Harshvardhan Singh

Senior Analyst: Oil & Gas, Deals, GlobalData. All Opinions are mine. 🇮🇳

[Anuj Dhar @anujdhar]

Suddenly people in India have realised the importance of handwriting. Just wanted to remind you that three top handwriting experts, including a former GEQD and an independent American expert, identified Gumnami Baba as Subhas Chandra Bose. These experts did not study signatures, they worked on long, free flowing writings by Netaji before 1945 and Gumnami Baba after 1962. The former GEQD, B. Lal Kapoor, studied Bengali handwritings as well. Forgery completely ruled out. Both handwritings belong to the same person, when he was younger and when he became older. @chandrachurg

[India in Oman (Embassy of India, Muscat) @Indemb_Muscat]

We have learnt of an incident involving a vessel off Shinas port of Oman, earlier today . We are closely monitoring the situation and coordinating with the local authorities for further details.

[Jennifer Griffin @JenGriffinFNC]

Senior US official tells me 20 targets inside Iran were targeted tonight. Though US strikes have ended, according to CENTCOM, the situation is still “active,” and US military prepared to respond if Iran decides to retaliate.

[OSINTdefender @sentdefender]

Israeli defense officials believe that Monday’s exchange of fire could escalate into a campaign, where there will be “several days of warfare” between Israel and Iran, according to the Israeli Hebrew-language daily newspaper Israel Hayom.

[OSINTdefender @sentdefender]

Video footage posted to Telegram appears to show smoke rising from the Karun Petrochemical Company in Bandar-e Mahshahr, Khuzestan Province of Southwestern Iran, following a missile strike by the Israeli Air Force.

[OSINTdefender @sentdefender]

Ballistic missile launches from the Tehran Province of Northern Iran.

[OSINTdefender @sentdefender]

Ballistic missile launches now from Iran towards Israel.

[Hardeep Singh Puri @HardeepSPuri]

Congratulations @OilIndiaLimited !

An ocean of energy opportunities reinforced in the Andaman Sea!
Very happy to report the presence of natural gas in Sri Vijayapuram-3 an exploratory well drilled by Oil India Ltd. 15 km off the east coast of the Andaman Islands at a water depth of 355 meters.
Initial production testing of the well at the depth of 1900 plus meters in the Eocene formation has established the presence of natural gas through continuous flaring.
Oil India is carrying out gas sampling to assess the composition & calorific value of gas and to carry out isotope studies to understand the genesis of the gas.
Under the Samudra Manthan Mission (National Deep Water Exploration Mission) announced by Hon’ble PM @narendramodi Ji on Independence Day 2025, large number of deepwater & Ultra deepwater exploration wells are planned in our offshore basins to fully exploit our hydrocarbon reserves.
Presence of hydrocarbon is now reported in 2(Two) wells out of 3 (Three) exploratory wells drilled by OIL in current exploratory campaign off Andaman Basin.
This presence of natural gas will help us in taking forward our exploration ambitions in coordination with global deepwater exploration experts like @petrobras, @TotalEnergies, @bp_india, @Shell, @exxonmobil and will be a significant milestone in our journey through Amrit Kaal!
@PMOIndia @PIB_India @PetroleumMin @mygovindia
#OilIndia #EnergySecurity #Exploration #NaturalGas #Andaman

[Giorgia Meloni @GiorgiaMeloni]

Thank you for the gift

[Rory Johnston @Rory_Johnston]

US-Iran negotiations latest, via WSJ:

- Iran offered to dilute/transfer some of its stockpile of highly enriched uranium to a third country

- called for guarantees the transferred uranium would be returned if talks fail

- rejected the idea of dismantling its nuclear facilities

[The White House @WhiteHouse]

They will be laughing no longer!

[OSINTdefender @sentdefender]

Iran’s Supreme Leader Ayatollah Mojtaba Khamenei has ordered the Iranian Armed Forces, including elements of the Artesh and the Islamic Revolutionary Guard Corps (IRGC), to cease all further firing against Israel and the other countries across the Middle East, according to the Islamic Republic of Iran Broadcasting (IRIB).

[Ministry of Petroleum and Natural Gas #MoPNG @PetroleumMin]

The news reports and social media posts of an Iranian crude cargo being diverted from Vadinar, India to China due to “payment issues” are factually incorrect. 🇮🇳India imports crude oil from 40+ countries, with companies having full flexibility to source oil from different sources & geographies based on commercial considerations.

Amid Middle East supply disruptions, Indian refiners have secured their crude oil requirements, including from Iran; and there is no payment hurdle for Iranian crude imports, contrary to the rumours being circulated.

