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Shipment + Price Update.  'No chance of further improvement on farm laws', says farmer unions.  Fresh COVID cases threaten Chinese fertilizer exports.  Software update: Sulphuric and ammonium nitrate projects .  DOF: Two officers transferred out.  LNG cargoes dry up in Indian terminals: Gas shortage feared in India.  Chemical and fertilizer import tracker for the day.  Banking on Budget: Keeping an eye out for growth focus, PSU reforms.  LNG market in complete tizzy: $100 million arbitrage opportunity on a single cargo now.  Renewable ammonia: Small scale urea units are on the anvil.  Briefs.  Spot LNG at record high: LNG supplies to India crash.  India's chemical imports: A wide assortment of products.  Software update: Fertilizer projects.  Shipment + Price Update.  India's chemical imports: A wide assortment of products.  Spot LNG at record high: LNG supplies to India crash.  Budget 2021: Industry experts seek additional funds, incentives for agriculture sector .  GAIL to supply extra 4,4 mmscmd of gas by March 2020.  Software update: Fertilizer projects.  

Shipment + Price Update

Jan 15: 8One Sulphuric acid shipment is coming up on 17 Jan 2021.
8Two Rock Phos shipment is coming up on 21 & 25 Jan 2021.
8One Phos acid shipment is coming up on 20 Jan 2021.
Click on Reports for more
Details

'No chance of further improvement on farm laws', says farmer unions

Jan 15: For reference purposes the website carries here the following tenders:
8
NIT for supply of NPK Details
8Biennial rate contract for overhauling and trouble shooting on pressure leaf sulphur filter maintenance job on site in SAP Details
8Biennial rate contract for assistance in maintenance activities for electrical equipment in Methanol plant Details
8Heating of equipment/ equipment Parts, Pumps & piping with tools and in SAP Details
8Re-tubing of Exchangers Details
You can also click on Tenders for more
For reference purposes the website carries here the following reports:
8Agrochemical Industry: An Analysis Details
8Influence of chemicalization levels on productivity and grain quality of zoned spring wheat varieties in Pre-Baikal area: A Paper Details
8Recommended vs. Practice: Smallholder Fertilizer Decisions in Central Myanmar: A Paper Details
For reference purposes the website carries here the following Newsclips:
8'No chance of further improvement on farm laws', says farmer unions Details
8`Truly' independent persons should have been appointed on panel on farm laws: Pawar Details
8Union Budget 2021: PMFAI asks for GST reduction on Pesticides from 18 percent to 5 percent Details
8Vizag Port set to retain 3rd rank in cargo handling Details
8Majority of farmers in India are landless Details
You can also click on Newsclips for more  
Details

Fresh COVID cases threaten Chinese fertilizer exports

Jan 14: >China has imposed fresh lockdowns to contain COVID-19
8And this can impact fertilizer exports
Click on Details for more. Details

Software update: Sulphuric and ammonium nitrate projects

Jan 14: Sulphuric Acid and Captive Power Unit Expansion Project
8Cost - Rs 300 crore
8Project Event: The project is still awaiting environmental clearance, and the review is ongoing, the project is likely to elicit environment clearance at the end of February 2020, RFQ for the PMC contractor is likely to be released in March 2021 whereas earlier it was expected earlier.
Ammonium Nitrate and Nitric Acid Greenfield Project    
8Cost - Rs 1375 crore
8Project Event: The project is still awaiting environmental clearance, clearance It is likely to be elicited in Q1 2021. RFQ for the PMC contractor is likely to be released in Q1 2021. Details

DOF: Two officers transferred out

Jan 14: 8Two officers have been transferred out of the DOF
8Even as one senior level officer gets an extension.
Click on Details for more.
Details

LNG cargoes dry up in Indian terminals: Gas shortage feared in India

Jan 14: Shell's Hazira LNG terminal has suddenly gone dry. 
8Only one vessel, booked by ArcelorMittal for its steel mill is currently unloading its cargo. There is to be a list of about five or six cargoes lined up, all of them are gone now, as per our data
8GAIL is bringing in its long term cargoes
8All spot cargoes because of extremely high prices have dried up, leaving a big question mark over how India is going to cope with its gas demand ahead. More than 50% of India's gas demand is catered to by LNG.
8A shortage is likely as a whole lot of buyers were dependent on spot cargoes.
Get the latest vessel line up here, click on Reports for more. Details

