Aditya Agarwal

Always follow LIQUIDITY.

Very well said

HINDUSTAN ZINC: CO DECLARED SUCCESSFUL BIDDER FOR JHANDAWALI–SATIPURA POTASH AND HALITE BLOCK IN RAJASTHAN || BLOCK COVERS 1,841 HECTARES AT G3 EXPLORATION LEVEL

so, after US withdrawal from NATO, what will happen of Ukraine. Everyone assumes Ukraine-Russia War is because of Ukraine eager to join NATO

I agree ..it was my first time and it turned out to be last time… HDFC AUTO LOAN is very disappointing. TOO BIG TO FAIL has failed

Wise words from Air Chief 💯

@HDFC_Bank @HDFCBank_Cares Don’t know who cares at Hdfc bank. Auto loan Relationship officer doesn’t even have time to pick up the phone. No responses received for mails. Pathetic service by too big to fail BANK.

But few minutes ago TRUMP said Iran is finished, there is nothing left .. did I missed something.. or was it a TRUMP BLUFF

Oil prices gained nearly 4% on Wednesday as fresh attacks on ships in the Strait of Hormuz worsened supply disruption fears, ‌and analysts said the International Energy Agency's proposal for a record release of oil reserves is inadequate to ease those fears.

I think this is “Bullish” crude in long term and good for energy complex. Once the war is over, we will see countries refilling their SPR and possibly increase the size of their SPR reserves putting a floor in oil prices. 80s could be the new 60s for oil price.

And what are the plans to meet LNG scarcity ?

But as per estimates :- 400 million barrels are equivalent to approx. 4 days of global oil consumption… what after that ? Guess:- Global leaders must be confident of ending the Iran-US-Israel war.

Brent has crossed 90 and trading at 92. WTI should also follow.

BREAKING: While the oil market celebrated a 11% crash on “war is over” signals, an unknown projectile hit a container ship 25 nautical miles off the UAE coast. UKMTO issued the alert today. Container vessel struck northwest of Ra’s al Khaymah. Crew safe. Damage assessment ongoing. No claim of responsibility. No claim is the signature. The Mosaic Doctrine does not claim. It fires. Twenty-four hours ago, Trump demanded Iran remove mines from Hormuz “immediately” or face “military consequences at a level never seen before.” Twenty-four hours ago, the US Navy confirmed it has refused near-daily requests from the shipping industry for escorts because the risk is too high. Twenty-four hours ago, the market priced Brent at $91 on the thesis that the war is winding down. Today a ship was hit in UAE waters. The location matters. Ra’s al Khaymah is the northernmost emirate, sitting at the throat of the Strait. Twenty-five nautical miles northwest places the attack inside the approaches that every Hormuz-bound tanker must transit. This is not an open-ocean incident. This is a hit inside the corridor that the Navy refuses to escort, the insurance companies refuse to cover, and the 700 queued tankers refuse to enter. The projectile type is unconfirmed but the signature matches the IRGC’s asymmetric inventory: low-altitude trajectory that evaded UAE Patriot and THAAD-equivalent radar coverage, consistent with a Shahed-type kamikaze drone, an Arash cruise-missile variant, or a coastal-launched anti-ship projectile from an IRGC small craft. Any of the 31 autonomous provincial commands with coastal access could have launched it. No authorisation from Tehran required. No cardboard Supreme Leader consulted. No claim filed because deniability is the weapon’s second warhead. The UAE has intercepted over 1,500 Iranian projectiles since 28 February. This one got through. The interception rate is extraordinary but irrelevant to insurance mathematics: it takes one hit to reset the reinstatement clock. The seven P&I clubs that withdrew on 5 March will not reinstate while vessels are being struck in the approaches to the strait they already declared uninsurable. This attack arrived the same day the IEA proposed the largest reserve release in history to address the physical disruption the market claims is resolving. It arrived the same day Ukrainian anti-drone teams deployed to the UAE with $1,000 interceptors designed to kill exactly the kind of projectile that just struck a container ship. It arrived the same day Ghalibaf’s PlayStation mockery of American escorts passed one million views. It arrived the same day the White House blamed a low-level staffer for claiming an escort had occurred that had not. The war the market priced as ending just struck a vessel in allied territorial approaches. The escorts that were promised do not exist. The reserves that were proposed do not clear mines. The defences that protect the UAE intercepted 1,500 projectiles and missed this one. And the doctrine that launched it requires nothing more than one commander, one coastline, and one weapon that nobody claims. Oil at $91. A ship hit today. And the gap between the price and the projectile is the entire war. Full analysis in the link below. open.substack.com/pub/shanakaans…

It DEPENDS…on TRUMP ..whether one is looking for reasons to escalate again

Can we see crude rising above $90/barrel again. First, the G7 refused to unlock strategic oil reserves Now, US navy escort not possible. Two positive news to keep a lid on rising crude prices already gone. 🤞🏻 crude and natural gas dependent countries

And Asian countries will bleed more in because of energy (oil and gas) dependency

So can one assume that today’s fall in crude prices will be arrested and the green Dow jones will turn red again .

Very confusing:- US saying Iran missiles arsenal depleting very fast. But it’s B2 bombers will be reaching UK base within few days and UK carrier will be reaching Cyprus in a weeks time. So, one should assume that this war will go on for atleast one more week..