[GEOPOLITICAL EVENTS]

Strait of Hormuz disruption - refining + OMC + freight

OMCs, Reliance, ONGC, Adani Ports - winners/losers when Strait of Hormuz tightens

▲ Stocks that benefit2 cos

RELIANCEEnergy/Conglomerate
Reliance Industries
Refining + upstream wins on tightness
ONGCO&G
ONGC
Refining + upstream wins on tightness

▼ Stocks under pressure3 cos

IOCOMC
Indian Oil
Crude supply premium → marketing margin hit
BPCLOMC
BPCL
Crude supply premium → marketing margin hit
HPCLOMC
HPCL
Crude supply premium → marketing margin hit

◇ Mixed / contextual

ADANIPORTS

Historical examples

2026-04-19 - Iran fires on Hormuz tanker, Brent spikes to $96

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