Oil price targets miss the real risk.

Oil price targets miss the real risk. DAM Capital's Nandan Chakraborty argues that duration of the Hormuz disruption matters far more than whether crude hits 100 or 120. India faces structural exposure through LPG, fertiliser, and energy supply chains heavily dependent on the strait. Strategic petroleum reserves offer minimal buffer against actual trade volumes. His playbook: maintain cash reserves, avoid value traps, and deploy selectively into growth stocks when markets create dislocation. Supply chain stress remains cushioned at only 20% of total trade affected, but inventories built over recent weeks are thinning. The real question investors should track weekly is how long this conflict lasts, not where oil settles short-term.