📈 Global Macro Specialist | 📊 Political Analyst| 🌍 Focus: India, US, UK, EU 🇮🇳🇺🇸🇬🇧🇪🇺Turning complex global market data into accurate predictions.

Joined February 2025
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Why Tamil Nadu mango farmer in distress? Distress is not one off it is structural collapse. Totapuri pulp grade mangoes variety dominates Krishnagiri & Dharmapuri belt. Buyer market are dominated & controlled by few handful of pulp factories. So price is set by buyer pulp factories. In economies it is buyer concentration market. This year bumper state harvest around 9.5lakh MT vs Normal 5-6Lakh MT. Export freeze: India makes 70% of world mango pulp. Iran war driven freight spikes & stalled order left processors sitting on unsold stocks & refuse to buy from farmers. Policy gap Vs Neighbours: Karnataka & Andra ran Centered backed price support of ₹4/ per kg. Tamilnadu Mango farmer got no equivalent floor price. GST distortion on mango pulp is taxed at 12% against 5% industry seeks. Margin squeezes on pulp industry and they pass the price burden to farmers. What is happening on ground? 1. Due to no buyers from mango farmer in Krishnagiri, Dharmapuri, Salem, Theni, Vellore, they are abandoning the mangoes on roadsides. 2. In Tripartite meeting in recent pulp unit agreed to buy at ₹12/kg. But after harvest volume arrived bought at ₹3-₹5 per kg. Reason for distress: 1. Buyer monopoly on captive variety 2. Export collapse 3. Domestic demand shift 4. GST distortion on mango pulp What neighbouring state did during crisis? 1. Karnataka government intervened & fix floor price for mango farmer 2. Andra Pradesh fixed floor price for mango farmer & 130Cr intervention from central fund. 3. Tamilnadu government missed it. 4. Other neighbour state curbs on mangoes from Tamilnadu but TN allowed mangoes from other state makes distress on mango farmer in TN Recommended action for TN government 1. Activate state market intervention payment for Totapuri pulp grade with state floor price. These cost should share with central government under PDPS/MIS as Karnataka & Andra done for their farmers. 2. Open state backed procurement through nodal agencies (TN cooperative/ TANFINET) to buy directly from farmers breaking the monopoly pulp industries. 3. Enforce Tripartite price agreement for current season & publish offered price daily at mandi to deter post harvest price walk- backs from farmer. 4. Fund local value addition - pulp/concentrate IQF units owned by FPOs & cold storage - so Growers are not forced to dump the harvest 5. Lobby the centre to correct GST from 12% to 5% for pulp industry @TVKVijayHQ #Farmer #Mango #DMK #PMK #ADMK
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Great now insurance company will not insure your older vehicle engine due to high risk of failure. As I mentioned previously ethanol will erode the engine part of older vehicle.
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Today union minister Nitin Gadkari signed the file granting legal recognition to 100% ethanol fuel engine. Blend E10/E20 - most modern car after 2023 built to E20 spec But older car will run on material stress & mileage loss. E85 - Flex fuel vechicle only, 85% ethanol need ethanol sensor recalibrated ECU, cortisone resistance parts. E100 Flex dedicated ethanol vechicle only. Will Car Engines fail when we use E20 or above? 1. Corrosion - Ethanol attacks aluminium, brass, zinc and untreated steel. ORNL immersion data shows corrosion rising steadily with ethanol concentration. 2. Water absorption - hygroscopic it pulls moisture from air which pool near tank with it’s corrosivity accelerate wear on fuel system parts 3. Elastomer attack - it swells & degrades nitrile rubber, natural rubber, PVC, urethane seals & hoses of older fuel system 4. Cold start - E100 cold start will be very challenging Ethanol blend gasoline Mileage loss compare to petrol E10. -2% E20. -5% E85. -28% E100-33% Key property Petrol. Ethanol Energy density. 32. 21 Octane. 91-95. 108-109 Latent Heat. 350. 900 Water affinity. Low. Very high
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Welcome to politics Raghava Lawrence. Every word which you speak should be very careful. Media will turn whole people against you. That is why many still not giving any interviews with media including our PM. I know what intention you have speaked but media will turn against something else.
