8Here is a comprehensive global round-up of what is going on with the LNG business

The Jack-up rig industry witnessed a black swan event
8And it is yet to fully recover from it

It looks like Trump or, in this case, just the anticipation of change in global energy politics, has already led to a major concession in India's oil & gas sector.
8Even before Trump assumed power, perhaps anticipating that there is a backlash against heavy restrictions on foreign vendors to participate in local oil & gas tenders, an amendment came into a tender that will, going ahead, define how things are going to shape up in the future
8It looks like good new for foreign contractors

Ammonia/Nitric Acid/SOP Greenfield Project
8Cost: Rs. 200Cr.
8Project Event: The Project has been delayed. Ongoing financial constraints and prolonged negotiations with multiple contractors have pushed the finalization timeline. The company now expects to finalize the contractor by mid-2025. This delay may impact the overall project schedule.
Phosphate Rich Organic Manure Greenfield Project
8Cost: Rs. 100Cr.
8Project Event:The project remains in the evaluation phase. The submission of the environmental clearance proposal, initially expected in Q4 2024, has been delayed and is now likely to be submitted in Q2 2025. Consequently, the release of the RFQ for the feasibility study, which was planned for the end of Q1 2025, is expected to be pushed to Q2, 2025.

8Clarification on media reports regarding alleged gas leak incident [CFCL]
8Increase in shareholding of Australian subsidiary by Deepak Mining Solutions Limited [Deepak]
8Transcript of analyst/investor conference call [SPCFL]
8Investor presentation [GNFC]

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.
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