GNFC RLNG supply cut has impacted fertilizer production after a force majeure notice disrupted LNG deliveries. GNFC RLNG supply cut came into effect after gas supplier GAIL received a similar notice from its upstream supplier amid the ongoing Middle East conflict.
Gujarat Narmada Valley Fertilizers & Chemicals Limited (GNFC) informed stock exchanges that the disruption has affected the supply of Re-gasified Liquefied Natural Gas (RLNG) required for fertilizer manufacturing.
GNFC RLNG supply cut Impacts
According to the company, GAIL (India) Limited, the supplier of RLNG to GNFC, received a force majeure notice from Petronet LNG Limited (PLL). The notice cited transit constraints in LNG shipments due to geopolitical tensions in the Middle East.
Since GNFC’s gas supply depends on LNG received by GAIL from Petronet LNG, GAIL subsequently issued a force majeure notice to GNFC.
RLNG Allocation Reduced to 60%
Due to the disruption, RLNG allocation to GNFC has been restricted to 60% of the Daily Contracted Quantity (DCQ) starting 6 March 2026.
The company said the reduced gas supply is likely to impact Neem Urea production at its facilities. However, GNFC clarified that manufacturing of other products remains unaffected at present.
Company Monitoring the Situation
GNFC said the situation remains uncertain as the force majeure event is still ongoing. Therefore, the company cannot estimate the full operational impact at this stage.
The fertilizer manufacturer added that it is closely monitoring the developments and will inform stock exchanges about any significant updates.
The disruption highlights the vulnerability of fertilizer production to global LNG supply constraints, especially during periods of geopolitical tension in key energy-exporting regions.
