The recent rebound has been supported by tightening global inventories, concerns over energy availability in key producing regions, geopolitical tensions in the Middle East, and expectations of robust demand from the power, transportation, renewable energy, and electric vehicle sectors.
Sunil Singhania’s Abakkus portfolio: 5 stocks rally up to 105% in CY26; 2 new buys added in Q1
The analysis includes only those companies in which the investor holds more than a 1% stake and may not represent the entirety of the portfolio.