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Exporters report that a stronger baht has pushed Thai rice export prices up by about $15/t per baht, leaving Thai rice roughly $50/t above competitors. Buyers are refusing the higher prices, and first-quarter 2026 exports are expected to fall.
Lost competitiveness reduces Thai export demand and shifts sales to rivals such as India and Cambodia, which is bearish for Asian rice prices.
nationthailand.comDec 26, 2025After 16 past bearish macro events, Rough Rice moved a median +0.2% over 5 sessions (50% higher; middle half -5.1% to +1.7%), and +4.1% 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.
