🇮🇳India enforces Natural Gas Supply Order prioritising households and transport

Government mandates gas allocation caps across sectors

Change
India’s Natural Gas (Supply Regulation) Order, 2026 mandates priority allocation of gas with 100% supply for households, CNG and LPG, 70% for fertiliser and 80% for most industrial users.
Why it matters
The order removes contractual discretion by enforcing pooled allocation under GAIL and mandates curtailment of non-priority sectors to maintain essential supply.
Implications
  • Industrial users face supply cuts — production capacity constrained
  • Fertiliser plants must certify usage — compliance burden increases

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