Claims on vessel diversion ignore how oil trade works. Bills of Lading often carry indicative discharge ports destinations and on-sea cargoes can change destinations mid-voyage based on trade optimisation and operational flexibility.

It is reiterated that 🇮🇳India’s crude oil requirements remain fully secured for the coming months.

On LPG too, some claims being made are incorrect as LPG vessel Sea Bird carrying around 44 TMT Iranian LPG berthed at Mangalore, India on April 2 and is currently discharging.

#EnergySecurity #OilMarkets #FactCheck

@HardeepSPuri @neerajmittalias @HPCL @IndianOilcl @BPCLimited @PIB_India

[Ministry of Petroleum and Natural Gas #MoPNG @PetroleumMin]

ATF prices in India were deregulated in 2001 and are revised on monthly basis based on a formula of international benchmarks. Due to the closure of Strait of Hormuz and extraordinary situation in global energy markets, price of ATF for domestic markets was expected to increase by more than 100% on 1 April.

In order to insulate the domestic travel costs from the substantial increase in international prices, PSU Oil Marketing Companies of the Ministry of Petroleum, in consultation with Ministry of Civil Aviation, have passed only a partial and staggered increase of 25% (only Rs.15/litre) to the airlines. Foreign routes will pay for the full increase in ATF prices consistent with what they pay in other parts of the world.

@HardeepSPuri @MoCA_GoI @Secretary_MoPNG @IndianOilcl @BPCLimited @HPCL

[Harshvardhan Singh @harsh4singh]

Two Indian flagged LPG vessels BW TYR and BW ELM have crossed the Strait of Hormuz and are heading towards unknown locations...

#OOTT #StraitofHormuz #India #Oil #GAS #Iran #Israël #IranWar‌ #gassupply #LPG

[TankerTrackers.com, Inc. @TankerTrackers]

The #IranWar has now gone on for 28 days, and within that time, around 55-60 #tankers have managed to depart via the #StraitofHormuz; nearly half of which are Iran-linked. At a rate of only 2 tankers a day on average, it is a far cry from the >100 a day just a month ago. #OOTT

[Hardeep Singh Puri @HardeepSPuri]

International crude prices have gone through the roof in the last 1 month from around 70 dollars/barrel to around 122 dollars/barrel. Consequently, petrol and diesel prices for consumers have gone up all over the world. Prices have increased by around 30%-50% in South East Asian countries, 30% in North American countries, 20% in Europe and 50% in African countries.

The Modi Government had two choices- either increase prices drastically for citizens of Bharat as all other nations have done or bear the brunt on its finances so that Indian citizen is insulated from international volatility.

Hon’ble Prime Minister @narendramodi Ji, in keeping with his Government’s commitment of last 4 years since the conflict in Russia-Ukraine started, decided to take a hit on its own finances again to safeguard the Indian citizen.

Government has taken a huge hit on it taxation revenues to ensure very high losses of oil companies (approximately 24 Rs/litre for petrol and 30 Rs/litre for diesel) at this time of sky high international prices are reduced. At the same time, export tax has been levied as international prices of petrol and diesel have skyrocketed and any refinery exporting to foreign nations will have to pay export tax. My gratitude to Hon’ble PM Narendra Modi Ji and Hon’ble FM @nsitharaman Ji for this very timely, bold and visionary decision!

[OSINTdefender @sentdefender]

According to Iranian state-run media outlets, Iran sent its official response to the U.S. 15-point ceasefire plan last night, and is currently awaiting a response from their U.S. counterparts.

[Kpler @Kpler]

Hormuz faces two futures

Disruption in the Strait of Hormuz has become structurally embedded, with Iran effectively controlling vessel movement and flows operating far below historical norms. In a de escalation scenario, a halt in hostilities by April or May could support a phased recovery, with transits normalising by July, though confidence, insurance coverage and infrastructure repairs would slow the pace of full commercial return. In contrast, a prolonged conflict would sustain severe constraints, keeping flows below 20 per cent of export capacity through Q3 and delaying recovery well into late 2026. The result is sustained pressure on #refinery runs across Asia and the Middle East, deepening supply chain strain and reinforcing upside risks to #crude, with prices potentially reaching $130 a barrel in the second quarter.

Stay ahead of the market with #Kpler Insight: https://t.co/COgW28YQyt

[محمدباقر قالیباف | MB Ghalibaf @mb_ghalibaf]

2/ No negotiations have been held with the US, and fakenews is used to manipulate the financial and oil markets and escape the quagmire in which the US and Israel are trapped.