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G7 to release 100 million barrels of oil reserves through IEA

• The co-ordinated release includes frontloaded diesel supplies to stabilise global energy markets
• Lower crude and diesel prices could ease costs for Indian refiners and fuel retailers

Nasdaq hits record as weak US jobs data cools rate-hike bets

• Nasdaq Composite hit a record high after disappointing US jobs data
• Lower Treasury yields and oil prices accompanied the rise; Nike shares fell on its forecast

G7 agrees to release 100 million barrels of oil and diesel from emergency reserves

• G7 countries agreed to release 100 million barrels of diesel and crude oil
• The release will come from emergency reserves
• More oil supply could ease fuel costs for Indian refiners and oil marketing companies

Europe agrees to release diesel stockpiles, sending oil prices down more than 4%

• European leaders agreed to release some diesel stockpiles on Friday
• Oil prices fell by more than 4%
• Lower oil prices can ease input costs for Indian fuel retailers, refiners and transport companies

In Graphics: How the cost of Iran war piled up

• India paid more for crude oil despite importing less as prices rose
• Higher import costs can pressure Indian oil marketing companies

Trump says South Korea deal includes an $8.4 billion oil project

• The project will fund enhanced oil recovery
• It adds to a broader US-South Korea investment package

China fuel export suspension to choke supplies in Asia

• China's oil-product export restrictions have affected importers in Southeast Asia and Australia
• Singapore has seen a significant drop in supplies
• Tighter regional fuel supply could lift costs for Indian oil refiners and fuel consumers

UN warns fuel subsidies could exceed $1 trillion as Iran war raises energy costs

• UNDP said subsidies could top $1 trillion in 2026
• Governments have used price caps, subsidies and tax rebates as oil prices climbed
• Higher crude costs pressure Indian fuel retailers and government finances

FII selling keeps Indian stocks under pressure: Brokerages flag crude, global yields as key risks

Trump plays with a critical lifeline that keeps global economy going

• A potential US diesel export ban could remove about 1.2 million barrels a day from global supply
• Tighter fuel markets could raise costs for Indian refiners and transport companies

Asian shares fall amid bond and FX swings ahead of US jobs data

• Asian stock markets dipped amid turbulence in bond and currency markets
• Elevated oil prices were driven by military strains in the region
• Higher crude prices pressure Indian oil importers and fuel retailers

US wants European allies to do this 'immediately' to lower diesel prices

• The US urged European allies to release strategic diesel reserves immediately
• Global fuel prices are surging amid supply disruptions linked to the Iran war
• Higher global fuel prices can pressure Indian oil marketing companies

Hormuz crude flows return to pre-war levels, yet oil may still stay at $90–$100 | Here's why

• Hormuz crude shipments averaged 13.5 million barrels per day over seven days, back to pre-war levels
• Oil may still stay at $90–$100, the report said
• Persistently high crude prices could pressure Indian refiners and fuel retailers

Asian shares fall as US jobs data looms after Treasury yield hits 24-year high

• Asian shares fell ahead of US jobs data, with Treasury yields swinging and the dollar gaining
• Oil prices stayed elevated amid a widening military buildup
• Higher yields and elevated crude may pressure Indian equities and raise costs for oil-sensitive sectors

10-year bond yield breaches 7.20%; hits 2.5-year high

• India's 10-year benchmark bond yield reached 7.21%, a 2.5-year high
• Higher yields pressure bond valuations and borrowing costs for Indian banks and rate-sensitive companies

The Bond Rout Is Deepening Even as Oil Tankers Return to the Strait of Hormuz

• Higher crude and yields may pressure Indian airlines, fuel retailers and rate-sensitive stocks

Oil rebounds as Middle East supply and shipping risks persist

• Oil prices rose to $103 per barrel as Middle East supply concerns intensified
• Middle East crude exports recovered to prewar levels, but shipping and US-Iran risks weighed on trading
• Higher crude prices can pressure Indian oil marketing companies and airlines

US 10-year Treasury yield reaches 5.34%, highest since 2002

• The US 10-year Treasury yield hit 5.34%, its highest level since 2002
• Inflation, oil prices, government borrowing and AI investment are pushing borrowing costs higher
• Higher global yields can pressure Indian equities, especially rate-sensitive sectors and highly valued stocks