestic issues and its involvement in the Middle East can be limited to naval blockade which the US Navy is capable of doing. This is good for China, good for the US, and good for the World. Local governments in China, provincial authorites, pushed growth in building road, bridges, factories during the 30 year growth phase 1990-2020. In 2026 local governments with debt loads and lack of good projects for investment are a bottleneck to growth. This is the first time fixed investment is in decline, except for the years in 1961 and in 1967. The year 1961 is a result of many mistakes made by chairman of CCP, Mao, by shifting 2 million in farm labour to work in iron foundries, and the shift from private farm plots to soviet style commune farms, coupled with floods leading to 43-46 million famine deaths (1994, Chen Yizi, top advisor to CCP General Secretary Zhao Zhiyang). 1967 is the chaotic situation of the Great Proletarian Cultural Revolution launched by Mao. What it shows is that the China Miracle like the Japan Miracle and the German Miracle of recovery after World War II, is based on certain conditions and will enter a phase of lower growth closer to 3% like other industrialized nations over time. India and Indonesia are larger than China and will be the next growth story, which is also shown on these pages this week, with the address to the Indonesian parliament by Modi, and Indonesian president Prabovo's saying that he has studied Modi's economic changes and is copying them as there is no copyright. ...

LyrArc Article Gist
  US's womens socceer's Carli Lloyd, who led the US women's soccer team many times in her career, was honest and blunt on FOX television coverage of the 4-1 loss to Belgium in World Cup Soccer 2026. The host country failed to make it into the quarter finals after so much advertising on television, way too much not even good for the players. There is so much money on television ads and promotions that it must hurt the players and the game. Messi, Neymar, Vinicius Jr., Pulisic, and some Mexican players, were all put up as players who could do anything on television. In the end none of them did well, Messi almost in tears after Argentina was behind 2-0 for most of the 90 minutes against Egypt, only miraculously surviving. Brazil is out going down to Paraguay. Christiano Ronaldo, the first billionaire in soccer, was a little kid from a struggling family in Madeira, Portugal, and he too went out after failing to score on several passes, with Portugal's loss to Spain. All this may be a good thing and a learning lesson for the sport. For all those who love the sport and think things have gone overboard with television advertising,  with excessive brand sponsorship on television, making entertainment stars who knows to what purpose, but losing the best of the game of soccer in the process. And these are Carli Lloyd's comments (Carli who after 318 appearances and bringing so much joy to young girls for the sport worldwide has a net worth of $2 million compared to the now billionaires and others on the way to billions, or hundreds of millions, television stars of the sport who could not get their game right in World Cup Soccer 2026.) There are lessons for the sport which is the most popular sport not only in all the developed countries but also the poorest large countries on the planet like China, India, Brazil, Egypt. “I felt like they lost the game before they even stepped out on the pitch." “And I’m not sure why, and I don’t know the reasons. But just from the beginning: chasing. Tentative. Scared. Just not confident on the ball.”  "You wanted some of those big-time players to step up in big-time moments." “And I gotta be honest: I was a bit disappointed in Christian Pulisic. Whether he wants to be the star of this team or not, we didn’t see enough from him in this particular game — and, really, the whole World Cup. Little glimpses here and there.” ...

LyrArc Article Gist
Oil prices expected to drop from $70 per barrel to $60 per barrel in July 2026 easing oil crisis in advanced and developing nations. A drawdown of inventories by 163 million barrels happened to OECD countries in the 4 months of the Hormuz crisis. Advanced European nations will replenish their inventories starting in the 4th quarter, the US next year in 2027, China with a billion barrels in inventory is not in a hurry to replenish at this time. Factors improving the situation are that the UAE has increased production and sends it though Fujairah that is separate from Hormuz after it left the OPEC oil organization (which sets production quotas for members to control prices). Kuwait is doing the same. Saudis have also increased production routing it away from Hormuz. The advanced countries have learned from the Hormuz crisis. China has changed its oil consumption policy to use it more efficiently one of the big changes from the Hormuz crisis. Instead of importing 10 million barrels a day oil China now imports 6 million barrels a day. China was always a prolific user of oil and as long as oil was plentiful China did not pay enough attention on how to use oil as efficiently as some European nations and Japan are doing. During the crisis the rest of the world including India had time to figure out ways of running their economies using less oil and will continue to do so knowing that Hormuz had allowed one country (Iran) to put the whole family of developing nations in Africa and Asia, Latin America at risk. Hormuz channel itself has opened and about 40-60 ships are making their way through each day. There are risks that Iran will try to close Hormuz again or that the war will restart and this means all nations advanced and developing nations are finding and securing alternative oil supplies. US is also increasing production through its oil base and oil base of its allies, and American plus European oil companies will act to increase supplies and new sources of oil to prevent the world being threatened again in the way it was at Hormuz in 2026. ...

