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*🫵 IRAN War teaches us big thing.*
The world is more Interconnected in war time than we can imagine
Let's look at it...
1️⃣ First, Understand what the *Strait of Hormuz* actually is.
It's a strip of water 21 nautical miles wide at its narrowest point.
That's it, 21 miles.
And through that 21-mile gap flows:
— 20% of all the world's oil. Every single day.
— 20% of the world's LNG (liquefied natural gas).
— 30% of the world's fertilizer exports.
— 30% of Europe's jet fuel supply.
20.9 million barrels per day.
That's the number, Shut that 21-mile gap and you don't just hurt three countries.But, the entire planet.
Now let me show you who is dependent on whom.
Who ships oil through Hormuz?
Saudi Arabia sends 37% of its exports through that strait.
Iraq sends 23%.
UAE sends 13%.
Iran sends 11%.
Kuwait sends 10%.
Five countries. 94% of all the oil moving through Hormuz.
Who RECEIVES that oil?
China: 38%.
India: 15%.
South Korea: 12%.
Japan: 11%.
84% of all Hormuz oil goes to Asia.
These four Asian economies — China, India, Japan, South Korea — are not in this war.
They didn't vote for it and start it.But,they are taking the hardest economic hit.
The story goes way beyond this though:
2️⃣. Japan.
Imports 90% of its energy.
The Nikkei dropped more than 5% in a single day when oil crossed $100.
Japan has a 150-day oil reserve.
The clock is ticking.
3️⃣. South Korea.
Imports 70% of its oil from the Gulf corridor.
KOSPI — their stock market — suffered its biggest single-day crash since the 2008 financial crisis. Dropped 12% in one day. Circuit breakers were triggered.
First time since 2008.Because of a war they had nothing to do with.
4️⃣. Europe.
Natural gas prices nearly doubled in 48 hours after Iran struck Qatar's gas facilities.
Why? Because 20% of global LNG supply flows from Qatar through Hormuz to Europe.
Shipping companies are now routing vessels around the Cape of Good Hope — adding 15 to 20 extra days of transit between Asia and Europe.
Every extra day = higher shipping cost.
Higher shipping cost = more expensive goods.
More expensive goods = inflation at your grocery store.
5️⃣. India.
Imports 2.5 million barrels per day through Hormuz.
India's LNG plants run on Persian Gulf gas.
And *India grows food — food the whole world eats* — using fertilizer that comes through Hormuz.
6️⃣. Oil - It's not just fuel, it's so much more than that.
*Oil is also food.*
Here's how :
The Gulf produces massive quantities of nitrogen fertilizer — urea, ammonia, phosphates.
Qatar, Saudi Arabia, UAE and Bahrain together produce 15 million metric tonnes of fertilizer every year.
Around 1/3 of ALL global fertilizer exports ship through Hormuz.
Nitrogen fertilizer, according to Bloomberg, underpins about half of global food production.
Without fertilizer — wheat yields fall.
Corn yields fall.
Rice yields fall.
A Cornell agricultural economist said: "Fertilizer prices were already high, and farmers were already pinched. This will hurt."
Urea prices jumped from $516 per metric ton to $683 in five days.
Wheat hit a near two-year high.
Palm oil surged 10%.
Soybeans up. Corn up.
A farmer in Lowa said: "If nitrogen doesn't come, we might switch more acres to beans."
Not because of anything he did.
Because a war started.
Here's the full chain — pay attention :
👉 Iran war →Hormuz disruption →fertilizer shipments blocked →farmers reduce crop applications →harvests fall →food prices rise →central banks raise rates →borrowing costs up →economic growth slows and *you pay more for everything.*
That chain starts in a 21-mile strait and ends in your shopping cart.
7️⃣. What about shipping?
150 ships stranded around Hormuz right now.
Insurance companies — who have never cancelled Gulf coverage in modern history — are now cancelling war risk coverage.
Hapag-Lloyd, one of the world's largest shipping companies, introduced a $1,500 per container war surcharge. Overnight.
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.*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 23-03-2026 :*

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -2,918* 😥

*INDEX FUT. : -1,420*

*INDEX OPT. : -631*

*STOCK FUT. : +103*

*STOCK OPT. : -970*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 23-03-2026 :*

*FIIS : SELL -10,414 (10,331-20,745)*😭

*DIIS : BUY +12,034 (25,953-13,919)*😃

*BSE SENSEX : -1,836 (72,697)🔽*

*NSE NIFTY : -602 (22,512)🔽*

*BSE MIDCAP. : -565 (14,279)🔽*

*BSE SMLCAP. : -226 (5,638)🔽*

*B. CRUDE : $ 100.56 🔽😃😃*

*GOLD : $ 4,452=INR 1,48,700(10gr)*🔽😭😭

*SILVER : RS. 2,05,000 (kg)* 🔽😭😭😭

*FOREX : RS. $ 93.97 🔽😩*

*6.48% NEW '35: 6.8379%(97.52)🔼😭*

*6.68% GS '40: 7.2167% (95.25)🔽😭*
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🌹🇮🇳India Daybook – Stocks in News

