MTFTerminalFII/DIIMarketsFunds
[COMMODITY CYCLES]

Brent < $75 — OMC tailwind, upstream squeeze

OMC tailwind vs upstream squeeze when Brent falls below $75

▲ Stocks that benefit3 cos

IOCOMC
Indian Oil
Marketing margins expand, lower under-recovery
BPCLOMC
BPCL
Marketing margins expand, lower under-recovery
HPCLOMC
HPCL
Marketing margins expand, lower under-recovery

▼ Stocks under pressure2 cos

ONGCO&G
ONGC
Upstream realisations contract
RELIANCEEnergy/Conglomerate
Reliance Industries
Upstream realisations contract

Historical examples

2024-01-15 — Brent drops below $75 on demand worries

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