The fund is making a big bet on infrastructure, which Kalra considers his "raw material" because it gives him access to the precious commodity around it: land.
Haldia is already a licensee of Basell's technology in commodity plastics, and might fancy direct access to Basell's wide expertise in more upmarket stuff.
Commodity prices have come down, there is less access to trade, and so for the poorest people, the three billion - half the world that lives on under two dollars a day - it is a serious issue.
In other words, the generators were ready to run, but they had no access to natural gas because neither the gas commodity nor the gas pipeline market were open to transact supply or schedule deliveries.