8Chemplast Sanmar took a Q1 hit, posting a steep loss
8Revenue slid to ?1,099.90 crore—hardly a soft landing
8The numbers raise more than eyebrows this quarter

8Gopalpur port’s handover to Adani just changed the game
8Deepak Mining’s timelines are slipping, and costs are climbing
8What looked like a logistics move is now a full-blown project headache
8Time for stakeholders to rethink their strategy—or brace for more detours

8Punjab Chemicals just sealed some exclusive deals
8They’re eyeing high-value agrochemical products for the big leagues
8The plan? Full-scale commercialization
And yes, the revenue charts might need a serious upgrade soon

8Hope can come from a different direction

8The maritime ammonia route, once hyped, now faces inconvenient realities

8The engineering-heavy tender for 24 WHPs and over 600 km pipelines has been cancelled with no cited reason.
8The decision came on the very day of the pre-bid meet.
What is going on?

Current LNG terminals are under utilized but new termianls are still coming up
Here is the game plan
8Detailed Feasibility Report (DFR) finalization is planned between February and March 2026.
8Project Management Consultant appointment scheduled from April to July 2026.
8Contract awards for dredging, jetty civil construction, subsea pipelines, and jetty facilities to happen sequentially from August 2026 through March 2027.
8Completion of jetty structural works by March 2029.

8And contracting has begun

8Strict nomination-only clause ensures tight grip over sensitive due diligence for overseas deals—but shrinks pricing advantage and vendor diversity.

8It is a new fangled idea
8And the owner wants to places downstream tech scouting and hydrogen sourcing responsibility squarely on bidders.
8The revised scope suggests internal streamlining and decentralization of risk.
8Clause deletions raise questions about how hydrogen will be factored into the cost-benefit model for SAF production.

8Low utilization will continue to beset the terminal at least up to the end of the year.

The cost of a standard sized urea plant was Rs 6000 crore, but it has not escalated
8But tendering work is going to start soon on one bid one coming up
8Expect consultancy contracts to come up soon enough

8Find out why

8US Awasthi of IFFCO has been lying low for some years now
But not any more

8PRS Asia heads to Shanghai to tap China’s recycling boom
8Stakeholder input and market momentum drive the location shift
8The move aims to pull in more global players to Asia’s green surge
Shanghai’s stage is set for recycling’s next big leap

India’s saying “no thanks” to imported coal—down 20.9 MT in FY25!
8Homegrown output and sharp policy moves are doing the heavy lifting
8Supply chains just got a breather, but pricing drama might be brewing
8Time for industry players to rethink their coal game

8Jagatjit’s Hamira ethanol unit to lift EBITDA margin by up to 10 pts
8This new facility promises a solid financial bump and strategic edge
8An 8–10% margin boost could reshape the company’s growth trajectory

KMTP in Telangana is now the launchpad for Taiwanese textile majors
8From ginning to garmenting, it’s got full-stack infra ready to roll.
8Global players eyeing India’s textile boom have a new home base
8It’s not just a park—it’s Taiwan’s express lane into Indian textiles

Who says slowdown?
8Indian chemical exports clocked USD 46.41 billion in FY 2024–2025
8Even with global recessionary headwinds, the industry held its ground
8Strategic grit and steady global demand seem to keep the momentum alive

8Tata Chemicals posted a significant turnaround in Q1FY26 with a PAT of Rs. 316 crore
8This marks a strong recovery from the Rs. 12 crore loss in the previous quarter
8The rebound was driven by strategic cost management initiatives.
8Improved margins across key segments further boosted profitability
Find out more about what the report has to say

8CBL just planted its flag in Delaware
8It’s not just a subsidiary—it’s a launchpad for carbon black and specialtychemicals domination
8North America is now firmly on its strategic growth radar

8India’s still hooked on imported PVC
8But Chemplast’s growth play says: not for long
8The market is about to meet a homegrown shake-up

8Door-to-door gas supply through pipeline [Rajya Sabha]
8Availability of CNG in Kushinagar [Rajya Sabha]
8Delays in completion of pipeline project [Rajya Sabha]
8Annual compensation/rent for farmers for oil/gas pipeline on their field [Rajya Sabha]
8Effectiveness of PMUY [Rajya Sabha]
8Implementation status of PMUY in Goa [Rajya Sabha]
8Strategic petroleum reserves [Rajya Sabha]
8Increase in the supplies of ethanol [Rajya Sabha]
8CSR funding for promotion of sports in UP, MP and Bihar [Rajya Sabha]
8CSR funds allocated by public sector oil companies to private institutions [Rajya Sabha]
8Fire safety measures and security audits to prevent incidents of fire [Rajya Sabha]
8Profit of public and private sector companies in PNG sector [Rajya Sabha]
8ONGC oil discovery in Baruipur, West Bengal [Rajya Sabha]
8Current status of city gas distribution network [Rajya Sabha]
8National gas pipeline infrastructure in Karnataka [Rajya Sabha]
8Offshore oil and gas exploration [Rajya Sabha]
8Variation in prices of petroleum products [Rajya Sabha]

8Result of the interview held on 07-07-2025 for the post of Individual Consultant Engineering (Level-I) [PNGRB]
8Annual report 2024–25 [MRPL]
8Audio recording of post-results conference call held on 28th July 2025 [Petronet]
8Q1 FY26 financial results for the quarter ended 30th June 2025 [GAIL]
8GAIL reports Rs.34,792 Cr revenue and Rs.1,886 Cr PAT in Q1 FY26 [GAIL]
8Investors’ & analysts’ presentation Q1 FY’26 [GAIL]
8ONGC, BP Exploration & Reliance Industries sign joint operating agreement for Saurashtra Basin offshore block [ONGC]
8Financial results for the quarter ended 30th June 2025 [ATGL]
8Adani Total Gas Q1 FY26: 16% volume growth, Rs.301 Cr EBITDA, 650 CNG stations, 9.9L PNG homes, 3801 EV chargers [ATGL]
8Earnings call for the quarter ended June 30, 2025 [DIL]
8Business responsibility and sustainability reporting [HPCL]
8Annual report 2024–25 [HPCL]

8Project Name: Ganjam, Nayagarh and Puri Districts City Gas Distribution
8Project Cost: Rs 250 crore
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