Updated
Updated · Yahoo Finance · Aug 10
India Weighs Diverting 3 Million Tons From Ethanol to Sugar as Prices Hit Record High
Updated
Updated · Yahoo Finance · Aug 10

India Weighs Diverting 3 Million Tons From Ethanol to Sugar as Prices Hit Record High

2 articles · Updated · Yahoo Finance · Aug 10

Summary

  • India is considering curbing sugarcane use for ethanol from October, with a decision possible by end-September, to lift sugar output and cool record domestic prices.
  • About 3 million metric tons of sugar—roughly 10% of annual output—was diverted to ethanol this year, and keeping a similar volume in the food market could offset weaker production after poor rains in Maharashtra and Karnataka.
  • The plan would ask mills to stop making ethanol from cane juice and B-heavy molasses, while allowing production mainly from C-heavy molasses; fuel retailers would tender for next season's ethanol after allocations are finalized.
  • Sugar prices have climbed about 10% in the past month and are expected to stay elevated for at least three more months as supplies tighten and festival-season demand rises.
  • New Delhi has already banned sugar exports and capped dealer stockholding, and any ethanol shortfall could be covered with corn and rice as India tries to keep its 20% petrol-blending target on track.

Insights

With 700 crore litres of capacity lacking a market, could restricting sugarcane quietly collapse India's booming biofuel industry?
Will India's desperate pivot to grain-based ethanol trigger a new food crisis by wiping out essential pulse and oilseed farming?