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HomeMarket NewsFertiliser stocks Chambal, RCF, GNFC in focus as LNG supply disruption threatens urea output
LNG is the primary feedstock used in the production of ammonia and urea. Qatar remains India's largest supplier of LNG, accounting for nearly 40% of the country's total imports.
By Meghna Sen March 5, 2026, 9:02:09 AM IST (Published)
1 Min Read
Shares of fertiliser companies such as Chambal Fertilisers and Chemicals Ltd., Rashtriya Chemicals and Fertilizers Ltd., and Gujarat Narmada Valley Fertilizers and Chemicals Ltd. are expected to open lower on Thursday, March 5, amid concerns over a potential shortage of liquefied natural gas (LNG) supply.
LNG is the primary feedstock used in the production of ammonia and urea. Qatar remains India's largest supplier of LNG, accounting for nearly 40% of the country's total imports.
A further disruption in supplies, along with a spike in liquefied natural gas prices, could force fertiliser producers to lower operating rates and even temporarily shut some facilities.
According to a Bloomberg report, fertiliser manufacturers in India have already begun scaling back output after supplies of liquefied natural gas from Qatar were suspended due to escalating hostilities in the Middle East.
The report added that some companies have initiated production cuts at certain urea plants, and any prolonged disruption in supply could compel them to halt operations at additional facilities.
India's production cuts come as supply disruptions continue to ripple across global commodities markets, pushing up prices and raising broader economic concerns.
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