Selected Tag: LNG
Selected Tag: LNG

The Morning Edge

Asian Equities Decline as Energy Shock Weighs on Sentiment

Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.

Richard Fargose

March 20, 2026 at 1:59 AM IST

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Qatar Energy

West Asia Shock Tests RBI’s Growth-First Playbook

A dual oil supply and price shock may lift inflation and strain growth, forcing the RBI to rely on liquidity and signalling to keep conditions supportive.

Gaura Sen Gupta

March 18, 2026 at 5:47 AM IST

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istocks/imaginima

West Asia War Tests India’s Energy, Trade and Financial Stability

As the Israel-Iran conflict widens, risks to oil flows, remittances, capital flows and the rupee are rising, forcing India to balance growth with external stability

D. Tripati Rao

March 15, 2026 at 6:53 AM IST

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iStock.com

Oil Shock From Iran Conflict May Test RBI’s Policy Comfort

A surge in crude prices and rupee weakness could complicate the RBI’s benign inflation outlook if the West Asia conflict proves prolonged.

Richard Fargose

March 13, 2026 at 2:26 AM IST

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Poonam Gupta/LinkedIn

Twin Risks of War and Weather Threaten Indian Economy

A widening West Asian conflict and a looming El Niño are creating a dangerous mix for the Indian economy, as higher energy costs and weather-hit crops could push inflation up and complicate growth prospects.

G. Chandrashekhar

March 11, 2026 at 9:03 AM IST

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WikiCommons

Govt invokes Essential Commodities Act to Divert Natural Gas to Priority Sectors

BasisPoint Insight

March 10, 2026 at 12:40 PM IST

Petronet and GAIL Are Not the Same Stock but Markets Miss the Point

Petronet built its entire business around one terminal in one country accessible through one strait. GAIL spent years building around all three of those constraints. When the market sold them identically, it wasn’t reading the risk — it was reacting to the headlines.

Dev Chandrasekhar

March 10, 2026 at 6:36 AM IST

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iStock.com

The Strait of Hormuz on Edge and India’s Fiscal Reckoning

With Iran at war and Hormuz under threat, energy, fertiliser and fiscal risks are rising fast. Geopolitics is now embedded in price.

Yield Scribe

March 3, 2026 at 12:43 PM IST

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Pavel Muravev/iStock.com

Oil Shock Arithmetic Under a Wider West Asia Conflict

A widening US-Iran conflict raises oil, inflation and CAD risks for India, with fiscal trade-offs sharpening if crude sustains above $65 per barrel.

Madhavi Arora

March 1, 2026 at 5:46 PM IST

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The Bureau

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy
Learning to Shoot: I Tried to Fly Before I Could Walk
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