LyrArc Article Gist
Questions raised in this Hindustan Times report about whether India's participation in the Shanghai Cooperation Organization makes sense now after the pandemic and the new arrangement in global affairs. New supply chains and trade alliances formed after the pandemic are likely to be very different after the pandemic and formed with dominant consideration of each nation's economic interests including manufacturing in the home country.  India joined the SCO to forge ties with the central Asian countries. But this no longer makes sense as India's manufacturing ties with individual nations such as Britain, Japan, Taiwan and the U.S., European Union may make more sense and build on "Made in India" initiatives than older thinking and approaches. Britain after Brexit, Japan and Taiwan after a realignment of trade relations, are keen on expanding business and trade, investment ties with India. India has many opportunities to pursue for mutual economic benefit with these countries. Germany, France and other EU countries, the U.S. are also keen on expanding trade and investment with India to boost their economies after the pandemic. This is a crucial juncture for India to plan for the next 10 years for a changing world in which India becomes a dominant story in manufacturing. Australia's participation in the RCEP may also not be long term under the prevailing climate of trade relations with China. Australia India trade can be expanded with new efforts.  ...

LyrArc Article Gist
The large Indian communities living overseas has always been an important factor in India's development, the remittances, the two way flow of technology as ideas and scientific knowledge is brought back. This was true for China in its period of rapid development and is true also for India today. This report looks at Indians giving up citizenship (about 225,00 in 2022) yet most of the people interviewed  in this report say they do this only because there is no dual citizenship route. There are some areas that Indian business can improve on easily which are work life balance which are the reasons some have chosen to live overseas- this would also improve the productivity of the workforce and needs to be considered by Indian business leaders for their companies. 

LyrArc Article Gist
BBC's Mark Tullly reflects on the period of coverage from 1962-1994 of South Asia. He says of Indira Gandhi that she took the democratic process out of the Indian National Congress party, and set up her sons as future leaders that was undemocratic. Here he reflects on that period in an intervew with the BBC after he left the BBC.  He has deep connections to the Indian period after 1800 as his great grand father on his mothers side was around 1840 in a part of Uttar Pradesh where British planters had farmers plant opium that would later be bought by planters for export. This coincides with the period when Britain in Hong Kong traded in opium as part of British trading in the emerging colonial culture British Empire. There is mixed legacy for Britain in India and China. The history of the Opium Wars in the 1850's and opening up of colonial ports ended with the 1900's revolution and the emergence of the CCP in China by 1950. In India the legacy was mixed bringing together this part of Asia into a new nation and bringing parliamentary traditions of Britain that provided the basis for good governance.  Tully is a softspoken thoughtful Englishman who revolted against British classical education in his youth and studied history and religion at Cambridge, made friends with the future bishops of Canterbury and Lincoln at Cambridge. He is not the Englishman of the Empire as his fondest memories are of the servants verandahs on the bungalows of Britishers and the smoke from their quarters, and the language. So it is a thoughtful view that he gives of the undemocratic nature of Indira Gandhi and mismanagement of the economy that could have changed if India had gone in a different direction under other leaders in the the 1990's. Why is this significant? China's modernization drive started in the 1990's. India's by the undemocratic nature and mismanagement under Indira Gandhi did not start its modernization till 2010, about 20 years after China, opening up a huge gap that is only now being corrected leading to problems for world security, US security, European security and Indian security. And delaying the aspirations of development of 1.4 billion people for 2 decades. Vikshit Bharat cannot come fast enough for both Merz in Germany and Leyen at the European Union, who last week and this week visit Ahmedabad and India for the Kite festival and for Republic Day 2026. ...

