Agri commodity trading
guna m.p.
Joined July 2023
- Tweets421
- Following27
- Followers16
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Ajay Sahu retweeted
The #Poultry Federation of India I has written a letter to the PMO to control #corn prices,(snippet below) as it is important for feed farmers. However, I find the concern misplaced and not fair in a competitive spirit.
There are certain points where I applaud the PFI for raising concerns, as they are for long-term solutions.
However, there are three points where I have a completely different opinion. I have tried to write those points below. It is open for discussion.
Ajay Sahu retweeted
🚀🚀🚀🚀🚀🚀 All Time High -Madhya Pradesh traded above 29000/PMT (USD 302/PMT)
This is an all-time high for Madhya Pradesh and this is also for any Indian state during its peak arrival month.
#ZC World should be ready to supply India with some corn.
We are turning corny
27th October 2026 -Historic Day - Corn Bihar All-Time High - INR 28000/PMT ($291/PMT)🚀🚀🚀🚀
(Next is going to be MP, very soon)
On 27 October 2026, Bihar corn prices hit an ALL-TIME HIGH — right in the middle of Kharif arrivals!
The message is loud and clear, and I wrote it in 20th July 2026 that India needs to import corn, and here we are
2025–26: India exported 23–25 LMT of corn.
2026–27: India could import 30–40 LMT.
From exporting a surplus to importing millions of tonnes.
In just ONE year.
Ajay Sahu retweeted
Stay away from rumours in Wheat and Rice
OMSS increase or decrease?
Private stocks or not?
The real story is this
Corn is up ⬆️🚀🚀🚀🚀
Barley is up ⬆️🚀🚀🚀🚀
Bajra is up ⬆️🚀🚀🚀🚀
If all animal feed is up and then we expect that human food- #Wheat and #Rice would be cheaper is a fools dream.
Of course, we may see downward pressure for some time due to arrivals, but the market has to pay a premium for human food over animal feed.
That's the crux.
Ajay Sahu retweeted
In the support of all agri experts out there and taking the inspiration from great Walter, here is the answer for you @piyush_trades
Who are you talking to right now?
Do you know how many government numbers I debunk every year? I mean, even if I told you, you wouldn't believe me.
Do you know how many government policies I criticize every year? Even if I told you, you wouldn't believe me.
I don't trust government numbers blindly. I make sense of ground realities.
Do you know what would happen if people like me stopped putting these numbers on public platforms? And I'm not talking about just myself, but all the agri-sector experts out there.
Do you know what would happen?
The government could publish all the fake numbers it wanted, and the market could react in a completely different direction.
But We are the people who bring the real numbers to light.
Do you realize that if people like us and other agri experts stopped writing on Twitter, publishing newsletters, or sharing information in industry groups, entire industries could suffer value destruction?
No, you clearly don't know who you're talking to. So let me clue you in.
We don't simply accept government numbers. We uncover the real numbers.
A report comes out with government figures, and the entire industry follows it. And you think that's what I do?
No.
I'm the one who shoots down those numbers
@gaurav_kochar @rahilshaikhMEIR
@Niharikam1 @ashujhanwar @MotiAahar
@ziahaq @lndiaRadar1 @rajesh10sharma @rs_manthan
@ntr1_ntr2 @SRPJ72 @DaftariPrateek
@Satguru_Brokers
So many traders are panicking about an ‘upcoming’ agricultural inflation, and I believe all of these traders are too innocent for the markets.
There is no shortage coming in the agricultural sector; the govt is just straight-out lying to you as it has done multiple times in the past.
Do you actually think that if there was a shortage coming, the govt would warn citizens about it, so that citizens could start hoarding and speed up the shortage?
Taking trades based on commentaries from the Indian govt is nothing less than gambling. They have been found to straight-up lie multiple times.
Nobody ever made profits by "trusting" the govt, so just calm down and get a good night's sleep. Everything is going to be fine.
