OPal just got a hefty infusion of ONGC cash. Also, subsidized gas.
8But the company's performance is where the litmus test is going to be
Click on Details to know what is going on with the company
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Here is a compensation pattern for top executives of a global oil & gas EPC player.
8The compensation levels aref good
8But an Indian player like L&T also pays its top brass very well indeed
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Monopoly rights and deep-pocketed backing couldn't shield this city gas player from mounting losses.
8Even with government incentives and guaranteed market access, profitability remains out of reach.
8As volumes lag and costs mount, the Begusarai CGD project exposes the cracks in India’s gas rollout model.
8Strong sponsors can support, but they can't substitute for demand—or fix flawed market assumptions.
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Surviving in the LNG terminal business is not an easy job
8Here is a terminal that is five years old, and the promoter can generate only a minimum level of demand on its own.
8And it does not have a single take-or-pay deal in place yet
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8The age of scarcity is ending—and with it, the economics of extraction.
8Energy is no longer dug from the ground, but built on factory floors.
8As renewables scale, cost curves fall and the balance of power shifts—from geology to gigafactories.
8The winners? Those who master the art of manufacturing energy, not just mining it.
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8Explore the latest bulk chemical prices from the Mumbai market, updated for today
8Stay informed with comprehensive insights into key commodities and trends
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8Get exclusive access to today's complete price matrix from the Mumbai chemical market
8Stay ahead with the latest rates and trends across key commodities and chemicals
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The industry says potash consumption has collapsed
8The government is of a different view
Who is right?
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Government sales figures and industry-reported usage are drifting apart — and the gap is no rounding error.
8While official DBT sales show a steady, modest nutrient imbalance, industry data paints a picture of near-crisis.
8The disconnect isn’t just numerical — it shapes subsidies, imports, and the national narrative on soil health.
If the data is wrong, what else about India’s fertilizer story needs rethinking?
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8What is claimed and what is the actual picture?
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8The free-for-all in the organic manure market is sought to be roped in
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What the government has done to potash use, is just to kill it
8And there is now a glaring asymmetry
Why is that so?
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8The recent subsidy hike will boost profitability very significantly indeed
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Looks like BJP ruled states are being coaxed into the green ammonia production paradigm
8Is it because the green ammonia tender pending for a long while, with repeated extensions, has found no traction?
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Here is a petrochem order
8Cost could be another above Rs 60 crore
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8The sudden cancellation of this high value offshore contract of ONGC has raised many an eyebrows
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8The sudden cancellation of this high value offshore contract of ONGC has raised many an eyebrows
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The Numaligarh refinery expansion project went through a few hundred tenders
8And we have collated it all together here, including who got what and what is still ahead
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8A hub-and-spoke model for propylene use is being implemented by one of the refineries
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8Execution of assignment agreements with Laddu Gopal Ventures Pvt. Ltd. [IIL]
8Non-applicability of "large corporate" criteria [MPAIL]
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8The IPL urea tender opened just now
Here is a full update
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8Policy & economic report – oil & gas market [FIPI]
8PDS SKO allocation policy [MOPNG]
8Extension of timeline for comments on draft PNGRB (natural gas pipeline tariff) amendment regulations, 2025 [PNGRB]
8Open house on draft PNGRB (levy of fee and other charges) amendment regulations, 2025 [PNGRB]
8Adani’s Colombo terminal commences operations [Adani Port]
8Award of tender for establishment of 250 TPD municipal solid waste based Bio-CNG plant [Refex]
8GAIL conferred PPAC Greenfinch Data Excellence Award 2025 [GAIL]
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