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[TejiFactor @TejiFactor]

The market is speaking.

A US diesel export ban is no longer being treated as just words. Look at today's price action:

European diesel futures: +5.02%
US diesel futures: +1.8%
Brent: +1.47%
WTI: +0.93%

The divergence is telling.

A US diesel export ban would trap more diesel domestically, potentially reduce US refinery runs and leave more crude available in the US, while cutting off a key source of diesel supply to the rest of the world.

That explains why Brent is outperforming WTI and European diesel is surging relative to US diesel.

Europe is already on the edge of a fuel crisis. Restricting US diesel exports could push it further into one.

The market is beginning to price that risk.
#Brent #Crude #USRefinery

[TejiFactor @TejiFactor]

Mark Zuckerberg’s wealth rose by ₹2.4 lakh crore in one day as Meta’s shares jumped 12%.

The rise was linked to investor confidence in Meta’s new AI assistant, Muse.
#Meta #AI #Muse

[TejiFactor @TejiFactor]

IPO Listing Update
Jindal Supreme IPO

Listed at ₹120 on NSE vs issue price ₹93
Premium: +29.03%
Profit:
Retail (1 Lot): ₹4,347
HNI (1 Application): ₹60,858
#IPOListing #JindalIPO #NSE

[TejiFactor @TejiFactor]

IPO Listing Update
SS Retail Limited IPO

Listed at ₹624 on NSE vs issue price ₹424
Premium: +47.17%
Profit:
Retail (1 Lot): ₹7000
HNI (1 Application): ₹98,000
#IPOListing #SSRetailIPO #NSE

[TejiFactor @TejiFactor]

NATIONAL STOCK EXCHANGE OF INDIA LTD FIXES IPO OFFER PRICE AT 1,785 RUPEES PER SHARE
#NSEIPO #Stockmarket

[TejiFactor @TejiFactor]

LUMINO INDUSTRIES: Q1 SL NET PROFIT 403M RUPEES VS 303M (YOY)

LUMINO INDUSTRIES: Q1 REVENUE 5.2B RUPEES VS 4.4B (YOY)

LUMINO INDUSTRIES: Q1 EBITDA 709M RUPEES VS 527M (YOY) || Q1 EBITDA MARGIN 13.59% VS 12.05% (YOY)
#Lumino #Q1Results

[TejiFactor @TejiFactor]

RUSSIAN CRUDE IS TRADING ABOVE BRENT. That tells you where the real oil market stands.

Sanctioned Urals crude: ~$110/bbl (pre-war discount was ~5%, later widened past 30%).

Russia's ESPO crude: trading above $120/bbl, with cargo premiums over Brent hitting a record $20-30.

China is locking in Russian supply months ahead. India keeps buying big volumes too.

Meanwhile, futures show:
Brent: ~$104.5
WTI: ~$100.3

The price on your screen is not the price refiners are paying to secure actual barrels.

Physical supply security is commanding a premium.

The oil market is fragmenting. The benchmark is increasingly failing to capture the full cost of securing crude where it is needed.
#Crudeoil #Russia #Uralscrude #Brent

[TejiFactor @TejiFactor]

INDIA-NZ FTA TO TAKE EFFECT WITHIN A MONTH, SAYS NZ MINISTER, 100% OF INDIAN EXPORTS GET DUTY-FREE ACCESS
#IndiaNZ #FTA

[TejiFactor @TejiFactor]

TRUMP SIGNS RUSSIA SANCTIONS BILL INTO LAW; INDIA FACES UP TO 100% TARIFF RISK

The Lindsey O. Graham Sanctioning Russia and Iran Act of 2026 is now law. It gives President Trump authority to impose tariffs of up to 100% on imports from countries buying Russian oil and gas, potentially including India.
#Tariffs #Russiasanctions #importtariffs

[TejiFactor @TejiFactor]

Russia-Ukraine
Israel-Gaza
Iran-USA
India-Pakistan
Saudi Arabia-Houthis
Red Sea Crisis

And now possibility of Russia-Europe.

The market has already seen enough wars and conflicts over the past few years. Surely, it doesn’t need another one.
#War #IranWar‌ #USA

[TejiFactor @TejiFactor]

The UK government says to prepare for the possibility of war with Russia within the next few months and has advised households to stock up on food and medical supplies, while hospitals are also being asked to strengthen their emergency preparedness.
#UK #Europe #War

[TejiFactor @TejiFactor]

The UK government says to prepare for the possibility of war with Russia within the next few months and has advised households to stock up on food and medical supplies, while hospitals are also being asked to strengthen their emergency preparedness.
#UK #Europe #War

[TejiFactor @TejiFactor]

Tata Group stocks in the green after after Tata Sons Board Approves N Chandrasekaran reappointment As Chairman For 5 Years, paves way for Tata Sons listing
#Tatasons #Chandrasekaran #Tatagroup

[TejiFactor @TejiFactor]

Tata Sons board meeting outcome:

N Chandrasekaran to be reappointed as chairman of Tata Sons

- Tata Sons to be listed

- Noel Tata outvoted

- Chandra’s appointment will have to be ratified by the AGM

- Noel will seek to oust Chandra at the AGM, as per sources

- Noel Tata's veto was overridden based on a legal option obtained by Tata Sons
#TataSons #NChandrasekaran

[TejiFactor @TejiFactor]

Tata Sons board meeting outcome:

N Chandrasekaran to be reappointed as chairman of Tata Sons

- Tata Sons to be listed

- Noel Tata outvoted

- Chandra’s appointment will have to be ratified by the AGM

- Noel will seek to oust Chandra at the AGM, as per sources

- Noel Tata's veto was overridden based on a legal option obtained by Tata Sons
#TataSons #NChandrasekaran

[TejiFactor @TejiFactor]

NSE's India IPO gets 15% subscription in the first hour
#NSE #NSEIPO

[TejiFactor @TejiFactor]

IPO Listing Update
LCC Projects IPO

Listed at ₹189 on NSE vs issue price ₹146
Premium: +29.45%
#LCCIPO #IPOListing #NSE #MainboardIPO

[TejiFactor @TejiFactor]

IPO Listing Update
Karamtara Engineering IPO

Listed at ₹320 on NSE vs issue price ₹254
Premium: +25.98%
#KaramtaraIPO #IPOListing #NSE

[TejiFactor @TejiFactor]

IPO Listing Update
Rentomojo IPO

Listed at ₹482.45 on NSE vs issue price ₹404
Premium: +19.42%
#RentomojoIPO #IPOListing

[TejiFactor @TejiFactor]

UPI TO INTRODUCE 0.4% MDR ABOVE ₹2,000, CAPPED AT ₹300 FROM OCT 15; ₹22,000 CRORE FY28 REVENUE POOL SEEN
#upicharges #UPI #P2M

[TejiFactor @TejiFactor]

IPO Listing Update
Glass Wall Systems IPO

Listed at ₹194 on NSE vs issue price ₹182
Premium: +6.59%
#GlasswallIPO #IPOListing #NSE #Mainboard

[TejiFactor @TejiFactor]

IPO Listing Update
Kanohar Electricals IPO

Listed at ₹685.5 on NSE vs issue price ₹632
Premium: +8.47%
#kanoharIPO #IPOListing