Browsing Tag
Strait of Hormuz
294 posts
U.S.-Iran talks gain momentum, but the nuclear question still blocks a final deal
A Gulf war deal may be near, but Iran’s nuclear program and Hormuz access remain unresolved. The next 30 days could define the settlement.
May 7, 2026
UltraTech Cement (NSE: ULTRACEMCO) tops Nifty after 200 MTPA milestone, Rs 240 dividend
UltraTech crossed 200 MTPA and paid a ₹240 special dividend, but petcoke at USD 153 is the test FY27 margins must survive before the rerating sticks.
May 6, 2026
Mahindra & Mahindra (NSE: M&M) lights up Nifty after 42% Q4 PAT surge
M&M is trading 16% below its peak after a 42% Q4 PAT jump and 16-model FY31 roadmap. The real question is whether the FY27 base effect breaks the rerating.
May 6, 2026
Equinor brings Eirin field online as Norway accelerates marginal-field strategy to defend Europe’s gas supply
A field abandoned in 1978 is now feeding Europe's gas grid. Equinor's Eirin tells you what Norway's North Sea strategy looks like in 2026.
May 6, 2026
America produces oil, but drivers still pay: Why gas prices are surging again
United States oil strength meets Strait of Hormuz disruption. $4.50 gasoline is turning global conflict into a domestic inflation test.
May 6, 2026
Equinor (OSE: EQNR) bets NOK 17bn that Norwegian wells can hold the line on European energy security
Norway has no spare capacity left. Equinor's NOK 17 billion bet on Baker Hughes, Halliburton, and SLB is what Europe's energy security now depends on.
May 6, 2026
Strait of Hormuz update: Donald Trump halts Project Freedom as Iran agreement moves closer
Donald Trump paused Project Freedom one day after launching it. The blockade stays, oil sits above $112, and the Iran agreement now hinges on Beijing.
May 6, 2026
Royal Enfield posts 31% April surge as Eicher Motors steadies near Rs 7,275 ahead of May 8 Q4 print (NSE: EICHERMOT)
Royal Enfield just posted its biggest April ever. Q4 results land Thursday. The market is pricing one and ignoring the other.
May 5, 2026
Adani Ports breaks out at record Rs 1,747 as 500 MMT milestone meets Hormuz reroute trade (NSE: ADANIPORTS)
The Strait of Hormuz is running at 5% of pre-war traffic. Adani Ports just printed a record ₹1,747. The two stories are the same story.
May 5, 2026
UAE air defences engage Iranian missiles and drones as Fujairah fire raises alarm
UAE air defences held, but Fujairah was hit. The Strait of Hormuz crisis is now testing Gulf security and global energy confidence.
May 5, 2026