Sudheer Pal Singh

Ongoing Middle East conflict may reduce India's city gas distribution sales volumes by 8-10 per cent due to LNG supply disruptions, though price pass-through may cushion margins

Historic release of strategic oil reserves may only partly ease global supply disruption if the Strait of Hormuz remains closed, as the oil market remains severely unbalanced

Up to 2 million barrels per day of Gulf refining capacity faces disruption as the Strait of Hormuz remains closed amid US-Iran tensions, threatening global oil supply, says Rystad Energy

Government engages Tehran to ensure safe transit for Indian-flagged vessels amid West Asia conflict as concerns mount over oil, gas and fertiliser supplies

Market participants turn cautious amid high LNG prices and supply regulation as West Asia conflict disrupts gas shipments and fuels uncertainty

Indraprastha Gas advises commercial and industrial users to limit gas drawal to 80 per cent of recent usage after the government regulated supply amid disruption in LNG shipments

Barc is developing 220 MW Bharat Small Modular Reactors and two SMR-55 units under the Nuclear Energy Mission announced in the Union Budget 2025-26

Rising global oil prices may intensify financial pressure on India's state-owned oil companies as retail fuel prices remain largely unchanged, says Moody's

Shipping minister Sarbananda Sonowal asks officials to prepare a roadmap to address industry challenges as geopolitical tensions and supply chain disruptions strain maritime trade

Fitch says Indian oil marketing companies and GAIL could face cash flow pressure if disruptions linked to the Iran conflict persist, though government support may cushion credit profiles

Modi's message to ministers to ensure that any inconvenience to citizens is minimised, and to gear up for potential disruptions, was conveyed at the Union Cabinet meeting

Oil prices could rise to $150 per barrel as a massive Gulf supply disruption forces demand destruction, with $200 possible if the conflict persists, says Wood Mackenzie

Government issues Natural Gas (Supply Regulation) Order, 2026 prioritising supply to CNG, PNG and LPG production as LNG shipments face disruption due to conflict in West Asia

Oil prices spike past $100 amid Iran war and supply cuts, raising fears of a sharply higher import bill, inflation and current account deficit for India

The retail prices of petrol and diesel currently stand at ₹94.77 per litre and ₹87.67 per litre, respectively, in Delhi, compared to ₹110.04 per litre and ₹98.42 per litre, respectively, in Nov 2021

If global crude averages $110-115 per barrel in FY27, India's net oil imports could rise by $56-64 billion annually, worsening the current account deficit and fuelling inflation

Now at a premium, Russian crude imports surge after start of war in West Asia

CRISIL cautions that continued West Asia tensions could disrupt LNG and crude supplies, pressuring fertilisers, refineries, chemicals and other energy-intensive sectors in India

Rising renewable energy capacity is straining India's grid, forcing curtailments and raising concerns over stability

Escalating Israel-Iran tensions could disrupt Strait of Hormuz supplies, lift Brent crude prices and raise India's import bill, analysts warn, even as a prolonged blockade remains unlikely