#JUSTIN | ராகவா லாரன்ஸ் சர்ச்சைப் பேச்சு #RaghavaLawrence | #ControversySpeech | #Politics
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Tamil Nadu government - Department of Agriculture & Farmer welfare ₹50,000 Crop loan waiver is fully implemented. Key claim: “For farmers who obtained crop loans through cooperative banks, the crop loan waiver of up to ₹50,000 has been implemented 100%.” They have mentioned, It will benefit 14.2Lakh farmers in Tamilnadu. Good move it will give relief to indebted farmers. @TVKVijayHQ @CMOTamilnadu
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Raghava Lawrence is moving towards TVK it seems.
#JUSTNOW: தமிழக வெற்றிக் கழகத்தினர் தற்குறி அல்ல, அவர்கள் குறிவைத்து தாக்கும் அம்புக்குறி - ராகவா லாரன்ஸ் #RaghavaLawrence | #TVK | #PolimerNews
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Gautami resigned from ADMK party today. More people are going out from ADMK. She was in BJP from till October 2023. She resigned from BJP in October 2023 & joined ADMK in Feb 2024 and she was appointed as deputy propaganda secretary of ADMK #ADMK
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Even I am against ethonal blend with gasoline. But this ant attract this petrol is scientifically false claim. No sugar left: E85 petrol is fuel blend of 85% ethanol & 15% gasoline. Ethanol is produced by fermenting the sugarcane which converts all sugars into ethanol. There is no absolute sugar content is left in E85 to attract ants.
Video from Sikkim - Ants want to drink the karumbu juice AKA E85 petrol .
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As I predicted earlier, Parandur Airport will not happen it will politically backfire TVK. Farmer have protested for 1000 days for this. He promised not to have airport in this place to those farmers. @TVKVijayHQ
🚨Parandur likely to be dropped while a Sipcot will come up there. A GO is expected shortly as per Hindu. Chennai will continue to suffer. Good luck finding a site which has no farms & water bodies. You have already pushed TN/Chennai back @CMOTamilnadu 👎 hindutamil.in/news/tamilnadu…
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Breaking 🚨 40 Lakh Tonnes of coal is missing. ₹1600Cr Value worth of coal Union coal minister Kishan Reddy demands urgent probe into alleged disappearance of SCCL coal stocks. If this allegation proves true? Then it is one of the biggest coal inventory scam in recent years. #SCCL #CoalScam #Telangana
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Trump Mon: We will sign a deal Tues: We will bomb the Iran Wed : Iran bombed on Hormuz ship Thurs: we will go to war & capture Kharg island Fri: we will sign a deal Repeat every week. #Trump
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My recommendation to TVK Vijay government regarding Green milk. Problem facing by government: 1. Unpaid dues to farmer pushed farmer towards private dairies. With thinner milk supply, Aavin must buy at 65-75Cr per month to reconstitute to green milk 4.5% fat. 2. Frozen price, while input cost is raising but ₹44 government price makes loss buildup. My recommendation: 1. Fix procurement: clear current 140Cr due to farmer immediately. Guarantee on time fat/SNF -Linked payments. Rebuilds supply, cuts bought-fat cost, wins farmers. 2. Transparent, Targeted subsidy: Move the subsidy onto am explicit budget line; pay it to cardholders via DBT/card-linkage rather than a blanket counter price 3. Cross Subsidise from premium: Use margin on ghee, curd, ice cream & full cream packs to internally fund the affordable hero SKU. 4. Efficiency capex: Cold chain, AI monitoring, demand forecasting & logistics consolidation across all 17 cooperative union to cut price per litre. Guardrails & risks 1. Total Transparency: In 2023 hidden fat-cut and 2024 green magic plus repackaging backfired because people looked at disguised price hikes. Any change must be openly disclosed. 2. Protect poor & farmers: The procurement fix & targeted subsidy are what let you do both at once- don’t implement one without other. 3. Targeting comms risk: moving from universal to card-linked can’t be attacked as withdrawing benefit. Government need to implement this to protecting poor from leakage not as cut. #TVK #PMK #BJP #Milk
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Agreed 💯 But which company in India will built Advance AI model. Amount of money chasing US in trillion dollar making their advancement in AI more faster. All need resources & more money. They have built whole ecosystem around AI companies.
