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An opinion piece from the Lowy Institute argues that Southeast Asia needs gene-edited, higher-yielding rice to withstand El Niño and future climate shocks. It notes that regional rice yields are about half their estimated potential and that governments in Thailand and the Philippines are preparing for hotter, drier conditions.
Expected El Niño-driven yield losses in major rice exporting countries could tighten Asian export supply and support rice prices, though this piece is a policy commentary rather than a new supply event.
lowyinstitute.orgMargaret E. Kosal, Ysa Marie CayabyabNov 13, 2026After 179 past bullish weather events, Rough Rice moved a median +0.4% over 5 sessions (55% higher; middle half -1.4% to +2.5%), and +2.2% 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.
