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Moneycontrol.com >> Message Board >> View Messages >> Market Outlook - Medium Term
   You are here :     Moneycontrol     MMB    Market View      Market Outlook - Medium Term                         Most active discussions of 2006 , 2007 & 2008
If Crude Falls To $100 or Below (3)   20-Jul-08 04:07Tracked by (0)  
Posted by:   tally on ( 20-Jul-08 04:07 )
If crude falls to $100 or below who benfits most is the question of utmost importance to all investors. Firstly maximum benfit will occrue to the Govt finances. Its oil subsidy burden will reduce significantly, thereby reducing the deficit financing. Secondly oil refining cos may benfit marginally as they have not been able to pass all crude price increase to the customers and this includes export orintated refining cos. However overall RPM will depend on demand supply equation. Thirdly petrochemicals, chemicals and Airlines will benfit hugly. The cheaper oil and energy bills will also help many other businesses as it will lower cost, lower inflation will put more money in the hands of customers and also interest rates may head south. Forthly oil marketing cos like IOC, HPCL & BPCL etc will not be able to benfit hugly as they may just be able break even or reduce their losses, but not yet make profit. There is danger of petroleum product prices being slightly reduced due to poltical expediency which may further hamper oil marketing cos profitability. RELIANCE WILL CONTINUE TO MAKE HUGE PROFITS as it will be able to recommission large nos retail petroleum outlets Natural gas prices are controlled by the Govt therefore it will have almost no effect on its E&P of crude / natural gas, but its petrochemical business will benfit. I can conclude by saying that the Central GoVT & RIL WILL BENFIT HUGLY, Equity investors, many industries and to some extent commen man will also benfit from lower inflation.

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