Rice exporters to meet Apeda as Gulf tensions threaten $6 billion basmati trade

After 13 past bearish geopolitics events, Rough Rice moved a median +2.0% over 5 sessions (77% higher; middle half +0.6% to +3.4%), and +4.7% over 20.

• Jan 6, 2020Suspend basmati rice exports to Iran till situation improves: Trade body advisory to members – Firstpost+0.6%
• Jan 13, 2020AgroPages-Tensions between US and Iran hit Basmati rice export-Agricultural news+3.4%
• Mar 4, 2026Basmati rice prices fall in local market as Iran war disrupts exports - The Economic Times+3.1%
• Feb 12, 2019Gulf threats could put the mockers on India’s grand new agri-export policy-3.9%
• May 1, 2019How the US move on Iran oil could hit India's basmati rice exports | Economy & Policy News - Business Standard+3.6%

After 62 past bullish geopolitics events, Palm Oil moved a median +2.5% over 5 sessions (74% higher; middle half -0.1% to +5.8%), and +4.0% over 20.

• Apr 2, 2026HLIB Research: Middle East tensions to lift near-term palm oil prices-1.0%
• Oct 3, 2024Malaysian Palm Oil Prices Climb Due To Middle East Tensions-0.9%
• Mar 2, 2026Oil Prices Surge as Hormuz Disruptions Threaten Global Supply, Analysts Warn - Bloomberg+5.0%
• Aug 29, 2026China's Palm, Soybean, and Rapeseed Oil Futures Rise; Crude Up Over 2% on Middle East Tensions | Gate News+4.8%
• Jul 20, 2023Palm oil futures hit four-month high as Black Sea tensions escalate+1.6%