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Physical oil premium signals shortage, volatility ahead: SVB Energy’s Sara Vakhshouri
Global oil markets are showing a sharp disconnect, with physical crude trading at a steep premium, signalling a supply crunch. Sara Vakhshouri, Founder & President of SVB Energy International, says tight supply, geopolitical tensions, and uneven inventories are driving volatility. While prices could fall if US–Iran peace talks progress, continued disruptions may keep markets unstable.
Let oil prices hurt: IMF cautions against govt shielding consumers
The IMF is urging governments to let fuel prices rise, warning that broad subsidies and price caps worsen global energy shocks. Allowing price signals to function encourages demand reduction, which is crucial for market stabilization. Targeted cash transfers are recommended to cushion consumers without distorting global markets.
China asks Iran to ensure freedom of navigation through Strait of Hormuz
China's Foreign Minister Wang Yi has urged Iran to guarantee safe passage through the Strait of Hormuz. This critical waterway is vital for global oil trade. China, a major importer of Iranian oil, is concerned about energy disruptions. The call comes as Pakistan attempts to mediate new peace talks between the US and Iran.
US warns that buyers of Iranian oil could be hit with sanctions
The United States warned it will impose secondary sanctions on buyers of Iranian oil as it enforces a maritime blockade, saying China may halt purchases. Treasury Secretary Scott Bessent said banks handling Iranian funds risk penalties, while Washington intensifies pressure on Tehran’s oil exports and global energy networks.
India's monthly LPG imports halve, domestic output falls
India's cooking gas imports have significantly dropped this month. This follows a similar trend in March. Domestic production has also decreased. These factors are creating a tight supply situation for LPG. Disruptions in energy flows from the Gulf are impacting global markets. India is seeking alternative suppliers, but options are limited.
ReNew commissions 2.4 GW, marks record renewable capacity addition
ReNew Energy Global Plc achieved a record 2.4 GW of new renewable energy capacity in FY2026. This brings their total operating capacity to 12.6 GW, making them the second largest in India. The company also has significant solar manufacturing capabilities. This marks a significant milestone for ReNew's growth in the renewable energy sector.
Iranian oil arrives in India just ahead of US waiver expiry
India has received Iranian oil shipments. This marks the first imports in seven years. The nation is securing volumes before a US grace period ends. Tankers are discharging crude on India's east and west coasts. This move aims to manage global energy flow disruptions. India is leveraging waivers for previously restricted oil.
Is a college education still worth it in India?
India must confront the impact of AI on jobs due to its large youth population, reliance on software services, and an oversupply of graduates. Entry-level roles are under threat as AI improves coding and automation, while the wage advantage of a college degree has been shrinking since 2011.
World Bank could provide up to $100 billion in funds for countries hit by war, Banga says
World Bank may mobilize up to $100 billion dollars for countries hit by Middle East war. The IMF cuts global growth outlook; both warn of inflation from higher energy prices
Oil price may hit $200 if Hormuz crisis persists, says S&P Global Energy
S&P Global warns Brent crude could hit 200 dollars if the Strait of Hormuz crisis persists, with a 10 million barrels per day shortfall and Asia facing severe supply strains
NTPC Green Energy shares gain the most in a month to retest its IPO price
The recent increase in NTPC Green shares can largely be attributed to the Iran war, which has led to a global energy crisis and a resultant shift to green energy / clean mobility / renewable energy companies.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.