LyrArc Article Gist
China's defense minister Li Shangfu visits New Delhi as India assumes the chair role for the Shanghai Cooperation Organization. India says normal ties with China can only take place when the border disputes are resolved. India's modernization program to 2030 is based on growing its economy and investing heavily in infrastructure and advanced technologies to transform the country. For this to happen India needs to increase exports to over $2 trillion, and reduce imports from China to increase domestic manufacturing.

LyrArc Article Gist
The Global Green Credit Initiative is launched by the UAE's Sheikh Mohamed Bin Zayed, with Narendra Modi of India, Ulf Kristersson of Sweden, Charles Michel of the European Union. Green Credits have huge potential to transform the landscape of climate change. Companies and individuals buy green credits to reduce their carbon footprint and corporations do so for meeting climate regulation.  Today as the adjoining WSJ article shows market is about $1 billion for carbon credits expected to grow to $250 billion by 2050.

LyrArc Article Gist
The Indian federal elections started on April 19 and will take place in phases for 960 million voters the largest of any country in the world in mountains in Ladakh to desert around Jaisalmer to the seas around Vizag and Kotchikode. It will take about 6 weeks to complete by June 1 and final results to be announced June 4. The voting is done using portable electronic boxes. It is still one of the great wonders of the world that its crazy no one talks about it and is a demonstration that India has taken the best of its own democratic traditions dating back to the time of the Buddha 563-483 BC. "It may come as a surprise to many to know that in the assemblies of Buddhists in India two thousand and more years ago are to be found the rudiments of our own parliamentary practice of today." This is Rab Butler, who was born in Attock, India and the leading parliamentarian of Britain who set up the post war education system of the United Kingdom, the longest serving minister in Britain from 1941, Home Secretary under Churchill to Foreign Secretary during Suez Crisiz in 1956, under Macmillan as Home Secretary in 1964, the best parliamentarian Britain had to offer in the 20th century. Butler served under Viceroy of India in 1910, and worked hard as India Secretary to pass the India Act of 1935 that gave India its first parliamentary style assemblies and elections. His idea even in the 1920's was for India to gain Dominion dominion status similar to Canada and Australia with a democracy, and was opposed by Churchill. Churchill knew his own weakness and supported Rab Butler as the younger Conservative who would revive the Conservative Party- his 1977 book The Conservatives. Cooperation with Hugh Hugh Gaitskill of Labour Party right into the 1970's made Britain a stronger country, which is how the Education Act 1944 was passed to make free education to all children to age 16.  Much of it broken since 1980 in 50 years of failed Conservative policy leading to the chaos of the Conservatives today, and an effort to spread that chaos to the US. ...

