Sharp Fall and A Bounce Back? Ajay Bagga On Impact Of Israel-Iran War On Indian Markets

Indian markets will look at three impacts from the Iran-US conflict. The first risk transmitter is higher oil prices due to the de facto closure of the Straits of Hormuz. The second is the impact on major trading partners of India in the Gulf with Indian exporters suffering due t Read More

Indian Markets Closed Today, But Global Signals Hint at Volatile Opening for Nifty and Sensex

While Indian equity markets remained closed for the holiday, global market movements suggest that domestic benchmarks could open on a volatile note in the next trading session. Escalating geopolitical tensions in West Asia, rising crude oil prices and currency weakness have unset Read More

India Reviewing Energy Supplies, Has 25 Days of Oil Stocks as Middle East Tensions Rise

India currently has about 25 days of crude oil and refined petroleum stocks, government sources said on Tuesday, as authorities closely monitor the evolving geopolitical tensions in West Asia and assess their potential impact on the country’s energy supply.Officials said the gove Read More

Global Oil and Gas Shipping Costs Surge as Iran Vows to Close Strait of Hormuz

Supertanker costs in the Middle East have hit all-time highs, according to shipping data and industry sources on Tuesday, as the U.S.-Iran conflict intensifies with Tehran attacking ships passing through the Strait of Hormuz.Shipping through the Strait between Iran and Oman, whic Read More

India’s Oil Supply Risk Rises as 52% of Imports Pass Through Hormuz: S&P Global

The recent US-Israeli strikes on Iran and the disruption to tanker movements through the Strait of Hormuz have put the spotlight on India’s strategic petroleum reserves, which remain below the stockpile levels recommended by the International Energy Agency, according to analysts Read More

Qatar Outage Forces Indian Energy Majors to Ration Industrial Gas Supply

India’s state-run gas majors began slashing supplies to factories on Tuesday afternoon. The move follows a disruption at QatarEnergy, which suspended all production at its Ras Laffan complex after drone strikes crippled infrastructure. For India, which relies on Qatar for over ha Read More

Oil at $79+, Rupee Slides Past 91: Hormuz Disruption Triggers Energy Stress Test for India

The Indian economy is facing a critical “stress test” as global oil benchmarks continue their sharp ascent following the weekend’s military escalation in the Middle East and the subsequent closure of the Strait of Hormuz. With Brent Crude breaching key psychological levels, India Read More

Hormuz Crisis Sparks Oil Market Panic; S&P Global Flags Potential $120–$130 Crude Scenario

Global energy markets are entering what analysts describe as a “danger zone” after the weekend’s sharp military escalation between the United States and Iran triggered fears of a historic oil supply shock. According to analysts at S&P Global, disruptions around the Strait of Horm Read More

Stocks Tumble and Dollar Strengthens as Iran Conflict Ignites Energy Crisis and Fears of Global Stagflation

A selloff in stocks deepened on Tuesday and the dollar strengthened as investors considered the implications of U.S. and Israeli strikes on Iran on energy prices and the global economy.MSCI’s broadest index of Asia-Pacific shares outside Japan fell 1.5% to extend losses for a sec Read More

State Department Switches To OpenAI As US Agencies Start Phasing Out Anthropic

Three more U.S. cabinet-level agencies, the departments of State, Treasury and Health and Human Services, moved to cease use of Anthropic’s AI products on Monday, joining the Pentagon in switching to rivals such as OpenAI under a new White House directive.The federal government’s Read More