“Sunil Subramaniam anticipates crude oil prices to settle at $80-$85 in 2-3 months post-war, then retrace to $70 in the medium term. This bearish outlook for oil is driven by potential increased supply from the UAE and demand destruction from the war, which could weaken OPEC's bargaining power. A return to $70 crude would be a significant positive for India's fiscal deficit and overall macroeconomic stability, removing a key cloud over the country's future.”

Sunil Subramaniam’s track record: 14 graded calls · 95% CI 12–55%