GAIL's committed LNG
volumes from the US are expected to land in India from next month.
That is when the countdown begins on how the gas major's US offtake will eventually impact its bottomline.
GAIL is remarkably reticent to share information on where it has tied up its volumes, as it claims it has.
But a reasonable number of cargoes are expected to land in India
Even though the company's other baseline parameters, including petrochemical capacity, gas transmission volumes and tariffs, are all expected to be up, the US LNG risk overwhelms all positives.
That is when the countdown begins on how the gas major's US offtake will eventually impact its bottomline.
GAIL is remarkably reticent to share information on where it has tied up its volumes, as it claims it has.
But a reasonable number of cargoes are expected to land in India
Even though the company's other baseline parameters, including petrochemical capacity, gas transmission volumes and tariffs, are all expected to be up, the US LNG risk overwhelms all positives.