Chemical and fertilizer import tracker for the day

Jan 14: 8Get our chemical and fertilizer import trackers here
Click on Reports. Details

Banking on Budget: Keeping an eye out for growth focus, PSU reforms

Jan 14: For reference purposes the website carries here the following tenders:
8
Maintenance Contract of Blowers and Exhausters in ANP plant Details
8Maintenance contract of over size Mill in Granulation Section of ANP plant Details
8Biennial rate contract for horizontal Centrifugal Pump base frame fabrication and replacement job in SAP/ CNA Details
8Drying Tower change over job in Sulphuric Acid plant Details
8Lining up the Rate contract for Soil and Hazardous Waste analysis within factory premises Details
8Lining Up of Contract for various Mechanical Jobs in SGP Details
You can also click on Tenders for more
For reference purposes the website carries here the following reports:
8Hydrological Models in the upper Cauvery Catchment: A Comparative Assessment Details
8FY21 Fiscal to be at 7.8%-8.4% of GDP: An Analysis Details
8Framework sheds light on nitrogen loss of producing common food items: An Analysis Details
8Comparative Analysis of Energy and GHG Emissions using Fixed and Variable Fertilization Rates: A Paper Details
8Interactive effects of Gibberellic Acid and Nitrogen Fertilization: A Paper Details
For reference purposes the website carries here the following Newsclips:
8Banking on Budget: Keeping an eye out for growth focus, PSU reforms Details
8Vietnamese fertiliser companies smell success ahead in 2021 Details
You can also click on Newsclips for more  
Details

LNG market in complete tizzy: $100 million arbitrage opportunity on a single cargo now

Jan 13: The global gas market is in a complete tizzy
8A January 2021 cargo was sold by Exxon at ~$35/MMBtu or >$200 boe. This is an unheard-of rate
8Then again, on January 11, 2021, an al time high JKM price of $28.2/MMBtu was established.
8Japanese power prices are at $400/MMbtu, a scale never seen before.
8The arbitrage opportunities between Henry Hub and Asian prices is incredibly massive, and GAIL can make the biggest killing ever, except for the fact that most of its US cargoes are already fully tied up
8The US cargo value is a mere $10.8 million and by the time it reaches Asia the value goes up to a massive $112.8 million.
8A cargo can yield an arbitrage of an incredible $100 million. 10 cargoes and you make a billion dollars. This is unbelievable economics.
8PLL can very well take its oil price linked cargoes out of RasGas and sell it at JKM rate and make a whole lot more money than it can by processing that cargo through its Dahej terminal. This looks like a once in a lifetime opportunity.
8LNG cargo rates have hit the ceiling too. With that kind of arbitrage available, the spot cargo rate is close to 0.5 million a day.
8European storage levels have plummeted given the huge arbitrage available between European and Asian prices.
Click on Reports for more.
Details

Renewable ammonia: Small scale urea units are on the anvil

Jan 13: 8Based on this renewable ammonia, we expect new nitrogen fertiliser producers will arise on new locations worldwide close to wherever demand for nitrogen fertiliser is present.
8Typically these new nitrogen fertiliser plants will be at a much smaller scale compared to the modern nitrogen
Click on Reports for more
Details

Briefs

Jan 13: 8Fertilizer clearing agent required. Click on Reports for more
8Doubling farmers' income: Exporting foodgrains is the key. Click on Reports for more Details

Spot LNG at record high: LNG supplies to India crash

Jan 13: The line-up of LNG vessels coming into India suddenly looks far shorter than before.
8Why is that so? 
8It is quite possible that spot cargoes have completely dried up, now that spot rates are at $20/mmbtu.
8And only term cargoes, at crude linked or Henry Hub linked pricing, are coming in.
8According to studies made, Indian appetite for absorbing incremental gas at large enough volumes is at a price range of around $6-7/mmbtu, beyond that point, its appetite wanes.
8At $20/mmbtu JKM price, there will be zero buyers for gas.
Click on Reports for more. Details

