8The government's wartime energy briefing counts everything — tonnes, cylinders, connections, FIRs.
8It never names a price.
8Industry data shows India paid $16.3 billion
8And this is for the April's crude — half as much again as a year earlier, for fewer barrels.
8The number the briefing won't print is the one that explains everything else in it.

8The real tension lies in how much of this added assurance bidders can price before the amended closing date.

8Find out more

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

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8A fertiliser major just created a brand-new corner-office title and handed it to an outsider. The job description is one word — and it tells you exactly where the company thinks it's headed.
8He retired on the 31st. Twelve days later, the same company wanted him back. Why does a fertiliser giant un-retire a 36-year veteran on a six-month leash?
8An independent director has walked off a phosphatics maker's board — "no material reason," the filing insists. The exits that come with reassurances are often the ones worth reading twice.

8A fragile 60-day truce, an unpublished text and a Gulf that hasn't physically recovered.
8The June tender says relief; the fine print says watch August.

8Then there is also the Chinese floor that once saved this tender.
8And is now killing it

8ICICI Direct has initiated Savita Oil Technologies as a BUY with a Rs 690 target (from Rs 571), citing EBITDA/KL up 23% YoY in FY26 to Rs 4,555 and a projected ~20% CAGR through FY28 on transformer-oil and lubricant price pass-through. A debt-free balance sheet underpins the call.

8Five Chinese ministries led by the NDRC have launched a 2026-28 energy-conservation campaign across nine high-emission industries - including oil refining, ethylene, synthetic ammonia and methanol - targeting 100 million tonnes of coal-equivalent savings and 200 million tonnes of CO2 cuts. A structural reshaping of China's chemical cost base.

8All polyethylene units at Sinopec's Yangzi Petrochemicals - three low-pressure lines plus a 230,000-TPA full-density unit, 500,000 TPA in all - are down with no restart date. East China PE spot prices rose 50-100 yuan/tonne immediately, with the supply gap expected to lift the national price centre.

8Benzene surged Rs 15/kg this week to Rs 115/kg in Mumbai, matching its one-year high, and is now up Rs 39 over three months and Rs 43 over six. The aromatics chain is repricing - and it's feeding straight into Maleic Anhydride and downstream costs.

8Paraformaldehyde rose Rs 5 this week to Rs 155/kg in Delhi, its one-year high, capping a Rs 71/kg three-month surge and a Rs 66 six-month climb from Rs 84. Stable, low-volatility trading suggests demand-led strength, not a squeeze.

8Maleic Anhydride eased Rs 13 this week to Rs 220/kg in Ahmedabad, but the three-month chart is staggering: a Rs 138/kg surge from a Rs 82 low, and Rs 96 above last month. The correction is noise against a structural repricing.

8Post the NCLT-approved merger of subsidiary Cavendish Industries (which ceased to exist December 22, 2025), India Ratings has affirmed JK Tyre at IND AA-/IND A1+ and withdrawn Cavendish's ratings, with all liabilities now vested in the parent. A clean post-merger credit consolidation for the tyre major.

8Hindustan Organic Chemicals' phenol plant at its Kochi unit resumed commercial production on June 12, after a temporary shutdown for statutory testing of BPCL's LPG cross-country pipeline. Supply normalises for a key domestic phenol source.

8The Ahmedabad acids-and-industrial-chemicals maker (formerly A-1 Acid) has won a series of supply orders aggregating about Rs 35 crore from marquee customers across the explosives, manufacturing and fertiliser sectors. Repeat business framed as validation of its quality and reliability as a supply partner.

8The Principal Commissioner of Customs at Mundra has issued Gokul Agro Resources a show-cause notice alleging unlawful availing of Duty Drawback and RoDTEP scrips under the Customs Act. A genuine regulatory overhang on the edible-oil and oleochemical major, disclosed under Reg 30(13).

8ONGC Petro additions' 134th board meeting approved raising up to Rs 4,471 crore through private placement of NCDs in tranches, subject to shareholder approval. A major funding exercise at the Dahej petrochemical complex - alongside a disaster-recovery IT tender for its Mumbai and Vadinar data centres.

8With its specialty book already at ~95% utilisation, PCBL has commissioned a new Gujarat line for high-speed, digital and UV printing - lifting specialty capacity to 132 KTPA - and hired a battery-technology veteran to lead an energy-storage push. Two moves, one message: the carbon-black major is repositioning for high-value growth.

8RSS-4 has set a record Rs 271/kg, reviving tapping across Kottayam, Idukki and Pathanamthitta after a decade of stagnation, with 90%+ of growers back in action. War-driven synthetic-rubber cost inflation, a global production deficit and EV-grade tyre demand are all feeding the surge - just as N Hari takes over as Rubber Board chairman.

8The Hormuz disruption hammered naphtha-dependent Japan, South Korea and Vietnam into plant cuts and shutdowns - but China, on diversified Russian crude, ethane and coal routes, barely flinched. With non-Middle-East naphtha still ~30% costlier, the war handed China's already cheap chemicals an even bigger structural edge.

8A US-Iran 'immediate and permanent' ceasefire has corrected Brent from $95-100 toward $83-85, and crude-sensitive Indian names rallied hard - Time Technoplast +5.4%, Supreme Industries +3.4%, Uflex +2.7%. The same forces erased nearly RM7 billion from PETRONAS Chemicals as the war premium unwound.

8Mitsui's dental-materials buy is a map of where Asian chemical majors are taking their capital
8Duy Tan and Cocoon's recycled-packaging pact is the template heading for India next

Promoters Keep Buying
8Premier Polyfilm sees fresh promoter buying - and a resubmitted disclosure
8Daikaffil promoter entity keeps buying - 11,844 shares across two days
Reshuffling The Family Holding
8Clean Science promoters execute a large inter-se gift transfer - over 1.34 crore shares change hands
The Warrant Trail
8Diamines & Chemicals lists 2.69 lakh warrant-conversion shares
8Ishan Dyes flagged by NSE over a warrant lock-in delay
Wooing The Investors
8Sudarshan Chemical lines up a one-on-one with Theleme India
8Transpek Industry posts its June investor presentation
Steady At The Board
8Board-level continuity: Cochin Malabar, Ludlow Jute and Excel Industries refresh leadership