
Basmati exporters expect higher paddy sowing this season after a good monsoon forecast and better farmer returns last year. Basmati output is roughly 6.6 million tonnes, but export volumes are expected to stay near last year's level of about four million tonnes because of weak demand in the Gulf and EU.
Larger sowing should lower paddy purchase prices for processors and exporters, which points to softer basmati export prices even as margins may improve.
Setelah 27 peristiwa cuaca bearish sebelumnya, Gabah bergerak median -1,6% selama 5 sesi (37% lebih tinggi; separuh tengah -3,4% sampai +1,1%), dan -1,3% 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.