Richa Mishra 

New Delhi, Nov. 13 Whether the winter festive season will bring cheer to buyers 
of petrol, diesel and cooking fuel only the next fortnight will indicate. The 
Indian crude basket is expected to be in the range of $48-50 a barrel on 
Thursday in sync with the dip in global prices. The last time Indian basket had 
dipped below $50 was in early 2005. 

This dip has led to the expectation that the Government may consider reducing 
the prices of auto and cooking fuels. The continued volatility in currency 
rates and international crude oil prices, however, makes it difficult for the 
Government to consider a price cut on the retail front at this juncture, 
sources said. The Prime Minister has also said so. 

Sustaining margins 


The Government caps the retail selling price of petrol, diesel, kerosene and 
LPG. This has led to public sector oil marketing companies (OMCs) incurring a 
revenue loss of Rs 14,000 crore in the first six months of the current fiscal. 
However, the under-recovery for the full fiscal is expected to be Rs 1,14,000 
crore, from the earlier estimate of Rs 1,28,135 crore. When crude prices were 
at $147 a barrel, it was estimated that the loss would be Rs 2,50,000 crore. 

Asked at what crude price the OMCs can sustain profitability, sources told 
Business Line that if crude remains at $55-57 a barrel range and the rupee 
appreciates to around Rs 41 and stays there for some time, then perhaps, in 
December the companies could make marginal profit on sale of all four products. 
But this still would not be enough to wipe out the losses already booked in the 
first and second quarter of the fiscal, they said.

For the first fortnight of November the companies are expected to make a 
marginal profit from diesel sale if crude continues at the current level. 




Currently, the OMCs are incurring a revenue loss on sale of diesel, LPG, and 
kerosene. They are losing Rs 0.96 a litre on diesel, Rs 22.40 a litre on 
kerosene and Rs 343.49 a cylinder on LPG. They are making a profit of Rs 4.12 a 
litre on petrol.

The Petroleum Minister, Mr Murli Deora, has reiterated that any cut in domestic 
retail selling prices would be considered only when the global crude prices and 
rupee stabilise. 

Besides, the gains from fall in crude prices have been offset by depreciation 
of rupee. The OMCs, which are integrated refining-cum-marketing entities, are 
processing crude that has been bought at $75-80 a barrel, thus leading to 
inventory losses and a dip in the gross refining margins.

ICRA in its July 2008 report had observed that the June 2008 package - of 
domestic retail price increase on petrol, diesel and, cooking gas, duty cut on 
petrol and diesel, and increased subsidy burden of upstream companies such as 
ONGC - has helped reduce the subsidy burden of the oil companies, but market 
prices are still below the average cost of the procuring companies. 

It had observed that the continued subsidies on petroleum products have 
gradually brought the once highly profitability oil industry to the brink of 
losses. However, the Finance Ministry believes that the refining margins too 
need to be reviewed.

http://www.thehindubusinessline.com/2008/11/14/stories/2008111451650100.htm
When prosperity comes, do not use all of it. 








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