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An IFPRI analysis dated October 2, 2023 says India's July ban on non-basmati rice exports, plus later surcharges and minimum prices, has pushed benchmark Thai rice up 14%, Vietnamese rice up 22% and Indian white rice up 12%. Myanmar also banned exports, and the Philippines set retail price ceilings.
El Niño adds further threat to Asian rice output.
Export restrictions by India and Myanmar remove a large share of world rice trade, which keeps international rice prices elevated. Rough rice prices are likely to stay firm while the restrictions and El Niño risk persist.
在过去 168 次看涨的政策事件之后,稻谷 在 5 个交易日内中位数变动 +0.8%(57% 上涨;中间一半区间为 -1.7% 至 +2.1%),20 个交易日内为 -0.4%。
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。