North India's Cotton Belt Shrinks 23%: Farmers Shift to Paddy Amid Pest Attacks, Yield Losses, and MSP Security

Monsoon Revival: Rainfall Deficiency Drops to 11.5%, Kharif Sowing Gap Narrows to 2.9%

The monsoon has revived significantly, reducing cumulative rainfall deficiency from 22.8% to 11.5% and narrowing the kharif sowing gap from 20.8% to 2.9%. However, El Niño is strengthening into a 'very strong' event, posing a serious threat to the upcoming rabi season. Proactive supply-side management will be crucial for food security.

Global Refinery Attacks Spike Sulphur Prices Above $1,000/Tonne; Threatens India's Phosphatic Fertiliser Supply

The energy crisis has shifted from crude oil supply to refined products. Attacks on refineries in Russia and West Asia have caused sulphur prices to skyrocket from $200 to $1,000/tonne, severely affecting India's ability to manufacture phosphatic fertilizers. This distinct crisis poses a long-term threat to India's food security and fertiliser imports even as the country enjoys surplus refining capacity.

Google's $15B AI Data Centre: AP's Agrivoltaics Model for Farmers' Income & Energy Security

Google commits $15 billion to build Asia's largest AI data centre (1 GW) in Visakhapatnam, Andhra Pradesh, requiring 24 GWh daily. To avoid power conflicts with agriculture, the article proposes an agrivoltaics model where farmers co-own solar farms on their land, supplying clean energy to the data centre via the state's new Deemed Distribution Licence (DDL). This model can multiply farmer incomes 8-10 times and secure social licence for the project.

India Lifts Wheat Export Ban: 120.65 MT Record Output, Farmers' Income Focus

India has lifted the May 2022 ban on wheat exports with immediate effect to boost farmers' income amid depressed domestic prices. This reversal comes after record production of 120.65 MT in 2025-26 and adequate buffer stocks of 49 MT with FCI, signaling a shift from inflation control to farmer welfare.

India's E20 Push: ₹2 Lakh Cr Forex Saved, But 77% Legacy Vehicles Face Damage Risks

India's ethanol blending programme has saved ₹2 lakh crore in foreign exchange and substituted 32 million tonnes of crude oil, but faces pushback over vehicle damage concerns for 77% of pre-2023 vehicles. The policy involves diversion of maize, FCI rice, and sugarcane juice for ethanol production, with potential food security risks during monsoon failure.

Telangana, Maharashtra, Haryana Hive Off Agri-DISCOMs: ₹6.77 Lakh Crore Losses, Farm Subsidy Burden

States like Telangana, Maharashtra, and Haryana are segregating agricultural consumers into separate DISCOMs to isolate mounting debt and subsidy burdens, enabling balance sheet cleanup of existing utilities. This raises concerns about financial viability of agri-DISCOMs and potential privatisation of profitable segments, with total DISCOM accumulated losses at ₹6.77 lakh crore.

Sugar Prices Spike 44% in a Month, Govt Must Recalibrate Ethanol Policy to Protect Food Security

India's sugar prices surged 44% in a month (Rs 45 to Rs 65/kg) due to a perfect storm of lower production, low opening stocks, and ethanol diversion. The government's ethanol blending programme (20% by 2025-26) is competing with food markets, exposing a policy failure. This article is critical for understanding the food-fuel trade-off, government regulation, and the need for recalibration of the ethanol policy.

India's First Farmer Carbon Credit Payout: ₹2.5 Crore Distributed to 2,500 Farmers in Punjab & Haryana

For the first time in India, ~2,500 farmers in Punjab and Haryana have received carbon credit payments (totaling ₹2.5 crore) for adopting climate-smart agricultural practices like reducing stubble burning and economizing fertilizer use. This marks a major shift from penalizing stubble burning to economically rewarding sustainable farming, with satellite monitoring and ICAR-backed verification.