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LIVE · 14:40 UTC
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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 2026-07-07
Pulse
30D intensity · score 4.1
  • Velocity6.0/day
  • Sources0
  • Markets5
  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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.