LNG EXPORTS GROWTH
Tactical investing: 6 stocks for your watchlist as the Gulf rebuild approaches; 4 with positive upside potential of up to 25%
Peace is something that has eluded West Asia a long time. For old Gulf watchers, statements and counter-statements of the kind seen in the last 48 hours are nothing new. That is probably the least to expect in times of conflict. And, when negative headlines dominate, it is tough to think rationally, especially when it comes to the stock markets. In such circumstances, it is useful to have the ability to be somewhat contrarian.
Piyush Goyal engages with South Korean, Austrian leadership to deepen economic ties
Union Minister of Commerce and Industry, Piyush Goyal, advanced India's trade agenda through a series of diplomatic engagements on Thursday, holding a virtual meeting with South Korean Trade Minister Yeo Han-koo and an in-person session with Austrian Federal Chancellor Christian Stocker. The meetings, focused on bilateral investment and technological synergy, resulted in the signing of a new mechanism aimed at accelerating business resolutions between India and Austria.
Iran war pushes Asia to think twice before doubling down on LNG
A Middle East conflict has disrupted global liquefied natural gas supply. This has caused prices to surge, impacting Asian nations heavily reliant on the fuel. Plans for widespread adoption of gas are now uncertain. Countries are seeking alternatives, potentially leading to long-term shifts in energy strategies and reduced demand for LNG.
Why are oil and gas prices up today, and will Brent, US WTI crude futures, Dutch and British gas rates continue to rise or drop again? Analysts insights, market outlook and what should investors do now
Why are oil and gas prices up today, and will Brent, US WTI crude futures, Dutch and British gas rates continue to rise or drop again? Energy markets reacted to Middle East conflict risks, Hormuz disruption, falling US inventories, and shifting gas supply signals. Analysts say prices may stay volatile as geopolitics, exports, storage levels, and investor positioning continue to drive global oil and gas trends.
Why are oil and gas prices down today, and will Brent crude and US WTI crude futures continue to drop or rise again soon? Analysts insights, market outlook and what should investors do now
Why are oil and gas prices down today, and will Brent crude and US WTI crude futures continue to drop or rise again soon? Oil and gas markets moved lower after signals of possible US-Iran talks eased supply fears linked to the Strait of Hormuz blockade. Brent and WTI dropped after sharp gains. Analysts warn that lost oil supply, lower inventories, and uncertain negotiations may still push prices higher again soon.
Iran war's global energy crisis sharpens China's advantage in clean tech
The Iran war and disruptions in the Strait of Hormuz are accelerating a global shift from fossil fuels to renewable energy, positioning China to benefit due to its dominance in clean technologies like batteries, solar and electric vehicles.
- Go To Page 1
Bottles, flasks grow scarce in India as gas crunch hits glassmakers
India's glass industry faces severe production disruptions due to Middle East conflict-induced energy shortages. Gas diversions to households have crippled factories, leading to output cuts and price hikes across various sectors. Manufacturers anticipate prolonged impacts, affecting everything from beverages to pharmaceuticals.
'War takes away everything we work for': IMF sees massive spillovers from Middle East conflict
The Middle East conflict's impact is spreading beyond oil and gas. Global food supplies, transport, and even chip production face disruptions. This shock is pushing up prices and straining supply chains worldwide. Countries are facing rising inflation and potential food insecurity. Policymakers must act carefully to manage these challenges and build resilience.
Time to be contrarian, but with one condition: 5 mid-cap stocks from different sectors with an upside potential up to 32%
Here’s what the street will see in the next couple of days: Discussions on whether the market has bottomed; or if an escalation in the war will lead to further decline. The yardstick used will be the Nifty and Sensex. But ask yourself a simple question: How does the level of these indices matter to a firm with a 25-year track record of producing farm equipment (and a monopoly in certain products)? Or to a pharma company that has just received US FDA approval for a new plant, and will soon start exporting to the US, pumping up earnings? So, with the headlines about the Nifty and Sensex and President Trump’s latest threat, time to think beyond what the world is focusing on.
Crude above $100: The danger zone for Indian stocks and why the next 2 weeks are critical
India's market resilience faces a countdown as crude oil hovers above $100 a barrel. Geojit's Dr. V K Vijayakumar warns that a prolonged spike threatens inflation and GDP, with the window for a "painless" recovery closing. Investors are on high alert as geopolitical tensions simmer.
It's the politics, stupid: Political, not economic, dynamics to derisk supply chains is what India needs
A new geopolitical schism emerges from the US-Israel war on Iran, impacting Asian economies' energy supplies. India, China, Japan, and South Korea face supply chain challenges. Diversification and derisking are crucial for these nations. India must align with Gulf countries' strategies and explore domestic coal gasification. Access to resources in crises will define future success.
Jindal Steel deploys syngas in furnaces to counter shortages of natural gas, LPG
Jindal Steel has successfully used syngas in its galvanizing and color coating furnaces. This move counters shortages of natural gas, LPG, and propane. It allows the company to maintain operations amid supply disruptions. Jindal Steel is a pioneer in using syngas for steelmaking. This innovation strengthens energy security and supports low-carbon steel production.
Earnings downgrade alert: How $110 crude and Iran war are threatening India Inc's double-digit dream
Escalating Iran conflict and crude oil prices surpassing $110 a barrel are jeopardizing India Inc's projected double-digit earnings growth for FY27. Analysts warn of inevitable downgrades, particularly for import-intensive and crude-related sectors, potentially delaying the anticipated recovery by at least two quarters.
India may soon announce more relief for exporters hit by West Asia crisis
India's government is introducing measures to support exporters facing disruptions from the West Asia crisis. Freight subsidies are being considered as part of a relief package. The ongoing conflict has impacted global trade and shipping costs. India's food and energy security remain strong despite these challenges. Merchandise exports saw a slight dip in February, with trade deficit narrowing.
