ABnaldo

Real Madrid C.F || Indian Cricket Team || BJP 🇮🇳 || Sergio Ramos || Cristiano Ronaldo || Toni Kroos || MsDhoni || Rahul Dravid || Investor || Trader

[ABnaldo @Ronaldofied]

Mood.

[ABnaldo @Ronaldofied]

@hhhhhhhhjhhhhhp @YashRMFC To each its own buddy

[ABnaldo @Ronaldofied]

@hhhhhhhhjhhhhhp @YashRMFC And I have least confidence in Ascensio. But thats the thing with our team. You just cant say what clicks. So lets see!

[TC @totalcristiano]

THANK YOU, CARLOS ESPI. 🤍

[Jams🃏 @jaamsred]

Il est censé avoir 41 ans la, dinguerie ce mec est juste fou

[Football Tweet ⚽ @Footballtweet]

🚨 Cristiano Ronaldo preparing a new season at the age of 41. ❤️💪

[Vishal Vardhan @microcp2mltibgr]

Food inflation may be the next commodity shock investors are underestimating.

The transmission mechanism is straightforward:

Crude oil ↑ → Energy ↑ → Fertiliser ↑ → Diesel & machinery costs ↑ → Irrigation & transportation ↑ → Farm input costs ↑ → Crop yields/supply ↓ → Food prices ↑

Agriculture is an energy-intensive industry. Natural gas is a critical feedstock for nitrogen fertilisers; diesel powers tractors, harvesters and logistics; electricity powers irrigation and cold storage; and higher freight costs eventually find their way into the supermarket.

The concern is not simply higher oil prices. It is the second-order effect on the economics of farming.

When input costs remain elevated, farmers eventually have three choices:

Use less fertiliser and other inputs,
Reduce acreage, or
Shift toward less input-intensive crops.

The first two can reduce future supply, creating a feedback loop:

Higher energy costs → lower agricultural investment/input usage → weaker future supply → higher food prices → broader inflation.

This is already becoming visible. The FAO has warned that elevated energy and fertiliser costs can force farmers to reduce input usage, potentially affecting yields and food availability into 2027. (FAO Digital Media Hub)

And the risk is broader than cereals. Higher crude prices can also increase biofuel demand, putting additional pressure on vegetable oils and competing with food production. (FAOHome)

For India, this matters even more.

India is a major agricultural economy, but it remains highly exposed to imported crude oil, fertiliser inputs, energy and global commodity prices. A prolonged oil shock can therefore create an uncomfortable combination of higher food inflation + higher import costs + pressure on the rupee + weaker household purchasing power.

This is why I would not look at crude oil in isolation.

The bigger trade to watch is:

Expensive Oil → Expensive Energy → Expensive Fertilisers → Expensive Agriculture → Expensive Food.

We may be entering a period where food itself becomes an inflation hedge.

For investors, the answer isn’t necessarily to simply hold crude. The broader opportunity set could include energy, fertilisers, agricultural commodities, food producers and companies with strong pricing power.

Don’t wait for food inflation to appear in the CPI before thinking about the hedge.

By the time it reaches the supermarket shelf, the commodity cycle has already moved much further upstream.

The global food system may be entering an era where the cost of producing calories matters as much as the demand for them.

[Peace Out @Invictus__7]

Tera Mera Rishta 2.0 by Mithoon >>>>>> Tera Mera Rishta 2.0 by Mustafa

[ABnaldo @Ronaldofied]

@UdhavChivade3 @AmaalMallik @Mithoon11 Tera mere rishta purana WHAT A SONG!

[ABnaldo @Ronaldofied]

Morning coffee with a view! 💚

[ABnaldo @Ronaldofied]

@aravind Scary!

[SAMMY @sammybasic]

The bitter Pills 💊 you don’t want to swallow ✍️

[Real Madrid C.F. @realmadrid]

🤝 ¡Qué forma de estrenar la equipación, @Brahim!

[ABnaldo @Ronaldofied]

@MeAmitMishra Big positive!

[Fact @Fact]

Patience is not an ability to wait, but the ability to keep a good attitude while waiting.

[ABnaldo @Ronaldofied]

@REDBOXINDIA @AtheistSunny shakti pumps is one of websol’s biggest clients!

[Lilywhite Pride @LilywhitePride_]

Celebrities surprising their fans 🥹❤️

[Groww @_groww]

Markets will close differently starting 3rd Aug, 2026

Here’s what’s changing 👇

[Debayan Mukherjee @debayansays]

Musafir Cafe is a warm hug on a rainy day. Such a thought-provoking yet breezy mini series. @VikrantMassey is an actor who rarely makes you feel he is acting. But what about the rest of the cast! Fresh faces. Nuanced performances. Top stuff. 👏 #MusafirCafe

[ABnaldo @Ronaldofied]

Log humari zindagi me kai wajah se aate h.. par jo reh jate h unka saath sabse khoobsurat hota h…
#musafircafe
@VikrantMassey just wow! 🙏