India's chemical imports: A wide assortment of products

Jan 13: India imports a wide variety of chemicals.
8From paraxylene to acetic acid to benzene to butadiene to methanol to sulphuric acid to hexane to base oil to caustic soda to styrene monomer to ethanol.
Click on Reports for more on India's chemical matrix. Details

Software update: Fertilizer projects

Jan 13: Customized Blending Unit for NPK Fertilizer & Ammonia Storage Tank Greenfield Project  
8Cost - Rs 90 crore
8Project Event: The project is on hold due to the company's internal issues. It is likely to activate in Q1 2021. RFQ for the Contractor is likely to be released in Q1 2021
NPK-SSP & Sulphuric Acid Expansion Project  
8Cost - Rs 15 crore
8Project Event: RFQ for a contractor is likely to be released after the environmental clearance. The public hearing has been completed but environmental clearance is due and valuation is ongoing, It is likely to be elicited at the end of Jan 2021 in place of December 2020. RFQ for the EPC contractor is likely to be released in February 2021. Details

Shipment + Price Update

Jan 13: 8One Rock Phos shipment is coming up on 19 Jan 2021.
8One MOP shipment is coming up on 24 Jan 2021.
Click on Reports for more
Details

India's chemical imports: A wide assortment of products

Jan 13: India imports a wide variety of chemicals.
8From paraxylene to acetic acid to benzene to butadiene to methanol to sulphuric acid to hexane to base oil to caustic soda to styrene monomer to ethanol.
Click on Reports for more on India's chemical matrix. Details

Spot LNG at record high: LNG supplies to India crash

Jan 13: The line-up of LNG vessels coming into India suddenly looks far shorter than before.
8Why is that so? 
8It is quite possible that spot cargoes have completely dried up, now that spot rates are at $20/mmbtu.
8And only term cargoes, at crude linked or Henry Hub linked pricing, are coming in.
8According to studies made, Indian appetite for absorbing incremental gas at large enough volumes is at a price range of around $6-7/mmbtu, beyond that point, its appetite wanes.
8At $20/mmbtu JKM price, there will be zero buyers for gas.
Click on Reports for more. Details

Budget 2021: Industry experts seek additional funds, incentives for agriculture sector

Jan 13: For reference purposes the website carries here the following tenders:
8
Sale of damage DAP Details
8Lining up the contract for repair of C1 trays in all the three units of Urea plant Details
8Pest Control Treatment at townships Details
8Miscellaneous Electrical jobs of Republic day celebration Details
8Award of Contract for Phosphoric Acid Shipment Clearing Agent at Chennai Port for two years Details
You can also click on Tenders for more
For reference purposes the website carries here the following reports:
8Soil degradation costs U.S. corn farmers a half-billion dollars every year: A Paper Details
8Can Nitrogen Fertilizer Management improve Grain Iron concentration of Agro-Biofortified Crops: A Paper Details
8Agrometeorological Advisory Bulletin [Tamil Nadu] Details
8Agrometeorological Advisory Bulletin [Chattisgarh] Details
8Agrometeorological Advisory Bulletin [Uttarakhand] Details
For reference purposes the website carries here the following Newsclips:
8Budget 2021: Industry experts seek additional funds, incentives for agriculture sector Details
8Indian court suspends new agriculture laws after mass protests Details
8Lessons for India from the chinese farm: What are they doing right? Details
8BUDGET: AtmaNirbhar to make India a screwdriver econ, says Govinda Rao Details
You can also click on Newsclips for more  
Details

GAIL to supply extra 4,4 mmscmd of gas by March 2020

Jan 12: 8GAIL is going to activate around 4.4 msmcd of new domestic gas supply to urea units within this financial year
Find out where this gas is going to go. Details

Software update: Fertilizer projects

Jan 12: DAP Greenfield Project   
8Cost - Rs 200 crore
8Project Event: The proposal for the term of references has been accepted and studies are still ongoing, and the proposal for the environmental clearance is likely to be submitted in February 2021. The company has applied for a loan, RFQ for the EPC contractor is likely to be released in March 2021.
Sulphuric Acid Expansion Project  
8Cost - Rs 100 crore
8Project Event: The company has been signed up  Furnace Fabrica as an EPC contractor, all the equipment has reached the site. 99 % of construction work has been completed. The pre-commissioning is ongoing, commissioning is likely to be completed in Q1 2021.
Click on Details for more.
Details

