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Vedanta demerger record date falls on a stock market holiday — When should you buy to be eligible for spin-off benefit?
Vedanta will demerge its businesses into aluminium, merchant power, oil and gas and iron ore verticals into separate listed entities. As part of the spin-off, each shareholder will be allotted shares in the ratio of 1:1 for each demerged entity.
How the Iran war oil and gas supply shock compares with past disruptions
A major oil supply disruption is underway due to the US-Israeli war with Iran and the closure of the Strait of Hormuz. This event is the worst energy crisis the world has faced, impacting crude, natural gas and refined fuel supplies. The disruption's scale is unprecedented in daily output lost, surpassing past energy shocks.
Mayuresh Joshi bullish on Vedanta, NLC India; sees ONGC benefiting from tight oil supply
Mayuresh Joshi, Director Research at Marketsmith India, said Vedanta’s business segments could deliver steady performance as structural drivers remain intact. He highlighted improving margins and capacity expansion in the power space, while noting mixed signals in copper due to softer numbers. Joshi added that constrained crude supply may support upstream companies’ realisations in the near term. Disclaimer: The views and tips expressed by investment experts on CNBCTV18.com are their own, not of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Oil prices to stay at $80-85; ONGC, Oil India to benefit, OMCs at risk: ICICI Securities
Probal Sen, Oil and Gas Analyst at ICICI Securities, said the current environment is favourable for upstream companies such as ONGC and Oil India. He noted that their valuations are still factoring in lower crude prices, leaving room for upside. If oil holds around $80–85 per barrel, earnings could see a meaningful 17–18% upgrade in standalone EPS for both companies.
Natural Gas: India Snaps Up Spot LNG Cargoes as Asian Prices Slide - Investing.com India
Natural Gas: India Snaps Up Spot LNG Cargoes as Asian Prices SlideInvesting.com India
BPCL JV to invest $2.8 billion in Brazil oil and gas project after Petrobras clears final plan
BPCL’s Brazil joint venture will invest $2.8 billion in an oil and gas project, boosting equity oil access and supporting India’s long-term energy security strategy.
ONGC Share Price Highlights: ONGC Stock Price History
Iran war forces city gas firms to redraw strategies amid gas supply squeeze, shift focus to PNG expansion
City gas companies are shifting focus to domestic gas and accelerating pipeline construction due to supply disruptions from the Iran war. Tight LPG supply has led to a surge in piped natural gas connections. Companies are hiring more workers and investing heavily in infrastructure. Government support is also increasing, speeding up project approvals and execution timelines.
100% domestic LPG, PNG supply ensured amid West Asia crisis: Govt
India has successfully maintained full supply of Piped Natural Gas and Liquefied Petroleum Gas for homes. This was achieved by prioritising domestic needs during energy disruptions from the West Asia crisis. Commercial LPG supplies have also been restored significantly. The government implemented measures to manage demand and ensure availability for critical sectors and industries.
Oil unlikely to fall below $80/bbl amid supply disruptions: Maulik Patel
Maulik Patel, Head of Research, Equirus Investment Securities, said growth in CNG volumes is slowing, especially in key markets like Delhi. Policy reforms such as bringing gas under GST and reducing taxes could support demand. Investors are advised to consider CGD stocks on price declines.
European Gas futures jump up to 18% on Strait of Hormuz concerns
The Strait of Hormuz carries nearly 20% of the global energy supply, including LNG. While some oil supertankers traversed the strait over the weekend, LNG shipments haven’t yet made the journey.
Amid West Asia crisis: Santa Marta meet aims to drive fossil fuel shift
The Santa Marta conference has been described as a meeting of the "coalition of doers", comprising countries and stakeholders committed to shifting away from fossil fuels. It will bring together members of existing alliances such as the Fossil Fuel Non-Proliferation Treaty, the Beyond Oil and Gas Alliance, and the Powering Past Coal Alliance.