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By:

Quaid Najmi

4 January 2025 at 3:26:24 pm

Gas crunch reaches Mumbai’s high-rise

Mahanagar Gas cuts PNG supply by 50 pc; biz hit Mumbai : Delivering another shock, the Mahanagar Gas Ltd. on Saturday mandated all commercial users to draw only 50 pc of their piped natural gas (PNG) supply with a warning of steep fines and abrupt cut in connection for violators, sending shockwaves in the industry.   This comes barely 48 hours after its first missive (March 12) imposing a 20 per cent  cut in PNG offtake by commercial users, which hit the bakery industry hard, amid...

Gas crunch reaches Mumbai’s high-rise

Mahanagar Gas cuts PNG supply by 50 pc; biz hit Mumbai : Delivering another shock, the Mahanagar Gas Ltd. on Saturday mandated all commercial users to draw only 50 pc of their piped natural gas (PNG) supply with a warning of steep fines and abrupt cut in connection for violators, sending shockwaves in the industry.   This comes barely 48 hours after its first missive (March 12) imposing a 20 per cent  cut in PNG offtake by commercial users, which hit the bakery industry hard, amid  speculation that lakhs of domestic PNG users may be affected next.   The MGL’s directives follow a central order (March 9), calling upon all commercial users to restrict their PNG consumption to only 50 pc of their average usage over the past six months.   The revised rules within 48 hours sent fresh shockwaves among the already panicked commercial PNG users, triggering apprehensions that even domestic consumers may feel the heat with likely ‘rationing’ of their convenient piped fuel connections.   “The gas curtailment is around 50 pc for industrial customers and 20 pc for commercial customers to maintain continuous gas supply to our CNG stations and domestic PNG customers,” a company spokesperson told  The Perfect Voice , justifying its ‘force majeure’ intimations.   Price Revision In its first order, the MGL had indicated a revision in PNG prices due to “gas pooling” arrangements, with the final rates to be announced after consultations with suppliers and the government.   Today, it willy-nilly unveiled the potential harsh hike in the rates of PNG: “We have been informed that any gas drawal by MGL exceeding permissible levels will attract a gas price of Rs 138/Standard Cubic Metre plus VAT.”   Accordingly, all commercial users have been warned that from Friday (March 13), if they cross the threshold limits (50 pc), they will be charged Rs 138/SCM  (Rs. 4091.21/MMBTU), and further usage above the permissible limits would lead to abrupt disconnection of supplies.   Piped Gas Presently, the MGL has over 30-lakh households using PNG in Mumbai and Mumbai Metropolitan Region (MMR), besides 5,200-plus commercial-industrial clients spread in multiple sectors, wholly dependent on piped gas connections.   Additionally, it runs 471-plus CNG stations and supplies it to more than 12-lakh vehicles including public and private transport, with plans to cover large urbanized pockets of Raigad district by 2029   Some of its bulk users include: Godrej Industries Ltd., Larsen & Toubro, Hindalco, several five-star hotels, IT companies, medicare like Asian Heart Institute or Lilavati Hospital, pharmaceutical industry, food and beverages, etc.   Home-makers howl An online achievement school ‘Multiversity of Success’ Founder Dr. Rekhaa Kale (Sion) said if the PNG cuts reach homes, it will disrupt the lives of millions of Mumbaikars. “Now, I regret giving up my LPG cylinders 10 years ago for the PM-Urja scheme, it could have been a life-saver today,” grumbled Dr. Kale.   A private nurse Kirron V. (Dahisar) rued that the real impact of gas shortage will be visible in Mumbai if domestic PNG supplies are also hit. “The so-called elite living in airconditioned high-rises sniggered and ‘looked down’ upon those sweating it out in snaky queues for a LPG cylinder,” she said sarcastically.   As the Gulf War entered the 15 th  day today, the FHRAWI-AHAR Vice-President Pradeep Shetty and other major organisations have repeatedly slammed the government for the acute short supply of LPG leading to chaos all over.

Is the Ukraine War Modi’s to Own?

What piques Trump most is not India’s oil trade but its newly stiffened spine. It is time Indians recognised this and responded with unity in rebuffing Uncle Sam’s posturing.

To call the Ukraine war ‘Modi’s war’ as Peter Navarro, trade adviser to US President Donald Trump recently did, is to stretch the bounds of absurdity. If Trump’s imposition of punitive tariffs on India’s imports – 25 percent duty plus a further 25 percent ‘penalty’ on top - was unfair, Navarro’s remark was downright foolish. Yet it reflects a familiar theme - America’s readiness to preach virtue while quietly practising vice.


