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SECTOR | 03 Dec 2025

Indian refiners to issue second tender to secure four more US LPG cargoes

Business Standard

Indian refiners will also issue some spot tenders for purchase of US LPG for deliveries early next year, the sources said. Details are not yet available

Oil and Gas

SECTOR | 03 Dec 2025

Diesel relief, LPG boost: Motilal Oswal pegs 31% upside for HPCL stock

Business Standard

Despite the near-term volatility, HPCL's valuations remain reasonable, the brokerage noted. The stock trades at 1.4x one-year forward price-to-book, slightly above its long-term average of 1.2x.

Oil and Gas

SECTOR | 01 Dec 2025

Govt seeks Parliament nod for fresh expenditure of over 41,500 crore

Business Line

The first Supplementary Demands for Grants include boosts to fund fertilizer subsidies, LPG under-recoveries

Oil and Gas

SECTOR | 01 Dec 2025

ATF price hiked by 5.4%, commercial LPG cylinders see 10 reduction

Business Standard

Aviation Turbine Fuel (ATF) prices were raised by 5.4 per cent on Monday, while commercial LPG rates were cut by Rs 10 per cylinder as state-owned oil companies announced their monthly price revision in line with global trends. ATF prices in Delhi increased by Rs 5,133.75 per kilolitre to Rs 99,676.77 per kl, marking the third consecutive monthly hike, according to state-owned fuel retailers. Rates had risen by about 1 per cent on November 1 and by 3.3 per cent on October 1. The latest increase is expected to add pressure on airlines, for which fuel accounts for nearly 40 per cent of operating costs. No immediate comments could be obtained from the airlines on the impact of the price change. In Mumbai, ATF was revised to Rs 93,281.04 per kl, while prices in Chennai and Kolkata were raised to Rs 1,03,301.80 and Rs 1,02,371.02 per kl, respectively. Fuel prices vary across cities due to local taxes. Alongside, the price of a 19-kg commercial LPG cylinder used by hotels and restaura

Oil and Gas

SECTOR | 26 Nov 2025

US, West Asia LPG routes show wide cost differences for India: Crisil

Business Standard

The recent US-India LPG import pact marks a major shift in supplier diversification, reducing dependence on West Asian cargoes, though freight-linked cost sensitivities may affect OMC economics

Oil and Gas

SECTOR | 21 Nov 2025

Oil marketers' FY26 operating profit likely to surge over 50%: Crisil

Business Standard

Oil marketing companies (OMCs) are poised for a sharp rebound, with operating profits expected to surge more than 50 per cent to USD 18-20 per barrel this fiscal year, driven by stronger marketing margins amid stable retail fuel prices and supportive crude oil dynamics, Crisil Ratings said on Friday. OMCs earn from refining (gross refining margins or GRMs) and from marketing of petrol, diesel, and other fuels. "This fiscal, the improvement in marketing margin will more than offset a moderation in refining margin owing to slow growth in global demand for fossil fuels as the world transitions towards cleaner energy sources," Crisil Ratings said in a note. Healthy profitability is set to bolster cash accruals to Rs 75,000-80,000 crore, compared with about Rs 55,000 crore last fiscal year. The stronger cash flow will support the sector's planned Rs 90,000 crore capex, largely focused on brownfield expansion and domestic demand-driven projects. Crude oil prices are expected to soften to

Oil Marketers' Operating Profit Set To Jump Over 50% To In FY26: Crisil Ratings

NDTV Profit | 21 Nov 2025

Oil and Gas

SECTOR | 21 Nov 2025

Palm Oil Extends Decline on Weak Demand And Stronger Ringgit

NDTV Profit

It looks like demand is on a weakening path and likely will last through the whole month, said David Ng, a senior trader at IcebergX Sdn in Kuala Lumpur.

Oil and Gas

SECTOR | 20 Nov 2025

Oil PSUs LPG losses stands at 53,700 crore, likely to get government subsidy of 30,000 crore: Report

Business Line

The report stated, OMCs are likely to receive an LPG subsidy of 300 billion in 12 tranches from the government, compared to cumulative under-recoveries of approximately 537 billion at the end of September 2025

Oil and Gas

SECTOR | 19 Nov 2025

Explained: India's first major LPG import deal with the US | Energonomics Podcast | EP 05

Business Line

LPG term deal with US likely to shield India from geopolitical shocks

Business Standard | 18 Nov 2025 1 more

Oil and Gas

SECTOR | 19 Nov 2025

AI Boom Is Turning Malaysia's Palm Oil Estates Into Data Centres

NDTV Profit

The country has been at the heart of a regional data centre boom. Last year, it was the fastest-growing data center market in the Asia-Pacific region.