Positron Energy

Understanding note

India's energy landscape is undergoing a significant transition, with natural gas playing an increasingly crucial role in the country's energy mix. The government aims to increase natural gas's share in the energy mix from the current 6.7% to 15% by 2030, creating a complex ecosystem of opportunities and challenges. This transformation is driven by multiple factors: the push for cleaner energy alternatives, growing industrial demand, expansion of city gas distribution networks across 300+ geographical areas, and the evolution of market mechanisms like the Indian Gas Exchange (IGX). Within this shifting landscape, various players - from state-owned giants to emerging private companies - are positioning themselves to capture different segments of the value chain, from gas sourcing and aggregation to last-mile distribution.

Before we talk about the company, lets understand Industry’s value chain and where the company is present in that value chain