India’s NPK and NPS procurement momentum has slowed sharply, with multiple public-sector tenders scrapped or left without offers despite stable cfr price benchmarks.
8Import prices for standard grades such as 15-15-15, 16-16-16 and 20-20-0+13S have held largely unchanged, but supplier appetite has remained uneven, forcing buyers to either re-tender or accept higher-priced awards.
8The disconnect between quoted international prices and India’s tender outcomes points to tighter supplier discipline, freight sensitivities, and weakening downstream visibility rather than any shortage of global material.

India’s NPK and NPS procurement momentum has slowed sharply, with multiple public-sector tenders scrapped or left without offers despite stable cfr price benchmarks.
8Import prices for standard grades such as 15-15-15, 16-16-16 and 20-20-0+13S have held largely unchanged, but supplier appetite has remained uneven, forcing buyers to either re-tender or accept higher-priced awards.
8The disconnect between quoted international prices and India’s tender outcomes points to tighter supplier discipline, freight sensitivities, and weakening downstream visibility rather than any shortage of global material.

8The acquisition aligns with DCM Shriram's strategic investment plan, aiming to enhance operational synergies and profitability.
8HSCL's facility is located near DCM Shriram's chemical complex, offering logistics advantages.
8This development marks a strategic shift towards advanced materials, supported by a Rs.1,000 crore investment plan by DCM Shriram.
8Clearly, DCM Shriram is long past its fertilizer anchor.

1) Yara's strategic ambitions: What the numbers reveal
8In a recent briefing, Yara International laid out its strategic objectives, claiming significant progress in enhancing operational efficiencies and reducing carbon emissions. While the company reports a potential EBITDA increase of over 180 MUSD, the presentation lacked specific timelines for achieving these targets. 
2) Yara's future-ready model poised for growth amid global challenges
8Yara’s Capital Markets Day revealed strategic initiatives to leverage global opportunities in crop nutrition and ammonia production. The company targets USD 600 million in free cash flow expansion, focusing on asset optimization and sustainability. The potential US investment with Air Products could enhance Yara’s market position.

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
8LPG
8Ammonia
8Coal & Coke
8All tankers
8Bulk and Dry cargo

These are the points made by the fertilizer industry now, and that is saying a lot
8India’s fertiliser imbalance is policy-made, not farmer-made
8Sustainability rhetoric runs ahead of fertiliser economics
8Cheap urea, costly consequences
8DAP price caps solved one problem and created another
8Fertiliser plants are asked to decarbonise without capital headroom
8Phosphogypsum is treated as waste when it could be a resource
8Precision farming is advancing faster than nutrient reform
8Integrated nutrient management remains policy-supported, not policy-enforced
8Industry compliance has replaced industry confidence
8Farmer empowerment begins with choice, not controls

8Rallis India secures compliance with strict trading window closure [RIL]
8Analyst meeting scheduled for Rallis India's Q3 & 9M FY26 results [RIL]
8Chemplast Sanmar announces director appointments [Chemplast]
8Tanfac Industries announces strategic expansion and leadership appointments [Tanfac]
8Jenson & Nicholson discloses substantial share disposal of Berger Paints [J&N]
8Camlin Fine Sciences increases stake in Vinpai through bond conversion [Camlin]
8Linde India initiates e-voting for board appointments [Linde]
8Dhampur Sugar Mills confirms timely payment of commercial paper [DSM]
8EPL's recent equity share allotment: A routine update [EPL]
8Deepak Chem tech issues 68 lakh preference shares [DNL]
8Board meeting set for January 16, 2026, by Reliance Industries [Reliance]
8Alkyl Amines clarifies on share volume spike [ALKYL]
8Syngene's tax appeal sees partial success [Syngene]
8Vinati Organics' strategic investment in Veeral Organics raises sectoral alignment [Vinati]
8ESG rating improvement for Balrampur Chini Mills [BCML]
8Deepak Fertilisers wins tax appeal for Rs. 215 crores [DFPCL]
8Ecoplast board meeting set for February to review financials [Ecoplast]
8Textile conference sets roadmap for future growth [PIB]

8Indian Oil Corporation Limited has announced a revision in its polypropylene and polyethylene pricing, indicating a coordinated move across its core polymer portfolio

8Reliance Industries Limited has announced a calibrated revision in its polyethylene pricing, signalling a grade-specific approach rather than a uniform market move

8The business model is resilient, but the sponsors remain the real rating anchor.

