8Who’s making waves and who’s just treading water?

This was one segment that was not considered GAIL's strengths
8But the turnaround in it did raised some eyebrows

8How are global butadiene behaving?

8The price witnessed a movement, find out by how much

8Operational Update, Equity Issue and TVR [Synergia]
8Allotment of convertible warrants on Preferential Basis [Asian Energy]
8Prior Intimation of Board Meeting [Savita Oil]
8Financial Results of the company for the Quarter and Half Year ended 30th September' 2024 [GAIL]
8GAIL clocks Revenue of Rs. 32,931 Crore, PAT of Rs 2,672 crore in Q2 FY’25 [GAIL]
8Financial Results of OIL India Limited for the Quarter and Half Year ended 30th September' 2024 [OIL]
8Oil India Limited Reports H1FY25 PAT of Rs.4,085.46 Crore, 5.5% increase in crude oil production [OIL]
8Outcome of the Meeting of the Board of Directors [Swan]

8Management Transcript of Q2 FY 2025 Earnings Conference Call [Deepak Fertilizer]
8Earnings Call – Q2 FY2025 [UPL]
8Intimation of Board Meeting [Bayer]
8Transcript of Conference call with analysts and investors [PPL]
8Cessation of Shri. Gopinathan Nair Anilkumar, Independent Director of the company upon completion of tenure [RCFL]
8Intimation of Board Meeting [RCFL]
8Transcript of investor call [MCFL]

8Find today's key updates in E&P and Mid-Downstream sector.

It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8Coal and Coke
8LPG
8Ammonia
8All tankers
8Bulk and Dry cargo
8Port Update

A new Rs 1000 crore plus E&P opportunity window seems to have emerged
8And there could be dozens of such opportunities, and it is a newly opened avenue
8And the expected EBITDA margins of around 40%
8There should be a gold rush now among assorted E&P service providers
8But clearly such high margins have raised eyebrows as well

Looks like Afcons is keen to get to work again on its long delayed offshore project with ONGC
8ONGC is helping the company to do so

8Adani's venture into the offshore marine spread is already a disturbing devekopment
But there is more news coming

Smart Factory Project
8Cost: Rs. 550 Cr.
8Project Event: Equipment installations, automation systems setup, and partial testing are currently underway, with Honeywell and KBR conducting preliminary tests across various systems. The project is on track for completion in 2026.
SSP/GSSP Greenfield Project
8Cost: Rs. 16 Cr.
8Project Event: The project received environmental clearance in October 2024, and internal discussions with the local contractor are ongoing. Finalization is expected by February 2025.

8Find today's key updates in E&P and Mid-Downstream sector

8Project Name: Ashoknagar District City Gas Distribution
8Project Cost: Rs 350 crore Click here for more details

8Project Name: Aurangabad, Kaimur & Rohtas Districts City Gas Distribution
8Project Cost: Rs 250 crore Click here for more details

8Change in Management [RIL]
8Intimation of Board Meeting [BAFRL]
8Transcript of conference call held on October 25, 2024 [Coromandel]
8Board Meeting Intimation [NFL]

8Conference Call for 02 Financial Results (F.Y. 2024-25) [OIL]
8Intimation of Board Meeting [CSL]
8Q2 FY’25 Earnings Conference Call [EIL]
8Transcript of Earnings Call [Adani Port]
8Monthly Business Updates [Adani Port]
8Transcript of Earnings Conference Call [KPIL]
8Intimation of Board Meeting [ONGC]
8Link of Transcript of Conference Call [IGL]
8Cairn Becomes India’s First Oil & Gas Company to Join UNEP’s OGMP 2.0; Strengthens its Net Zero by 2030 Commitment [Vedanta]
8Deep Industries Limited Q2 & H1 FY25 Earnings Conference Call [DIL]

It is easy to get month-old import data but it is difficult to solicit forthcoming shipment information in India. We go through a laborious process of data collection to get you full import information, including company-wise, quantity-wise, port-wise, vessel-wise cargoes which are coming into India in the next 15-to30 days.
Get the daily updates for :
8LNG
8Crude
8Chemicals
8Fertilizers
8Coal and Coke
8LPG
8Ammonia
8All tankers
8Bulk and Dry cargo
8Port Update

8Current news on the latest developments in fertilizer, energy, weather, agriculture [FAI]
8Analysts / Investors conference call updates [CFCL]
8Submission of Audio recording of earnings conference call [Deepak Fertilizer]
8Change in Management [RCFL]

8McDermott's DLV2000 Pipelay Vessel Achieves SUSTAIN-1 Classification [McDermott]
8Trading Calendar for November’ 2024 [IGX]
8Further Investment in Aegis Vopak Terminals Limited, Material Subsidiary of the Company [Aegis]
8Transcript of Analysts’ Call [Praj]
8Notice of Board Meeting Scheduled for Approval of Unaudited Financial Results [Alphageo]
8Change in Senior Management of the Company [EIL]
8Change in Senior Management [ONGC]
8Appointment of Shri Deepak Srivastava , As director on the board [CPCL]
8Change In Senior Management [IOCL]

8Project Name: Jamshedpur- East Singhbhum District City Gas Distribution
8Project Cost: Rs 300 crore Click here for more details

8Project Name: Ranchi District City Gas Distribution
8Project Cost: Rs 350 crore Click here for more details

Urea Reactor (R1) and Carbamate Condenser Unit Revamp Project
8Cost: Rs. 200 Cr.
8Project Event: The RFQ for constructing the RCC foundation for the P-1 foundation (units 11 and 21), the instrument air compressor foundation, and related works are now open. The bid submission deadline is November 20, 2024.
Ammonium Sulphate Green field Project
8Cost: Rs. 800 Cr.
8Project Event: The Detailed Feasibility Report (DFR) study is currently in progress and is expected to be completed by Q1 2025. The RFQ for the project management consultant and other contractors is also anticipated for released in Q1 2025

The green hydrogen and ammonia space in heavy churning
8One tender that was gripping the attention of not just India but the world has not shown much traction
8The consensus green ammonia price, which we have elicited from reliable sources, is still way above grey ammonia price
8Yet there seems to be a lot of action at the ground level 

As the commodity polymer industry is struck in structural stagnation for the moment, some large producers are going into another category of products
8Here is an example of innovative thinking to crank more value out of the ethylene that is produced