The ledger
The source ledger
Published 2 October 2026
The record behind the story. Every link below is used in the text.
Reporting cutoff: 30 September 2026. Annual filings, historical records, official statistics and dated reporting are kept distinct. Forecasts are labelled with their publication year; original arithmetic is identified as a scenario. The unverified Jhunjhunwala operators wording is not used as a quote.
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What remains unknown
Exact personal OMC trade profits for Jhunjhunwala, current fill of Indian emergency reserves, final September customs totals and a definitive outcome of current negotiations are not established by this file. Retail limits and some shipping observations are attributed reporting, not independently witnessed events.
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