India faces a nearly 40% hit to its LNG supply due to the West Asia conflict, prompting the government to devise an "optimisation plan" for industries. While fertiliser remains a priority, some supply reduction is possible, though the sector is currently buffered by high urea stocks and the agricultural lean season.
source https://timesofindia.indiatimes.com/business/india-business/government-working-to-optimise-gas-supply-as-gulf-war-hits-lng-flow/articleshow/129350675.cms
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