Whalesbook
Kya hai poori kahani?
Asal mein, Modi Sarkar ne 5 million metric tons tak wheat aur 1 million tons wheat products ke export ko allow kar diya hai, aur April 2026 tak 2.5 million tons ke naye permits bhi diye hain. Ye sab isliye ho paya kyunki desh mein storage kaafi achha hai. ITC ne toh Kandla port se 22,000 metric tons wheat $275 per ton ke rate par UAE bhej bhi diya. Ye sab taaza fasal aur achhe mausam ka natija hai.
Par export mein 'price problem' kya hai?
Asli 'drama' ab shuru hota hai! Halanki ban hat gaya hai, par India ka gehun ab market mein competitors se mehenga pad raha hai. Australia aur Black Sea region se gehun $290-$300 per ton mein mil raha hai, jabki Indian wheat exporters ko kam se kam $20 per ton zyada dena pad raha hai. Iski wajah hai domestic prices mein hui badhotri, shayad kuch crop damage ki khabron ke chalte.
Global market mein bhi uthal-puthal
Aur haan, global market mein shipping costs bhi badh gaye hain aur Middle East mein chal rahe tension ne sab cheezon ko aur costly bana diya hai. Fertilizer ke rates bhi upar hain. Lekin ek taraf USDA keh raha hai ki 2025-26 mein global wheat production record 844.2 million metric tons ho sakta hai.
Toh phir demand kam kyun hai?
Seedha reason hai price. Jo buyers ko urgent 30-45 din mein gehun chahiye, woh shayad Indian wheat buy kar lein. Lekin baaki sab log jo Australia, Argentina ya Black Sea se sasta maal khareed sakte hain, woh India ko ignore karenge. Isliye, export bada surge nahi dikhayega, bas urgent needs puri hongi. ITC jaise bade players ke liye yeh unke Agri Business ka hissa hai, jinka market cap ₹3.93 trillion INR hai.