India sets LPG output targets; Reliance Jamnagar assigned 18,000 tonnes a day
Amid LPG supply disruption, India has set a combined 63,810-tonnes-per-day target for 21 refineries and upstream companies. Reliance’s Jamnagar DTA refinery has the largest allocation, while operators must maintain adequate storage, transport and evacuation capacity.
What happened
Reliance Industries · India has set emergency LPG output targets for 21 refineries and upstream firms amid supply disruptions. Reliance's Jamnagar DTA refinery
Key facts
- 63,810 tonnes per day total LPG production capacity target for 21 refineries and upstream companies
- 18,000 tonnes per day LPG target for Reliance Industries' Jamnagar DTA refinery
- 31,470 tonnes per day combined target for 18 state-owned oil refinery units
- 4,480 tonnes per day target for Nayara Energy's Vadinar refinery
- 6,460 tonnes per day combined target for ONGC and GAIL
- 33.2 million tonnes LPG consumption in FY2025-26
- 13.1 million tonnes domestic LPG production in FY2025-26
- 21.3 million tonnes LPG imports in FY2025-26
- More than 64% LPG demand met through imports
- Approximately 55,000 tonnes per day peak domestic production during the crisis
Why this matters
Higher mandated LPG volumes elevate the strategic value of storage, terminal, rail-road logistics and distribution partnerships around major refining hubs.
What to watch
- Daily production and dispatch compliance versus the 63,810-tonnes-per-day aggregate target
- LPG cylinder delivery times, distributor inventory days and regional rationing reports
- New or expanded LPG storage, bottling, rail-loading and tanker contracts by Reliance, OMCs and GAIL
- Changes to LPG imports, spot cargo tenders, freight rates and port congestion
- Government directions on exports, domestic allocation, pricing support or penalties for non-compliance
- Evidence that refinery LPG maximization is reducing gasoline, diesel or petrochemical feedstock output
- Oil marketing companies are likely to prioritize LPG cylinder inventory at bottling plants and high-demand urban and rural distribution clusters.
- Reliance, Nayara and state refiners may redirect refinery operations and domestic product flows toward LPG recovery rather than export-oriented optimization.
- Companies will accelerate contracts for LPG bullets, rail tank wagons, coastal shipping, storage spheres and bottling/evacuation capacity.
- Authorities may increase reporting requirements, monitor daily dispatches and intervene in allocations if regional supply gaps persist.
- Retailers and LPG distributors may tighten delivery-slot management and prioritize subsidized household-cylinder fulfillment over discretionary commercial demand.