Iran-Israel Conflict: India Faces Greater Gas Supply Risk Than Oil; Key Stocks to Watch

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Iran-Israel Conflict: Gas Supply Poses Bigger Risk to India Than Oil, Key Stocks Impacted

Iran-Israel Conflict: Gas Supply Is A Bigger Risk For India Than Oil, Check Key Stocks To Be Impacted

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News18•05-03-2026, 10:30

Iran-Israel Conflict: Gas Supply Poses Bigger Risk to India Than Oil, Key Stocks Impacted

•Citi note highlights gas supply as a greater risk for India than oil amid Iran-Israel conflict.
•Qatar's halt in LNG production is critical, as it supplies 40-50% of India's LNG imports.
•Petronet LNG faces significant volume risks; Gujarat Gas is high-risk due to Qatari reliance.
•GAIL India's transmission volumes are at risk but mitigated by diversification and other business gains.
•LNG prices could surge to $14-18/mmbtu short-term, potentially $30/mmbtu if disruption lasts three months.

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