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India Energy Market Shift

Indian refiners see margin recovery while Shell adjusts gas guidance, as domestic equities rally on strong lender earnings and new infrastructure orders.

Opened 2026-07-07Last update 2026-08-05
Market move since start
Shell
SHEL.L
3405.40+13.10%
since 2026-07-07
Pulse
30D intensity · score 5.8
  • Velocity0.7/day
  • Sources15
  • Markets16
  1. MARKETAIRT.O (AIRT.O)

    ▲ 37.45%  close $29.62 from $21.55

  2. DATAJapan extends P11.54 billion loan to Philippines for health care reforms

    The concessional financing targets service delivery and accountability upgrades, adding to a wave of international support for Manila's infrastructure and security needs.

    Nairametrics
  3. DATAMarico Q1 profit surges 25% on volume growth and quick-commerce tailwinds

    Strong domestic sales and international expansion underpin the earnings beat, reinforcing the company's path toward its ₹15,000 crore FY27 revenue target.

    Nairametrics
  4. DATAMaharlika Investment Corp targets P3.3B 2026 earnings on higher deployment

    Philippine sovereign wealth fund raises full-year profit outlook to P3.3 billion, citing accelerated capital deployment and new investment pipeline.

    Nairametrics
  5. MARKETIndia secures 2 million barrels of Nigerian crude for September delivery

    The tender win underscores persistent demand from Indian refiners for West African light sweet grades, even as NNPC reports a sharp 35% drop in first-half profits.

    Nairametrics
  6. MARKETDAL.O (DAL.O)

    ▲ 5.68%  close $91.75 from $86.82

  7. MARKETIndian Oil posts first quarterly loss in 15 periods as crude surge crushes margins

    The state-run refiner's results underscore the severe pressure on India's oil marketing companies amid elevated input costs and softening fuel demand.

    Brecorder
  8. MARKETIndian shares set for higher open on global cues and foreign buying

    GIFT Nifty futures point to a positive start for Indian benchmarks, supported by Wall Street strength and renewed institutional inflows.

    Brecorder
  9. MARKETDAL.O (DAL.O)

    ▼ 3.10%  close $86.59 from $89.36

  10. EVENTAmpol and Viva Energy seek subsidy overhaul despite record refining margins

    Australia's last two refiners argue for extended government support to maintain domestic fuel security, even as Middle East tensions drive profits to multi-year highs.

    Livemint
  11. MARKETDAL.O (DAL.O)

    ▲ 4.36%  close $86.90 from $83.27

  12. DATAAnand Rathi sees broad earnings recovery, downplays oil spike risks

    Founder cites Q1FY27 data for rebound thesis while noting geopolitical crude spikes are historically temporary.

    Livemint
  13. MARKETUK Treasury tax debate intensifies as Lineker urged to pay up

    The row over high earners and public finance adds to political pressure on the government's fiscal strategy.

    EconomyNext
  14. ALERTSri Lanka Central Bank warns investors against illegal plantation schemes

    Regulators urge media caution on advertisements as authorities crack down on informal investment vehicles promising unrealistic returns.

    EconomyNext
  15. UPDATEDelta Air Lines CEO says 2026 profit goal in reach as pricing power persists

    The carrier's first-quarter earnings report sets a positive tone for the U.S. airline sector, with management confident in passing fuel costs to consumers.

    Leadership
  16. UPDATEDelta Air Lines CEO says 2026 profit goal in reach as pricing power persists

    The carrier's first-quarter earnings report sets a positive tone for the U.S. airline sector, with management confident in passing fuel costs to consumers.

    Leadership
  17. MARKETPemex reserves-to-production ratio drops to 9.1 years as crude stockpiles shrink

    Mexico's state oil giant faces a tightening supply window with five fields depleting, compounding concerns over its historic low drilling activity.

    Leadership
  18. MARKETOil majors brace for Q2 windfall as Strait closure pushes prices to four-year highs

    Sustained supply disruption risk is translating into record revenue potential for integrated energy firms, with Exxon Mobil projecting a $5 billion profit jump.

    Brecorder
  19. MARKETDAL.O (DAL.O)

    ▼ 4.73%  close $87.21 from $91.54

  20. MARKETSHEL.L (SHEL.L)

    ▲ 3.38%  close $3011.00 from $2912.60

  21. EVENTShell trading profits surge as Middle East conflict disrupts gas flows

    The energy major’s trading arm capitalized on widening commodity spreads, offsetting a sharp drop in physical gas production volumes.

    Brecorder
  22. EVENTShell trading strength offsets gas volume drop as Middle East tensions bite

    The energy giant's integrated gas output is set to fall sharply in Q2, yet robust trading margins cushion the blow. Brent crude holds firm on persistent supply risk.

    Brecorder
  23. EVENTShell lifts Q2 gas output guidance despite Middle East disruption drag

    The energy major's upward revision signals resilient LNG demand, though Q2 volumes will still fall sharply from Q1 levels as geopolitical headwinds persist.

    Brecorder
  24. DATAIndian shares set for higher open on lender earnings and Wall Street tailwinds

    GIFT Nifty futures point to a positive start for Indian equities, supported by strong quarterly results from major lenders and renewed optimism on US rate cuts.

    Brecorder
  25. MARKETDAL.O (DAL.O)

    ▲ 4.41%  close $90.42 from $86.60

  26. UPDATEKirloskar Oil Engines surges 20% on major data centre infrastructure order

    Brokerages upgrade earnings outlook as the Indian industrial firm secures a significant contract with HyperNext, marking a strategic pivot into high-growth tech infrastructure.

    Hindu_Businessline
  27. MARKETIndian state refiners see fuel margins rebound above pre-conflict levels

    Falling crude costs and lower excise duties are restoring profitability for India's state-run oil marketing companies, though rising debt remains a headwind.

    Hindu_Businessline