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Vineet Saxena

12th Nov · SEBI-Registered Analyst

Amid global oil sanctions, India’s ethanol drive is finding its moment.🛢️⚡

From Global Sanctions to India’s Ethanol Drive, crude oil prices are on the rise as the US intensifies sanctions on countries buying Russian crude, disrupting supply flows and forcing refiners to seek alternate sources. The resulting shift has increased freight and sourcing costs, adding a fresh layer of volatility to global energy markets. 𝙄𝙣 𝙨𝙝𝙤𝙧𝙩, 𝘖𝘪𝘭 𝘱𝘳𝘪𝘤𝘦𝘴 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘵𝘰 𝘵𝘳𝘦𝘯𝘥 𝘩𝘪𝘨𝘩𝘦𝘳 𝘢𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘣𝘢𝘭𝘢𝘯𝘤𝘦 𝘵𝘩𝘦 𝘪𝘮𝘱𝘢𝘤𝘵 𝘰𝘧 𝘳𝘦𝘯𝘦𝘸𝘦𝘥 𝘜.𝘚. 𝘴𝘢𝘯𝘤𝘵𝘪𝘰𝘯𝘴 𝘢𝘨𝘢𝘪𝘯𝘴𝘵 𝘰𝘷𝘦𝘳𝘴𝘶𝘱𝘱𝘭𝘺 𝘤𝘰𝘯𝘤𝘦𝘳𝘯𝘴, 𝘢𝘥𝘥𝘪𝘯𝘨 𝘢 𝘳𝘪𝘴𝘬 𝘱𝘳𝘦𝘮𝘪𝘶𝘮 𝘵𝘰 𝘖𝘪𝘭 & 𝘎𝘢𝘴 𝘣𝘦𝘯𝘤𝘩𝘮𝘢𝘳𝘬 𝘢𝘯𝘥 𝘴𝘶𝘴𝘵𝘢𝘪𝘯𝘪𝘯𝘨 𝘱𝘰𝘴𝘪𝘵𝘪𝘷𝘦 𝘴𝘦𝘯𝘵𝘪𝘮𝘦𝘯𝘵 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘦𝘯𝘦𝘳𝘨𝘺 𝘴𝘱𝘢𝘤𝘦. The Oil & Gas sector is witnessing renewed optimism, supported by expectations of higher realizations and stronger refining margins amid elevated crude benchmarks. Which is why, companies like Oil India Corp, BPCL and Indian Oil are picking up in price since last week of October. But a key component blended with fuel by these companies- 𝙚𝙩𝙝𝙖𝙣𝙤𝙡, is quietly gaining ground and not yet shown on charts. Ethanol producers are stepping into focus. Companies like

EIDPARRY
, a key producer of sugar and ethanol, are utilizing molasses and B-heavy molasses from their sugar operations — major inputs for India’s Ethanol Blending, supplying leading OMCs such as IOCL, BPCL, and HPCL. As the global energy landscape tightens, India’s ethanol push stands to benefit from elevated crude benchmarks through higher realizations and stronger refining margins, alongside oil companies.

#IndexStrategies#WatchOutFor#TrendingSectors#HiddenGems
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