Ajay Sahu retweeted
Wheat Bran will be the bull of coming years
Return of the Villain: El Niño Returns After a Decade
El Nino is making a comeback after 10 years, and its impact could be far worse than current market estimates.
Over the past decade, Indian consumers have grown accustomed to relative abundance and lower prices, having not faced a severe climate-driven disruption of this scale.
An urgent note to key market players:
To our Farmer Brothers: Please secure crop insurance immediately to safeguard against extreme weather risks.
To our Trader & Processor Friends: Do not short sell this market for at least the next 15 months. The bullish pressure will be relentless.
Be prepared - difficult times lie ahead for agricultural supply chains.
#Agri #Wheat #Corn #Grains #India
Ajay Sahu retweeted
😊 Happiness is the key to success!
Don’t let OMSS worries overload your mind. Enjoy the weekend, stay positive, and let the market do its job.
Markets have their own way of rewarding those who deserve it. 🌾📈
Ajay Sahu retweeted
#Chana 🔥🔥🔥🔥
I remember when I posted this on may month for chana rally.
Chana was at 5650
Now it's 7350 Bikaner Spot level
Market has moved by 30%.
Sometimes it's good to look back and cherish those awesome timings.
BTW I booked decent profit around 6800-7000 levels
PS - this is Delhi chart
#Chickpeas Bikaner prices have broken out of this multi-month descending triangle.
Fundamentals do support this.
Rally Rally everywhere in Agri.
Feels like the whole complex is gonna go up. #Chana #pulses
PS: - Keep an eye on import duty news. It may come earlier than anticipated
Ajay Sahu retweeted
Corn on fire 🔥🔥🔥🌽🌽
Story of Export to Import 😂😂
Sugar - Done
Corn - Coming soon
Next is #Wheat 😂😂😂
By 10-15 September, UP people lost their hope on corn and corn was trading at 2340-2350 rs per quintal. And now today corn is at 2600 rs, even on the month of arrival. Corn will not stop untill it reaches import parity.
Indian #corn is just waiting to reverse the gears to upside.
🚀🚀🚀
By the start of October, all stories will start indicating fresh bullishness on Corn.
Ajay Sahu retweeted
सैलरी और पेंशन हटा दो फिर देखिये कितने लोग देश की सेवा के लिए आगे आते है, बॉर्डर पर देश की सुरक्षा के लिए खडे होते है, अपनी जान दांव पर लगाते है |
अधिकारियो के ठेको मे कमीशन हटा दो, बंगला गाड़ी दर्जनों नौकर चाकर हटाकर 2-3 BHK फ्लैट कर दो फिर देखो कितने लोग समाजसेवा करने के लिए विदेश से नौकरी छोड़कर या प्राइवेट IT सेक्टर की जॉब छोड़कर अधिकारी बनते है !
डॉक्टरो की फिक्स सैलरी कर दो, प्राइवेट हॉस्पिटल पर रोक लगा दो, दवाओ पर कमीशन रोक दो फिर देखो कितने लोग जमीन पर भगवान का दूत बनते है !
MSP बंद कर दो और विश्व के लिए भारत का क़ृषि मार्किट ओपन कर दो फिर देखते है कितने लोग धरती का सीना चिरकर अनाज पैदा करके देश का पेट पालते है !
पत्रकारों का कमीशन बंद कर दीजिये फिर देखिये कितने लोग लोकतंत्र का चौथा खम्बा बनना चाहते है !
कथावाचक प्रवचन करने वालो को पैसे देने बंद हो जाये, सिर्फ 2 टाइम अच्छा खाना दिया जाये फिर देखिये कितने लोग समाज को शिक्षा देने के लिए प्रवचन करते है !
राजनीती मे कमीशन बंद कर दीजिये, फिर देखिये कितने लोग करोड़ो फूंकर समाजसेवा करना चाहते है !
फिर आपको एक बात समझ मे आएगा की दरअसल सब कुछ पैसे पर है, यहां कोई किसी पर अहसान नहीँ बल्कि पैसे के लिए कार्य कर रहा है, सारी लड़ाई ही पैसो की है!
