Oil & gas logistics in India: Opportunities galore

Oil & gas storage logistics has become a highly lucrative niche business in India.
First mover firms are reaping the benefits of the growing need for storage and logistics as public sector companies run out of space.
A secondary distribution market has emerged with good margins given the growing economy.
The website carries here an example of how private companies are stepping in to plug the gap.
Clear business opportunities are available, both from the view point of the investor as well as the supplier of equipment and services.

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LNG shipping: Tightening up

The LNG shipping market is likely to show signs of tightening up soon in the face of rising supplies.
The expectation is that the tightening will happen from the current quarter and the trend will continue right up to 2020
There is a big net decrease in available tonnage
Then again, the number of uncommitted newbuilds has come down
New-tech LNG vessels are enjoying a significant premium over their conventional counterparts
In fact, a three-tier LNG market has evolved as of now

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Indian offshore vessel industry: Wait out for the good times to come.

So, after disappointing global growth over the past few years, the recent allround economic pickup combined with the relatively subdued fleet growth provides an ideal window of opportunity for the shipping industry to enjoy good returns.
So expect shipping companies to do better this year
The expected uptick in oil & gas vessels may not happen this year but the worst is over. A rapid expansion is now projected going ahead, and increased activity will go on until 2027, as per projections already carried here
The industry needs to just sit it out before the party begins

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ONGC on the rise: Gas volumes to go up 40%

It is all good for ONGC from here onwards
Gas volumes from upcoming investments are expected to go up by close to 40% in 4 years
The highly profitable new petchem capacity (OPAL) will ramp-up to 80% utilisation by March 2018 from current 50%
Realisation will jump: APM gas price will structurally revive with a lag to oil price rise.
Moreover, most new fields will attract ~2x APM gas price
Cost efficiencies will improve: Operating costs will remain low post the 32% fall since CY16, due to lower equipment costs and higher drilling efficiencies. 

Prices to rise, costs to come down

Find out by how much will ONGC gas output go up anually over the next four years
When is the KG-DWN-98/2 likely to kick start?
By how much is APM and non-APM price expected to go up over the next four years?
And by how much have finding costs gone down?
And by how much has offshore drilling costs reduced?
What kind of further opex saving does the company expect?

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