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CEVA FREIGHT INDIA PRIVATE LIMITED

Category
freight_forwarder
Status
outreach_sent
Stage
intro
Contact
Piyali Kar
Email
piyali.kar@bollore.com
Country
IN
Website
http://www.bollore-logistics.com
Created
Status updated

Agent Actions

Stage 전환

Memo

[batch:ark-pilot-2026-05-w5][source:ark-codex-enriched][inbox:personal] https://dgma.gov.in/download/1758280393_68cd3ac9ed56b_1754051871-688cb51f15f78-202408020259031814959latestupdateup01082024.pdf

Research Intel

Hook Candidates

1) Reefer crisis to the Middle East: Q1–Q2 2026 carrier restrictions (Maersk suspension of reefer acceptance, Hapag‑Lloyd GRI on reefers) and record freight to the Gulf mean CEVA’s seafood/seafood‑reefer and perishables customers face immediate capacity and rate pain. Outreach hook: highlight an operational playbook — Tridge Ark can quickly originate and route exporters into alternative corridors (EU/China/SEA), surface pre‑matched buyers, and run compliance/documentation and booking workflows so CEVA’s clients avoid missed shipments or punitive rollovers. 2) Rice & policy-managed trade: continuing DGFT controls (broken‑rice ban, restricted non‑basmati exports, 20% duties on parboiled in 2025) plus March 2026 rice value drop show exporters need market diversification and compliance‑aware buyer matching. Outreach hook: position Tridge Ark as a delivery channel for CEVA’s rice/trader customers who must find permitted buyers (G2G quota buyers, premium basmati purchasers) and execute shipments that satisfy licensing and DGFT/MEP constraints — reducing lost volumes and smoothing documentation friction.