Shipment + Price Update

Jan 15: 8One Sulphuric acid shipment is coming up on 17 Jan 2021.
8Two Rock Phos shipment is coming up on 21 & 25 Jan 2021.
8One Phos acid shipment is coming up on 20 Jan 2021.
Click on Reports for more
Details

'No chance of further improvement on farm laws', says farmer unions

Jan 15: For reference purposes the website carries here the following tenders:
8
NIT for supply of NPK Details
8Biennial rate contract for overhauling and trouble shooting on pressure leaf sulphur filter maintenance job on site in SAP Details
8Biennial rate contract for assistance in maintenance activities for electrical equipment in Methanol plant Details
8Heating of equipment/ equipment Parts, Pumps & piping with tools and in SAP Details
8Re-tubing of Exchangers Details
You can also click on Tenders for more
For reference purposes the website carries here the following reports:
8Agrochemical Industry: An Analysis Details
8Influence of chemicalization levels on productivity and grain quality of zoned spring wheat varieties in Pre-Baikal area: A Paper Details
8Recommended vs. Practice: Smallholder Fertilizer Decisions in Central Myanmar: A Paper Details
For reference purposes the website carries here the following Newsclips:
8'No chance of further improvement on farm laws', says farmer unions Details
8`Truly' independent persons should have been appointed on panel on farm laws: Pawar Details
8Union Budget 2021: PMFAI asks for GST reduction on Pesticides from 18 percent to 5 percent Details
8Vizag Port set to retain 3rd rank in cargo handling Details
8Majority of farmers in India are landless Details
You can also click on Newsclips for more  
Details

Fresh COVID cases threaten Chinese fertilizer exports

Jan 14: >China has imposed fresh lockdowns to contain COVID-19
8And this can impact fertilizer exports
Click on Details for more. Details

Software update: Sulphuric and ammonium nitrate projects

Jan 14: Sulphuric Acid and Captive Power Unit Expansion Project
8Cost - Rs 300 crore
8Project Event: The project is still awaiting environmental clearance, and the review is ongoing, the project is likely to elicit environment clearance at the end of February 2020, RFQ for the PMC contractor is likely to be released in March 2021 whereas earlier it was expected earlier.
Ammonium Nitrate and Nitric Acid Greenfield Project    
8Cost - Rs 1375 crore
8Project Event: The project is still awaiting environmental clearance, clearance It is likely to be elicited in Q1 2021. RFQ for the PMC contractor is likely to be released in Q1 2021. Details

DOF: Two officers transferred out

Jan 14: 8Two officers have been transferred out of the DOF
8Even as one senior level officer gets an extension.
Click on Details for more.
Details

LNG cargoes dry up in Indian terminals: Gas shortage feared in India

Jan 14: Shell's Hazira LNG terminal has suddenly gone dry. 
8Only one vessel, booked by ArcelorMittal for its steel mill is currently unloading its cargo. There is to be a list of about five or six cargoes lined up, all of them are gone now, as per our data
8GAIL is bringing in its long term cargoes
8All spot cargoes because of extremely high prices have dried up, leaving a big question mark over how India is going to cope with its gas demand ahead. More than 50% of India's gas demand is catered to by LNG.
8A shortage is likely as a whole lot of buyers were dependent on spot cargoes.
Get the latest vessel line up here, click on Reports for more. Details

Chemical and fertilizer import tracker for the day

Jan 14: 8Get our chemical and fertilizer import trackers here
Click on Reports. Details

