# The Middle East conflict presents an opportunity to step up domestic investments in some targeted sectors, says Morgan Stanley.

*business · news · 2026-05-06 · Times of India*

## Key points

- India's coal inventories reached 210 MT in March 2026, covering 88 days of consumption.
- India's Strategic Petroleum Reserves currently provide only 9-10 days of crude oil cover.
- The government aims to raise defence spending to 2.5% of GDP over the next five years.
- Around 60% of India's incremental capex by FY2031 is expected in energy transition, data centres, and defence.

**Countries:** India, China

[Read the full story on Times of India](https://timesofindia.indiatimes.com/business/india-business/middle-east-conflict-three-opportunities-for-india-to-secure-supply-chains-in-energy-fertilisers-defence-explained/articleshow/130849361.cms)

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