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๐๐จ๐จ๐ฌ๐ญ๐ข๐ง๐  ๐๐จ๐ฆ๐ž๐ฌ๐ญ๐ข๐œ ๐ฉ๐ซ๐จ๐๐ฎ๐œ๐ญ๐ข๐จ๐ง ๐ญ๐จ ๐ž๐ฆ๐ฉ๐จ๐ฐ๐ž๐ซ ๐จ๐ฎ๐ซ ๐Ÿ๐š๐ซ๐ฆ๐ž๐ซ๐ฌ. #NIPU-2026 will drive fresh investments in gas-based urea manufacturing, ensuring that farmers in Telangana and across India get a reliable, timely supply of fertilizers right when they need it. Watch to learn how this policy strengthens our agricultural self-reliance! ๐Ÿ‘‡

12,330 gรถrรผntรผleme โ€ข 1 ay รถnce โ€ขvia X (Twitter)

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Can you see the men climbing trees and being perched on them with a mobile phone in their hand? These men arenโ€™t climbing trees for fun, this has been their daily ritual for the past few months. This video is from Penchikalpet Mandal, Asifabad District, Telangana The people in this video climbing trees are local farmers. Telangana Congress government decided to go all fancy with fertilizer supply and launched an app to book the same. Most farmers donโ€™t have smart phones, and those who do also donโ€™t know how to use an app. People in many villages are taking help of youngsters and are also buying cheaper smart phones just to book urea!! More than 90 percent of farmers in the country cannot afford smart phones and are not well versed with the technology - a very important detail the smartest policy makers in the government decided to ignore. These farmers perched on the trees - their problem is a lot more complicated. They have no network connectivity because they live in tribal areas. Every morning it is now a ritual to find the last point of connectivity and climb the highest tree for any signal. Also, this is not one village problem. Many villages in Adilabad, Kumuram Bheem Asifabad, Mulugu, Bhadradri Kothagudem, and Nagarkurnool have severe signal connectivity issues. It is important to note that according to the report of Department of Telecommunications (DoT) there are at least 303 villages in Telangana which have mobile phone towers! Meaning zero mobile network access. And they all now cannot get urea or have to depend on the mercy of the local officers even to book a bag of urea. These are the farmers that need maximum support from the government. But this government has denied them the basics right to life and dignity to produce their own food, all because of their half-brained policies. PS: Do you know why the Congress government started this whole Urea Booking App suddenly? Due to the severe shortage of urea and subsequent long queues resulting in public anger & social media attention - they decided to bring in app booking so that it will make their lives easier; not the farmersโ€™ but the governmentโ€™s..!!!

Revathi

15,698 gรถrรผntรผleme โ€ข 2 ay รถnce

Great primer on Fertilizers by Koh(ใƒปur)aYama in The All-In Podcast (and the warโ€™s implications for $AGRO): - 35% of the worldโ€™s fertilizers goes through the Straight of Hormuz. - China is the swing producer, with 15% of the worlds production. They just shut down exports. - At current Urea prices, planting $CORN in the US is unprofitable. AND China stopped importing corn from the US, keeping its price artificially low. US farmers in a lot of pain. - KEY: Fixing a fertilizer facility that has broken takes 3-5 years! (What happened in the middle east). Basically, the largest facility of Urea in the world will be out for multiple years. And constructing one from scratch takes about 7 years! - There is no possible excess production, every facility runs 24/7/365. With a supply shock, the only way to balance the market is to destroy demand through price spikes. Not covered on the video but worth mentioning: - Russia stopped its Ammonia exports (previous step to turn it into Urea) - Australiaโ€™s largest Urea facility is down till ~June bc of repairs. - All of Bangladeshโ€™s fertilizer plants are fully shut Bc of supply shock and deficit in natural gas. - Financial Times reporting Urea prices up to $800/ton. Not sure where fertilizer prices normalize, but seems likely that: - They can stay higher for longer due to long lead times of bringing capacity online. - No clear top in the short term due to incredible supply/demand imbalance. - Second derivative effects will lead to higher agricultural commodity prices. $AGRO will be a beneficiary of all this. With their 1.3M metric tonnes of Urea production facility, and >250,000 acres of farmland, they will benefit from both: fertilizer price increases, and commodities prices increases. (Im always asked the same question, so clarifying it again: $AGRO has fixed production costs till end of 2027 for fertilizer. ~$200/ton. Long term contracted gas supply agreements from Argentinaโ€™s Vaca Muerta gas reservoir. Not affected by price increases in oil/gas. It all flows down directly to their margin). If interested in $AGRO, please join the X community!

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Trump 2024: โ€œWeโ€™re going to get toxic chemicals out of our food supplyโ€ Trump 2026: โ€œGlyphosate is critical to national securityโ€ A new Executive Order doubles down on the same system that bankrupted farmers, monopolized the food supply under the control of a few multinational corporations, and contaminated Americaโ€™s food system. We cannot eliminate glyphosate overnight. But we should be taking steps to reform this broken system, not doubling down on it. The fact that U.S. agriculture has become so reliant on glyphosate should scare us into immediate, dramatic reform of our food system. Trumpโ€™s declaration that โ€œglyphosate-based herbicides are a cornerstone of this Nationโ€™s agricultural productivity and rural economyโ€ exposes deep structural problems in our food system: Our over-reliance on chemicals and herbicides to produce more and more commodity crops is bankrupting our farmers and rural America. This broken system is the reason we are in a crisis today where over 60 farmers go out of business a day, and the rest require constant federal bailouts just to survive. Trump also claimed in his EO that glyphosate-based herbicides allow โ€œfarmers and ranchers to maintain high yields and low production costs.โ€ But the opposite is true. Farmers have lower production costs and higher profits when they reduce or eliminate their use of glyphosate and other herbicides. Keeping them reliant on herbicides only benefits the pesticide industry. Finally, Trumpโ€™s claim that glyphosate enables farmers to produce โ€œhealthy, affordable foodโ€ could not be farther from the truth. The science that alleged glyphosate is safe was retracted after the paper was exposed for relying on false information that came directly from Monsanto. This Executive Order is bad news for independent farmers and MAHA.

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210,290 gรถrรผntรผleme โ€ข 6 ay รถnce