ICICI Securities: Gas Supply Shock a Greater Concern Than Oil Prices, Could Persist Beyond War
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Gas Supply Shock May Outlast War, Bigger Worry Than Oil Prices: ICICI Securities
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CNBC TV18•19-03-2026, 16:05
Gas Supply Shock May Outlast War, Bigger Worry Than Oil Prices: ICICI Securities
•ICICI Securities energy analyst Probal Sen warns that gas supply disruptions could persist longer than the war itself, posing a greater concern than oil prices.
•Damage to key LNG infrastructure might delay supply recovery for weeks, even if geopolitical tensions de-escalate.
•Prolonged gas supply disruption is expected to negatively impact the earnings of energy companies, particularly those with significant industrial gas demand.
•Despite international concerns, domestic gas supply is projected to remain relatively stable in the near term.
