The "war premium" has pushed Brent crude toward the $100 per barrel threshold, reigniting stagflation ary fears that central banks thought they had conquered
UBS sees further upside for broad commodities in 2026, driven by primarily by metals, their analysts said in a recent note.
US West Texas Intermediate crude gained $5.31, or 7.5 per cent , to $76.54 after hitting its highest since June at $77.53
The rupee saw its sharpest fall in over five weeks as crude oil prices surged on rising West Asia tensions; RBI interventions helped prevent the currency from breaching the 91.5-per-dollar level
FMCG firms exporting to West Asia are monitoring the Iran conflict as rising crude prices and supply chain risks threaten higher packaging and freight costs, with exporters bracing for volatility
Investors lost around ₹6.87 trillion on Monday as BSE market capitalisation fell to ₹456.4 trillion from ₹463.25 trillion in the previous session
The US and Israeli attacks on Iran rattled world markets on Monday, with US futures initially falling more than 1 per cent and oil prices soaring, though both moderated as trading picked up. The futures for the S&P 500 and Dow Jones Industrial Average were down about 0.8 per cent by mid-morning in Bangkok. Asian shares opened lower. Japan's Nikkei 225 index initially fell more than 2 per cent, but by midday Tokyo time it was down 1.5 per cent at 57,981.54. In Hong Kong, the Hang Seng lost 1.6 per cent to 26,215.91, and the Shanghai Composite index was flat at 4,163.01. Taiwan's benchmark lost 0.6 per cent and Singapore's dropped 1.9 per cent. In Bangkok, the SET fell 2.1 per cent. Australia's S&P/ASX 200 shed 0.3 per cent to 9,173.50. Markets were closed in South Korea for a holiday. The price of gold, usually viewed as a safe haven for investment in times of uncertainty, rose 2.4 per cent to about USD 5,371 per ounce. Traders were betting the supply of oil from Iran and ...
Around 19 million barrels a day of liquid fuel exports, including 16 million barrels a day of crude, transit the strait
On the upside, the 25,350-25,500 band now acts as a key resistance area for the Nifty, according to Ponmudi R, CEO of Enrich Money, a SEBI-registered online trading and wealth tech firm
Iran-Israel-US tensions may trigger Nifty correction to 24,500, says Emkay. Sectors at risk, safe bets, oil shock impact and investor strategy explained
During the October 1973 Yom Kippur War, Arab OPEC members, led by Saudi Arabia, implemented an oil embargo against the US and other nations that supported Israel that led to oil rising 300 per cent.
On the flip side, a deal between the US and Iran coupled with the excess global supply/capacity could see limit the upside after a volatile phase, analysts said.
The BSE benchmark fell around 659 points to hit a low of 81,589 against the previous close of 82,258.66. Likewise, the NSE Nifty index dropped 228 points to touch a low of 25,268
In an extreme conflict scenario, Brent could feasibly spike above $100/bbl, as the market accounts for the loss of Iranian supply and the increased costs of rerouting global flows
Crude oil trades near 7-month highs as US-Iran tensions sustain a $5-$6 risk premium. Analyst explains how Strait of Hormuz, Opec+ decisions, and current Brent oil prices shape oil market outlook
India's crude import strategy is entering a phase of calibrated rebalancing rather than abrupt realignment, with Middle Eastern suppliers led by Saudi Arabia regaining market share even as Russian volumes remain significant but increasingly shaped by geopolitics and compliance constraints, according to shipping data and analysts. During February 1-18, India's total crude imports averaged 4.85 million barrels per day (bpd), down 8 per cent from January's 5.25 million bpd, as flows from Russia cooled following US sanctions on key Russian exporters and the European Union's 18th sanctions package coming into effect last month. Ship tracking data showed Russian shipments to India declining from 1.28 million bpd in December 2025 to 1.22 million bpd in January and further to around 1.09 million bpd in early February, down about 10 per cent month-on-month. "Russian crude imports into India are estimated at around 1.0-1.2 million bpd in February, easing toward roughly 800,000 bpd to 1 millio
Oil prices are at six-month highs as US-Iran tensions escalate. Brent crude is near $72 on fears of supply disruption and risks around the Strait of Hormuz. Analysts see higher oil prices ahead
In the past one month, ONGC has outperformed the market by surging 16 per cent, as against 0.87 per cent rise in the Nifty 50.
The major oil producer lies opposite the oil-rich Arabian Peninsula across the Strait of Hormuz, through which about 20 per cent of global oil supply passes
The US has strengthened its military presence across the Middle East to increase pressure on Iran, while Iran continues to assert its stance on retaining the right to pursue nuclear capabilities