8ONGC is embarking on another development round in the KG Basin

1) ONGC hardens SRP remote monitoring into a security-governed IIoT stack in Ahmedabad asset RTMS
8ONGC’s SRP RTMS tender reads less like a sensor rollout and more like a controlled telemetry program with dynagraph analytics and minute-level acquisition baked in.
8The real gate isn’t only hardware—it’s the security and data-governance spine that dictates cloud posture, encryption, logging, and device trust.
8Vendors who treat compliance artefacts as deliverables may see a very different competitive field than “typical IoT integration” would suggest.
 
2) Oil India Limited’s NBPL RoW exposure repair tender hard-codes fast mobilisation and corridor optionality (km 704–783)
8Oil India Limited is effectively procuring integrity response capacity along NBPL, not just routine repair labour, and the 7-day mobilisation clock sets the tone.
8The emergency extension clause up to km 1157 quietly expands operational risk without showing the compensation logic in the visible extracts.
8The absence of reverse auction looks less like generosity and more like a warning that pricing mistakes here will surface during execution, not evaluation.
 
3) Bvishal wins ONGC’s five-year coil tubing call-out
8ONGC’s coil tubing award lands with a double-digit pricing gap that hints at an aggressive utilisation bet in a no-standby, no-minimum-jobs contract.
8The tender’s hard technical lock-ins—truck-mounted CTU, 10-year age cap, and one-day response—narrowed flexibility even as bidders pushed for trailers, standby and movement economics.
8What the L1 price signals about risk loading, downtime exposure and the next wave of CTU frameworks is where the real story sits.
 
4) Behind the date moves, the tender quietly retools who can bid and how schedule risk is parked.
8The resulting bidder calculus is now less about “mud chemistry” and more about governance, logistics, and compliance ownership across rigs and waste streams.

1) ONGC tightens NABET gate for KG-DWN-98/2 marine disposal clearance package
8ONGC’s Kakinada offshore asset is screening for a consultant who can carry an unusually hybrid clearance burden: CRZ, EC amendment, marine modelling, and MEG-linked risk narratives in one package.
 
2) ONGC Tripura asset’s level III rig NDT tender hard-wires integrity reporting but leaves vendors holding utilisation and compliance risk
8ONGC is packaging rig mast and substructure NDT as an evidence-driven integrity program, not a routine inspection job, with level III positioning and multi-code anchors.
8The scope quietly assumes operational constraints by allowing standing-mast inspection, while simultaneously keeping workload variable and non-guaranteed.
8A small but telling inconsistency in post-award security-proof timelines hints at where otherwise qualified bidders can still stumble.
 
3) ONGC’s Kelly inspection award shows a 194.9% L1–L3 spread
8ONGC has awarded the Kelly third party inspection job with an unusually wide pricing dispersion across the top three inspection majors.
8The contract structure pushes overseas mobilisation and all-in logistics into a firm lump sum while tying performance to tight mobilisation and reporting SLAs.
8The spread raises a sharper question for future imported drilling component inspections: is this a one-off undercut, or the start of margin stress in cross-border TPI work.
 
4) Two bidders clear ONGC’s nitrogen pumping technical gate, one drops out on compliance fit
8ONGC’s nitrogen pumping tender is structured to reward bidders who treat telemetry and documentation as core operations, not add-ons.
8The qualification outcome hints that the real competition is as much about compliance execution as it is about pumping capability.
8The missing piece is what exactly triggered the disqualification—and whether it was technical fit, paperwork hygiene, or a governance tripwire.
 
5) Security-deposit clock is relaxed to 30 days as ONGC tightens bid governance in the 250 MW ISTS captive wind tender
8ONGC’s corrigendum makes one seemingly small change that can materially alter post-award execution friction.
8It also telegraphs that the real filter is shifting from “lowest price” to “clean, verifiable compliance” as evaluation tooling hardens.
8The market impact will show up less in turbine choice and more in who can actually close financial and documentation loops on time.

8Why is that so?

