South Asia
Regional Intelligence Reports
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South Asia
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Kuwait Force Majeure Shifts Hormuz Crisis From Market Risk to Contract Reality
Indian State Refiners Face $8-12 Margin Loss as Hormuz Tensions Drive Crude Above $95
Malaysian Refiners Secure Russian Crude Alternative as Hormuz Disruption Exposes Import Dependency

Gold Dealers Face Margin Collapse as Dollar Strength and Carry Costs Outweigh Safe-Haven Demand