## Company Profile CEVA FREIGHT INDIA PRIVATE LIMITED (listed lead) — India-based freight forwarder and logistics operator. From the lead context (website: bollore-logistics.com and contact email at bollore), the entity functions as an ocean/air/road freight forwarder and customs‑clearing partner for exporters and importers across India’s major gateways (Nhava Sheva/JNPT, Mundra, Chennai, Kolkata). Core services likely include containerized export/import forwarding, reefer/perishable handling, customs brokerage, and project cargo/contract logistics, backed by a global network (CEVA/Bolloré/CMA CGM group affiliation implied). Scale: mid‑to‑large national operator with cross‑border trade lanes and corporate customers (food processors, seafood exporters, rice/spice traders). ## Pain Points 1) Urgent capacity and rate pain for reefer/perishables exporters: Q1–Q2 2026 carrier suspensions (Maersk) and reefer GRIs (Hapag‑Lloyd) on India→Middle East create immediate booking and execution problems for CEVA’s seafood and perishables customers — risk of rolled shipments, rejected cargo and margin erosion. 2) Policy and compliance friction on rice and sensitive agri items: continuing DGFT controls (broken‑rice ban, restricted non‑basmati policy, 20% duty on parboiled) mean CEVA’s rice and grains customers need compliance‑aware buyer matching, G2G quota routing and document management to actually move permitted shipments without fines or delays. 3) Schedule reliability & gate‑side friction at major gateways: episodic vessel delays, driver shortages and gate congestion at JNPT/Mundra/Chennai raise detention/demurrage risk for export customers and demand tighter booking+document orchestration and alternate corridor planning. ## Intel Summary === MULTI-DIMENSION RESEARCH === === 1. [MARKET EVENTS] – India agricultural exports 2025–26 (latest trends in rice, spices, seafood, cotton & corridors) === **Overall agri export performance (FY 2025–26)** - India’s agricultural exports in 2025–26 are broadly reported in a narrow band of **US$ 52–53.1 billion**, up roughly **2.3–2.8% YoY** vs 2024–25, indicating modest growth amid policy and geopolitical headwinds. ([freshplaza.com](https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai)) - Agricultural & processed-food exports under APEDA specifically are reported at **US$ 25.7 billion in 2025–26, +2% YoY**, confirming sluggish volume/value growth in this segment. ([financialexpress.com](https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai)) **Rice exports (volume/value & policy impact)** - Rice remains India’s single largest agri export by value, accounting for “over 30%” of total agri export value in 2025–26; India continues as the world’s largest rice exporter. ([ncel.coop](https://ncel.coop/wp-content/uploads/2026/01/English-December-2025-NCEL-Newsletter.pdf?utm_source=openai)) - Despite that structural dominance, **rice export value in March 2026 fell ~15% YoY to US$ 0.99 billion** as conflict in West Asia disrupted flows to key Gulf markets including Iran and Saudi Arabia. ([financialexpress.com](https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai)) - USDA projects India’s 2025/26 rice exports at or near a **record ~25 million tons**, suggesting that once logistical/geopolitical constraints ease, volumes remain structurally strong even if near‑term value is capped by policy controls and trade disruptions. ([esmis.nal.usda.gov](https://esmis.nal.usda.gov/sites/default/release-files/dn39x152w/7s75gb79w/qj72r539v/RCS-25E.pdf?utm_source=openai)) **Spices exports** - India remains the world’s largest spices exporter; IBEF pegs spices exports at **US$ ~3.8–4.0 billion** (latest detailed figure: **US$ 3.79 billion**) with steady growth in higher‑value segments (cumin, chilli, turmeric, pepper, spice mixes). ([ibef.org](https://www.ibef.org/industry/agriculture-india?utm_source=openai)) - However, recent US tariff measures have hit this lane: **spice exports to the US fell from US$ 654.7 million in 2024–25 to US$ 578.7 million in 2025–26 (‑11.6%)**, signaling demand risk in a key premium market even as global demand remains firm. ([freshplaza.com](https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai)) **Seafood (marine products)** - India’s seafood exports in **FY 2025–26 hit an all‑time high of ₹72,325.8 crore (≈US$ 8.7–8.8 billion depending on FX), up from ₹62,408 crore (US$ 7.45 billion) in 2024–25**, with volumes at **1.932 million tonnes**. That is roughly **+15–17% value growth YoY** and solid volume gains. ([peakmocks.com](https://www.peakmocks.com/current-affairs/india-seafood-exports-record-fy2026-mpeda-72325-crore?utm_source=openai)) - **Frozen shrimp** remains the backbone, contributing **₹47,973 crore (> 66% of export earnings)** with **+4.6% volume and +6.35% value growth**. ([peakmocks.com](https://www.peakmocks.com/current-affairs/india-seafood-exports-record-fy2026-mpeda-72325-crore?utm_source=openai)) - The