Natural Gas Crisis: Iran Conflict Sends Shockwaves Across Industries😲 The 2025 Iran-Israel conflict has lit a fuse under the global natural gas market. With 17.8% of the world’s reserves, Iran plays a critical role in global energy security. But recent Israeli airstrikes on South Pars, the world’s largest gas field, have disrupted 12 million m³/day of production wiping out nearly two-thirds of Iran’s domestic supply. Iran also controls the Strait of Hormuz, through which 20% of global LNG trade flow⚠️ The growing risk of supply disruption is raising concerns of a multi-sector cost shock across industries. Fertilizers: Iran is the world’s third-largest urea exporter. Supply disruptions may lift global urea prices, putting pressure on Indian gas-based fertilizer producers and potentially increasing input costs🌾 Tiles & Ceramics: Factories in Morbi, Gujarat a hub for India’s ceramic exports are highly gas-dependent. A rise in spot LNG prices could squeeze production margins🏭 City Gas Distribution: Companies such as IGL, MGL, and Gujarat Gas may face cost pressures if LNG prices climb, especially if pass-through to consumers via CNG/PNG tariffs is delayed or regulated⛽ Power & Petrochemicals: Iran has already reported power outages linked to gas shortages, highlighting how similar disruptions can strain electricity generation and industrial operations too⚡ Natural gas plays a key role across sectors like transport, power, agriculture, and manufacturing, so any supply-side disruption tends to have a broad-based economic impact🌍 Stay updated, visit 👉 https://sam-co.in/6S