Prime Minister Narendra Modi inaugurated Phase 1 of the 1,656-km North East Gas Grid in Guwahati on March 13, 2026. This 553-km pipeline phase connects Assam, Arunachal Pradesh, and Nagaland, aimed at enhancing clean energy access across all eight northeastern states with a total estimated investment of ₹9,265 crore. [1, 2]
Key details of the North East Gas Grid:
• Purpose: The grid, implemented by Indradhanush Gas Grid Limited, connects the region to the national gas grid to reduce reliance on cleaner energy sources.
• Infrastructure: The 1,656-km project aims to link major cities and capitals of Assam, Arunachal Pradesh, Manipur, Meghalaya, Mizoram, Nagaland, Sikkim, and Tripura.
Only one hurdle seems to be remaining as of now i.e. Duliajan Numaligarh Pipeline (DNPL) to Indradhanush (IGGL) Link..
As per the latest concall the mechanical work has been completed and only thing left is the connectivity to Refinery..
As per Oil India’s recent investor meet (video here and transcript here):
DNPL pipeline will now be a captive line and not a common carrier. That means only Oil India gas will go through DNPL to Numaligarh refinery.
Duliajan Feeder Line (DFL) will now be a common carrier but it will take at least 18 months to come online.
One of the analysts asked if gas from Oil India JVs will be allowed in the DNPL pipeline. However, a clear answer was not provided.
The HOEC concall is on June 12. I think we should ask for more clarity on DNPL. That will mean whether Dirok gas volumes increase in the near term or gets pushed to 18 months from now.
I think multiple compnies are involved in this.. and a request is already raised with PNGRB to declare it a common carrier instead of Captive use pipeline..
It is issue of National Priority.. HOEC is operating at 1/3rd of capacity due to non availability of the pipeline.. so are the others.. there is lot of LPG available with India but can’t be used due to supply issue. I hope govt is not going to take an adverse decision in this regard.. but yes it is upto to the Govt to decide..
I went through the presentation and listened to concall. below is my understanding.
New CEO seems to have grander vision. added new faces to team. while checking linked IN profile, I see CEO, CFO and offshore head are all from same previous company. Moreover CFO was already retired from previous company long back.it seemed odd to have a guy who retired 6 years back.
very optimistic targets for future. even if half is achieved it will be phenomenal.
Dirok - it seems even in most optimistic scenario, production can only double limited by evacuation capacity.
B80- Production continues to fall.Workover planned for existing wells in Q3. 3 new wells Q1FY27.
Exploration plan - an ambitious plan which still lacks clarity of execution.Financing, Rig Contracting yet to be done.Rigs are long lead items,so they need to move fast on financing and subsequently rig contract.
BPCL crude dispute- Crude reselling has begin and cudos to management to move towards resolution of this issue. much needed for financing of exploration programme.
overall seems to have big plan however execution will need to be monitored.as there is no promoter, management pedigree is more important.
All targets seems talk in the Air only.. This is possible by merging some company only !! Its not good sign that new management is giving targets that seems Impossible !! I would be happy Even if they achieve 15-20% Of the given targets.
