#rlng

Why a narrow concentration matters more than the headline volume

The additional RLNG requirement of 7,01,758 MMBtu for February 2026 is concentrated in just three urea manufacturing units. This shows where balancing pressure in India’s fertiliser gas system actually lies.

This is not a nationwide gas shortage. It is a plant-specific adjustment handled through the gas pooling mechanism.

The Three Plants Absorbing the Entire Increment

IFFCO Phulpur I and II: 1,96,000 MMBtu

IFFCO Aonla I and II: 3,81,893 MMBtu

GSFC Baroda: 1,23,865 MMBtu

These three plants account for 100 percent of the incremental RLNG requirement for February 2026. No other fertiliser units appear in this additional demand window.

What This Reveals About Gas Balancing Pressures

Gas shortfalls are not evenly distributed across fertiliser plants

Certain legacy or high-throughput units are drawing disproportionately on pooled RLNG

The pooling framework is acting as a precise intervention tool, not a broad supply augmentation mechanism

This shows that upstream allocation and downstream utilization mismatches persist at specific points of the fertiliser network.

Firm Supply Remains Limited Despite Allocation

Only 40 percent of allocated volumes carry guaranteed offtake. The remaining 60 percent are on “reasonable endeavour” (RE) terms.

Suppliers carry utilization risk on most volumes

Fertiliser plants can choose whether RE volumes are lifted

Incremental demand does not translate into firm supply commitments

Why These Plants and Not Others

All three units are large, gas-intensive urea plants

The requirement is for operational balancing, not capacity expansion

Other plants manage within existing allocations or alternative sourcing

The absence of newer units suggests incremental pooling is stabilizing specific legacy assets.

A Signal for Future Pooling Behaviour

Fertiliser gas pooling is increasingly reactive and plant-specific

Incremental RLNG calls are likely to appear as clustered events

Suppliers should expect episodic requests rather than predictable monthly demand

For policymakers, gas pooling is now compensating for structural asymmetries within the fertiliser fleet, not just seasonal smoothing.

Source: Indian PetroPlus

India’s gas sector is rapidly evolving, driven by new Indian LNG, RLNG, and LPG onshore, offshore, and onland policies and projects that aim to expand clean energy access, infrastructure, and market depth. With the government targeting a gas-based economy and raising the natural gas share to 15% in the primary energy mix by 2030, policy alignment and infrastructure growth have become critical. According to Indian Petroplus, India’s LNG and RLNG terminals—spanning Dahej, Hazira, Dhamra, Ennore, and Mundra—are undergoing expansion, while new floating storage regasification units (FSRUs) at Kochi, Jaigarh, and Kakinada are enhancing offshore import flexibility. These projects strengthen supply reliability and diversify sourcing amid global LNG market volatility. On the onshore and onland front, India is witnessing the rollout of large-scale LPG import, storage, and bottling terminals, particularly along the west and east coasts. The focus is on improving last-mile connectivity through pipelines such as the Jagdishpur–Haldia–Bokaro–Dhamra (JHBDPL) and Kochi–Mangalore–Bengaluru (KMBPL) networks, ensuring efficient transport of LNG and RLNG across industrial and residential sectors. Regulatory support through the Petroleum and Natural Gas Regulatory Board (PNGRB) and policies promoting open access, unified tariffs, and marketing freedom are spurring private participation in LNG and LPG infrastructure. Offshore exploration tie-ins and coastal LNG bunkering initiatives are also adding to downstream integration.Indian LNG, RLNG, LPG,  Onshore Projects, Offshore Projects, Onland Projects, Oil And Gas India.

India’s gas sector is rapidly evolving, driven by new Indian LNG, RLNG, and LPG onshore, offshore, and onland policies and projects that aim to expand clean energy access, infrastructure, and market depth. With the government targeting a gas-based economy and raising the natural gas share to 15% in the primary energy mix by 2030, policy alignment and infrastructure growth have become critical. According to Indian Petroplus, India’s LNG and RLNG terminals—spanning Dahej, Hazira, Dhamra, Ennore, and Mundra—are undergoing expansion, while new floating storage regasification units (FSRUs) at Kochi, Jaigarh, and Kakinada are enhancing offshore import flexibility. These projects strengthen supply reliability and diversify sourcing amid global LNG market volatility. On the onshore and onland front, India is witnessing the rollout of large-scale LPG import, storage, and bottling terminals, particularly along the west and east coasts. The focus is on improving last-mile connectivity through pipelines such as the Jagdishpur–Haldia–Bokaro–Dhamra (JHBDPL) and Kochi–Mangalore–Bengaluru (KMBPL) networks, ensuring efficient transport of LNG and RLNG across industrial and residential sectors. Regulatory support through the Petroleum and Natural Gas Regulatory Board (PNGRB) and policies promoting open access, unified tariffs, and marketing freedom are spurring private participation in LNG and LPG infrastructure. Offshore exploration tie-ins and coastal LNG bunkering initiatives are also adding to downstream integration.Indian LNG, RLNG, LPG,  Onshore Projects, Offshore Projects, Onland Projects, Oil And Gas India.

Businessmen denounce gas subsidy to RLNG fertiliser plants

The business community on Sunday criticised the government over its decision to provide gas on subsidised rates to two mega re-gasified liquefied natural gas (RLNG)-based fertiliser plants, and called it a bid to satisfy vested interests of big businessmen and capitalists.

“Another decision taken by the PTI government to support the vested interests of big businessmen and capitalist cronies,…

Businessmen denounce gas subsidy to RLNG fertiliser plants – SUCH TV

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The business community on Sunday criticised the government over its decision to provide gas on subsidised rates to two mega re-gasified liquefied natural gas (RLNG)-based fertiliser plants, and called it a bid to satisfy vested interests of big businessmen and capitalists.

“Another decision taken by the PTI government to support the vested interests of big businessmen and capitalist…