Banking on Budget: Keeping an eye out for growth focus, PSU reforms

Jan 14: For reference purposes the website carries here the following tenders:
8
Maintenance Contract of Blowers and Exhausters in ANP plant Details
8Maintenance contract of over size Mill in Granulation Section of ANP plant Details
8Biennial rate contract for horizontal Centrifugal Pump base frame fabrication and replacement job in SAP/ CNA Details
8Drying Tower change over job in Sulphuric Acid plant Details
8Lining up the Rate contract for Soil and Hazardous Waste analysis within factory premises Details
8Lining Up of Contract for various Mechanical Jobs in SGP Details
You can also click on Tenders for more
For reference purposes the website carries here the following reports:
8Hydrological Models in the upper Cauvery Catchment: A Comparative Assessment Details
8FY21 Fiscal to be at 7.8%-8.4% of GDP: An Analysis Details
8Framework sheds light on nitrogen loss of producing common food items: An Analysis Details
8Comparative Analysis of Energy and GHG Emissions using Fixed and Variable Fertilization Rates: A Paper Details
8Interactive effects of Gibberellic Acid and Nitrogen Fertilization: A Paper Details
For reference purposes the website carries here the following Newsclips:
8Banking on Budget: Keeping an eye out for growth focus, PSU reforms Details
8Vietnamese fertiliser companies smell success ahead in 2021 Details
You can also click on Newsclips for more  
Details

LNG market in complete tizzy: $100 million arbitrage opportunity on a single cargo now

Jan 13: The global gas market is in a complete tizzy
8A January 2021 cargo was sold by Exxon at ~$35/MMBtu or >$200 boe. This is an unheard-of rate
8Then again, on January 11, 2021, an al time high JKM price of $28.2/MMBtu was established.
8Japanese power prices are at $400/MMbtu, a scale never seen before.
8The arbitrage opportunities between Henry Hub and Asian prices is incredibly massive, and GAIL can make the biggest killing ever, except for the fact that most of its US cargoes are already fully tied up
8The US cargo value is a mere $10.8 million and by the time it reaches Asia the value goes up to a massive $112.8 million.
8A cargo can yield an arbitrage of an incredible $100 million. 10 cargoes and you make a billion dollars. This is unbelievable economics.
8PLL can very well take its oil price linked cargoes out of RasGas and sell it at JKM rate and make a whole lot more money than it can by processing that cargo through its Dahej terminal. This looks like a once in a lifetime opportunity.
8LNG cargo rates have hit the ceiling too. With that kind of arbitrage available, the spot cargo rate is close to 0.5 million a day.
8European storage levels have plummeted given the huge arbitrage available between European and Asian prices.
Click on Reports for more.
Details

Renewable ammonia: Small scale urea units are on the anvil

Jan 13: 8Based on this renewable ammonia, we expect new nitrogen fertiliser producers will arise on new locations worldwide close to wherever demand for nitrogen fertiliser is present.
8Typically these new nitrogen fertiliser plants will be at a much smaller scale compared to the modern nitrogen
Click on Reports for more
Details

Briefs

Jan 13: 8Fertilizer clearing agent required. Click on Reports for more
8Doubling farmers' income: Exporting foodgrains is the key. Click on Reports for more Details

Spot LNG at record high: LNG supplies to India crash

Jan 13: The line-up of LNG vessels coming into India suddenly looks far shorter than before.
8Why is that so? 
8It is quite possible that spot cargoes have completely dried up, now that spot rates are at $20/mmbtu.
8And only term cargoes, at crude linked or Henry Hub linked pricing, are coming in.
8According to studies made, Indian appetite for absorbing incremental gas at large enough volumes is at a price range of around $6-7/mmbtu, beyond that point, its appetite wanes.
8At $20/mmbtu JKM price, there will be zero buyers for gas.
Click on Reports for more. Details

India's chemical imports: A wide assortment of products

Jan 13: India imports a wide variety of chemicals.
8From paraxylene to acetic acid to benzene to butadiene to methanol to sulphuric acid to hexane to base oil to caustic soda to styrene monomer to ethanol.
Click on Reports for more on India's chemical matrix. Details

Software update: Fertilizer projects

Jan 13: Customized Blending Unit for NPK Fertilizer & Ammonia Storage Tank Greenfield Project  
8Cost - Rs 90 crore
8Project Event: The project is on hold due to the company's internal issues. It is likely to activate in Q1 2021. RFQ for the Contractor is likely to be released in Q1 2021
NPK-SSP & Sulphuric Acid Expansion Project  
8Cost - Rs 15 crore
8Project Event: RFQ for a contractor is likely to be released after the environmental clearance. The public hearing has been completed but environmental clearance is due and valuation is ongoing, It is likely to be elicited at the end of Jan 2021 in place of December 2020. RFQ for the EPC contractor is likely to be released in February 2021. Details

