Ke piʻi mau nei ka mākeke pulupulu hou o India, a ʻoi aku paha ka hana maoli ma mua o ka manaʻo

I ka makahiki 2022/23, ua hiki i ka 2.9317 miliona tons ka nui o ka papa inoa o ka pulupulu India, ʻoi aku ka haʻahaʻa ma mua o ka makahiki i hala (me ka emi ʻana o 30% i hoʻohālikelike ʻia i ka holomua o ka papa inoa i nā makahiki ʻekolu).Eia naʻe, pono e hoʻomaopopo ʻia ʻo ka nui o ka papa inoa mai Malaki 6-12, Malaki 13-19, a me Malaki 20-26 i hōʻea i 77400 tons, 83600 tons, a me 54200 tons pakahi (emi iho ma mua o 50% o ka manawa papa inoa kiʻekiʻe ma Dekemaba/ Ianuali), he piʻi nui i hoʻohālikelike ʻia i ka manawa like ma 2021/22, a ua hoʻokō ʻia ka papa inoa nui i manaʻo ʻia.

ʻO ka hōʻike hou loa mai CAI o India e hōʻike ana ua hōʻemi ʻia ka hana pulupulu o India i 31.3 miliona bales ma 2022/23 (30.75 miliona bales i 2021/22), kahi emi o kahi kokoke i 5 miliona bales i hoʻohālikelike ʻia i ka wānana mua no ka makahiki.Ke manaʻoʻiʻo nei kekahi mau keʻena, nā mea kūʻai pulupulu honua, a me nā ʻoihana hoʻoili pilikino ma India he kiʻekiʻe ka ʻikepili a pono e ʻoki ʻia.ʻO ka hana maoli paha ma waena o 30 a 30.5 miliona bales, ʻaʻole i manaʻo wale ʻia e hoʻonui akā ʻo ka emi ʻana o 250000 a 500000 bales i hoʻohālikelike ʻia me 2021/22.ʻO ka manaʻo o ka mea kākau, ʻaʻole kiʻekiʻe ke kiʻekiʻe o ka hāʻule ʻana o ka pulupulu o India ma lalo o 31 miliona bales ma 2022/23, a ʻo ka wānana o CAI aia ma kahi.ʻAʻole pono e hoʻohaʻahaʻa nui ʻia a hoʻohaʻahaʻa ʻia paha, a e makaʻala i ka "nui loa ka nui".

Ma ka ʻaoʻao hoʻokahi, mai ka hopena o Pepeluali, ua loli a hōʻemi ʻia nā kumukūʻai kiko o S-6, J34, MCU5 a me nā mea kūʻai aku ʻē aʻe ma India, e alakaʻi ana i ka emi ʻana o ke kumukūʻai hāʻawi o ka pulupulu hua a me ke ala hou ʻana o ka makemake ʻole o ka poʻe mahiʻai. kūʻai aku.Eia kekahi laʻana, i kēia manawa, ua emi ke kumu kūʻai o ka pulupulu hua ma Andhra Pradesh i 7260 rupees / ukana lehulehu, a ua lohi loa ka holomua o ka papa inoa kūloko, me nā mea mahiʻai pulupulu e paʻa ana ma mua o 30000 tons o ka pulupulu no ke kūʻai aku;A he mea maʻamau nō hoʻi i ka poʻe mahiʻai ma nā wahi pulupulu waena e like me Gujarat a me Maharashtra e hoʻopaʻa a kūʻai aku i kā lākou waiwai (e hoʻomau mau nei e kūʻai aku no nā mahina he nui), a ʻaʻole hiki i ka nui o ka loaʻa ʻana o nā ʻoihana hoʻoponopono i kēlā me kēia lā i nā pono hana o ka hale hana. .

Ma ka ʻaoʻao ʻē aʻe, ʻike ʻia ka ulu ulu ʻana o ka wahi kanu pulupulu ma India i ka makahiki 2022, a ʻaʻole i loli ka hua o kēlā me kēia ʻāpana a i ʻole e piʻi iki i kēlā me kēia makahiki.ʻAʻohe kumu e emi ai ka nui o ka hua ma mua o ka makahiki i hala.Wahi a nā hōʻike pili, ua hoʻonui ʻia ka wahi kanu pulupulu ma India e 6.8% i 2022, a hiki i 12.569 miliona mau ʻeka (11.768 miliona mau ʻeka i 2021).ʻOiai he haʻahaʻa ia ma mua o ka wānana a CAI o 13.3-13.5 miliona mau ʻeka i ka hopena o Iune, ua hōʻike mau ʻia ka piʻi nui o ka makahiki ma ka makahiki;Eia kekahi, e like me nā manaʻo mai ka poʻe mahiʻai a me nā ʻoihana hoʻoponopono i nā ʻāpana pulupulu waena a me ka hema, ua piʻi iki ka hua o kēlā me kēia ʻāpana (ʻo ka lōʻihi o ka ua ma ka ʻāina pulupulu ʻākau i Kepakemapa a me ʻOkakopa i alakaʻi i ka emi ʻana o ka maikaʻi a me ka hua o ka pulupulu hou. ).

Hōʻike ka loiloi ʻoihana me ka hiki ʻana mai o ka manawa kanu pulupulu 2023 ma India i ʻApelila, Mei, a me Iune, i hui pū ʻia me ka rebound o nā ICE cotton futures a me MCX futures, hiki ke hū hou ka hoihoi o ka poʻe mahiʻai no ke kūʻai ʻana i nā hua pulu.