A US-based financial expert has drawn a sharp contrast between Pakistan’s fuel crisis and India’s relative price stability amid the ongoing Iran war, highlighting differences in energy preparedness and policy strategy. According to author and investor Robert Kiyosaki, Pakistan has faced a severe oil shock due to its lack of strategic reserves and heavy dependence on imports routed through the volatile Strait of Hormuz. The disruption caused by the conflict has led to steep fuel price hikes in the country, exposing structural vulnerabilities in its energy security framework.
Kiyosaki pointed out that Pakistan’s Petroleum Minister had acknowledged the country does not maintain adequate emergency oil stockpiles, leaving it highly exposed to global supply disruptions. As a result, petrol and diesel prices in Pakistan surged sharply in April, triggering public concern and economic strain.
In contrast, India has managed to maintain relative fuel price stability despite rising global crude prices. The expert attributed this to India’s strategic petroleum reserves, which can cover approximately 60–70 days of demand when combined with commercial stocks, providing a crucial buffer during supply shocks.
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India’s diversified sourcing strategy has also played a key role. Over the years, New Delhi has expanded its oil import network, sourcing crude from countries such as Russia and resuming shipments from Venezuela, thereby reducing reliance on any single region affected by geopolitical tensions.
Additionally, India’s status as one of the world’s largest refining hubs has enabled it to absorb global price shocks more effectively. Policy measures, including adjustments in export duties and leveraging foreign exchange reserves, have further helped cushion domestic consumers from volatility.
The comparison comes at a time when the Iran conflict has disrupted global energy markets, underscoring how preparedness, diversification, and fiscal flexibility can significantly influence how countries withstand external shocks in the oil sector.
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