India’s Food Inflation Trends - ECONOMY

NEWS: India’s food inflation has become a cause for concern and the centre of recent policy debates.

WHAT’S IN THE NEWS?

Overview of Food Inflation

  • Rising Food Inflation: Food inflation in India has become a growing concern and is the focal point of many recent policy discussions.
  • Cereal Price Paradox: While the country has seen record domestic cereal production in recent years, cereal inflation has remained high. Inflation in cereals and related products has fluctuated between 7-17% since July 2022. Despite a moderation to 6.88% in November 2024 (year-on-year), prices continue to rise on a monthly basis, with a 0.9% increase from the previous month.

Cereal Production and Supply

  • Record Cereal Output: India's domestic cereal production reached a record 288 million tonnes (MT) in 2021-22, 303.6 MT in 2022-23, and 308 MT in 2023-24, according to estimates from the Ministry of Agriculture.
  • Significant Weight in CPI: Cereals and their products constitute 9.67% of the total weight in the Consumer Price Index (CPI), making them a major factor in determining food inflation. Additionally, they account for almost a quarter of the Consumer Food Price Index (CFPI). This means any significant price fluctuation in cereals has a direct impact on both food and general inflation in the economy.

Role of Rice and Wheat in Cereal Prices

  • Dominance of Rice and Wheat: Rice and wheat are the dominant contributors to the cereal sub-group in the CPI. Rice holds a 4.75% weight and wheat has a 2.73% weight in the cereal sub-group, making up about 77% of the sub-group’s total weight (9.67%). When rice and wheat products are also considered, their combined contribution increases to approximately 92% of the sub-group's weight.
  • High Contribution to Production: Rice and wheat together account for around 81-82% of total cereal production on average over the last three years (2021-22 to 2023-24), with rice leading in terms of output increase.

Procurement and Stocks of Rice and Wheat

  • Rice Procurement: The procurement of rice has steadily increased over the years, growing from 38 MT in 2016-17 to 60 MT in 2020-21, before slightly decreasing to 57 MT in 2023. This trend reflects both the rise in production and the growing demand for rice.
  • Wheat Procurement: Similarly, wheat procurement rose from 38 MT in 2020-21 to a peak of 43 MT in 2021-22. However, wheat procurement levels have been more stable compared to rice.
  • Rising Rice Stocks: Rice stocks with the central pool increased substantially, from about 16.5 MT in September 2016 to 32.3 MT in September 2024, reflecting higher procurement and production.
  • Export Trends: India’s rice exports surged dramatically from about 4 MT in 2019-20 to 13 MT in 2020-21, and further to over 17 MT in 2021-22 and 2022-23. However, exports dipped to 11 MT in FY24 after the government imposed a ban on rice exports in July 2023, in response to rising domestic prices.

Impact of Procurement and Export on Prices

  • Rice Price Surge: The combination of increased procurement and higher exports, in conjunction with rising domestic production, led to tight rice supply in the open market. This constrained supply situation caused rice prices to steadily rise, beginning in August 2022. As a result, rice inflation remained in double digits from September 2022 to August 2024.
  • Wheat Price Volatility: Wheat output increased moderately from 98.5 MT in 2016-17 to 113.3 MT in 2023-24. Although wheat production slightly decreased in 2021-22, procurement levels rose during the 2020-21 and 2021-22 periods. However, wheat inflation saw a sharp rise in 2022, peaking at 25.3% in February 2023. Wheat inflation has since moderated, primarily due to the high base effect from the previous year.

Paradox of Rising Prices Despite Increased Output

  • Procurement vs. Output: Despite record production in cereals, the sustained rise in prices, particularly of rice, can be attributed to the policy of unlimited procurement and the sharp increase in rice and wheat exports. These factors have put a strain on domestic supplies, leading to persistent price hikes.
  • Crop Diversification Issues: The focus on rice procurement has led to a lack of crop diversification. Despite significant increases in the minimum support prices (MSPs) for pulses, oilseeds, and nutri-cereals, the preferential procurement of rice has deterred farmers from shifting to these more environmentally sustainable crops.

Need for Policy Reform

  • Rationalizing Price Support: The current procurement system, where the government procures rice and wheat in large quantities, needs to be rationalized. A more balanced approach to procurement could help curb rising prices. Limiting procurement to the levels necessary for maintaining buffer stocks and public distribution systems could mitigate the supply constraints that contribute to inflation.
  • Promoting Crop Diversification: A key policy shift is needed to encourage diversification away from rice to more environmentally friendly and nutritionally rich crops like pulses, oilseeds, and nutri-cereals. This diversification would help reduce the over-reliance on rice and wheat, promoting sustainability in agriculture.
  • Improving Post-Harvest Infrastructure: The development of efficient post-harvest marketing linkages and infrastructure is essential to support crop diversification. This would help farmers sell diverse crops more effectively, thereby incentivizing the production of a wider variety of cereals and other crops.