Reliance Industries Ltd (RIL) is set to sign gas sale and purchase agreement
(GSPA) with the identified urea plants sometime next week.


RIL and its partner NIKO are expected to begin gas production from its D6
block in Krishna-Godavari Basin in a couple of weeks. Sources told Business
Line that, “the D6 gas producers are expected to ink a GSPA with 12
fertiliser companies next week.”

The prospective buyers include Rashtriya Chemicals and Fertilisers (RCF),
Nagarjuna Chemicals and Fertilisers, IFFCO, KRIBHCO, Chambal Fertilisers,
Tata Chemicals, Indo-Gulf Fertilisers, and companies fed by GAIL (India)
Ltd’s Hazira-Vijaipur-Jagdishpur pipeline.

The quantum of 15 mscmd of gas to be supplied to the fertiliser sector has
already been decided by an Empowered Group of Ministers (EGoM). The other
sectors prioritised by the EGoM were gas-based power plants, gas-based LPG
plants, and city gas distribution projects.

The EGoM had also decided that the operator would sell gas produced under
the New Exploration Licensing Policy (NELP) to consumers in accordance with
the marketing priorities determined by the Government. It had also decided
the D6 gas price of $4.2/mBtu at landfall point (for a crude price greater
or equal to $60 a barrel).

The price was applicable to all consumers across all sectors. After several
rounds of deliberations and revising the initial GSPA, the two parties
(buyers and the sellers) have agreed on the terms and conditions, sources
said.

The fertiliser companies had objected to certain provisions of the initial
pact. These related to the take or pay, no supply or pay discount for supply
of gas of poor quality, and operational difficulties in the procurement of
gas. “The issues have now been resolved,” sources said.

Regarding an agreement with the power companies for gas supply, the
Petroleum Ministry is understood to have approached the Election Commission
seeking its nod for a meeting of EGoM to decide on the allocation for the
sector.

*Exchange rate*

On calculation of exchange rate for selling gas, the EGoM had decided that
the same practice being followed in other production sharing contracts
(PSCs) signed by the Government, should be applied in the case of D6 gas and
the price be denominated in dollar terms.

Regarding the methodology for calculating the exchange rate, sources said,
conversion would take place on a current basis. By current basis, it was
referring to the RBI reference rate on the day of the sales.

“Since currency fluctuations are the norm, it would be impractical to
speculate on unintended or intended benefit or loss. Therefore, the only
possible way to deal with issues like these is to adopt universal practices,
which are applied across the board in all situations,” sources added.

The exchange rate is relevant under the PSC for computing not just the price
of crude oil and gas but also costs and profit share.

B.KARTHICK

RESEARCH ANALYST

WWW.KENCES1.BLOGSPOT.COM <http://www.kences1.blogspot.com/>

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