Fertiliser stocks surged after the government issued the Natural Gas Regulation Order, 2026, prioritising gas supply to key sectors amid West Asia disruptions. Fertiliser plants will receive 70% of the average gas consumption. Investors cheered the move as it ensures continued feedstock availability critical for ammonia and urea production despite supply uncertainties.
Brent below $80 to sustain OMC earnings recovery
Oil marketing companies’ margins are expected to remain stable as crude prices stay below $80. Recent crude price drops have significantly improved earnings for state-owned