8Technical-grade MAP is not a bulk fertilizer.
8With limited substitution options and high entry barriers, but this producer's return injects relief into a market that had little slack.

8A different kind of logic is now at play.

8Capacity utilization levels are at record levels.
8Smaller companies are talking of hundreds of crores of rupees of addition investments, complete with backward integrations
8Here is one good example.

8With back-to-back tenders totalling nearly 4 MMT in November–December, India has forced traders worldwide into a buying race.
8The result: tighter availability, firmer prices, and a re-ordering of global urea flows just as the planting season approaches.

8Rallis India: Change in senior management
8GSFC: Sulphuric acid plant commissioned
8UPL: Acquisition of balance 25% in UPL Agro

8Agromet advisory bulletin for Thrissur district [IMD]
8Notice inviting expression of interest (EOI) for production, commercialization, and marketing of CRRI biofertilizers [ICAR]   
8Supply of RLNG to Fertilizer Plants in India on Ex-Terminal Basis [GAIL]
8Board approval for expansion of DAP/NPK capacity at Dhule, Maharashtra [MBAPL]
8Q3 and 9M FY26 financial results presentation [MBAPL]
8Intimation of Q3 and 9M FY26 earnings call [KPL]
8Incorporation of UPL GCC LATAM S.A.S in Colombia [UPL]
8Acquisition of balance 25% stake in UPL Agro Limited by UPL Limited, Hong Kong [UPL]

8Here's what's happening today in the E&P and midstream-downstream section

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
8LPG
8Ammonia
8Coal & Coke
8All tankers
8Bulk and Dry cargo

8Find out more on what really is going on

8The real story is whether this is participation stress, unresolved scope edges, or a deliberate reshaping of the vendor pool.

1) Corrigendum-style tightening hardens change order pricing, marine spread compliance, and scrap logistics
8ONGC’s WHPMSBF package is quietly shifting the negotiation battlefield from “claims later” to “mechanisms now,” especially on variations and logistics.
8The documents visible here embed a valuation playbook for change orders and remove standby economics around scrap handover, both of which can reprice risk overnight.
8The marine spread compliance runway looks like relief, but the compensating controls may narrow vessel choices more than bidders expect.
 
2) OVL extends CPO-5 fishing services bid deadline amid 24-hour callout and tight standby-rate policing.
8The tender’s real gate is not paperwork—it is whether a contractor can credibly commit to 24-hour drill-site readiness while living inside a standby-vs-operating rate box.
8What that does to participation, pricing aggression, and risk-loading is the story behind the extension.
 
3) ONGC extends GeM tender for industrial gas supply to rigs E-2000-8 and E-2000-6
8ONGC has pushed the bid deadline out by a week, giving suppliers extra runway to clear GeM compliance and rig-logistics planning.
8The tender reads like a commodity buy, but the real contest is response time, cylinder QC and how payment is protected when pressure falls short.
8The missing rationale for the extension and the governance posture in bid fields add a layer of contract-risk that bidders will price in.
 
4) ONGC extends CCTV LSTK tender while tightening HAZ-area radio certifications and PP-MIIi local content math
8ONGC has pushed the bid deadline out again after an earlier extension already reset the calendar.
8But the deeper story sits in the tender’s compliance layer: haz-area wireless certifications and pp-mii local content computation are being sharpened midstream.
8The net effect is a tender that looks more “audit-safe” for the client and more failure-prone for bidders who cannot evidence every claim.
 
5) ONGC pushes bid deadline amid addendum-driven resets for Trombay–Uran crude transfer pipeline replacement.
8The corrigenda package does more than move dates—it tightens governance, widens “similar” experience, and hardens subcontracting boundaries.
8The technical heart of the risk sits in brownfield interfaces and an insistence on reuse-and-convert valve philosophy that bidders tried to negotiate away.
 
6) Oil India’s Rajasthan cementing & BHP tender stretches further after a 140-day extension runway
8Oil India has kept its Rajasthan cementing and BHP services tender alive deep into 2026, long past its original September close.
8The extension ladder is unusually long for a field-services package, hinting at a qualification-and-risk tug-of-war beneath the GeM timeline.
8Corrigendum moves show what the buyer is willing to flex—and what it refuses to touch