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Today, with the US banning some frontier models from foreign access, it is a wake up call for India. By 2030 India needs to run on own frontier AI models, OS & Apps, and digital currency. Or 2030s may become the new 1730s - if you know what I mean.
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MacroMatrix retweeted
Claude Fable 5 made this entire video by itself. I gave it a /goal prompt, went to the gym, and came back to this. Even the sound effects. Shoutout @HyperFrames_
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Today from Rajini fan club issued statement no political party should not use Rajini name for their movement or party. I have mentioned on that day when Latha Rajinikanth released video same day as Annamalai. Rajini don’t want to associate with any political parties. I think this statement is for Annamalai. And also for Raghava Lawrence as well. #AnnamalaiMovement #Rajini
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Aavin Green milk issue in Tamil Nadu Green Magic standardised 4.5% fat 8.5%-9% SNF sold at ₹44/Litre is being scaled back. Sales have fallen from 7.5L/day to 3.5L/day Aavin is TamilNadu Co-operative Milk producer Federation, an apex body over 17 District Co-operative Milk productive union procuring from villages societies Principal processing/packing nodes 1. Chennai Metro 2. Thanjavur 3. Western/Kongu Belt 4. Southern Districts 5. Northern Districts. In Chennai previously peak was 7.5L/day now it is 3.5L/day and government going to stop Aavin buy cow milk at ₹38/L and Buffalo milk at ₹47/L Production cost ₹51/L Selling cost ₹44/L Total Loss ₹7/L Government unpaid due around 140Cr to farmer, so farmer are not supplying to government, they are moving towards private player. I will provide solution in my next post. @TVKVijayHQ #Milk #PMK #DMK #BJP
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MacroMatrix retweeted
The Indian Air Force deeply regrets the loss of five personnel in the An-32 accident at Jorhat, Assam. Sqn Ldr Prashant Singh, Flt Lt Shubham Kumar, Sgt Jitendra Sharma, Agniveervayu Khemaram Kumawat and Agniveervayu Danish Alam made the supreme sacrifice in the line of duty. IAF extends its deepest condolences to the bereaved families and stands firmly with them in this hour of grief. @DefenceMinIndia @SpokespersonMoD @HQ_IDS_India @adgpi @IndiannavyMedia @indiannavy
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As I said way earlier for ADMK leader whoever TVK closed door they will join DMK. I think Velumani & Thangamani high probability they will join DMK in future. #TVK #DMK #ADMK
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As I predicted way earlier, today Former ADMK MLA joined TVK. 1. K.T. Pachaimal In 2011 was elected as MLA from kaniyakumari constituencies. 2. S.Ravi He was elected as MLA in 2011, 2016, 2021 He served in Arakkonam constituencies. 3. R.Vanaroja She is former MP from Tiruvannamalai constituencies during 2014 election 4. Balaganga Former MP from 2008 to 2014 5. Elavarsan Former MP from 2007-2013 More weakness in ADMK & I think EPS not doing great for ADMK. #TVK #ADMK
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SpaceX, @elonmusk has created 4400 millionaires through SpaceX IPO. Several welders & cafeteria staff become Millionarie in this IPO. He is massive wealth creator. #SpaceX
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