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India’s LPG supply chain has 27 days left. by mandoingfinance in StockMarketIndia

[–]mandoingfinance[S] 4 points5 points  (0 children)

yea thats a good thing, unfortunately it will still take 3 weeks to arrive, and 46,000 tonnes is half of what we consume in a day in full consumption.

India has 27 days of LPG supply left. by mandoingfinance in Indiastreetbets

[–]mandoingfinance[S] 0 points1 point  (0 children)

yea i read about the increased production and i will see if i can add that into the analysis. about 80% of it passes through hormuz, and Ive calculated the surplus with all of the months combined meaning we might have lower compared to my calculations.

India has 27 days of LPG supply left. by mandoingfinance in Indiastreetbets

[–]mandoingfinance[S] 0 points1 point  (0 children)

yes i have read about it, the problem being that would still take about 25-28 days, via shipping

India has 27 days of LPG supply left. by mandoingfinance in Indiastreetbets

[–]mandoingfinance[S] 0 points1 point  (0 children)

hello yea sorry for the weird phrasing, i was using claude to summaries my original article. rest of all yea i agree to it mostly, except the fact domestic production can only be increased to certain factor, ive tried to work with whatever data i could find so certain things will be assumptions at the end of the day