US stays the top market in value terms (US$ ~2.3–2.7 billion) but has seen a **~14–15% decline in value and ~20% decline in volume in 2025–26** amid reciprocal tariffs; this has been partly offset by growing shipments to **China, EU and Southeast Asia**, signalling diversification of corridors. ([peakmocks.com](https://www.peakmocks.com/current-affairs/india-seafood-exports-record-fy2026-mpeda-72325-crore?utm_source=openai)) **Cotton & cotton products** - India has flipped into a **net importer of raw cotton** in 2025–26: **cotton imports ~US$ 1.9 billion vs exports ~US$ 560.7 million**, driven by stagnant yields (no post‑Bt technology gains) and strong domestic consumption. ([easemyprep.in](https://easemyprep.in/news/1029-india-farm-exports-grow-23-to-531-billion-in-2025-26-despite-trump-tariffs?utm_source=openai)) - Earlier trade data already showed raw cotton exports under pressure, with **~40% YoY drop in raw cotton export volume in MY 2024/25 (Aug–Feb)**, a trend that appears to be persisting into 2025–26. This constrains India’s ability to use raw cotton as an export growth engine and shifts focus to **cotton yarn, textiles and value‑added apparel** rather than raw fibre. ([naviexports.com](https://www.naviexports.com/blog/top-commodity-exports-from-india-cotton-rice-sugar-more?utm_source=openai)) **Key destination & corridor dynamics (2025–26)** - **Gulf & West Asia:** - Rice shipments to Gulf markets have been disrupted by war in West Asia, reducing flows to Iran, Saudi Arabia and others and contributing to the March 2026 rice export value drop. ([financialexpress.com](https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai)) - Seafood and meat exports to the Middle East remain relatively resilient but are exposed to freight spikes and reefer capacity constraints (see Dimension 2). ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai)) - **US:** - New US tariffs (up to **50%** at the peak in 2H 2025, later cut back to **10%** by February 24, 2026) on selected Indian farm products have reduced India’s export volumes for **spices, basmati rice, processed fruits & vegetables**, even as overall farm exports still grew **2.3% to US$ 53.1 billion** in 2025–26. ([freshplaza.com](https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai)) - **EU & East Asia:** - Indian exports of **processed seafood, fresh grapes, onions and value‑added products** to EU and East Asia show an upward trajectory, helped by expanded cold‑chain and logistics capacity and more EU‑approved seafood units (604 EU‑listed Indian seafood units as of late 2025). ([timesofindia.indiatimes.com](https://timesofindia.indiatimes.com/business/india-business/indias-seafood-basket-exports-remained-flat-at-7-billion-in-2024-25-shipment-volume-dips/articleshow/123471116.cms?utm_source=openai)) - Outlook commentary for 2026–27 highlights **continued strong demand for rice, marine products, pulses and spices** in EU, China, Japan and Middle East, with emphasis on premium quality, sustainability and traceability. ([ncel.coop](https://ncel.coop/wp-content/uploads/2026/01/English-December-2025-NCEL-Newsletter.pdf?utm_source=openai)) **Implications / signals** - India’s agri export story in 2025–26 is **not volume‑led**, but **value‑stabilizing**: moderate overall growth (+2–3%) hides sharper segmental shifts—**rice constrained by policy & geopolitics, seafood and some value‑added categories offsetting**, and cotton structurally tightening. ([financialexpress.com](https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai)) - Corridor risk is elevated on **West Asia and US lanes**, while **EU, China, Southeast Asia** are increasingly important for seafood, rice and premium spices. ([freshplaza.com](https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai)) **Sources (for this section):** ([financialexpress.com](https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai)) === 2. [DEMAND SIGNALS] – Container freight & capacity India → Middle East / SE Asia / Europe (2026 YTD) === **India → Middle East (esp. Jebel Ali / Red Sea)** - S&P Global (Platts) reports that as of **early March 2026**, **container freight from West Coast India (e.g., Mundra, Nhava Sheva) to the Middle East has hit record highs**, driven by war‑related risk premia and re‑routing through the Strait of Hormuz. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai)) - Major carrier Maersk has **suspended reefer and dangerous/special cargo acceptance into and out of UAE, Oman, Iraq, Kuwait, Qatar, Jordan, Bahrain and Saudi Arabia “until further notice” as of March 2, 2026**, sharply tightening refrigerated capacity for seafood, meat and perishables on India–Gulf lanes. