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Themes:🧠AI Chip Bottleneck 🛡US Defense Surge 🚢Red Sea Escalation ⚓Shipping Lane Fragmentation

8 signals for Supply Chain · India · Resolution

Page 1 of 1

Supply ChainResolution🇮🇳India53d ago

India's KMML has achieved biological rejuvenation of mined-out areas under its Haritham ee Theeram project launched in 2022, transforming the land recovery initiative into a working agricultural hub. The Mineral Separation unit has demonstrated that sustainable restoration of degraded mining sites is both viable and economically productive.

4.5/10·The Hindu·Kollam, Kerala

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Supply ChainResolution🇮🇳India 🇦🇪United Arab Emirates 🇮🇷Iran47d ago

India signed a strategic liquefied petroleum gas supply agreement with the United Arab Emirates, along with a memorandum on strategic petroleum reserves. Prime Minister Narendra Modi finalized the deal during a two-hour visit to the UAE, part of India's broader effort to secure alternative energy sources amid regional supply disruptions.

4.2/10·Oil Price (Energy Intel)

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Supply ChainResolution🇮🇳India 🇮🇷Iran 🇲🇱Mali5d ago

The profitability impact of the recent West Asia conflict on corporate India is likely to be about half as severe as initially feared if the US-Iran ceasefire holds and energy supplies continue to normalise, Crisil Ratings said. The ratings agency said it now expects the conflict to shave around 100 basis points off India Inc's operating margins in fiscal 2027, compared with its earlier estimate of a 200-basis-point hit under a prolonged conflict scenario that included disruption to shipping through the Strait of Hormuz. The revised outlook follows a sharp correction in crude oil prices after the reopening of the Strait of Hormuz under a fragile US-Iran memorandum of understanding, although Crisil cautioned that geopolitical risks remain elevated and gas supplies could take longer to normalise.

4.1/10·Business Standard

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Supply ChainResolution🇮🇳India 🇮🇱Israel 🇮🇷Iran22d ago

https://www.livemint.com/economy/crude-oil-brent-crude-wti-israel-iran-conflict-ceasefire-donald-trump-strait-of-hormuz-india-oil-imports-11780972376683.html

4.1/10·GDELT 2.0 Master Files

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Supply ChainResolution🇺🇸United States 🇮🇷Iran 🇵🇰Pakistan+118d ago

June 13 (Reuters) - Pakistani Prime Minister Shehbaz Sharif said on Saturday that the United States and Iran have agreed to a framework for a peace deal that would end the months-long conflict in the Middle East, with a final text of the deal reached. Pakistan is now preparing for an electronic signing expected within the next 24 hours followed by technical-level talks next week, Sharif added. (Reporting by Rajveer Singh Pardesi in Bengaluru; Editing by Emelia Sithole-Matarise)

3.5/10·Al-Monitor·Bengaluru, Karnataka

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Supply ChainResolution🇮🇷Iran 🇮🇳India9d ago

Foreign investors remain cautious about Indian stocks, despite some cash market buying. Their derivative bets show lingering doubt, influenced by a fragile US-Iran peace deal, a weakening rupee, and more appealing opportunities elsewhere in Asia. While the Nifty saw a modest gain, a high long-short ratio in futures indicates a lack of strong bullish sentiment.

3.1/10·Economic Times

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Supply ChainResolution🇮🇷Iran 🇮🇳India15d ago

A US-Iran peace deal is expected to ease oil supply risks, pushing crude prices lower. Nomura sees OMCs, CGDs, and Petronet LNG as key beneficiaries, while upstream firms like ONGC and Oil India may face pressure. Reliance Industries could see moderate downside due to weaker refining margins.

3.1/10·Economic Times India

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Supply ChainResolution🇵🇰Pakistan 🇺🇸United States 🇮🇷Iran+119d ago

June 12 (Reuters) - Pakistan's Prime Minister Shehbaz Sharif on Friday said that a final, agreed text of a peace deal between the United States and Iran had been reached. Islamabad is working with both sides to finalize next steps, Sharif added in an X post. (Reporting by Rajveer Singh Pardesi in Bengaluru; Editing by Chizu Nomiyama)

3.1/10·Al-Monitor·Islamabad, Islamabad

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