8Time Technoplast is a manufacturer of polymer products in India, as well as in the Asia and the MENA regions
8It also has a great financial profile

8A database on global recycling projects is being hammered together

8Get the monthly production (product -wise) data for chemicals for the months of August 2021, July 2021 and May 2021

8Diamines and Chemicals has been able to maintain profitability
8Profitability has been maintained too

8Punjab Chemicals & Crop Protection Ltd. has no doubt being impacted by COVID
8But the effect is likely to wear off

8Core Chemicals (Mumbai) Ltd is a manufacturer of specialty chemicals such as emulsifiers, surfactants, specialty adjuvant, and stabilizers used for manufacturing pesticides, fungicides and herbicides
8But it is refusing to cooperating with its rating agency

8K G Petrochem Limited (KGPL) works as a consignment stockist of GAIL (India) Ltd for polymers for Rajasthan
8Over the last 10 years its TOI has grown at CAGR of ~14%

8Is Shree Ganesh Poly Plast, a manufacturer of corrugated boxes and plastic sheets used for packaging find COVID-19 to be too much of a burden?
8It is relegated itself to being non-cooperating with its rating agency

Get the weekly output in Asia for
8Naphtha
8MTBE
8Toluene
8Isomer-MX
8Ethanol
8Polypropylene

8The government has its own version on shortages in fertilizers
8The ground reality however is different

8Saudi Aramco sets November propane CP at $870/mt, butane at $830/mt

Swan Energy is all set to start its LNG terminal
8Reports have it that it has already informed the off-takers about its commissioning window

8This 53 well development drilling plan is for ONGC's Upper Assam areas
8Total cost is Rs 1325 crore

For this Indian offshore rig provider, there is more red ink on its account statement than ever before
8And lenders are closing in
8Looks like death is near for this once proud company though the company brass is hoping against hope that the market will improve enough and debtors will find a way out

Get an update on IOC's greenfield petroleum product terminal at Asanur, Tamil nadu
8Cost Rs 467 crore

Qatar is undertaking a massive expansion of LNG capacity
8How cheap is this LNG going to be compared to upcoming LNG projects in the US
Here is some interesting data

2020 saw a fall in demand for onshore rigs
8But the projection is that 2021-25 is going to a very bullish period for such rigs

There is a lot going on with BPCL over and above its looming privatization:
8When is privatization to be completed?
8What is the company's capex level, this year and next?
8What is the status on its open offer for IGL and Petronet LNG

We have brought in the latest data on the following parameters
8Merchant ship: Forecast by shiptype till 2030
8Offshore mobile units: Against forecast by shiptype
8Global ship  contracting forecast, shiptype and countries where they are built
8Shipbuilding capacity and utilization data
8Total global fleet (greater than 100gt), made up of 100000 ships
8World fleet and order book development
8Global offshore wind market till 2020

Shell's Hazira terminal is currently running without an LNG cargo.
8The last cargo meant for Arcelor Mittal Nippon Steel India was unloaded on the 31st and set sailed
8There is no cargo documented to come into the terminal as of now. The two terminals which now seem busy are PLL's Dahej and Gail's Dabhol terminals

Get the daily updates for
8Chemicals 
8Crude
8LNG
8Weekly Fertilizers
8LPG
8Ammonia
8All tankers
8Bulk and dry cargoes
8Port updates

DAP Greenfield Project
8Cost:200 Cr.
8Project Event: The proposal for the term of references has been accepted and studies are still ongoing, proposal for the environmental clearance is likely to be submitted at the end of November 2021. The company has applied for the loan, It is likely to be elicited in December 2021. RFQ for the EPC contractor is likely to be released in January 2022.
Sulphuric Acid/DAP/NPK/Ammonum Sulphate Expansion Project
8Cost:550 Cr.
8Project Event: The proposal for the term of references has been granted and the proposal for the environmental clearance is likely to be submitted in January 2022, RFQ for the LSTK contractor is likely to be released in February 2022

There is no doubt at all that there is a shortage of DAP in the market
8That is what our ground sources are saying
8This is what the government is saying

8Huge arbitrage windows are available for GAIL from out of its Henry Hub term cargoes
 But once all the newly constructed fertilizer plants come on stream, around 2.5 MMTPA of HH gas will have to find a way to them in India
8Another 1 MMTPA or more of HH LNG is deployed in long term contracts in India already
8Today GAIL could make close to Rs 1000 crore on a single cargo of LNG brought from HH and sold at JKM but claims that all its cargoes have already be pre-placed in back to back contracts
8But windows of opportunities will open up for fresh cargoes ahead, and if the arbitrage remains strong, there is still big money to be made from just a couple of cargoes out of HH

Why did IFFCO team up with Swan Energy to build a very expensive Floating Storage Regasification Unit (FSRU) for LNG beats anyone's imagination. What has a fertilizer company, a cooperative, got to do with an FSRU? 
8And while the vessel was meant to be at Swan Energy LNG station at Jafrabad, the construction of the terminal was delayed and the vessel had to be loaned out at low rates somewhere else
8But there is some good news around the corner