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Ekansh Mittal

Apr 9 • 7 tweets • 7 min read • Read on X

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I was recently looking at few Edible Oil stocks...simply because some have fallen quite a lot and Promoters seem to be adding to their stake

Here are some details on Edible Oil Industry🧵

India is world's largest importer of edible oils

GOI has launched National Mission on Edible Oils - Oil Palm to boost domestic production

(1/n)

Edible oil refers to any oil that is suitable for human consumption and is used primarily in cooking & food preparation

These oils are extracted from various plant sources such as seeds, nuts, fruits, grains, animals and marine oils

Types of Edible Oils

(2/n)

Key raw materials for edible oil production include crude vegetable oil, phosphoric acid, caustic soda, bleaching earth, water, beta-carotene, antioxidants, and essential oils

Crude oils from oilseeds like coconut, cotton, soybeans, and palm are used

(3/n)

India edible oil market size reached 24.7 Mn Tons in 2023

IMARC Group expects the market to reach 27.9 Mn Tons by 2032, exhibiting 1.35% CAGR during 2024-32

(4/n)

Vegetable oil prices over the last 1 year

(5/n)

Dependency on imports for edible oil

-About 60% of total consumption is imported

-Palm oil, constituting around 40% of consumption, is mainly imported from Indonesia/Malaysia

-Sunflower oil, about 8% of total consumption, is primarily imported from Ukraine (70%) and Russia (20%)

(6/n)

Sources referred:

cloverhealth.com/en/blog/8-type…
en.wikipedia.org/wiki/Cooking_o…
isca.in/IJENS/Archive/…
imarcgroup.com/india-edible-o…
statista.com/outlook/cmo/fo…
en.wikipedia.org/wiki/Vegetable…
aei.ag/2022/07/18/veg…
nmeo.dac.gov.in/Presentations.…
spglobal.com/commodityinsig…
ourworldindata.org/grapher/vegeta…
imarcgroup.com/vegetable-oil-…
researchgate.net/figure/The-Pal…
statista.com/statistics/145…
spglobal.com/commodityinsig…

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More from @EkanshMittal_KW

Ekansh Mittal

@EkanshMittal_KW

Mar 26

Recently, I was going through con-call of Ganesha Ecosphere and read somewhere that there's going to be huge demand for rPET granules in India

Here are some brief details on Recycled PET Industry🧵

Plastic waste has large environmental consequences

Is, Recycling PET= Great Business + Cleaning Environment

(1/n)

PET stands for Polyethylene Terephthalate, which is a type of polyester commonly used in production of plastic bottles, containers, and packaging

Commonly found in:

· Beverage bottles
· Food packaging
· Clothing (fleece, polyester)
· Other Industrial applications

(2/n)

Recycled PET (rPET) refers to PET that has been collected, sorted, cleaned, and processed for reuse in new products

It helps conserve virgin materials, reduce landfill waste, and create a more sustainable material cycle

Different Types of Products made from Recycled PET

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 19

I was recently reading about Refex Industries which has made a decent business out of coal and ash handling in the last 5-6 yrs

Here are some brief details about coal and ash handling industry 🧵

Coal ash isn’t just a residue; it’s a valuable versatile byproduct

(1/n)

What is Coal Ash?

Ash is residue remaining after combustion of solid fuels, primarily coal

It consists of inorganic mineral matter present in the coal, along with other materials that are not completely consumed during combustion

Types of Coal Ash

(2/n)

Methods of Ash Handling

Dry Handling

- Involves handling ash in a dry state (i.e. fly ash)
- Pneumatic conveying, mechanical conveyors, and storage silos are used

Wet Handling

- Involves handling ash in a slurry form
- Hydraulic systems transport ash to settling ponds

(3/n)

Read 8 tweets

Ekansh Mittal

@EkanshMittal_KW

Mar 5

Recently I was reading about Rain Industries which manufactures Calcined Petroleum coke (CPC)

Industry seems highly cyclical and here's a brief 🧵on the same

CPC is used as raw material for aluminum, graphite electrodes & steel Industry

~ 85% of global CPC supply is dedicated to aluminium sector

(1/n)

What is Calcined Petroleum Coke (CPC)?

CPC is produced from Green Petroleum Coke, a by-product of Crude Oil Refining, through a process known as "Calcining" that removes moisture and volatile matter from GPC at high temperature

(2/n)

CPC is available in 2 primary qualities:

1) Anode-grade CPC-for aluminum smelting process

2) Industrial grade CPC used in manufacturing titanium dioxide and others

Anode-grade CPC represents more than 75% of global CPC production

Different types of CPC (refer image)

(3/n)

Read 7 tweets

Ekansh Mittal

@EkanshMittal_KW

Nov 23, 2023

Agrochemical is an important industry for India considering we have the largest population to feed to

2022-23 was bad for the industry with pricing challenges and excess supply from China

A lot of stocks are down 50% from highs

Here are some industry details 🧵

(1/n)

Agrochemicals are chemical substances used in agriculture to enhance crop production, protect crops from pests, diseases, and weeds, and promote agricultural productivity

It refers to pesticides, including fungicides, insecticides, herbicides, and nematicides

(2/n)

Types of Agrochemicals:

Pesticides - includes fungicides, insecticides, herbicides, and nematicides & others

Fertilizers - Nitrogen, Potassium, Phosphorus, etc.

Others - Bio-Pesticides, Plant growth regulators, Soil conditioners, Defoliants and Desiccants, etc.

(3/n)

Read 11 tweets

Ekansh Mittal

@EkanshMittal_KW

Oct 23, 2023

I was recently reading about a leading listed lead-acid battery maker

Co. is making a big foray in Li-ion battery space with 16 GWh (gigawatt hour) cell capacity by FY 32

Demand for Li-ion battery is expected to increase 10x by 2030...here's a small 🧵on this space

(1/n)

What is Li-ion battery?

It is a complex electrochemical device made up of several key components that work together to store and release electrical energy

These include:

Anode
Cathode
Separator
Electrolyte
Current Collectors
Casing
Electrode Binders
Vent, etc.

(2/n)

Li-ion Battery is classified under following heads

a) Active material battery chemistries used
b) Power capacity range
c) their Form/Design/Shape
d) Applications and usage

(3/n)

Read 12 tweets

Ekansh Mittal

@EkanshMittal_KW

Aug 1, 2023

Was recently looking at one of the top 3 lubricant cos. in India among the private players

1 of the major issues for such cos. seems to be no major growth in volume and with increasing market share of EVs, the volumes may contract further

A basic 🧵on lubricants industry

(1/n)

What is Lubricant?

lubricant is a substance used to reduce friction between two surfaces in contact with each other

It is commonly used to minimize wear and tear, dissipate heat & reduce energy losses in various mechanical systems

(2/n)

Various functions of a lubricant

(2/n)

Read 11 tweets

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