Wednesday, September 23
Natural gas continues to play a pivotal role in the global energy landscape in 2025, balancing industrial demand, geopolitical tensions, and evolving production capabilities. As economies transition toward cleaner energy sources, natural gas remains a critical bridge fuel—especially for power generation and industrial applications.Global supply-demand dynamicsGlobal natural gas demand grew through the 2024-25 heating season, driven primarily by Europe and North America. However, the International Energy Agency (IEA) forecasts a slowdown in demand growth for the rest of 2025 due to tighter market conditions and macroeconomic uncertainties. Low storage levels and reduced pipeline exports from Russia have kept market fundamentals tight, prompting increased reliance on liquefied natural gas
After a volatile week dominated by global jitters and profit booking, Indian equity markets ended lower, with the Nifty50 slipping 1.2% for the week ended July 11, 2025.The selloff came amid renewed tariff threats by U.S. President Donald Trump, which spooked global investors and added pressure on risk assets.Global headwinds, local profit bookingThe market, which had previously rallied to higher levels, witnessed a bout of selling as investors opted to lock in gains. Sectorally, the brunt of the fall was borne by IT, auto, and metal stocks, which emerged as the top laggards for the week.A textbook trend reversal: July 10 lived up to the forecastIn our last note, we identified July 10 as a High Alert Day—a potential inflection point where a trend reversal could unfold.As anticipated, the
