By Rakteem Katakey

May 20 (Bloomberg) -- Oil & Natural Gas
Corp.<http://www.bloomberg.com/apps/quote?ticker=ONGC%3AIN>,
India’s biggest energy exploration company, and GAIL India
Ltd.<http://www.bloomberg.com/apps/quote?ticker=GAIL%3AIN>will pay
“around 9.4 billion rupees” ($197 million) in additional subsidies
to state refiners for sales of fuels below cost.

The refiners including Indian Oil
Corp.<http://www.bloomberg.com/apps/quote?ticker=IOCL%3AIN>,
the nation’s largest, sell oil products at fixed prices to curb inflation
and get government bonds and discounts from state-run oil and gas producers
as partial compensation. ONGC was “provisionally exempted” by the government
from subsidizing the refiners in the three months ended March 31, Chairman
and Managing Director R.S.
Sharma<http://search.bloomberg.com/search?q=R.S.+Sharma&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>said
March 26.

“Yes, we had told ONGC they wouldn’t have to pay any subsidy for the
quarter,” Oil Secretary R.S.
Pandey<http://search.bloomberg.com/search?q=R.S.+Pandey&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>said
by telephone from New Delhi today. “Oil prices have risen since then
and these are the final adjustments.”

The government hasn’t yet informed ONGC about the subsidy it will bear in
the fourth quarter, Sharma said.

“I am expecting to be told today,” he said.

ONGC shares gained 5 percent to 1,045.10 rupees at 10:19 a.m. in Mumbai,
extending a 22 percent advance over the past two days. The benchmark
Sensitive Index climbed 0.1 percent.

The explorer’s share of subsidies in the first nine months of the year ended
March 31 was 273.7 billion rupees, according to a statement on the ONGC Web
site<http://www.ongcindia.com/press_release1.asp?fold=press&file=press376.txt>.
Subsidies of 49 billion rupees along with a 56 percent decline in crude
prices drove down ONGC’s
profit<http://www.bloomberg.com/apps/quote?ticker=ONGC%3AIN>43 percent
in the quarter ended Dec. 31.

Oil Prices

Crude oil prices in New York have increased 36 percent since January after
falling more than $100 from a record in July, pushing up costs for Indian
refiners. Oil for July delivery rose as much as 0.8 percent to $60.60 a
barrel on the New York Mercantile Exchange and was at $60.48 a barrel at
11:49 a.m. Singapore time.

“When we had told ONGC they wouldn’t be paying any subsidy, oil was at
$40-$44 a barrel,” Pandey said. “It’s gone up significantly since then and
the refineries have started losing some money.”

ONGC, GAIL, India’s gas distribution monopoly, and explorer Oil India
Ltd.<http://www.bloomberg.com/apps/quote?ticker=OINL%3AIN>have given
discounts worth around 320 billion rupees to refiners in the nine
months to December, Pandey said.

The government took $20 billion from ONGC over six years to subsidize
state-run refiners, Goldman Sachs Group Inc. said in a report dated March 5.


To contact the reporter on this story: Rakteem
Katakey<http://search.bloomberg.com/search?q=Rakteem+Katakey&site=wnews&client=wnews&proxystylesheet=wnews&output=xml_no_dtd&ie=UTF-8&oe=UTF-8&filter=p&getfields=wnnis&sort=date:D:S:d1>in
New Delhi at
[email protected]



-- 
God gave me nothing i wanted, He gave me everything i needed.

Swami Vivekananda

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