Lng Prices
Natural gas companies are set to lose steam in Q1
Lower LNG imports, higher gas procurement costs and supply disruptions triggered by the West Asia war are expected to weigh on Q1FY27 earnings of GAIL, Petronet LNG and city gas distributors.
2 min read10 Jul 2026Adnoc gas expects Strait of Hormuz closure to hit full-year profit
The Abu Dhabi-owned gas company anticipates a hit to second-quarter net income between $400 million and $600 million due to the strait’s closure.
1 min read12 May 2026Gas trading volume drops 8% on IGX in March amid West Asia supply crunch
With the ongoing blockade of the Strait of Hormuz and attacks on Ras Laffan industrial City, a large chunk of India's imports are currently halted. This crunch has affected several downstream industries, including fertilizers and steel.
2 min read7 Apr 2026Prime Minister Modi reviews measures taken to diversify sources of LPG, LNG supply
Prime Minister Modi chaired a security meeting to diversify energy and fertilizer imports away from West Asia due to the war. The strategy focuses on price stability, anti-hoarding enforcement, and securing alternative trade routes to protect domestic consumers.
2 min read1 Apr 2026Indian energy giants in talks with Angola to secure gas supply
Indian Oil, BPCL, HPCL, and GAIL are in talks with Angola's state-owned Sonangol LPG and liquefied natural gas LNG as supplies from West Asia remain disrupted amid the blockage of the Strait of Hormuz.
3 min read30 Mar 2026Fertilizer reform: India must seize this moment to replace its subsidy regime with a high-yield policy
As urea and gas get dearer, the fiscal burden of India’s outdated fertilizer subsidy regime goes up. A shift to direct income transfers would relieve public finances of pressure, curb emissions, improve soil health and boost farm productivity.
2 min read18 Mar 2026Gas crunch pushes govt to prioritize city supply, curb industry allocations
The government has ordered full supply for households and CNG vehicles while cutting allocations to fertilizer, refineries and industry after disruptions in Qatar and the Strait of Hormuz push up global LNG prices.
2 min read10 Mar 2026For Petronet LNG, the West Asia shock comes at the wrong time
The Qatar supply disruption and risks around the Strait of Hormuz risks come as the LNG importer grapples with weak volumes and rising competition at home.
2 min read6 Mar 2026India may prioritize gas supply to CGD after Qatar disruption
According to officials, if such a move is implemented, gas allocation for CGD networks—which involve piped cooking gas for households and compressed natural gas for transport—may be increased, with supplies diverted from non-priority sectors such as industries and power.
4 min read6 Mar 2026Iran conflict could result in a 1970s style oil embargo amid Strait of Hormuz closure, worry experts — What it means
While analysts had already predicted a “knee-jerk” reaction to oil prices when trading resumed in New York, the bigger question looms: whether a sustained conflict in the Middle East means a prolonged disruption in supply.
2 min read2 Mar 2026Wait for it…
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