RIL Share Price: US Trade Deal ki khabar se bhaga, par Venezuelan Crude ka Game kya hai?

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AuthorKavya Nair|Published at:
RIL Share Price: US Trade Deal ki khabar se bhaga, par Venezuelan Crude ka Game kya hai?
Overview

Are bhaiyo aur behno, Reliance Industries (RIL) ke stock ne aaj toofani tezi dikhai! India aur US ke beech trade deal pakki hone ki khabar se RIL ka share **4.08%** tak bhag gaya, aur pichhle 2 din mein total **7.7%** ka gain ho gaya. Yeh sab lag raha hai ki ek naye crude oil source ke karan ho raha hai.

Deal ka Impact aur Share Market ka Reaction

Reliance Industries ke share ne 3rd February 2026 ko jabardast move dikhaya, intraday mein 4.08% upar gaya. Is rally ne pichhle do din ke 7.7% ke gain ko aur badhaya. Sirf RIL hi nahi, Nifty 50 bhi 2.46% badh gaya tha. Competition mein Hindustan Petroleum (HPCL) 2.99% aur Bharat Petroleum (BPCL) 0.54% bhi upar gaye the 3rd February ko. Phele din, yani 2nd February ko bhi HPCL 5% se zyada aur BPCL 2% se zyada bhage the, kyunki geopolitical tension kam ho rahi thi aur oil prices gir rahi thi.

Par, Asli Kahani Toh Ab Shuru Hoti Hai: Venezuelan Crude Ke Chakkar

Sabse bada reason bataya ja raha hai India aur US ke beech finalize hui trade deal, jisse RIL ko Venezuelan crude oil import karne ka mauka mil sakta hai. Lekin yahan ek bada 'but' hai! Nomura ke analysts keh rahe hain ki yeh deal itni bhi profitable nahi ho sakti. Unka kehna hai ki Venezuelan crude, jo ki ek 'very heavy category' ka crude hai, uske logistics aur processing ka kharcha Russian crude se kaafi zyada hai. Abhi jo Venezuelan crude (Merey) ke offers aa rahe hain, woh Brent se bas $5 per barrel discount par hain, jabki RIL ko deal banane ke liye kam se kam $10 per barrel ka discount chahiye. Compare karein toh Russian Urals par toh $11 per barrel se zyada ka discount mil raha tha.

Aur ek problem hai - Venezuela se nikalne wala crude oil duniya bhar mein bahut kam hai, Russia ke comparison mein. India mein refiners ko bhi zyada offers nahi mil rahe hain kyunki US market ko priority di ja rahi hai.

RIL Ki Taakat Aur Pichhle Anubhav

Acchi baat yeh hai ki RIL ka Jamnagar complex, jismein advanced refining units hain, woh aise heavy crude ko process kar sakta hai. Lekin yaad rahe, January 2026 mein 9th January ko RIL ka share 6% gir gaya tha jab US, India dwara Russian crude kharidne par sawaal utha raha tha. Toh RIL ko hamesha international pressure aur pricing dynamics ka dhyaan rakhna padta hai. Is sab ke beech, RIL ke Mojo Grade ko analyst ne 'Buy' se 'Hold' mein downgrade kar diya hai.

Aage Kya? Discount Dilemma Aur Supply Ka Dar

Ab sawal yeh hai ki kya RIL aur doosre Indian refiners ko Venezuelan crude par sufficient discount milega aur kya supply itni hogi ki unki refinery chal sake. Agar prices sahi nahi hui aur supply kam rahi, toh yeh deal RIL ke liye utni faydemand nahi hogi jitna aaj lag raha hai. Investors ko ab is par nazar rakhni hogi ki kya yeh discount ki gap kam hoti hai aur kya supply reliable rehti hai.

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