L&T Board Member Subramanian Sarma highlights key themes: traditional fossil fuel development, green initiatives, and petrochemical monetization. The focus remains on oil, gas, and renewable energy, with opportunities worth $10-12 billion. Execution is progressing well with no major geopolitical risks impacting operations. Competition persists but L&T maintains a strong market presence and anticipates continued momentum.
Commodity Talk: MOFSL expert explains why gold’s supply tightness in UK may not impact Indian yellow metal prices materially
So, before we get into the assessment, I would just like to highlight what really happened. So, there was a premium arbitrage between COMEX and