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai)) - Hapag‑Lloyd announced a **GRI/GRA on reefer cargo from India to the Middle East and Red Sea**, effective **1 February 2026 until further notice**, of **US$ 200 per 20’ reefer and US$ 300 per 40’ reefer**, on top of base ocean freight and surcharges—an explicit price signal that reefer space is constrained. ([hapag-lloyd.com](https://www.hapag-lloyd.com/en/services-information/news/2026/01/shipping-from-india-to-the-middle-east---red-sea--a-gri-is-comin.html?utm_source=openai)) **India → Europe (Nhava Sheva/Mundra/Chennai → North Europe / Med)** - CMA CGM’s FAK (Freight All Kinds) update for shipments from **Indian Subcontinent & ME Gulf to North Europe, Mediterranean & North Africa**, effective **1 February 2026**, sets benchmark **dry cargo** rates from South East India & Middle East Gulf at **US$ 2,300 per 20’ and per 40’ to North Europe** (unusual 20’ = 40’ parity, indicating a strong intention to secure 40’ volumes). For West India origins, prevailing market talk is in the **US$ 1,800–2,200/FEU** band to main North Europe ports around Feb–Mar 2026. ([container-news.com](https://container-news.com/cma-cgm-announces-new-fak-rates-from-isc/?utm_source=openai)) - MSC’s separate notice (Europe‑bound from India & Pakistan) effective **9 February 2026–28 February 2026** sets rates to: - **Valencia**: **US$ 1,650 per 20’ and 40’ dry** from Nhava Sheva; slightly higher from Ennore and Kolkata. ([infomarine.net](https://infomarine.net/en/insight/54-container-news/59292-msc-announces-new-eu-freight-r.html?utm_source=openai)) - **Antwerp**: **US$ 1,850 per container (20’/40’)** from Nhava Sheva and Port Qasim. ([container-news.com](https://container-news.com/msc-announces-new-freight-rates-from-india-and-pakistan-to-europe/?utm_source=openai)) - These exclude surcharges such as ETS (≈US$ 85–88/TEU) and FuelEU (≈US$ 16–17/TEU) in recent advisories, which together add ~US$ 100/TEU to the shipper’s all‑in cost. ([infomarine.net](https://infomarine.net/en/insight/54-container-news/59292-msc-announces-new-eu-freight-r.html?utm_source=openai)) - Crowd‑sourced freight‑forwarder commentary from late April 2026 notes **softening QFP (quoted freight price) levels on India–Europe lanes** (Nhava Sheva, Mundra, Chennai, Kolkata to London Gateway, Antwerp, Hamburg, Amsterdam), suggesting that after Q1 spikes, carriers are defending volume, not price—indicative of **adequate slot supply and easing short‑term congestion**. ([reddit.com](https://www.reddit.com/r/freightforwarding/comments/1stnjjy/are_indiaeurope_freight_rates_dipping_right_now/?utm_source=openai)) **India → Southeast Asia** - Direct, up‑to‑date rate sheets for India–SEA are less transparent publicly, but carrier communications group India with “South East India, Sri Lanka, Pakistan and Middle East Gulf” for FAK to North Europe, implying that **India–SEA feeder legs are being repriced in tandem with Middle East & Europe trunk volatility**. ([container-news.com](https://container-news.com/cma-cgm-announces-new-fak-rates-from-isc/?utm_source=openai)) - Given tight tonnage and vessel bunching around the Gulf/Red Sea, anecdotal broker commentary points to **higher relative increases in India–Singapore/Port Klang–Vietnam legs for reefers and dangerous cargo**, though absolute rates remain below India–Europe levels. (Inference based on global WCI and carrier advisories.) ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai)) **Port‑level capacity & congestion signals (Mundra / JNPT / Chennai)** - **JNPT (JNPA)**: - A February 2026 Times of India report highlights exporters complaining about **congestion and slow container movement** at JNPT, citing **vessel queues and delayed berthing** as a challenge for maintaining export schedules. Specific anecdote: one vessel berthed **~36 hours late** due to berth congestion. ([cargopeople.com](https://www.cargopeople.com/blog/jnpt-port-congestion-2026-avoid-detention-charges/?utm_source=openai)) - In contrast, JNPA’s own April 2026 release claims it has **maintained operational efficiency**, with: - **Average vessel turnaround time ~22.6 hours**, - **Direct Port Delivery (DPD) share at 74.6%**, - **Direct Port Entry (DPE) 45.7%**, - Transhipment volumes up from **5% to 16%** without reported yard congestion. ([business-standard.com](https://www.business-standard.com/amp/industry/news/jnpa-operational-efficiency-global-supply-chain-uncertainties-126041400938_1.html?utm_source=openai)) - A May 2026 trade advisory notes yard occupancy around **67% (1.18 lakh TEU)** and stresses that transshipment TEUs “are not causing congestion,” implying that **gate‑side constraints (truck/driver availability) rather than quay capacity** are the main friction point at the moment. ([jnport.gov.in](https://www.jnport.gov.in/uploads/media_center/1/1603/JNPA_PR_-_Trailer_Driver_Shortage.pdf?utm_source=openai)) - **Mundra & Chennai** - No acute 2026 terminal‑specific disruption is flagged, but these ports are directly exposed to Middle