It wasn’t random momentum. The trigger: Natural Gas (Supply Regulation) Order, 2026. The government has now guaranteed fertilizer plants 70% of their natural gas requirement, giving the sector a clear supply framework even as global energy markets remain disrupted. That single move changed the narrative. Add a few more tailwinds: • Possible ₹19,230 Cr additional fertilizer subsidy • Falling crude prices easing energy costs • Global LNG supply tightening amid Middle East tensions Put together, the sector suddenly looks far more predictable. And the market reacted immediately. FACT jumped nearly 20%, RCF 18%, National Fertilizers 10%, GSFC 9%, Chambal Fertilisers ~6%. When policy visibility improves in a commodity-driven business, sentiment can shift very quickly. Today was one of those days. Now the bigger question: Will this turn into a sector re-rating or remain a short-term policy rally?

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