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Thai and Vietnamese rice farmers are considering cutting plantings as diesel prices have roughly doubled and fertilizer costs have risen due to the Iran war. Thailand's 2026 export target of seven million tonnes is under pressure from supply disruptions and high freight costs.
Reduced planting intentions in major exporters point to tighter rice supply later in 2026. Higher freight and input costs also raise export prices.
businesstimes.com.sgMay Wong, Nga Pham2026/05/01過去の強気な地政学イベント12件の後、籾米 は5営業日で中央値 +1.6% 動き（58% が上昇。中央50%は -0.5% から +6.8%）、20営業日では +5.4% 動きました。
過去の強気な地政学イベント250件の後、ULSD / ディーゼル は5営業日で中央値 +1.7% 動き（58% が上昇。中央50%は -3.6% から +8.7%）、20営業日では +0.9% 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。
Thai and Vietnamese farmers considering cutting plantings as diesel and fertilizer costs surge threatens export supply, supporting higher prices.
Reports on 2026-05-01 that Thai and Vietnamese farmers may cut plantings because diesel and fertilizer costs have surged (input costs, supply risk) fit a sharp rally in the days before 2026-05-03.
Thai and Vietnamese farmers may cut plantings because diesel and fertilizer costs have risen sharply, raising supply concerns and input-cost-driven price support.
