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Twenty feed-user associations asked Thailand's government to convene the corn policy committee urgently and temporarily relax corn and wheat import ratios from 3:1 to 2:1 for February to August 2027. Domestic corn prices have risen from 9.9 baht/kg at end-September to 11 baht/kg in early November, against a 9.80 baht/kg reference price, while US-quota imports lag.
Tighter Thai domestic corn supply and a possible import-ratio easing would lift corn and wheat import demand into 2027, supporting regional feed prices. Users hold about 2-3 months of stock, so near-term cost impact is limited.
innovestx.co.thศิริมา ดิสสรา, IAA, CFANov 3, 2026After 318 past bullish policy events, Corn moved a median -0.1% over 5 sessions (48% higher; middle half -1.4% to +1.5%), and -0.2% over 20.
After 182 past bullish policy events, Wheat (SRW) moved a median +0.1% over 5 sessions (52% higher; middle half -1.9% to +1.4%), and -0.3% 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.
