Spot prices on May 19 hovered between Rs 5 and Rs 6.5/kWh—far below the Rs 9+ needed for RLNG-based generation to make a comeback. Gas plants stayed sidelined, waiting for a sharper summer signal
8What could flip the coin?

May is a hotter month than April, and ideally gas-based power projects should have been up and running
8But somehow, they did not
8What really went wrong?

8In a tightly priced contest for a polypropylene unit, Flowmore Limited beat out heavyweights like Kirloskar and WPIL to bag the large water service pump package.

8With EIL onboard, IOCL is preparing to launch a first-of-its-kind island-based LNG terminal powered by chartered mini-tankers.
8The project aims to fuel NTPC’s power needs and future city gas infrastructure, reinforcing India’s energy sovereignty in the east.

8They has flagged a serious mismatch between normative and actual utilization of pipelines, with most assets running at below 50% capacity.
8They want the benchmarked 75% load factor to be lowered to avoid systemic under-recovery

8India's attempt to build green ammonia capacity seems to be completely stuck
8A tender to purchase green ammonia has been extended as many as 10 times as no bidder was ready to bid
8Knowing, that the effort is going no where, the government is now trying a salvage operation
8But will that work?

Across the country, less than 600 MW of gas capacity was operational on May 15. In April, over 12 central and private sector stations contributed dispatch. By May, over half those stations no longer figure in daily schedules.
8There is no evidence that gas is being used even as a peaking resource.
8Units like DGEN, Essar, Gama, and Mangaon were expected to show activity in May, but records show zero generation for the fourth consecutive month.
8In April, central-sector gas plants delivered nearly 500 GWh, with NTPC’s Gandhar, Faridabad, and Auraiya clocking PLFs above 75%. But by mid-May, that momentum has vanished. Latest data shows that gas-based capacity utilization has crashed to just 16.8%—the lowest in the peak season.
8These are now clear cases of stranded assets without any realistic recovery pathway unless structural reforms unlock capacity payments or fuel support.

8This stakeholder warns that pipelines financed entirely by equity are unfairly inflating RoE to 28%, burdening consumers.
8The firm wants PNGRB to enforce an 80:20 debt-equity norm, regardless of how the operator structures its finances.

8From GSPL’s Rs 83 Cr inventory spending to AGP’s demand for segregation of new infra costs, shippers are pushing for PNGRB to tighten what’s considered fair capital expenditure under tariff regulations

8A critical unit to prevent fouling in the ethylene cracker's quench circuit gets Rs 155 crore boost through Czech firm’s win.
8Advanced European filtration systems to be deployed to protect new cracker from fouling and coke buildup.

Technical Ammonium Nitrate Greenfield Project
8Cost: Rs.1170Cr.
8Project Event: 70 % of the construction and Construction activities have entered the final phase. All major equipmentincluding the ammonia converter, neutralizer, and absorption columnhas been installed and tested. Structural and piping works are now fully completed. Electrical and instrumentation (E&I) installation has substantially progressed, with loop checking and system energization currently underway. Pre-commissioning activities such as hydro-testing, system flushing, and equipment dry runs are nearing completion. Integration of Casale SA technology with the plant’s distributed control system (DCS) is in the final stage, with performance validation and safety interlocks being tested. The project is likely to be commissioned by October 2025.
SSP/GSSP Greenfield Project
8Cost: Rs.59Cr.
8Project Event:The company is still awaiting environmental clearance for its greenfield SSP and GSSP plant at Roha, Maharashtra. The clearance process is in its final stages, with approval now expected by the end of Q2 2025. Internal planning and technical evaluations are ongoing. The RFQ for the local contractor, initially delayed, is now anticipated to be issued shortly after the environmental clearance is granted.

8Q4 & FY2025 earnings conference call transcript [CFCL]
 8Financial results for the quarter and financial year ended March 31, 2025 [DAL]
 8Q4 FY2024–2025 earnings presentation [DAL]
 8Enclosure of press release on relaunch of Industrial Economist magazine [KICL]
 8Director resignation intimation [KICL]
 8Delhi High Court directs release of ?53.50 crore subsidy to the company under NBS scheme [PPL]
 8Penalty levied on promoter Vedanta Limited by Principal Commissioner of Central Tax, Visakhapatnam [HZ]
 8Financial results for the quarter and financial year ended March 31, 2025 [SPCFL]
 8Re-appointment of internal auditor for the financial year 2025–2026 [SPCFL]
 8Q4 FY25 results: revenue at ?219 crore (↑15% Y-o-Y), PAT ?17 crore (↑27% Y-o-Y), EPS ?5.1 [SPCFL]
 8Q4 and FY25 investor presentation [SPCFL]
 8Intimation of investor/analyst conference call scheduled on May 26, 2025 [GNFC]

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8A marginal drop in Isopropyl Alcohol (IPA) prices was recorded in the Mumbai imported tanker load port, as per Indian Petrochem analysts

8Indian Petrochem analysts noted a downward revision in imported tanker load Toluene prices in Kandla port on May 19, 2025

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