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SumanSpeaks Capital Markets & Geopolitical Intelligence · Estd 2006 Business Transformation SEPC Ltd: The Market Sees an Order. It's Missing a Revolution. It's a Business Model Coup. Mining now makes up 41% of SEPC's standalone order book. A zero-cash acquisition is opening the door to ADNOC-grade oil & gas consultancy in the Middle East. Individually, these look like two good pieces of news. Put together, they describe a company quietly rebuilding what it actually is. Markets often react to the size of an order. They rarely ask whether that order signals a transformation in the business itself. SEPC's ₹3,300 crore Rampur Batura coal mining contract looked, at first glance, like another healthy addition to an already-growing order book. Read differently, it looks like something more interesting: an early marker of SEPC Ltd (...
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It is an irony that even after repeated trys, Saudis have failed to drown the US by flooding the markets with Crude oil (1.8 Mb/day of production). By now the Saudi Arabia might have understood their mistake and may work towards maintaining the much sought after Demand-Supply equilibrium.

If this happens then we could see the Crude oil prices shooting above $60/barrel, triggering a rally in the Commodity market. For Indian shareholders, this could be music as most of the time, the share price movement (in the Indian bourses) had been been directly proportional to the crude price.

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