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US-Iran war: How will Yuan payments for oil passage through Strait of Hormuz impact Indian stock market, gold, silver?

US-Iran war: According to a Times of India report quoting CNN, Iran may allow oil tankers to pass through the Strait of Hormuz, provided they trade in the Chinese currency Yuan

Mar 15, 2026 &03431515202631; 23:43 UTC www.livemint.com Trending 5/5

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Negative for markets

Sentiment score: -65/100

High impact Medium-term (weeks)

WHAT THIS MEANS

Iran's potential shift to Yuan-denominated oil transactions through the Strait of Hormuz signals geopolitical realignment and de-dollarization, which could increase commodity volatility and impact Indian equities through energy costs and currency dynamics. This development may strengthen the Yuan while pressuring the Dollar, affecting emerging market assets including Indian stocks and precious metals.

AI CONFIDENCE

72% High

SENTIMENT GAUGE

NEWS POWER SCORE

AFFECTED ASSETS

↓

IT→.MI

IT→.MIIndex

Expected to decline

Indian equities vulnerable to higher oil import costs and currency depreciation if Yuan strengthens; energy-intensive sectors pressured

⇅

FTSE MIB (Italy)

FTSEMIB.MIIndex

High volatility expected

European energy stocks face uncertainty; geopolitical risk premium increases

⇅

Oil (WTI Crude)

CL=FCommodity

High volatility expected

Oil prices volatile due to geopolitical tensions and potential supply disruption risks through Strait of Hormuz

↑

Gold Futures

GC=FCommodity

Expected to rise

Gold benefits from geopolitical risk premium and safe-haven demand amid US-Iran tensions

↓

Euro / US Dollar

EURUSDCurrency

Expected to decline

Euro weakens as European energy costs rise; Dollar strength from risk-off sentiment

↑

Bitcoin

BTC-USDCrypto

Expected to rise

Cryptocurrency benefits from de-dollarization narrative and geopolitical uncertainty

PRICE HISTORY

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⚡ SUGGESTED ACTION

Reduce exposure to energy-dependent Indian equities; increase allocation to gold and defensive sectors. Monitor Strait of Hormuz developments closely and consider hedging oil price exposure through commodity futures or energy sector puts.

KEY SIGNALS

De-dollarization trend acceleratingGeopolitical risk premium increasingStrait of Hormuz supply disruption riskYuan internationalization advancingEmerging market currency pressureSafe-haven asset demand rising

SECTORS INVOLVED

EnergyFinancialsCommoditiesDefensive EquitiesPrecious Metals

Analysis generated on Mar 16, 2026 at 11:19 UTC

Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Livemint. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

US-Iran war: How will Yuan payments for oil passage through Strait of Hormuz impact Indian stock market, gold, silver?

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