Stock impact: 13 biggest losers in energy crisis amid raging Iran-Israel war
Analysis of this story by et_markets · 14 Mar 2026, 10:41 AM IST (about 2 months ago)
AI Analysis
The energy sector is highly sensitive to geopolitical events, and the current Iran-Israel conflict is directly impacting crude oil and gas prices, which are critical inputs for many Indian industries. Higher oil prices generally weigh down on NIFTY50 returns.
Trading Insight
Bearish outlook for energy-intensive sectors; consider shorting or avoiding OMCs, airlines, and fertilizer stocks, while looking for defensive plays in resilient sectors like QSR.
Quick check: NIFTY neutral, RELIANCE neutral (-0.6% 1d).
Key Evidence
- •Rising oil prices and gas supply disruptions are a direct consequence of the Iran-Israel war.
- •OMCs, RAC makers, fertiliser producers, and airlines are being 'hammered' by the energy crisis.
- •Food delivery and QSR chains are showing 'relative resilience'.
- •The situation highlights sector-specific vulnerabilities on Dalal Street.
- •Risk flag: Escalation or de-escalation of the Iran-Israel conflict could rapidly alter oil prices.
Affected Stocks
Negative
Gas supply disruptions and higher energy costs increase production expenses.
Negative
Rising crude oil prices directly increase aviation turbine fuel (ATF) costs, impacting profitability.
Sources and updates
Original source: et_markets
Published: 14 Mar 2026, 10:41 AM IST
Last updated on Anadi News: 14 Mar 2026, 11:25 AM IST
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