Consider what Eric Garcetti, America’s ambassador to India, admitted at the 2024 Conference on Diversity in International Affairs. India, he said, bought Russian oil because Washington wanted someone to buy Russian oil but at a price cap. This was “not a violation” he conceded, but the very design of America’s sanctions policy. Without India, global oil markets would have spun into chaos. In other words, India did precisely what America needed, only to be pilloried later for doing so.


The charge of hypocrisy sticks. Western leaders present themselves as guardians of liberal order, yet their economic conduct tells another story. The trade statistics with Russia since the invasion of Ukraine are revealing. America’s own trade with Russia amounted to $5.2 billion in 2024, up nearly 20 percent on the year before, according to Russian officials. By mid-2025 the figure was already $2.5 billion.


Germany, supposedly weaned off Russian energy, still imports liquefied natural gas via the French port of Dunkirk, channelled through its state-owned firm SEFE. Its trade with Russia stood at €1.4 billion last year. The European Union as a whole transacted around $67.5 billion with Russia in 2024, mainly in chemicals, metals and LNG. Britain’s trade, though smaller, totalled £1.7 billion. Notably, London imported £560m worth of oil products refined from Russian crude, effectively outsourcing sanctions-busting.


Add it up, and America and its closest allies traded nearly $79 billion with Russia in 2024. India’s commerce with Russia, by contrast, reached $68.7 billion - less than that of the Western bloc. Of this, $50 billion was in oil, roughly a third of India’s total crude imports.


If numbers are the yardstick, China is in another league altogether. Sino-Russian trade soared to $237 billion in 2024, more than triple India’s tally. Chinese crude imports alone touched $62.6 billion, a quarter higher than India’s. Yet Trump singles out India for tariffs, while Navarro accuses Narendra Modi of ‘owning’ the Ukraine war. Neither man spares a word for Beijing.


The explanation lies less in geopolitics than in Trumpian pique. India has steadfastly refused to open its markets to America’s genetically modified crops and dairy products, citing the interests of its farmers and public health. Modi has also refused to grant Trump a role in the recent Indo-Pakistan ceasefire, thereby torpedoing his fanciful quest for a Nobel Peace Prize. In Washington’s eyes, India’s economic self-assertion and diplomatic independence amount to ingratitude.


This tantrum-prone approach is not cost-free for America. An Ipsos survey in 2024 showed that in 26 of 29 countries polled, citizens’ faith in America’s positive influence on world affairs had declined. Even in Canada, once a reliable admirer, the numbers slipped. Trump’s mercantilist bullying may please his domestic base, but abroad it undermines the very credibility America needs to hold coalitions together.


For India, the lesson is to keep perspective. The West’s claim to moral high ground is compromised by its own behaviour. Europe has not stopped trading with Russia; America itself has not. China has ramped up its dependence. Against this backdrop, India’s purchases of discounted Russian oil look pragmatic, not perfidious. Far from underwriting Russia’s war, India has stabilised world markets by ensuring that supplies did not dry up.


For Trump, the rhetoric has a convenient domestic utility. Bashing China risks angering corporate America; bashing India is safer. The India tariff can be sold to voters as protecting American farmers and manufacturers, while casting Modi as a geopolitical spoiler provides a useful scapegoat. Navarro’s line, though ludicrous, will resonate in a campaign season that rewards soundbites over substance.


India, however, is not without leverage. Its vast market, its growing economy, and its role as a counterweight to China in the Indo-Pacific make it too important to alienate. Japan, Australia and Europe all court Indian trade and investment. Even America, despite its bluster, knows that strategic co-operation with India is indispensable if it hopes to contain Chinese power.


Ironically, what Trump and Navarro portray as weakness is in fact a measure of India’s strength. Modi’s refusal to be hectored into line reflects a more confident India that buys oil where it must, guards its markets where it should, and refuses to let outsiders dictate its diplomacy.


Uncle Sam’s hypocrisy is unlikely to vanish. But nor is India obliged to indulge it. What unnerves Trump most is not India’s oil trade but its newly stiffened spine. It is time Indians recognised these realities and responded with unity in rebuffing Uncle Sam’s posturing.


(The author is a retired naval aviation officer and defence and geopolitical analyst. Views personal.)

1 Comment


Vilas Pandit
Vilas Pandit
Sep 02, 2025

Its a comprehensive account ofof trades of India, European block and AmericaAmerica with Russia after Ukrine war. Its OK to highlight US hypocracy, but what next?

Even its not justifiable but India must have plan to counter US's diabolical personnal vendetta actions by TrumpTrump( especially thro' CIA and Deep state actors.). Question is how for India can restricts imports from China. India may assess the limiting our economic growth to counter China and US both for a year or two?

It will be intwresting to explore to use lower technology ( than latest ) in some less important sectors.

India need out of box ideas to battle such unprecedent world order ( which must be iunimaganable to World )

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