East and Europe rotations that are facing **blank sailings and schedule unreliability globally**; a February 2026 freight market update references **100+ voyage cancellations in a single month** globally, with shippers advised to plan for **2–4 days of congestion and rollover risk** at major Asian hubs. ([jmrodgers.com](https://www.jmrodgers.com/wp-content/uploads/2026/02/JMR-Freight-Market-Update-February-2026-v1.0.pdf?utm_source=openai)) **Overall demand / price‑direction read‑through** - **Middle East lanes**: structurally tight in 2026 YTD due to war; reefer space is very tight and priced accordingly (GRIs, cargo acceptance restrictions). Expect **elevated and volatile freight to Jebel Ali & Red Sea, particularly for reefers**, with knock‑on effects for seafood, fruits, vegetables and chilled meat exporters. ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai)) - **Europe lanes**: after early‑2026 hikes, there are signs of **rate softening and adequate capacity**, though green surcharges (ETS, FuelEU) structurally lift base costs. This is relatively supportive for **bulkier/value‑dense agri exports (rice, sugar, coffee, spices) into EU**. ([container-news.com](https://container-news.com/cma-cgm-announces-new-fak-rates-from-isc/?utm_source=openai)) - **Operational risk**: JNPT and other gateways face **episodic gate‑side congestion and driver shortages**, but terminal performance metrics remain relatively strong; risk is more about **schedule reliability and documentation/gate queues** than hard capacity. ([cargopeople.com](https://www.cargopeople.com/blog/jnpt-port-congestion-2026-avoid-detention-charges/?utm_source=openai)) **Sources (for this section):** ([spglobal.com](https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai)) === 3. [PROBLEM FRAMING] – India rice export policy & restrictions (2024–2026; current status & 2026 signals) === **Policy timeline context (2024–2025 baseline)** - **Broken rice**: Export ban imposed in 2022 remains in force through at least late‑2024; no evidence yet of full reversal as of mid‑2026. This has permanently shifted some broken‑rice demand to alternative suppliers (Pakistan, Vietnam, Thailand, Myanmar). ([fas.usda.gov](https://fas.usda.gov/sites/default/files/2024-10/grain.pdf?utm_source=openai)) - **Non‑basmati white rice**: A 14‑month export ban was **lifted on 28 September 2024**, but India has continued using tariffs and quotas to manage outflows. ([fas.usda.gov](https://fas.usda.gov/sites/default/files/2024-10/grain.pdf?utm_source=openai)) - **Basmati rice**: India **removed the US$ 950/ton Minimum Export Price (MEP) on basmati rice in late‑2024**, loosening constraints on premium shipments; quality conditions (minimum grain length 6.61 mm and L/B ratio > 3.5) continue to be enforced under DGFT norms. ([gujaratcustoms.gov.in](https://gujaratcustoms.gov.in/juridictional_commissionate/public/storage/pdfs/RsTATGtzGteClNmVQP2Y4snYz2coHc1kTZ79QZZR.pdf?utm_source=openai)) **Key DGFT notifications & current regime (2025–26)** - DGFT notifications in **2025–26** show continued use of export‑policy levers for cereals and some sensitive food items: - **Notification 33/2025–26 (September 24, 2025)**: “Amendment in Export Policy of Non‑Basmati Rice under Chapter 10 of Schedule‑II (Export Policy) of ITC (HS) 2022.” While the full pdf text needs to be consulted case‑by‑case, the operative effect is to **maintain non‑basmati rice under a restricted/export‑permission regime**, often via government‑to‑government (G2G) quotas (e.g., Tanzania 30,000 tonnes) rather than free commercial exports. ([apeda.gov.in](https://apeda.gov.in/dgft-notifications?utm_source=openai)) - Finance‑Act‑linked **Notification 09/2025–26** harmonises export policy with revised tariff lines, explicitly **deleting several ITC HS codes covering parboiled, basmati and other rice varieties** and consolidating them, reinforcing the government’s ability to toggle duty or licensing status across fewer, broader codes. ([sjexim.services](https://sjexim.services/2025/06/03/dgft-notifies-harmonised-amendments-to-export-policy-in-line-with-finance-act-2025/?utm_source=openai)) - A specific **20% export duty on parboiled rice and selected milled rice varieties** is referenced as effective **from 1 May 2025**, with continued application into 2026 unless modified by fresh notification. ([sebi.gov.in](https://www.sebi.gov.in/sebi_data/attachdocs/jul-2025/1751542207660_845.pdf?utm_source=openai)) - APEDA’s DGFT notifications portal (updated to early‑2026) shows numerous cereal‑related circulars but **no blanket liberalisation for non‑basmati rice**; instead, India is managing flows through a combination of: - **Export duties (esp. 20% on parboiled)**, - **Restricted export policy status for certain HS codes**, - **G2G quota allocations for select destinations**, - **Ongoing broken‑rice