Dominance

• The BJP achieved a commanding majority in West Bengal state elections, marking its first-ever victory in India's fourth-most populous state and ending decades of opposition rule under Mamata Banerjee's Trinamool Congress. • Election results finalized this week show the BJP winning control of West Bengal while expanding majorities in Assam and making incremental gains in Kerala and Tamil Nadu, consolidating power across 21 of India's 28 states. • The victories represent a significant political rebound for Prime Minister Narendra Modi following his party's loss of outright parliamentary majority in 2024 national elections.

• The Bharatiya Janata Party expanded its electoral dominance across India's political map, strengthening its presence in large parts of the country and leaving only a handful of states under opposition rule following the 2026 assembly election results. • The BJP's continued electoral momentum, coupled with strong performances in states like Assam under Chief Minister Himanta Biswa Sarma, reinforces the party's structural dominance ahead of upcoming state elections. • Growing cracks emerged within the opposition INDIA bloc following the elections, with significant disagreements over issues like women's reservation-linked legislation undermining coalition unity and strategy.

• India's government is changing airport privatisation rules to restrict any single entity from controlling more than 4 airports, down from Adani's current portfolio of 6, as 11 new airports are put up for bidding. • The policy shift aims to increase competition in the airport sector and prevent monopolistic control, marking a significant change from the 2018 bidding process where Adani won all 6 airports with no bid caps. • The move balances investment attractiveness with competition concerns, as industry stakeholders debate whether the new rules will deter or encourage participation from multiple operators.

• The Big Ten ended the SEC's reign as the conference with the most first-round NFL draft picks, leading with 10 selections—the first time since 2015 the SEC did not have the most players taken in round one. • Recent national champions Indiana and Ohio State powered the Big Ten's historic performance, while the SEC dropped to only seven first-round picks, its lowest total since 2015. • The SEC had previously set a record with 87 players picked across the entire three-day draft, demonstrating the conference's overall depth despite losing first-round dominance.

• Russia and China are advancing nuclear-powered icebreakers and submarines to contest US control over Arctic shipping routes amid melting ice caps. • New vessels, including Russia's Project 22220 upgrade with 100 MW reactors, aim to secure Northern Sea Route for energy exports by 2027. • This development escalates great power competition, as US lacks comparable non-nuclear fleet, risking influence over $1 trillion in resources.

The US Department of Justice issued subpoenas to NVIDIA investigating alleged 'loyalty penalties' that deter customers from rival AI hardware makers like Grok and Cerebras. This probe targets NVIDIA's dominance in AI chips, dubbed the 'new oil,' amid warnings that such chips will stay US-based without foreign investment in American manufacturing. The action intensifies semiconductor sovereignty battles, potentially reshaping competition as AI infrastructure surges.