From Forecast to Reality: AgPulse Analytica Tur Outlook Proven Right as Mandi Prices Surge

AgPulse Analytica was the first to sound the alarm on tightening supply and rising prices for Tur (Pigeon Pea). Today, spot mandis are pricing in the very fundamentals our models projected weeks ago.

What AgPulse Forecasted Early

• The Supply Deficit Reality:

While headline sowing numbers showed acreage catching up to normal levels, AgPulse warned in its Pulses Monthly that delayed monsoon planting would severely compromise yields.

• Production vs. Consumption Mismatch:

AgPulse projected an Indian harvest of just 3.2 MMT (realistic scenario) against a domestic requirement exceeding 5.0 MMT, pointing directly to an inescapable structural shortfall.

• Imports Alone Can’t Plug the Gap:

AgPulse highlighted that even with 1.0–1.2 MMT in incoming shipments from East Africa and Myanmar, domestic buffer stocks would face heavy depletion and substitution toward yellow peas and lentils would accelerate.

• The Inevitable Bullish Pivot:

While trade desks were waiting for harvest signals, AgPulse forecasted that physical prices would decouple and march higher early.

The Ground Reality: Akola Mandi’s

Source: Agmarknet

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