Shipment + Price Update

Jan 13: 8One Rock Phos shipment is coming up on 19 Jan 2021.
8One MOP shipment is coming up on 24 Jan 2021.
Click on Reports for more
Details

India's chemical imports: A wide assortment of products

Jan 13: India imports a wide variety of chemicals.
8From paraxylene to acetic acid to benzene to butadiene to methanol to sulphuric acid to hexane to base oil to caustic soda to styrene monomer to ethanol.
Click on Reports for more on India's chemical matrix. Details

Spot LNG at record high: LNG supplies to India crash

Jan 13: The line-up of LNG vessels coming into India suddenly looks far shorter than before.
8Why is that so? 
8It is quite possible that spot cargoes have completely dried up, now that spot rates are at $20/mmbtu.
8And only term cargoes, at crude linked or Henry Hub linked pricing, are coming in.
8According to studies made, Indian appetite for absorbing incremental gas at large enough volumes is at a price range of around $6-7/mmbtu, beyond that point, its appetite wanes.
8At $20/mmbtu JKM price, there will be zero buyers for gas.
Click on Reports for more. Details

Budget 2021: Industry experts seek additional funds, incentives for agriculture sector

Jan 13: For reference purposes the website carries here the following tenders:
8
Sale of damage DAP Details
8Lining up the contract for repair of C1 trays in all the three units of Urea plant Details
8Pest Control Treatment at townships Details
8Miscellaneous Electrical jobs of Republic day celebration Details
8Award of Contract for Phosphoric Acid Shipment Clearing Agent at Chennai Port for two years Details
You can also click on Tenders for more
For reference purposes the website carries here the following reports:
8Soil degradation costs U.S. corn farmers a half-billion dollars every year: A Paper Details
8Can Nitrogen Fertilizer Management improve Grain Iron concentration of Agro-Biofortified Crops: A Paper Details
8Agrometeorological Advisory Bulletin [Tamil Nadu] Details
8Agrometeorological Advisory Bulletin [Chattisgarh] Details
8Agrometeorological Advisory Bulletin [Uttarakhand] Details
For reference purposes the website carries here the following Newsclips:
8Budget 2021: Industry experts seek additional funds, incentives for agriculture sector Details
8Indian court suspends new agriculture laws after mass protests Details
8Lessons for India from the chinese farm: What are they doing right? Details
8BUDGET: AtmaNirbhar to make India a screwdriver econ, says Govinda Rao Details
You can also click on Newsclips for more  
Details

GAIL to supply extra 4,4 mmscmd of gas by March 2020

Jan 12: 8GAIL is going to activate around 4.4 msmcd of new domestic gas supply to urea units within this financial year
Find out where this gas is going to go. Details

Software update: Fertilizer projects

Jan 12: DAP Greenfield Project   
8Cost - Rs 200 crore
8Project Event: The proposal for the term of references has been accepted and studies are still ongoing, and the proposal for the environmental clearance is likely to be submitted in February 2021. The company has applied for a loan, RFQ for the EPC contractor is likely to be released in March 2021.
Sulphuric Acid Expansion Project  
8Cost - Rs 100 crore
8Project Event: The company has been signed up  Furnace Fabrica as an EPC contractor, all the equipment has reached the site. 99 % of construction work has been completed. The pre-commissioning is ongoing, commissioning is likely to be completed in Q1 2021.
Click on Details for more.
Details
  • Jan 12: Software update: Fertilizer projects:Details
  • Jan 12: Weekly fertilizer import data: First week of the year:Details
  • Jan 12: Shipment + Price Update:Details
  • Jan 12: Agriculture Ministry’s claim on Farm Bill 'Consultations' runs contrary to its RTI reply:Details
  • Jan 12: Fertilizers: 1.17 million coming in:Details
  • Jan 12: Tracking: 1 million tonnes of chemical arrivals:Details