Brent crude crashed below $73/barrel on June 25 2026 — down 42% from $126 peak on April 30. US-Iran deal progress and Strait of Hormuz tanker flow drove the fall. India’s massive benefit: CAD narrows, inflation falls, RBI rate cut room opens, rupee strengthens. Petrol price cut of ₹2-5/litre possible July 2026. OMC stocks BPCL, HPCL, IOC, aviation stocks IndiGo — strong buys. Full analysis.