
Vietnamese 5% broken rice export prices rose to $480-$490 per tonne, the highest since late 2011, as supplies stayed constrained. Border closures with Cambodia cut paddy purchases, and India and Thailand also face worker shortages and limited supply.
Vietnamese exporters have stopped signing new contracts because their rice is now expensive relative to competitors.
Coronavirus restrictions are limiting paddy and milling supply across major Asian exporters, which keeps global export prices elevated. High Vietnamese prices could slow new sales and shift demand to cheaper origins.
Setelah 21 peristiwa logistik bullish sebelumnya, Gabah bergerak median -0,5% selama 5 sesi (38% lebih tinggi; separuh tengah -2,0% sampai +1,8%), dan +3,6% 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.