[COMMODITY CYCLES]
Brent crude > $90 — OMC margin pressure, paint/aviation hit
OMC cos, Reliance, ONGC and paint manufacturers — winners and losers when Brent spikes above $90
▲ Stocks that benefit2 cos
▼ Stocks under pressure4 cos
Historical examples
2026-04-19 — Iran fires on Hormuz tanker, Brent spikes to $96
2026-04-24 — INR breaches 84.5 amid oil shock + FII outflow
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