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BMI cut its 2025 average rough rice futures forecast to $14.85 per cwt, a 6.3% downward revision, and lowered its 2024 outlook to $16.35. The revision followed India's easing of rice export restrictions, which cut Thai export quotes by over 10% in early October.
US rice exports are running strong, with a four-season high in commitments.
Lower Indian export restrictions are expected to keep global rice prices lower, with US export strength providing only limited support.
在过去 100 次看跌的政策事件之后,稻谷 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -1.7% 至 +1.6%),20 个交易日内为 +0.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。