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Signal · Supply Chain & Logistics

$100/barrel crude on screen, $145/barrel in physical market: Kotak Securities sees two prices

The Economic Times - Industry Trade press Published 5th October 2026 India

Open original report economictimes.indiatimes.com

What the source reported

Source-reported

Crude oil’s physical market price could reach nearly $145 a barrel even if benchmark prices show $100, as soaring VLCC shipping costs widen the gap, Kotak Securities’ Anindya Banerjee said. He expects India to remain protected by ample refining capacity and diversified supplies, while predicting RBI rate hikes in October and December as liquidity remains abundant.

Publication
The Economic Times - Industry · Trade Publication
Published
5th October 2026
Original report
economictimes.indiatimes.com

ProcIntel stores what the source published in its feed — a headline, a summary and a link. It does not store or reproduce the full article.

What ProcIntel recorded

ProcIntel-derived
Category
Supply Chain & Logistics
Geography
India
Organisations
None identified
Collected
5th October 2026 · 08:54

Initial assessment ProcIntel's automatic, provisional read of this individual Signal -- Initial Significance and Initial Confidence, computed deterministically before any Event extraction or human review.

A provisional, automatically computed reading of this individual Signal, before Event extraction or human review. Not a final rating.

Significance 2 · Moderate
Confidence 2 · Low

Initial Significance Moderate (39.0/100). Strongest contributor: Procurement Impact (27.0/30 points). Limiting factor: Geographic Breadth (0.0/10 points). Initial Confidence Low (26.5/100, data sufficiency: Partial). Strongest contributor: Source Authority (20.0/40 points). Limiting factor: Corroboration (2.5/25 points).

Strongest contributor
Procurement Impact
Limiting factor
Geographic Breadth