LNG India

LNG Update India

[LNG India @GasUpdate]

@jackprandelli @grok What is NCI @grok

[LNG India @GasUpdate]

@jackprandelli @grok what’s the top ten refineries in terms of refining margins

[LNG India @GasUpdate]

@SStapczynski I remember times of L1 price of $33/MMBtu in India

[LNG India @GasUpdate]

@VisualCap Is it true. India is no where

[LNG India @GasUpdate]

@VisualCap Hope Asia story is separate

[LNG India @GasUpdate]

@REDBOXINDIA PNG price unit is Rs/ SCM

[LNG India @GasUpdate]

@SStapczynski Approx 0.11%*140000*45 days

[LNG India @GasUpdate]

@SStapczynski How much Boil off loss these ships might have suffered.

[LNG India @GasUpdate]

@SStapczynski Good News

[LNG India @GasUpdate]

@SStapczynski Likely ADNOC supplies will also be affected. Practically and likely, only Oman supplies will resume.

[LNG India @GasUpdate]

@Aryan_warlord This is big for India if true

[LNG India @GasUpdate]

@Nher_who @grok But it does help. You won’t have to wait for your food for 4:15 hrs

[LNG India @GasUpdate]

@retailLNG @broseph_stalin Just look China and India. Don’t go far. Phyops taking same culture’s as enemies. CCP should realign or they are not well off in future.

[LNG India @GasUpdate]

@NOELreports This is big.

[LNG India @GasUpdate]

@FirstSquawk Never happened earlier and then Iran crisis happened.

[LNG India @GasUpdate]

@SStapczynski Hearing Fertiliser plants also affected in ME. World staring at shortages of fertiliser and hence food crisis.

[LNG India @GasUpdate]

@MarineInsight Most relevant today is Strait of Hormuz

[LNG India @GasUpdate]

@yongchang_chin Understand it is very dense crude and hence discounted to Brent.

[Ed Conway @EdConwaySky]

🎥 What on earth are rare earths?
Why do they matter so much?
Why do they nearly all come from China?
And how worried should we be about the latest chapter in the trade war?
These and more questions answered in my latest primer👇