Lng Price
US - Iran ceasefire & markets: How brokerages interpret the developments
Here's how leading brokerages have interpreted the recent developments in West Asia and their likely impact on stock markets and crude oil prices.
 "US - Iran ceasefire & markets: How brokerages interpret the developments")
Russia offers sanctioned LNG to energy-hungry Asia at 40% discount
The effective closure of the Strait of Hormuz - and attacks on the world's largest LNG export plant in Qatar - has throttled about a fifth of global supply, upending the gas market and lifting prices
 "Russia offers sanctioned LNG to energy-hungry Asia at 40% discount")
Govt permits C3, C4 allocation for pharma, chemicals, and food sectors
A government committee will evaluate sector-wise allocation of C3 and C4 streams for key sectors amid supply constraints and rising energy prices due to the West Asia crisis
 "Govt permits C3, C4 allocation for pharma, chemicals, and food sectors")
Asia braces for LNG shock as Strait of Hormuz blockade chokes supply
With a cutoff in shipments imminent, Asian countries, the biggest importers of liquefied natural gas from the West Asia, are already burning more coal and reducing consumption
 "Asia braces for LNG shock as Strait of Hormuz blockade chokes supply")
LNG crunch may stoke inflation, slow global growth after Qatar hit: Analyst
The damaged LNG trains represent a structural hole in global supply that no amount of diplomatic goodwill can close before the 2026-27 winter
 "LNG crunch may stoke inflation, slow global growth after Qatar hit: Analyst")
Asian spot LNG prices likely to rise 40 % in 2026, says Rystad Energy
Asian LNG spot prices may rise to $14/mmbtu in 2026 amid West Asia conflict, with Strait of Hormuz disruptions curbing supply and keeping shipping traffic constrained
 "Asian spot LNG prices likely to rise 40 % in 2026, says Rystad Energy")
West Asia disruptions to impact daily CGD sales volumes by 8-10%: CRISIL
Ongoing Middle East conflict may reduce India's city gas distribution sales volumes by 8-10 per cent due to LNG supply disruptions, though price pass-through may cushion margins
 "West Asia disruptions to impact daily CGD sales volumes by 8-10%: CRISIL")
Global hunt for LNG intensifies as West Asia conflict cuts supply
The conflict has shut down Ras Laffan, the world's largest LNG export facility in Qatar, and halted traffic through the Strait of Hormuz
 "Global hunt for LNG intensifies as West Asia conflict cuts supply")
Reliance boosts LPG production at Jamnagar to stabilise domestic supply
Reliance Industries is taking proactive steps and in line with the government guidelines, the company said in a statement
 "Reliance boosts LPG production at Jamnagar to stabilise domestic supply")
How West Asia conflict threatens LNG supply chain powering India's economy
West Asia conflict and disruption near the Strait of Hormuz threaten LNG shipments vital to India's fertiliser, power and manufacturing sectors, raising risks of supply shocks and higher energy costs
 "How West Asia conflict threatens LNG supply chain powering India's economy")
Qatar LNG pause may flip global supply surplus into deficit: Morgan Stanley
Analysts at Morgan Stanley said that if the LNG outage in Qatar extends beyond a month, the global LNG market forecast could quickly swing from surplus to deficit
 "Qatar LNG pause may flip global supply surplus into deficit: Morgan Stanley")
Hormuz crisis may push Brent toward $100 amid US-Iran conflict: Analyst
The "war premium" has pushed Brent crude toward the $100 per barrel threshold, reigniting stagflation ary fears that central banks thought they had conquered
 "Hormuz crisis may push Brent toward $100 amid US-Iran conflict: Analyst")
India's LNG-powered trucks and fuel retail underperformed in 2025
India's private sector may lead the charge for more retail outlets of liquefied natural gas (LNG) in 2026 but it remains a niche business
 "India's LNG-powered trucks and fuel retail underperformed in 2025")
India's natural gas consumption seen rising 3-4% in FY27 on demand: Icra
After moderating in FY26, India's gas demand is expected to rebound in FY27 on higher industrial offtake and city gas distribution expansion, aided by softer LNG prices
Cheap oil-linked LNG supply to India trumps US gas amid trade talks
Indian buyers favour cheaper oil-linked LNG over US gas as henry hub prices and freight costs rise, cooling appetite for long-term US LNG deals amid ongoing trade talks
Petronet Q2: Analysts upbeat on long-term outlook despite FX loss, UoP hit
On the bourses around 10:15 AM, Petronet LNG shares were struggling as the scrip was trading 1.31% lower at ₹273.95. In comparison, BSE Sensex was trading 0.29% lower at 83,289.99 levels.
 "Petronet Q2: Analysts upbeat on long-term outlook despite FX loss, UoP hit")
Valuation comfort emerges for gas firms despite demand, margin risks
Gas demand dipped in August, but upcoming LNG supply, policy targets and steady CNG growth support long-term outlook as stock valuations turn more attractive
India's LNG demand drops in 2025 as buyers await supply wave, price drop
Purchases slowed as elevated spot prices made LNG less competitive against alternative fuels, while monsoon rains brought cooler weather and reduced power demand
 "India's LNG demand drops in 2025 as buyers await supply wave, price drop")
LNG regulations drive up costs, defer India's gas economy ambitions
Experts question need for Petroleum & Natural Gas Regulatory Board to mandate registration of LNG import terminals
Brokerages lower GAIL target on weak Q3; long-term positive outlook intact
On the bourses, GAIL share price rallied as much as 7.03 per cent to hit an intraday high of Rs 178.75 apiece
 "Brokerages lower GAIL target on weak Q3; long-term positive outlook intact")