How India Sourced Fuel? Lesson for2H26-20260724
摩根士丹利·2026-07-24 23:15

July 24, 2026 02:24 PM GMT India Energy | Asia Pacific M Idea How India Sourced Fuel? Lesson for 2H26 India imports 80% of its crude oil and ethane, half of its natural gas and cooking gas, and part of its plastics. Corporate comments on how the country managed the energy challenges in 2Q26 may help identify winners for 2H26 and beyond. Indian refiners representing 64% of the country's fuel refining capacity reported earnings and held investor calls. We think their 2Q26 playbook to navigate oil and LNG mark ...

How India Sourced Fuel? Lesson for2H26-20260724 - Reportify