‘India has a future in ethanol’ (Source: Nidhi Nath Srinivas, Columnist, The Economic Times)
[...] If sugar is the new Internet, India may well be its Silicon Valley. As the second largest producer in an increasingly sucrose-deficit global market, India is the new star on the commodity investment horizon. Leading analyst and Paris-based broker Jonathan Kingsman tells Nidhi Nath Srinivas why foreign investors are making a beeline for the new honey pot [...]
Would you say that the risks in being import dependent in bio-fuels is larger than those associated with crude oil?
Undoubtedly. Oil is fungible. It can come from any origin and the only risk is price. Bio-fuels are agri-produce, dictated by weather and crop cycles. So the risks of short supply and price swings are much higher. Yet so many countries are now pushing bio-fuels! (Jonathan Kingsman)
More information about Jonathan Kingsman:
Chief Executive Officer,
Société J Kingsman
After graduating from Cambridge in 1978 with a Master's degree in Economics, Jonathan began his career in the sugar business with Cargill Inc, working both in London and Minneapolis. He started his own sugar brokerage company (Société J Kingsman) in France in 1990 and soon developed a reputation as a market analyst and report writer.
The company began covering the ethanol and biofuels markets in 2000 and is now among the leaders in terms of brokerage, price reporting and analysis with representative offices in Australia, Brazil and the USA.
Jonathan is editor of the Sugar Trading Manual - now in it's third edition - and is a regular speaker at international conferences. He can be contacted on Jonathan@Kingsman.com
(Source: Commodity Investment World)
From J Kingsman's website:
Our research analysts have always followed ethanol because of its interplay with sugar. In 2001 we decided to devote more resources to the commodity and began a Weekly Ethanol Report, published each Tuesday. As part of our subscription package, clients have access to the ethanol pages of our website – updated daily with any important breaking stories. We now include nearly all of the main oil companies among our subscribers as well as banks, producers and industrialists. Our objective is to become a primary source of research and analysis on the world ethanol and bio-fuel markets.