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Reliance doubles LPG output as Middle East disruption squeezes India fuel supply
Business
Published on 6 May 2026
Jamnagar runs alkylation at its lowest to save LPG
Reliance Industries is ramping LPG output by more than 100% after Middle East conflict disrupted key import routes, worsening India’s fuel shortage. The shift is reshaping refinery operations at Jamnagar, where the alkylation plant is running at minimal capacity and exports may take a hit. While tighter global markets could lift margins, investors watch for earnings pressure and risks from ongoing instability.
- Reliance boosted LPG production by over 100% due to import disruptions
- Middle East war has strained energy supply channels into India
- Jamnagar is prioritising domestic LPG, cutting alkylation capacity
- Export plans and near term earnings from O2C could face pressure
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