NTPC: Company signs MOU with Octopus Energy Group for collaboration in power and energy sector (Positive)

SJVN: Company has commissioned 1,000 MW Solar Project in Rajasthan (Positive)

TARC: Company expands Gurugram Project with 518 Residences on 9+ Acre. (Positive)

TCS: Company has signed MoU with ABB to deepen their strategic partnership across IT infrastructure, AI, data centers & emerging tech (Positive)

J K Cements: Company declared preferred bidder for Dommarnandyala block-3 mining lease in Andhra Pradesh (Positive)

Highway Infrastructure: Company secures Rs 14.60 crore work order for Beverly Greens project (Positive)

Nestlé India: Company adds new munch production line at Sanand plant with Rs 225 crore investment, capacity of 8,300 TPA (Positive)

Tata Elxsi: Company announces the launch of a global offshore development centre for Terumo Corporation (Positive)

IndiQube Spaces: Company has announced a significant workspace leasing agreement with a leading GCC client in Pune, India. (Positive)

Leo Dryfruits: Company has secured 5-Year Supply Agreement with Haldiram (Positive)

Lemon Tree Hotels: Company expands with New 50-Room Resort in Lonavala. (Positive)

Samvardhana Motherson: Company partners Hellmann to strengthen auto supply chain business (Positive)

JSW Cement: Company commissions greenfield cement plant in Nagaur, Rajasthan (Positive)

ACME Solar Holdings: Company commissions power project in Gujarat (Positive)

SBI: SBI Funds files DRHP for IPO. SBI to sell upto 12.8 crore shares (6.3%) via OFS. (Positive)

IOL Chemicals: NCVI Enterprises bought 7 lakh shares. (Positive)

FACT, NFL, RCF: Government enhances gas supplies (Positive)

Gillette India; Positive update from Rajasthan State Pollution Control Board (Positive)

Deepak Nitrate, Meghmani Organics: India imposes anti-dumping duty on China DASDA imports (Positive)

Glottis: Board approved incorporation of a wholly owned subsidiary in Malaysia on March 19, 2026. (Neutral)

Welspun Living: Company to buy 20% stake in Welspun Corporate Services. (Neutral)

ASM Technologies: Company has approved a strategic investment of Rs 79.57 crore to acquire 51% stake in Asmaitha Wireless Technologies Pvt Ltd. (Neutral)

Physicswallah: Company completes acquisition of Nextseed Foundation, becomes wholly owned subsidiary (Neutral)

Emerald Finance: Company partners with Shamshree Lifesciences to launch early wage access program for employees (Neutral)

L&T: Company gets BSE, NSE No-Objection to scheme of arrangement with L&T Realty. (Neutral)

Cipla: Company approved investment up to $100M in equity share capital of Cipla (EU) limited (Neutral)

Aksharchem India: Company resumes h-acid plant production at Indrad after planned shutdown for maintenance (Neutral)

DMart: Company opened store in Ambala: Store Count Reaches 464. (Neutral)

Wipro: Company launched new hub at Gujarat International Finance Tec-City (GIFT City) in Gandhinagar. (Neutral)

Adani Enterprises: Company approves conversion of 137.47 cr partly paid shares to fully paid shares. (Neutral)

BHEL: Company has expands into Coal-to-Chemicals with ₹3,064 Crore JV Investment (Neutral)

Vibhor Steel Tubes: Company has secures ₹16.87 Crore Transmission Tower Order. (Neutral)

Amber Enterprises: Company Invests ₹296 Crore in EMS Subsidiary (Neutral)

ICICI Lombard: Company acquires stake in HDFC Bank for Rs. 39 crore. (Neutral)

IREDA: Company has enhanced its borrowing plan to rs. 35,800 crore for fiscal 2026 and up to Rs. 40,000 crore for fiscal 2027; the board will meet on March 25 to consider an interim dividend. (Neutral)

Adani Ports: Company has expressed in-principle interest in acquiring certain assets and control over Kanpur Fertilisers and Chemicals as an implementing entity for Jaiprakash Associates. (Neutral)

Adani Power: Company has expressed in-principle interest in acquiring certain power assets and investments from Jaiprakash Associates under its resolution plan. (Neutral)

Power Grid: Board clears merger of 28 Arms into 2 WOS entities (Neutral)
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The national debt just crossed $39 trillion—almost doubling since Trump vowed to erase it

