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Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectors
Geopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil marketing companies. Analysts see a potential new commodity upcycle. Aluminium prices are expected to peak next year. China's demand remains a key factor for global commodities. Investors are watching for government decisions on windfall taxes.
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Rising crude and aluminium prices: Bharat Subramanian on what it means for India's energy and metals sectors
Geopolitical tensions in West Asia are driving up oil and aluminium prices. This benefits upstream oil explorers while squeezing oil marketing companies. Analysts see a potential…
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Asia's industrial supercycle is outpacing the West Asia oil shock: Chetan Ahya, Morgan Stanley
A China-driven supply realignment, cutting gas imports by 45% and oil by 30%, has effectively added 7.5 million barrels daily to global markets, neutralising energy price fears.…