LyrArc Article Gist
Jean Raspail is the French author  of "Camp of the Saints" and of "Me Antoine de Tounens King of Patagonia," winner Grand Prize of the Novel 1981 Academie Francaise. Written by Raspail, the son of the Founder of Le Figaro French newspaper in 1973, Camp of the Saints is a book describing Raspail's extraordinary vision of how boats from Bengal would suddenly appear at French shores carrying millions of people from Bengal fleeing conditions of squalor and extreme poverty. 1971 was the year of the Bangladesh war with millions of refugees from Bangladesh at the time called East Pakistan pouring into India from Bangladesh, hit by massive floods the year prior, and then facing an army of occupation from West Pakistan's Punjab ethnic group dominated Army. While calling Raspail's Camp of the Saints "openly racist" Le Monde does not show the events described here as being entirely real- the squalid and the squalor into which Bengal had been plunged by a over a century of British rule in India that as Gandhi showed in the 1920's in "Young India" magazine spent most of the budget on policing, and very little on development except rail for logistics to hold the Empire together. On this the French Left or French Right or the European Left or Right is silent, preferring not to open up the similar situation facing China Hongkong, Shanghai as Treaty ports and Beijing after the Boxer rebellion, the Middle East with Sykes and Picot creating artificial states of Syria and Iraq, and controlling states of Iran and Egypt, and Indochina as French colony. It is not "racist" it only shows what Raspail might have seen on television at that time of the truly squalid conditions, including a famine in Bengal in 1944 that was aggravated by British policies. If Raspail imagined that boats from Bengal would arrive at the shores of France it is not something that is not connected to reality, it is the squalor and squalid conditions- except the reality the so called Right and the Left failed to say was a result of the centuries of colonization that made the region miss the Industrial Revolution. Western India around Bombay and Ahmedabad was far more developed by the 1970's and more so by 2003 when Camp of the Saints was republished. In 2026 Camp of the Saints is outdated. Northern India, Western India and Central India is in the kind of rapid modernization that happened in China, with bullet trains, ports and new highways, new industrial infrastructure, housing, going up every year under the Modi Government. In the paradox of today the Modi government is referred to as racist or religious right without reference to its essential condition, its very spirit of modernization based on science and technology acknowledging and revering the contributions of European nations and America. Bangladesh is eastern Muslim part of Bengal. West Bengal is part of the federal Union of Indian States, and has fallen into disrepair and industrial backwardness within Indian states because of the lack of the rapid modernization that India is going through, under mismanagement of the scale of Venezuela. Much of the media in the west does not report the scale of the mismanagement of some of the states in India that were built on the legacy of the early decades after independence of policy to slow down industrialization and corruption that destroyed infrastructure investment. The federal government of India and the states run by the party at the federal level in northern, western, central and north eastern India oppose migration to the US and Europe and are now growing at the fastest pace in the world, faster than China, growing at 10-12 percent a year. Bihar state in India is the home of Lord Buddha and the origins of Buddhist civilization of China and Japan. It has a population of 130 million and is growing at 22% a year in 2026. India needs its young people at home, even though it is willing to loan some of its technical people to Germany and Europe and the US. The Indian federal government policy and policy of these Indian states run under federal policy is to oppose migration and find jobs for millions in a rapidly modernizing economy at home. This then is the reality in India, as well as China, with 2.8 billion people. No one in India, not Gandhi if he were here today, not the government in the Indian federal union and states faults Raspail and others and calls them "racist," because of the extraordinary help first Japan, then China and now India receives from America and the European Union to develop and modernize quickly. In fact Indians look with admiration on the western leaders in science and technology, the scientists and inventors of Europe and the US, and are eager to emulate them in the future. And this is true also of the people of China, and reflects the aspirations of the new generation. ...

LyrArc Article Gist
India's Supreme Court dismissed petitions challenging the validity of the Army's Agnipath recruitment scheme for recruiting soldiers for a period of 4 years. A bench led by Chief Justice Chandrachud said "there was nothing for us to do in the Delhi High Court judgement." That Delhi High Court judgement called the Agnipath scheme "a well thought out one." In its February 27 judgement the Delhi High Court said: "A perusal of material on record shows that the scheme is a well thought out policy decision of the Government of India. The candidates selected under the impugned scheme would be enrolled as Agniveers, a distinct rank in the Indian Armed Forces.

LyrArc Article Gist
China's dependence on an export sector that is uncertain 14% growth (EV's electronics) vs. 0.2% growth in domestic spending April 2026. Costlier energy inputs are affecting China in the way that is affecting Germany's economy in 2026. The US has increased tariffs, Germany and the EU are likely to do the same as they see their economy erode with Chinese exports in German markets replacing German manufacturing. China has set 4.5% growth target much of it from ramping up exports and depends on cheaper inputs for energy as Germany has done for economic growth. This is being gradually eroded as US/EU want to reindustrialize and make things and products realizing the errors in industrial policy of previous administrations Bush and Obama in US and Schroeder/Merkel in Germany. At the same time India wants to be a manufacturing hub like China. When that happens by 2030 China's growth will be similar to the US of 2-3% a year as exports decrease. Eastern India is the New East and South China with 700 million people for the first time in 2025-2026 under double engine governments. Double engine meaning state, local and federal governments all under the same party (the BJP National party) so that industrial policy is conducted along the lines of a Master Plan tested in western Indian states of Gujarat and Maharashtra. This has been seen before. As Japan rapid rise of the 1960's and 1970's slowed by 1980, China's rapid rise of the 1990's and 2000's slowed by 2025 and India in 2025 is picking up from China in the way China picked up from Japan. This means an industrialized US and EU, rapidly industrializing India will face a slowing China and aging China by 2030. Knowing this pattern helps US and EU leaders, Indian leaders, look at the long term in their plans, having confidence in their investments in industrial progress for the next 5 years. ...

