--- title: "西亚地区的紧张局势拖累了天然气股票，Petronet 和 GAIL 的股价下跌了最多 5%" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/282488686.md" description: "由于西亚地区的紧张局势影响全球能源市场，天然气公司的股票下跌。Petronet LNG 下跌近 5%，而 Adani Total Gas 下跌 6% 后略有回升。GAIL（印度）下跌 3%，其他公司如古吉拉特州 Petronet 和 Mahanagar Gas 也出现了下滑。专家警告称，紧张局势升级可能进一步扰乱天然气供应，并影响 FY26 第四季度的业绩，可能对印度经济和因卢比贬值而导致的进口成本产生负面影响" datetime: "2026-04-12T21:13:05.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/282488686.md) - [en](https://longbridge.com/en/news/282488686.md) - [zh-HK](https://longbridge.com/zh-HK/news/282488686.md) --- # 西亚地区的紧张局势拖累了天然气股票，Petronet 和 GAIL 的股价下跌了最多 5% Shares of gas transmission and distribution companies fell in trade on Monday as the recent developments in West Asia caused significant volatility in global energy markets. Individually, Petronet LNG shares cracked almost 5 per cent in trade to quote at ₹260.45 around 10 AM. Adani Total Gas lost nearly 6 per cent in early morning deals, but recouped to trade 2 per cent lower at ₹558.50. GAIL (India) shares were trading nearly 3 per cent lower at ₹149, followed by Gujarat State Petronet and Mahanagar Gas, both falling 2 per cent each to trade at ₹236.60 and ₹1,055. Indraprastha Gas was trading 0.6 per cent lower at ₹160.40. Notably, the six-week-long war in West Asia has disrupted global energy supply. India is a net importer of natural gas, relying on overseas supplies for the majority of its consumption. While it has managed to make up for the shortfall in crude oil by sourcing from other regions, gas supplies have been impacted. Ambareesh Baliga, an independent market expert, said that if tensions between Iran and the US increase, it is likely to push up oil prices again. That seems to be the fear putting pressure on these stocks as well as the overall market. "However, a positive sign is that after opening lower, most of the stocks and even the markets have managed to hold their ground," he said. Gaurav Sharma, AVP, Head of Research, Equity at Globe Capital, said that oil & gas sector companies are likely report a weak Q4FY26 performance due to the negative factors arising out of tension in West Asia. Any additional naval actions by the US could further disrupt maritime transportation and India will be at risk. This will hut the Indian companies further and the impact will be visible in the Q1 numbers. "There are increased checks, and this is not limited to gas alone. This will certainly have a negative impact. Further depreciation of the rupee against the US dollar amid the conflict will hit the import bill. All these are disruptive signals and are negatively impacting sentiment in the sector," the expert said. **\==============** **Disclaimer: View and outlook shared belong to the respective brokerages/analysts and are not endorsed by Business Standard. Readers' discretion is advised.** ### 相关股票 - [NFG.US](https://longbridge.com/zh-CN/quote/NFG.US.md) - [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md) - [DLNG.US](https://longbridge.com/zh-CN/quote/DLNG.US.md) - [EMLP.US](https://longbridge.com/zh-CN/quote/EMLP.US.md) - [HGAS.US](https://longbridge.com/zh-CN/quote/HGAS.US.md) - [UNG.US](https://longbridge.com/zh-CN/quote/UNG.US.md) - [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md) - [GLNG.US](https://longbridge.com/zh-CN/quote/GLNG.US.md) ## 相关资讯与研究 - [Golar LNG Q1 2026 财报前瞻：市场预期每股收益 0.41 美元](https://longbridge.com/zh-CN/news/286957321.md) - [阿联酋最大天然气厂全面修复需延至 2027 年](https://longbridge.com/zh-CN/news/286122036.md) - [中信建投：全球石油库存锐减 天然气高价行情或持续](https://longbridge.com/zh-CN/news/287034033.md) - [押注 AI 算力 “电力命门”！670 亿合并后，新纪元能源再掷 13 亿美元收购 Caliber 拿下页岩资产](https://longbridge.com/zh-CN/news/287135822.md) - [印度准备重启霍尔木兹海峡过境，派油轮赴中东装货](https://longbridge.com/zh-CN/news/287048938.md)