Rice futures traded near $11.8 per hundredweight, the highest since August 2025, as supply risks grew. Farmers across Asia are reducing plantings due to fertilizer shortages and higher fuel costs linked to the Iran war, and El Niño is expected to bring hotter, drier conditions in the second half of the year.
Lower planted area and likely drought-driven yield losses in Asia tighten rice supply expectations, supporting prices, though record Indian stocks limit the upside. Rice is a minor feed input, so the link to feed costs is indirect.
過去の強気な天候イベント179件の後、籾米 は5営業日で中央値 +0.4% 動き(55% が上昇。中央50%は -1.4% から +2.5%)、20営業日では +2.2% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Rice futures hit an 8-month high near $11.8/cwt on Asian acreage cuts from fertilizer and fuel shortages plus El Niño risk, directly describing the rally's supply-risk driver.