Reliance expects gas price to rise in October, wants removal of ceiling prices

Jul 24, 2022

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NEW DELHI: Reliance Industries Ltd expects costs of pure fuel in India to rise once more in October however needs government-dictated caps to go, in a bid to align home charges with international power costs.
The conglomerate, managed by billionaire Mukesh Ambani, expects the value cap for its KG-D6 fuel gross sales to rise over the present $9.92 per million British thermal models, Sanjay Roy, senior vice-president for exploration and manufacturing, stated in an investor name following the announcement of the agency’s quarterly earnings on Friday.
After remaining a loss-making provision for a number of quarters, Reliance’s fuel exploration enterprise has begun reaping rewards of a worldwide surge in power costs which have already pushed the charges to a report excessive.
The federal government units fuel costs each six months based mostly on worldwide charges.
The value of fuel from outdated or regulated fields was greater than doubled to a report USD 6.1 per mmBtu from April 1, and that for tough fields like these mendacity in deepsea to $9.92 per mmBtu.
Charges are due for a revision in October. It’s anticipated that the value of fuel from outdated fields of state-owned Oil and Pure Fuel Company (ONGC) will likely be hiked to about $9 per mmBtu and the cap for tough fields will rise to double digits.
Reliance produced about 19 million normal cubic meters per day of fuel from its newer fields within the japanese offshore KG-D6 block within the April-June quarter. KG-D6 block lies in deepsea and so will get a worth equal to that for tough fields.
“Worth ceiling for KGD6 (R-Cluster/Sats) revised to $9.92 per mmBtu for H1FY23 (April-September 2022) which is anticipated to rise additional for H2FY23 (October 2022 to March 2023),” Roy stated.
However this charge stays disconnected with international costs.
“We do see that the home worth ceiling stays disconnected, whether or not the costs are elevated or when costs fall. And you understand we’re persevering with our advocacy for removing of ceiling costs. Total, we count on larger fuel worth realizations in FY23 and within the quarters to come back,” he stated.
Reliance received a worth of $22.48 per mmBtu for 0.7 mmscmd of fuel it produces from coal seams (CBM) from blocks in Madhya Pradesh. There isn’t a cap on CBM fuel worth.
Greater fuel costs propelled a 80.5 per cent rise in income from the enterprise to Rs 3,625 crore throughout April-June and a 76 per cent bounce in EBITDA (Earnings Earlier than Curiosity, Taxes, Depreciation, and Amortization) to Rs 2,737 crore.
Roy stated the corporate is anticipating the MJ subject within the KG-D6 block to be on stream by the third quarter of this fiscal 12 months, which can assist take the output from the block to about 30 mmscmd.
“Total, the outlook is, as soon as the MJ subject is commissioned, we needs to be progressively shifting in direction of delivering greater than a billion cubic ft per day (30 mmscmd) by FY24 (April 2023 to March 2024),” he stated.
On the elevated international fuel costs, he stated the shift in European demand from Russian fuel to LNG and a few provide destruction are driving costs. Present costs of benchmark JKM are ruling at about $38 per mmBtu.
“So, costs proceed to stay elevated and are anticipated to, given the challenges which can be there as we speak,” he stated.
The Indian fuel market outlook, he stated, stays strong, with the provision of home fuel being one of many causes.
“As a result of home fuel significantly like in KG-D6, the place there’s a worth ceiling and that’s a lot in demand as in comparison with the market costs which can be at present prevailing at these instances,” he stated.
He additional famous, “Now, when it comes to worth ceiling, as you all are conscious and I discussed earlier, the value should transfer up and we are going to see larger realizations. It’s anticipated that, based mostly on larger power costs, it will go additional up.”
Reliance and its companion bp plc of UK produce about 19 million normal cubic meters per day (mmscmd) of fuel from two units of recent fields within the deepsea block KG-D6.
Reliance-bp is at present producing about 20 per cent of India’s whole home manufacturing and MJ would assist enhance this to as much as 30 per cent.



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