Chambal, RCF, GNFC Fertiliser Stocks React to LNG Supply Disruption, Urea Output Concerns

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Fertiliser Stocks Plunge: LNG Supply Disruption Threatens Urea Output

Fertiliser Stocks Plunge: LNG Supply Disruption Threatens Urea Output

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CNBC TV18•05-03-2026, 09:02

Fertiliser Stocks Plunge: LNG Supply Disruption Threatens Urea Output

•Chambal, RCF, GNFC stocks in focus as LNG supply disruption impacts urea production.
•Shares expected to open lower on Thursday, March 5, due to potential LNG shortage.
•Qatar, India's largest LNG supplier, faces disruption from Middle East hostilities.
•Fertiliser manufacturers already scaling back output; prolonged disruption could halt operations.
•LNG is crucial for ammonia and urea; supply cuts push up prices globally.

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