Ajay Sahu retweeted
#Coriander nearby squeeze and next-crop response point in different directions.
Trade reports put producer stocks at 24-25 lakh bags against six-month needs of 42-45 lakh, but also expect sowing area to rise 30-40% on high prices.
Nearby coverage and long-duration inventory are different decisions: extra acreage cannot replenish today's supply.
Ajay Sahu retweeted
Chana, castor, #barley, Mustard, and dhania in Chikiri mood.
Ajay Sahu retweeted
During last Oct #soybean Indore traded avg 4400, below 400 MSP. Mandi avg 4000. SOPA 2025, bhavantar announced was game changer. Soy turned parabolic, hit 7700, India crop surprisingly low at 92, import surged 8 lac mt. Oilworld project new crop 88 lt. Punters rush for WH spaces.
Ajay Sahu retweeted
राजस्थान में बीते 10 साल का सबसे बड़ा अकाल सामने है। जोधपुर जिले में तकरीबन 2000 गांवों में सूखे जैसे हालात हैं, बाड़मेर के 2460, बालोतरा के 1216 और जैसलमेर के 961 गांव सूखे की चपेट में हैं। पशुओं के चारे का संकट बढ़ता जा रहा है। कमोबेश यही स्थिति पूरे मारवाड़ सहित प्रदेश के अन्य हिस्सों की भी है। जोधपुर, बाड़मेर, बालोतरा में चारे की कीमतें बढ़ती जा रही हैं, बताया जा रहा है कि चारा 1200 रुपए प्रति मन है और पशुपालकों के लिए इसे लेना उनके बूते से बाहर है, जिससे पशुओं के लिए संकट बढ़ रहा है।
अकाल और सूखे की सबसे अधिक मार मूक पशुओं पर पड़ती है। जब चारे की कीमतें बढ़ती जाती हैं तो पशुपालकों पर आर्थिक बोझ बढ़ता है और कई बार वे पशुओं को खुले में छोड़ने को मजबूर हो जाते हैं। ऐसे हालातों में प्यास और भूख से तड़पते पशुओं की कई बार जान तक चली जाती है। इसलिए सरकार को तत्काल प्रभाव से चारे की बढ़ती कीमतों पर रोक लगानी चाहिए और प्रदेशभर में चारे व पीने के पानी की उपलब्धता सुनिश्चित करनी चाहिए। साथ ही प्रभावित क्षेत्रों में श्रमिकों के लिए मजदूरी और रोजगार की तैयारी भी अभी से शुरू की जानी चाहिए, ताकि सूखे से प्रभावित परिवारों को समय पर राहत मिल सके।
बाड़मेर में अभी दो दिन पूर्व मुख्यमंत्री जी ने जो घोषणाएं की थीं, बताया जा रहा है कि 48 घंटे बाद भी प्रशासन को सरकार से लिखित स्वीकृति का इंतजार है। ऐसी ढिलाई से काम नहीं चलेगा, यह बहुत चुनौतीपूर्ण समय हमारे सामने आ रहा है, सरकार को तुरंत हरकत में आकर प्रदेशभर के लिए एक व्यापक आकस्मिक कार्ययोजना बनाकर स्वीकृतियां जारी करनी होंगी।
Ajay Sahu retweeted
NCDEX spot yellow matar canada origin ex mumbai price chart fm 2004 to sept 2026. Top is 7653, 2024 bottom around 2031, cmp 4800. If 4880 is cleared, next tgts cud be 5300-5500-5800. In extreme scenario 6360 cannot be ruled out. #Daal se taal mila. #Fibonacci.
Ajay Sahu retweeted
Copy Cat Agencies - I got some new material for you to copy. Go ahead 😂😂
So now everyone started talking about #corn import 😂
First denial now buyers are confusing everyone with import prices working.
Let me put things straight - Importing corn is a Mega bullish scenario not bearish.
Starch Industry people can dream about 0% import but they have to be realistic too
Here is import working with estimated numbers.