The United States national debt crossed $39 trillion for the first time Tuesday, arriving at the grim milestone less than five months after it first hit $38 trillion in late October—a pace of accumulation that budget watchdogs and academic economists are now calling, with unusual unanimity, “unsustainable.”​

The milestone, confirmed in Wednesday’s Daily Treasury Statement, lands amid a politically charged moment: it comes roughly two weeks before the ten-year anniversary of President Trump’s 2016 campaign promise to eliminate the national debt within eight years. Instead, the gross national debt has roughly doubled since Trump first took office—it was $19.9 trillion in January 2017.​

“Our moral duty to the taxpayer requires us to make our Government leaner and more accountable,” President Trump wrote in March 2017, as he issued an executive order directing OMB Director Mick Mulvaney to submit a comprehensive plan to reorganize Executive Branch departments and agencies in order to keep his promise to put in place common sense reforms to eliminate waste so that the Government better serves all Americans. “We’re going to do more with less,” Trump said at the time.

“As America soars past $39 trillion in debt, we must recognize this alarming rate of growth and the significant financial burden we are putting on the next generation,” Michael A. Peterson, CEO of the Peter G. Peterson Foundation, told. “Borrowing trillion after trillion at this rapid pace with no plan in place is the definition of unsustainable.”​

At the current rate of growth, the Peterson Foundation projects that the debt will hit $40 trillion before this fall’s elections—another trillion-dollar jump in roughly the same compressed timeframe. Michael Peterson called the figure “staggering.” The speed of accumulation has accelerated sharply: the debt added its latest trillion in what the foundation estimates is less than five months, a rate of fiscal expansion that has few modern precedents outside of wartime or acute financial crisis.​

The milestone arrives as the Congressional Budget Office, in its February 2026 outlook, projected that the federal deficit will reach $1.9 trillion in fiscal year 2026 and swell to $3.1 trillion by 2036 under current law. Over that same decade, debt held by the public is projected to surge from 101% of GDP today to 120% of GDP by 2036, eclipsing the previous all-time record of 106% set just after World War II. The long-term picture is even bleaker: CBO’s extended baseline now shows debt rising to 175% of GDP over the next 30 years, according to the Committee for a Responsible Federal Budget.

Perhaps the most alarming dimension of the crossing is what it costs just to carry the debt. Net interest payments on the national debt are projected to exceed $1 trillion in fiscal year 2026—nearly triple the $345 billion in interest the government paid in 2020, at the onset of the pandemic. In the first three months of the current fiscal year alone, net interest payments reached $270 billion, already surpassing the nation’s defense spending for the same period.
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News Headlines from Business News Agencies :

Business Standard :

📝 Mahindra Lifespace aims ₹3,000 cr revenue from new Mumbai housing project

📝 India's power capacity may double by 2036, led by non-fossil sources

📝 India recommends $3,453/MT anti-dumping duty on Chinese DASDA imports

📝 Accuracap Prime Fund, others pay ₹21.75 lakh to settle AIF case with Sebi

📝 India in talks with Russia, Belarus, Morocco for fertiliser imports: Report

📝 JSW unit seeks govt help to secure gas supply amid Iran war shortage

📝 HDFC Bank 'a strong institution with strong fundamentals': FinMin official

📝 Sebi may allow netting of funds for FPIs in its March 23 board meeting

📝 Basing it on history, gold will continue to rise: Indriya CEO Sandeep Kohli

📝 MobiKwik appoints chief risk officer to oversee comprehensive fraud risks

📝 Centre offers insurance support as SMEs face cash-flow strain from Iran war


Economic Times :

📝 Iran War: India faces 'triple threat' amid West Asia crisis

📝 RBI working to provide avenues to Russian trade counterparts for INR use

📝 India's auto boom at risk as Iran-Israel war chokes gas supplies, straining supply chains

📝 India's oilmeal export to China jumps 20-fold to 7.79 lakh tons in 11 months of FY26: SEA

📝 Weeks of Israel-Iran war are reshaping the global gas market for years to come

📝 HMSI to invest Rs 1,500 crore on new production line at Tapukara plant

📝 HCC bags Rs 1,662 crore order from BMC for Goregaon-Mulund Link Road

📝 Coal paying important role in India's energy security amid Israel-Iran war

📝 India steps in with Rs 497 crore insurance, freight support for West Asia-bound exports

📝 NDR InvIT acquires fully leased 0.7 million sq ft Pune warehousing asset

📝 Gulf flight status today: IndiGo resumes services to Dubai; Air India, SpiceJet add more flights


Mint :

