Ukraine war may result in 25% supply shortage of sunflower oil in India: Report

Mar 31, 2022

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MUMBAI: The continued warfare in Ukraine, which is the world’s largest sunflower grower, is prone to end in a minimum of 25 per cent or 4-6 lakh tonnes scarcity of crude sunflower oil provides in India subsequent fiscal, in response to a report.
Round 70 per cent of crude sunflower oil involves India from Ukraine and about 20 per cent from Russia.
Steadiness sheets of home edible oil processors are wholesome sufficient to resist provide disruptions attributable to the Russian invasion of Ukraine however can have a bearing on the manufacturing planning of home edible oil processors, score company Crisil stated on Thursday.
Refined sunflower oil constitutes 10 per cent of the nation’s consumption of 230-240 lakh tonnes of edible oils yearly and virtually 60 per cent of the demand is met by way of imports.
As a lot as 90 per cent of the nation’s annual crude sunflower oil requirement of 22-23 lakh tonnes come from Ukraine (70 per cent), Russia (20 per cent) and the remainder from Argentina and different international locations.
“Provide disruptions attributable to the Russia-Ukraine battle might result in a provide shortfall of a minimum of 4-6 lakh tonnes of crude sunflower oil for India subsequent fiscal,” Crisil stated.
Cumulatively, Ukraine and Russia export 100 lakh tonnes of crude sunflower oil yearly, with Argentina on the third place with 7 lakh tonnes in outward shipments, Crisil stated in a report.
In line with the report, the issue is that Russia’s main banks are severed from the SWIFT system after it invaded Ukraine and the resultant sanctions imposed by the US and European nations. Though buying and selling of meals merchandise with Russia has not been prohibited, commerce settlement has develop into tough, main to produce disruptions.
Home edible oil processors sometimes keep uncooked materials stock of 30-45 days, which ought to assist them tide over the availability shock within the fast time period. Nonetheless, provide and costs will begin hurting if the battle, and the attendant commerce disruption, prolongs.
A protracted commerce disruption will push edible oil processors to supply extra crude sunflower oil from Argentina. This, nevertheless, won’t be sufficient to offset the fabric shortfall in quantity from Ukraine and Russia. To scale back the resultant idle capability, the processors could select to refine different edible oils, the report stated.
The provision disruption additionally comes in opposition to the backdrop of a 25 per cent on-year enhance within the common value of refined edible oils this fiscal whereas costs of crude edible oils have gone up due to provide aspect elements.
For instance, crude soybean oil has soared following a foul crop in Brazil whereas crude palm oil climbed attributable to a weak output in Indonesia and Malaysia, the world’s prime producers.
Soybean oil and crude palm oil represent greater than 75 per cent of the nation’s edible oil imports and any additional value enhance of uncooked materials will goad processors to lift extra debt to satisfy incremental working capital necessities.



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