These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts
If you are putting fresh money into the stock market (or even looking to rejig your existing portfolio), it would be best not to react to what the Nifty, Sensex, or other sectoral indices are doing. At least for the next few sessions, or maybe even till the conflict in the Gulf region is in the past. The reason is simple: A short covering in beaten down Nifty stocks – or, in fact, even in Nifty futures – is good enough to pull the index back up on some days. It is an uptick that has nothing to do with the general mood and trend of the stock market.
CMA CGM deepens India strategy with shipbuilding, AI, and trade corridor expansion
CMA CGM Group is deepening its commitment to India. The company is commissioning LNG-powered vessels from an Indian shipyard, launching a direct trade route to the US West Coast, and establishing an AI R&D hub in Chennai. These moves signal a significant expansion, positioning CMA CGM as an integrated logistics and infrastructure player.
Government has taken steps to mitigate risks arising from West Asia conflict: Ministry of Finance
India's government is actively addressing the West Asia crisis. New groups are formed to tackle supply chains and energy. Measures are in place to diversify oil imports and boost domestic production. The focus is on managing economic risks and ensuring stability. These actions aim to protect the nation's economy from global disruptions.
Every $10 rise in crude may add 60 bps to India's inflation: CareEdge Global
Rising crude oil prices due to West Asian tensions could significantly push up India's inflation by 55-60 basis points per $10 barrel increase in FY27. This could also widen the current account deficit and pressure the Indian rupee, though strong domestic demand and policy flexibility offer some resilience.
Why the Iran war may force countries to rely less on natural gas
A war in Iran has disrupted global natural gas supplies. This benefits US exporters but highlights import risks. Countries are seeking alternatives like coal, nuclear, and renewables. Higher prices are expected globally. The US may also see price increases. Energy security concerns are driving diversification efforts.
Worries about global economic pain deepen as the war in Iran drags on
Global markets are reeling from U.S. and Israeli attacks on Iran. Energy infrastructure damage is causing long-term economic pain. Oil and gas prices have surged, impacting developing nations severely. Fertilizer shortages threaten food supplies. Even the U.S. economy faces challenges. Recovery from this crisis will be slow and prolonged.
Trump's Iran war pushes India to rekindle old friendship with Russia
India and Russia are strengthening energy ties. Discussions are underway for Russia to resume direct liquefied natural gas sales to India for the first time since the Ukraine war began. This move follows India's earlier reduction of Russian crude oil purchases. Both nations are also set to increase crude oil sales. This cooperation occurs amid rising global energy prices.
Hyundai Motor shares offer just 5% upside; Asit C Mehta initiates with Hold rating, flags 5 risks
Hyundai Motor India shares fell amid weak market sentiment, extending their one-month decline to about 21%. Asit C Mehta initiated coverage with a Hold rating and limited upside, citing concerns over market share erosion, weak domestic performance, and lack of fuel mix diversification.
Growth story a bit disturbed, but we are better than most Asian markets: Hitendra Dave, CEO, HSBC India
Businesses are adjusting supply chains due to the ongoing conflict. Indian companies possess stronger financial health than before the pandemic. Equity markets have seen a correction, making valuations more reasonable. HSBC aims to become a top private bank in India. The bank is also focusing on transaction banking and global investing options for affluent clients.
LNG’s trail from Qatar’s well-head to Indian factories and kitchens. Why this war is different for different sectors – and the market
The latest Gulf war is not only about price spikes in crude oil or natural gas – but also about their availability. The supply shock is more severe as compared to the past. It has also underlined the Indian economy’s dependence on LNG. What is less commonly understood is the precise architecture of that dependence – how the contracts for LNG supplies are structured, who the offtakers are, and what force majeure actually triggers in this chain. Given the fact that this time uncertainty might continue for more time, it would be good to understand how the gas you use in your kitchens reaches there.
The triple blow: India’s gathering economic storm
India's economy faces significant pressure from global events. Trade protectionism, tighter global money, and an energy crisis in West Asia are creating challenges. These factors are impacting exports, investment, and job creation. Foreign investors are withdrawing capital, affecting stock markets. Rising oil prices are increasing import costs and inflation.
Asia’s industrial revolution is switching off gas
Energy-hungry industries in Pakistan and India are rapidly shifting to solar power, reducing reliance on expensive imported liquefied natural gas. This strategic move offers significant cost savings and insulates them from geopolitical disruptions like the Iran conflict. Meanwhile, Bangladesh's slower adoption of renewables leaves it vulnerable to supply shortages and rising energy costs.
US EXIM announces USD 10 billion support to Essar's Mesabi Metallics
The US Export-Import Bank (EXIM) made the announcement during the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo last week. EXIM said its loans are unlocking nearly USD 30 billion in strategic deals designed to strengthen America's supply chain security alongside Indo-Pacific allies.
Iran, Israel War: The world is on its way to a 'doomsday' gas crisis scenario
Iran War LNG Plant Strikes: After Iranian strikes shut Qatar’s Ras Laffan LNG hub, about 17% of global supply is offline, triggering a deep energy shock. With repairs likely to take years, prices are surging and shortages spreading across Asia, raising risks of industrial slowdown, power crises and a prolonged global gas crunch.
Weeks of Israel-Iran war are reshaping the global gas market for years to come
Qatar's largest liquefied natural gas plant is shut after an Iranian drone attack. This disruption causes global energy strain. Emerging nations face destroyed industrial demand. The Strait of Hormuz is closed, surging fuel prices. Cooking gas shortages trigger fights in India. The world must use less gas. This is a setback for renewable energy transition. Power plants curtail output.
Load More
