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Rice prices have risen 20-30% since September 2022 on Pakistan floods and falling global stocks, which are projected at their lowest since 2017/18. A strong El Niño could hit monsoon harvests in India and Bangladesh.
The authors say the rice market's period of calm may be ending.
Projected multi-year low stocks and El Niño monsoon risk point to upward pressure on rice prices, raising costs for rice-based feed inputs.
在过去 179 次看涨的天气事件之后,稻谷 在 5 个交易日内中位数变动 +0.4%(55% 上涨;中间一半区间为 -1.4% 至 +2.5%),20 个交易日内为 +2.2%。
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。