USDA cut its 2025/26 all-rice export forecast by 2 million cwt to 87 million, with long-grain exports reduced by 3 million cwt. Ending stocks were raised by 1 million cwt to 50.3 million, while medium- and short-grain exports rose on Japanese demand.
Lower exports and higher ending stocks add to the domestic surplus and weigh on U.S. rough rice prices. Competition from Brazil, Peru and Pakistan is taking long-grain share.
Setelah 87 peristiwa laporan bearish sebelumnya, Gabah bergerak median +0,0% selama 5 sesi (53% lebih tinggi; separuh tengah -2,1% sampai +2,4%), dan +1,1% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
USDA's cut to the US export forecast and higher ending stocks add bearish supply/demand fundamentals for US rice, released days before the decline.
USDA's lower long-grain export forecast and higher ending stocks add bearish fundamentals for US rough rice.