Rahul Dhingra

Director - ADKMAKERS PVT LTD. Industry Expert - Under Graduate Board of Studies for the Department of Commerce, BPSMV, HARYANA

[Rahul Dhingra @Rahulzippy]

Must watch. Dedicated to all entrepreneurs @F2DF11 @F2dfLtd

[Swaminathan Padmanabhan @swaminathankp]

The Indian government's decision today to lift curbs on ethanol production from sugarcane and certain sugar by-products — initially imposed in December 2023 — has sparked positive momentum in the market, with major sugar stocks seeing gains of 3% to 7%. This policy shift is a strategic move to boost ethanol output while carefully balancing sugar availability and biofuel goals.

Notably, the Minimum Support Price (MSP) of sugar has remained unchanged at Rs 31 per kg since 2019, despite sugar mills being legally required to pay farmers a "fair and remunerative" price which increases annually. This has created mounting pressure on sugar mills to call for an increase in the MSP. The government may now be in a position to address this expectation due to changing market dynamics. With India's sugar production in FY25 projected to be around 34.5 MMT and consumption expected to be ~28 MMT, diverting more sugarcane for ethanol production would help increase market prices of sugar. This potential for price improvement, coupled with the expanded ethanol production capacity, is viewed as a positive development for sugar stocks.

In tandem, the government has permitted distilleries to purchase up to 2.3 million tonnes of rice from the Food Corporation of India (FCI) for ethanol production over the next two months. The FCI currently holds a substantial 50.5 million tonnes of rice, well above the buffer norm of 13.5 million tonnes. This strategic move addresses the challenge of managing the surplus rice stock, which was contributing to rice price inflation due to the difficulties the government faced in selling it back into the market. By diverting part of this excess stock for ethanol production, the government is putting it to good use.

Interestingly, these developments coincide with recent wildfires in São Paulo, Brazil, the world's largest sugar-producing region. The impact of these fires could potentially reduce Brazil's total sugar output by up to 10% and global sugar production by approximately 3%. This situation is likely to drive up sugar prices, benefiting Indian sugar stocks. Moreover, Brazil may divert more sugarcane away from ethanol production, potentially leading to an appreciation in global ethanol prices.

India's ethanol blending targets for fuel have been a key factor behind these policy changes. The country has seen significant progress, with ethanol blending in petrol increasing from 1.5% in 2013-14 to 15.8% as of July 2024. This represents substantial progress towards India's goal of achieving 20% ethanol blending by 2025.

Looking ahead, the government is also exploring the possibility of blending 5% ethanol in diesel (ED-5), further expanding its biofuel program. This initiative, while still in its experimental stages, demonstrates India's commitment to reducing its dependence on fossil fuels across different transportation sectors.

The push for increased ethanol blending is driven by compelling economic and environmental factors. In the fiscal year 2024, India's domestic consumption of petroleum products rose by 4.6% year-on-year to a record 233 million tonnes (87.7% oil import dependency). These statistics underscore the urgency of India's pursuit of alternative fuel sources. While reaching a blending target of 20% would further cut oil import bills, it's important to note that import volumes would nevertheless keep increasing due to rapidly expanding overall fuel requirements. A considerable reduction in oil imports can only be achieved by increasingly shifting to electric vehicles.

#SugarStocks #Ethanol #EnergySecurity #SustainableFuel #GreenTransportation #Biofuels #MSP #ClimateAction #SustainableEnergy #EnergyIndependence #RenewableEnergy #EconomicGrowth #AtmaNirbharBharat

*Also see https://t.co/Cso8wl30Og

[THE LEARNING HUB @LearningHubX]

Everything You Can Do in Excel

[Rahul Dhingra @Rahulzippy]

@ChouhanShivraj @narendramodi Thank you sir

[Rahul Dhingra @Rahulzippy]

@SamsungIndia Still no action @SamsungIndia @Samsung

[Rahul Dhingra @Rahulzippy]

What a pathetic service by @SamsungIndia @Samsung !!!

I have purchased a 5 star rated 1.5 ton split AC from verma electronics, Rohtak - Haryana. It is been 7 days now, 3 calls to Samsung customer care, numerous follow ups with samsung care Rohtak at [phone]

[Rahul Dhingra @Rahulzippy]

@Samsung @SamsungIndia i am ready to pay your ransom amount. Plz don't punish a family in this heat. Charge whatever you want but plz instal my AC

[Rahul Dhingra @Rahulzippy]

@SamsungIndia @Samsung Rejecting my calls will not stop me. Refund my money if you cannot provide installation

[Rahul Dhingra @Rahulzippy]

What a pathetic service by @SamsungIndia @Samsung !!!

I have purchased a 5 star rated 1.5 ton split AC from verma electronics, Rohtak - Haryana. It is been 7 days now, 3 calls to Samsung customer care, numerous follow ups with samsung care Rohtak at [phone]

[Rahul Dhingra @Rahulzippy]

@Samsung @SamsungIndia has now stopped taking my calls. No one for customers, how do i initiate a refund?

[Rahul Dhingra @Rahulzippy]

Check out my latest article: BHAGWAT GITA: MY ULTIMATE COMPANION @ WORK https://t.co/C5HqDclKXt via @LinkedIn

[Rahul Dhingra @Rahulzippy]

Check out my latest article: BHAGWAT GITA: MY ULTIMATE COMPANION @ WORK https://t.co/C5HqDclKXt via @LinkedIn

[Rahul Dhingra @Rahulzippy]

Dear All,
I don’t want to end this year on bad terms with anyone.

APOLOGISE TO ME.

[Rahul Dhingra @Rahulzippy]

@Bitt2DA Wooden flooring near chulha?

[Rahul Dhingra @Rahulzippy]

Check out my latest article: The Art & the Science behind F2DF customer outreach and how the Math have always worked out? https://t.co/HALRPIIH6F via @LinkedIn
@F2DF11

[Rahul Dhingra @Rahulzippy]

Check out my latest article: inversion des rôles https://t.co/U3LJrgzcRO via @LinkedIn

@F2DF11

[Rahul Dhingra @Rahulzippy]

@DetheEsha Thanks for replying.

[Rahul Dhingra @Rahulzippy]

@DetheEsha pranaam! My sincere gratitude for this thread. Can we please connect? Would love to chat offline with you

[🇮🇳 Esha(এষা) SenGupto Dethe @D_Esha23]

Secret messege that Indian Sweets carry Positive Psychology & Message. It's all about Perspective".

1. Jalebi : Your Shape doesn't matter, your nature does. No matter how messed up you look or life is, keeping a sweet tone will always help.

[Rahul Dhingra @Rahulzippy]

@F2DF11 Plz find her and see if we can arrange a cart with roof.

[Rahul Dhingra @Rahulzippy]

Do you remember when you joined Twitter? I do! #MyTwitterAnniversary

[Richa Kapoor @krichakapoor]

#SubhashChandraBoseJayanti

A tribute to the the first PM of undivided #India.

https://t.co/jAB44RFgUy

[Rahul Dhingra @Rahulzippy]

Farmers#F2DF

[Rahul Dhingra @Rahulzippy]

I played this interesting Quiz on Amazon-Play games at Amazon FunZone https://t.co/bZ0O2Dr8bf