📝 Punjab ramps up canal irrigation coverage to 78%: CM Mann

📝 Atanu Chakraborty calls his resignation from HDFC Bank 'routine': Report

📝 Microsoft Threatens To Sue OpenAI Over $50 Billion Amazon Deal

📝 Iran targets Qatar LNG hub, Saudi refinery after Israeli attack on South Pars

📝 HSBC May Cut 20,000 Jobs Over 5 Years | CEO Bets Big On AI-Led Restructuring

📝 Roche bets splits in obesity market will open door to new entrants

📝 AIESL(AI Engineering Services Ltd) eyes Jewar, Navi Mumbai MRO hubs as competition intensifies

📝 Meta shuts down Horizon Worlds in VR to focus on a mobile-only app

📝 FPIs dump financial stocks worth ₹31,800 crore in first half of March

📝 West Asia war may squeeze profit for India's top beer maker as input costs rise
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.*INSTL. INVESTORS EQUITY DERIVAT. TRADES AS ON 18-03-2026 :*

*FIIS F & O : RS. CRS. :*

*TOTAL NET SELL : -3,821* 😥

*INDEX FUT. : +2,358*

*INDEX OPT. : -3,785*

*STOCK FUT. : -2,244*

*STOCK OPT. : -150*


*INSTL. INVEST. EQUITY CASH PROV. TRADES AS ON : 18-03-2026 :*

*FIIS : SELL -2,714 (12,799-15,513)*😥

*DIIS : BUY +3,253 (16,105-12,852)*😃

*BSE SENSEX : +633 (76,704)🔼*

*NSE NIFTY : +197 (23,778)🔼*

*BSE MIDCAP. : +269 (15,209)🔼*

*BSE SMLCAP. : +118 (5,991)🔼*

*B. CRUDE : $ 108.57 🔼😭😭😭*

*GOLD : $ 4,872=INR 1,56,900(10gr)*🔽😭

*SILVER : RS. 2,60,000 (kg)* 🔽😭

*FOREX : RS. $ 92.64 🔽😩*

*6.48% NEW '35: 6.7330%(98.2350)🔼☺️*

*6.68% GS '40: 7.1338% (95.96)🔼☺️*
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*News Headlines from Business News Agencies :*

*Business Standard :*

📝 Ecofy raises ₹380 crore to accelerate retail green finance market

📝 EAM Jaishankar meets EU leadership, discusses West Asia, India-EU FTA

📝 India needs $1 trn forex reserves buffer for stability: Ex-RBI Deputy Guv

📝 Fuel retailers seek advance payments as losses mount on price surge

📝 Sri Lanka declares Wednesdays off amid fuel supply crunch

📝 HCs tighten scrutiny of GST enforcement actions amid due process concerns

📝 India's trade remains steady despite West Asia conflict: Piyush Goyal

📝 Emergence to launch AI research lab in India focused on autonomous agents

📝 Sebi proposes easing nomination norms for demat accounts, MF folios

📝 Uttar Pradesh defence corridor logs in ₹35,000 crore investments


*Economic Times :*

📝 Parliamentary panel urges a 'golden share' strategy to protect PSU autonomy if state stakes fall below 51%

📝 Exporters seek 6-month loan moratorium, higher credit as $66 billion West Asia trade faces disruption

📝 Government may defer CAFE 3.0 norms amid auto industry push

📝 India probes fragrance giants Givaudan, Firmenich, IFF over deals not to poach workers

📝 India's chemicals industry to reach $255 billion by 2030: Report

📝 Maruti Suzuki receives income tax order of over Rs 5,800 crore

📝 Malabar Gold to open 20 new showrooms by month-end at Rs 1,580 cr investment

📝 Oil shock crushes refiners’ margins, threatens growth as crude nears $137

📝 P&G India HR Chief PM Srinivas exits; insider Robin Thadathil to take over

📝 Steel companies seek government intervention as coated steel units stare at propane shortage

📝 Magicbricks and realtors' body tie up for data-driven info exchange


*Mint :*

📝 Mission Drone Shakti: India plans ₹1,800 cr scheme to boost local manufacturing

📝 The Leela acquires Coorg resort for up to ₹560 crore, deepens push into nature-led luxury

📝 Zydus, Lupin partner for diabetes drug Semaglutide distribution

📝 Govt sought ₹70k cr from IDBI Bank stake sale, bids fell short of expectations

📝 Hard Rock Cafe Exits Major Indian Cities AfterJSM Partnership Ends

📝 Nvidia to touch $1 trillion revenue through 2027 with AI chips

📝 Jio may file draft IPO papers in 2-3 weeks

📝 SpiceJet seeks relief on ₹144 crore Maran payment, cites losses, Gulf war

📝 Avoid tweaking portfolio amid market volatility: Avinash Satwalekar

📝 Polycab is getting wired for softer demand in the near-term

📝 From ₹1,600 to ₹4,000 per cylinder: LPG crisis burns a hole in Eid celebrations
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