LyrArc Article Gist
The Mumbai Ahmedabad Bullet Train project is shown here on the Rail Minister Ashwani Vaishnav site in You Tube Video. Rapid buildup is progressing use new technological methods with Japanese help. The first undersea rail tunnel of this kind under Thane Creek for 21 kilometres on the Mumbai side. The 508 kilometer distance cuts travel time between two major commercial cities in western India from 7 to 2 hours. It will then be replicated after completion in 2027 and 2029 (final), across other Indian cities north to south east to west. PM Modi has emphasized this in vist to Surat last week talking to engineering personnel that the important aspect is what can be learnt from this section of bullet train engineering that can be replicated or improved across many Indian cities, over a land mass almost the size of European Union (3.3 million square kms India to 4.3 million EU). Technology: India uses the Japanese Shinkansen E10 Series. In comparison Kawasaki Steel technology of an earlier generation used for China's earlier bullet trains and redeveloped for the newest CR450. Germany uses ICE 3 neo of Siemens, France 5th generation TGV M Avelia Horizon of Alstom. Stations- Mumbai (Bandra-Kurla), Thane, Virar, Boisar on Maharashtra side and on Gujarat side Vapi, Bilimora, Bharuch, Surat, Vadodara, Anand, Ahmedabad and Sabarmati Cost: $17 billion through a loan from JICA Japan International Cooperation Agency. A key achievement stemming from close relationship of PM Shinzo Abe 2012-2020 and Modi of India starting when Modi was CM of Gujarat. Significance:  Just as it did for China this will dispel the notion that Indians could not borrow technologies and capital and with its own engineering capabilities build high speed rail infrastructure across a terrain the size of EU. The naysayers are both in India as they were with China in 2000 period and in US/Europe. It requires a special determination, persistence, vision and leadership as happened in Japan in 1960's, in China in 2000's, and India by 2030, to show what can be done to their people oppressed by the sense that failures of the past could not be overcome. Note that it was Japan that stepped up its help to setup the bullet train system in China by 2004. Japan's Hideo Shima and Shinji Sogo were the chief engineers for Japan's first bullet train in 1964, invented by Japan as first in the world to do this.  Next bullet trains and travel time cut to: Ahmedabad to New Delhi through Jaipur Mumbai- Pune will be a mountain tunneling exercize as much of it goes through mountainous terrain. Cut travel to 45 minutes. Pune to Hyderabad Hyderabad to Bangalore cut travel to 2 hours Bangalore to Chennai or Madras cut travel to 3 hours  (Shanghai has always remained Shanghai so has Ahmedabad, its all about what can be done not names) Chennai  to Bangalore cut travel time to 1 hour and 13 minutes Delhi to Varanasi Varanasi to Siliguri through Patna From the Alps to the North Sea in the EU, in India bullet trains can take one from Indian Ocean at Sri Lanka to the Himalayan mountains terrain and Nepal. ...

LyrArc Article Gist
India's vaccination drive accelerates with people over the age of 45 years being vaccinated. Over 3 million people are being vaccinated every day. With the surge in the coronavirus cases more effort is going into the vaccination drive. Lockdowns are in place in Maharashtra state.

LyrArc Article Gist
Program in India to bring 35 million children to soccer is the next step in 2026- soccer audiences are some of the largest in India and China so that awareness is huge.Both Modi and Xi Jinping are soccer fans, there is a sense that the grassroots system has to be developed. 2026 with so many nations participating is an inspiration for furthering the sport beyond a few states in India into the rest of the country. This is true of China where well intentioned efforts failed, without a grassroots effort to develop the sport. The enthusiasm is there, the organization and zeal is needed all across each country.