LNG imports: An analysis – 4 Jun 2021

That Shell's flawed business model is at work is evident from the fact that it had no business whatsoever in the winter, and now its terminal suddenly has quite a few cargoes lined up, mostly from GAIL and occasionally from RIL (which because it has cornered a significant volume of KG Basin gas is less dependent on imported gas).

There is however a cancellation of cargo out of Dahej, which is rare and is perhaps indicative of the stress that the gas industry is undergoing due to COVID related demand issues in India