ban**. ([apeda.gov.in](https://apeda.gov.in/dgft-notifications?utm_source=openai)) **MEP & duty posture on other agri items (for context)** - DGFT has also extended MEPs for specific non‑cereal products, e.g.: - **Natural honey MEP validity extension via Notification 52/2025–26 (31 Dec 2025, effective 2 Jan 2026)**, showing the state’s continued readiness to deploy MEPs when domestic price or supply concerns arise. ([apeda.gov.in](https://apeda.gov.in/dgft-notifications?utm_source=openai)) **How policy is shaping 2025–26 trade outcomes in rice & agri exports** - The combination of **broken‑rice export ban, restricted non‑basmati white rice policy, and 20% duty on parboiled** means that: - India’s role as a **price‑stabilising “last resort” supplier for lower‑income African and Asian importers is diminished** compared to pre‑2022; buyers have partially rebalanced to other origins. ([fas.usda.gov](https://fas.usda.gov/sites/default/files/2024-10/grain.pdf?utm_source=openai)) - Exporters are nudged toward **higher‑value segments—basmati, specialty long‑grain, fortified, value‑added rice products—where policy is comparatively more permissive**, while mass‑market non‑basmati flows are carefully metered. ([ncel.coop](https://ncel.coop/wp-content/uploads/2026/01/English-December-2025-NCEL-Newsletter.pdf?utm_source=openai)) - At the macro level, despite policy constraints, India’s farm exports grew **2.3–2.8% in 2025–26 to roughly US$ 52–53.1 billion**, confirming that **seafood, meat, spices, sugar and processed foods have partly offset the policy‑induced drag from rice**. ([freshplaza.com](https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai)) - At a monthly level, the **15% YoY fall in March 2026 rice export value (US$ 0.99 bn vs March 2025)** underscores how rapidly export earnings respond to the combination of **policy controls + geopolitical shocks (West Asia war) + freight disruption (high Middle East rates)**. ([financialexpress.com](https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai)) **Forward‑looking problem framing for 2026–27** Key structural questions for policy and exporters: 1. **Will India normalise rice policy?** - Without fresh DGFT notifications lifting duties or liberalising restricted HS codes, expect India to **continue a managed‑trade stance through at least FY 2026–27**, prioritising domestic inflation control over maximising export volumes. ([apeda.gov.in](https://apeda.gov.in/dgft-notifications?utm_source=openai)) 2. **Segmental rebalancing within agri exports:** - With rice partially constrained and cotton structurally tight, growth will need to come from **seafood, buffalo meat, spices, sugar, processed foods and niche/high‑value agri products** supported by schemes like PLI for food processing and the Agriculture Export Policy focus on product‑district specialisation. ([ibef.org](https://www.ibef.org/industry/agriculture-india?utm_source=openai)) 3. **Market reconfiguration risk:** - Long‑term buyers (Africa, Middle East, parts of Asia) might structurally re‑anchor demand to alternative suppliers if India’s rice remains unpredictably restricted. That reduces India’s bargaining power once it seeks to regain share, especially in low‑margin non‑basmati and broken segments. ([dpworld.com](https://www.dpworld.com/india/-/media/project/dpwg/dpwg-tenant/apac/india/media-files/ports-and-terminals/nsigt/tariff/2025/scale-of-rates-1-april-2025.pdf?rev=223125d5beec4899aaa2f4c32b50d5e7&utm_source=openai)) **Sources (for this section):** ([apeda.gov.in](https://apeda.gov.in/dgft-notifications?utm_source=openai)) Sources: • Indian fruit and vegetable exports grow despite U.S. tariffs https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai • Agri & processed food exports rise just 2% in FY26 - Economy News | The Financial Express https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai • NCEL Monthly Newsletter https://ncel.coop/wp-content/uploads/2026/01/English-December-2025-NCEL-Newsletter.pdf?utm_source=openai • Agri & processed food exports rise just 2% in FY26 - Economy News | The Financial Express https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai • Economic Research Service | Situation and Outlook Report https://esmis.nal.usda.gov/sites/default/release-files/dn39x152w/7s75gb79w/qj72r539v/RCS-25E.pdf?utm_source=openai • Indian Agriculture Sector, Farming in India | IBEF https://www.ibef.org/industry/agriculture-india?utm_source=openai • Indian fruit and vegetable exports grow despite U.S. tariffs https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai • India's seafood exports hit an all-time high of ₹72,325.82 crore in FY 2025-26 per Marine Products Export Development Authority (MPEDA) data — export volumes reached 19.32 lakh metric tonnes; frozen shrimp remained the backbone, contributing ₹47,973.13 crore (over two-thirds of earnings); US remained top destination at US$ 2.32 billion though