OIL REFINERS / OIL STOCKS – VENEZUELA UPDATE

• Reliance Industries: Imports ~2 mn barrels/month from Venezuela; access to cheaper heavy crude can improve Jamnagar refining margins.

• ONGC / ONGC Videsh (OVL): Stakes in San Cristobal & Carabobo-1; takeover may unlock $500 mn+ stuck dividends and raise output to 45–50 kbpd.

• Oil India: 3.5% stake in Carabobo-1; regime change may revive stalled assets and release cash flows.

• Indian Oil Corp: 3.5% partner in Carabobo-1; benefits from secure heavy crude supply for Paradip refinery.

• HPCL / BPCL: Key Venezuelan crude importers (60–100 kbpd); cheaper feedstock supports GRMs in a weak oil price cycle.

• Nayara Energy: Likely beneficiary of stable, discounted heavy crude supplies for Vadinar refinery.

🟢 IMPACT: POSITIVE

THIS IS HOW THE RETAILERS GET TRAPPED AND GIVE EXIT TO OPERATORS (INSTITUTIONS)👀

THIS IS WHAT WE TEACH IN OUR BATCH TO THE STUDENTS
INNER CIRCLE TRADER!

“SIT WITH INSTITUTIONS TAKE EXIT WITH THEM LET THE RETAILERS MAKE NOISE ”

"KADWA HE MAGAR SACH HE" 😂

CNX REALTY AND DLF
NICE JODI 🙈

WAS DISCUSSED WITH BATCH MEMEBERS 🫣

🚀 POWER OF LEVELS

DEFENCE ME TRAPPING HORAI KIYA SAB CHILARE THE KAL 😂

RECOVERD FROM DAY LOW 1.8% ++

This is how the setup works 😜

Retailers got trapped 😂

YAAD HE YA NAHI 😍

8%🚀+++

WHAT A FIREEE

HOW WAS THE DAY TODAY? 😊

MARKET GOT WEAKEN IN AFTERNOON SESSION

Watch out Iran.. Lots of activity in the Middle East. 👀

27% in 2 days 💥😜