Old Economy Insights

Executive Interview

Outlook for the Paper Market and Orient’s Business Plans

An exclusive interview with Saikat Basu, Chief Sales Officer – Paper Business at Orient Paper, on the outlook for the paper market and Orient’s strategic growth in tissue and specialty segments.

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Executive Interview

Navigating Flux in the Packaging Board Market

An exclusive interview with Raju Agarwal, CMD of N R Agarwal Industries, on the challenges and opportunities in India's packaging board sector.

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What Are Markets Talking About Ahead of Paperex 2025?

Unintended consequences of the GST change, competitive imports and trade policies – a lot for the industry to talk through at Paperex 2025.

Packaging Paper: India GST changes

An inverted GST structure in the packaging paper sector will lead to an increase in working capital costs.

Challenges in scaling uranium production

Mining projects have long lead times – longer than it takes to build reactors. Old Economy discusses the challenges with CNBC International.

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What is needed to attract capital into nuclear again

Ascending the learning curve on nuclear again is critical – delivering projects on time and on budget is what will ultimately make investors and lenders more comfortable. Old Economy discusses with CNBC International.

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Old Economy Insights provides deep-dive analysis and expert interviews on the global commodity markets. Our team of analysts and industry veterans tracks the latest trends and developments in the paper, packaging, and nuclear industries, providing our clients with the intelligence they need to navigate complex market corridors. From exclusive interviews with industry leaders to detailed market reports and price assessments, our insights division is dedicated to providing the most accurate and timely information for the "old economy" sectors. In the paper and packaging industry, we offer unique perspectives on the Indian market. Our interviews with executives like Saikat Basu of Orient Paper and Raju Agarwal of N R Agarwal Industries provide first-hand views on market outlooks, business plans, and the challenges of the packaging board sector. We also track major industry events like Paperex 2025, providing analysis on trade policies, GST changes, and competitive imports that impact the domestic industry. Our nuclear market insights cover the entire front-end fuel cycle, from uranium production to reactor operations. We monitor the global nuclear renaissance, discussing the challenges of scaling uranium production and the role of financial capital in driving the growth of atomic energy. Our analysts also appear on global news platforms like CNBC International to discuss the future of nuclear power and the impact of geopolitical shifts on the energy transition. The metals and mining sector is another key area of our insights division. We provide specialized analysis of critical minerals, battery metals, and base metals markets. Our research helps clients understand the risks of supply chain disruptions and the opportunities of the electrification of the global economy. We track production trends, technological developments, and regulatory changes that impact the mining industry worldwide. At Old Economy, we believe that market intelligence should be actionable and forward-looking. Our insights are built on a foundation of high-quality data and robust analytical methodology. By bridging the gap between raw information and strategic intelligence, we help our clients build sustainable growth and achieve commercial success in the commodity markets of the future.

Old Economy is a premier provider of commodity market intelligence, offering specialized data and strategic advisory services for the global nuclear power, paper industry, and packaging sectors. Our mission is to empower global enterprises to navigate specialized commodity corridors with unmatched precision and elite advisory. We track printing and writing paper trends, pulp market dynamics, and recycled paper imports. Our exclusive interviews with industry leaders provide unique insights into the India packaging board market and the challenges of raw material availability. Our methodology combines high-quality data with robust assumptions to provide unparalleled foresight. Whether you are looking for uranium price forecasts, paper market intelligence, or metal and mining advisory, Old Economy delivers the insights needed for capital allocation and commercial success in the old economy sectors that underpin global infrastructure. Our expertise spans across critical industries that form the backbone of the global economy. In the nuclear energy sector, we provide deep-dive analysis into the uranium fuel cycle, reactor technology developments, and the emerging SMR (Small Modular Reactor) market. Our forest products division focuses on the rapidly evolving Indian market, covering everything from newsprint to specialty paper segments. In metals and mining, we offer strategic insights into base metals, critical minerals, and the transition to battery metals for the green energy revolution. We believe that high-quality data, robust methodology, and plausible assumptions are the key to unlocking market opportunities. By bridging the gap between raw data and actionable intelligence, Old Economy serves as a trusted partner for utilities, miners, traders, and financiers worldwide. Our commitment to excellence and analytical rigor ensures that our clients stay ahead of market trends and navigate complex regulatory landscapes with confidence. From Mumbai to Singapore, our international team of analysts and industry veterans brings a wealth of experience to every report and advisory project. We are dedicated to providing the most accurate, timely, and relevant intelligence to help our clients build a sustainable and prosperous future in the old economy sectors.