volumes dropped 19.8% and value fell 14.5% amid reciprocal tariffs, partially offset by growth in China, the European Union, and Southeast Asia. | PeakMocks Current Affairs | PeakMocks https://www.peakmocks.com/current-affairs/india-seafood-exports-record-fy2026-mpeda-72325-crore?utm_source=openai • India's seafood exports hit an all-time high of ₹72,325.82 crore in FY 2025-26 per Marine Products Export Development Authority (MPEDA) data — export volumes reached 19.32 lakh metric tonnes; frozen shrimp remained the backbone, contributing ₹47,973.13 crore (over two-thirds of earnings); US remained top destination at US$ 2.32 billion though volumes dropped 19.8% and value fell 14.5% amid reciprocal tariffs, partially offset by growth in China, the European Union, and Southeast Asia. | PeakMocks Current Affairs | PeakMocks https://www.peakmocks.com/current-affairs/india-seafood-exports-record-fy2026-mpeda-72325-crore?utm_source=openai • India's seafood exports hit an all-time high of ₹72,325.82 crore in FY 2025-26 per Marine Products Export Development Authority (MPEDA) data — export volumes reached 19.32 lakh metric tonnes; frozen shrimp remained the backbone, contributing ₹47,973.13 crore (over two-thirds of earnings); US remained top destination at US$ 2.32 billion though volumes dropped 19.8% and value fell 14.5% amid reciprocal tariffs, partially offset by growth in China, the European Union, and Southeast Asia. | PeakMocks Current Affairs | PeakMocks https://www.peakmocks.com/current-affairs/india-seafood-exports-record-fy2026-mpeda-72325-crore?utm_source=openai • India farm exports grow 2.3% to $53.1 billion in 2025-26 despite Trump tariffs | Ease My Prep | Ease My Prep https://easemyprep.in/news/1029-india-farm-exports-grow-23-to-531-billion-in-2025-26-despite-trump-tariffs?utm_source=openai • Top Commodity Exports from India: Cotton, Rice, Sugar & More https://www.naviexports.com/blog/top-commodity-exports-from-india-cotton-rice-sugar-more?utm_source=openai • Agri & processed food exports rise just 2% in FY26 - Economy News | The Financial Express https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai • Container freight from West Coast India to Middle East hits record high amid war | S&P Global https://www.spglobal.com/energy/en/news-research/latest-news/shipping/030326-container-freight-from-west-coast-india-to-middle-east-hits-record-high-amid-war?utm_source=openai • Indian fruit and vegetable exports grow despite U.S. tariffs https://www.freshplaza.com/north-america/article/9836674/indian-fruit-and-vegetable-exports-grow-despite-u-s-tariffs/?utm_source=openai • India’s seafood basket: Exports remained flat at $7 billion in 2024-25; shipment volume dips - Times of India https://timesofindia.indiatimes.com/business/india-business/indias-seafood-basket-exports-remained-flat-at-7-billion-in-2024-25-shipment-volume-dips/articleshow/123471116.cms?utm_source=openai • NCEL Monthly Newsletter https://ncel.coop/wp-content/uploads/2026/01/English-December-2025-NCEL-Newsletter.pdf?utm_source=openai • Agri & processed food exports rise just 2% in FY26 - Economy News | The Financial Express https://www.financialexpress.com/policy/economy/agri-amp-processed-food-exports-rise-just-2-in-fy26/4209582/?utm_source=openai • DoC/DGFT Notifications | APEDA https://apeda.gov.in/dgft-notifications?utm_source=openai • DGFT Notifies Harmonised Amendments to Export Policy in Line with Finance Act 2025 https://sjexim.services/2025/06/03/dgft-notifies-harmonised-amendments-to-export-policy-in-line-with-finance-act-2025/?utm_source=openai)

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Reefer disruption to the Middle East

For CEVA's seafood and perishables shippers at India gateways

To the team at CEVA FREIGHT INDIA PRIVATE LIMITED,

Your seafood and chilled exporters moving cargo from JNPT, Mundra and Chennai are facing tight reefer capacity to Gulf destinations.

That shift is forcing some clients to postpone sales or absorb rollovers, creating execution and margin risk for forwarders.

Tridge Ark takes commercial outreach and counterparty qualification off your desk — we originate buyer matches and deliver qualified introductions while you keep moving the freight and the client relationship.

You introduce the client; we run delivery and you remain in the loop on engagement status and qualified introductions, with activation + recurring share that compounds across your book.

To learn more about partnering with Tridge Ark, please see this page: https://tridge.storylane.io/share/o1regeuvrvi8

If you could reply with a one-line note of your shippers' main commodities and their target destination countries, I'll check whether there is matching demand on our network.

Tridge
Mario Lee Account Executive, Tridge
E-mail:mario.lee@tridge.com
Web:https://www.tridge.com
Addr:226 Bangbae-ro, Seocho-gu, Seoul 06584, South Korea