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The USDA lowered its 2025/26 all-rice export projection by 2 million cwt to 87 million, cutting long-grain exports to 56 million. The rice supply projection was also trimmed by 1 million cwt to 47.7 million on lower long-grain imports.
Lower export demand from Latin America and reduced import supply partly offset each other, but the weaker export outlook is bearish for US rough rice prices.
ricefarming.comMAFGFeb 27, 2026After 87 past bearish report events, Rough Rice moved a median +0.0% over 5 sessions (53% higher; middle half -2.1% to +2.4%), and +1.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
