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

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

Wahi a ka hōʻike hou loa mai CAI o India, ua hōʻemi ʻia ka hana pulupulu o India ma 2022/23 i 31.3 miliona bales (30.75 miliona bales i 2021/22), ma kahi o 5 miliona bales mai ka wānana mua o ka makahiki.Ke manaʻoʻiʻo nei kekahi mau keʻena, nā mea kūʻai pulupulu honua, a me nā ʻoihana hana pilikino ma India he kiʻekiʻe ka ʻikepili, a aia nō ka pono e ʻoki i ka wai.Aia paha ma waena o 30 a 30.5 miliona bales ka hopena maoli, ʻaʻole ia e hoʻonui akā e hoʻemi ʻia e 2.5-5 miliona 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 ua paʻa maoli ka wānana CAI.ʻAʻole pono ka pōkole loa a me ka hoʻohaʻahaʻa ʻia, a e makaʻala i ka "ʻoi aku ka nui."

Ma ka ʻaoʻao hoʻokahi, mai ka hopena o Pepeluali, ua hoʻemi ʻia nā kumukūʻai kūloko o India e like me S-6, J34, a me MCU5 ma muli o ka fluctuations, a ua hāʻule ke kumu kūʻai o ka pulupulu hua ma ka pane.Ua pumehana hou ka makemake ole o ka poe mahiai e kuai.No ka laʻana, ua emi koke ke kumukūʻai kūʻai o ka pulupulu hua ma Andhra Pradesh i 7260 rupees no ka tonne, a ua lohi loa ke kaʻina o ka papa inoa kūloko, me nā mea mahiʻai pulupulu e paʻa ana ma luna o 30000 tons o ka pulupulu no ke kūʻai aku;Ma nā ʻāpana o ka pulupulu waena e like me Gujarat a me Maharashtra, maʻa mau ka poʻe mahiʻai i ka paʻa ʻana a kūʻai aku i kā lākou waiwai (ua hōʻole lākou e kūʻai aku no nā mahina he nui), a ʻaʻole hiki i ka nui o ke kūʻai ʻana i kēlā me kēia lā o nā ʻoihana hana ke mālama i nā pono hana o nā papa hana.

Ma ka ʻaoʻao ʻē aʻe, i ka makahiki 2022, ʻoi aku ka nui o ka ulu ʻana o ka wahi kanu pulupulu ma India, a ua pālahalaha ka hua o ka ʻāpana a i ʻole i hoʻonui iki ʻia i kēlā me kēia makahiki.ʻAʻohe kumu e emi ai ka huina o ka hua ma mua o ka makahiki i hala.Wahi a nā hōʻike e pili ana, ua hoʻonui ʻia ka wahi kanu pulupulu ma India e 6.8% i 12.569 miliona mau ʻeka ma 2022 (11.768 miliona mau ʻeka i 2021), ʻoi aku ka haʻahaʻa ma mua o ka 13.30-13.5 miliona mau ʻeka i wānana ʻia e ka CAI i ka hopena o Iune, akā ua hōʻike mau ʻia. ka ulu nui o ka makahiki;Eia kekahi, e like me ka manaʻo o ka poʻe mahiʻai a me nā ʻoihana hoʻoponopono i nā ʻāpana pulupulu waena a me ka hema, ua piʻi iki ka hua o ka ʻāpana (ʻo ka lōʻihi o ka ua ma ka ʻāina pulupulu ʻākau i Sepatemaba / ʻOkakopa i alakaʻi i ka emi ʻana o ka maikaʻi a me nā hua o ka pulupulu hou) .

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