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Thai rice mills are seeking government loans or debt relief after drought in the Central region delayed planting and pushed harvests to October and November. Mills expect to run 50-60% below capacity, and the association says exports reached 3.3 million tonnes in the first seven months of the year.
Delayed harvests and a concentrated harvest window could create an oversupply at harvest time, which would pressure Thai rice prices. Reduced mill output and weaker export volumes are the main offsetting factors.
在过去 27 次看跌的天气事件之后,稻谷 在 5 个交易日内中位数变动 -1.6%(37% 上涨;中间一半区间为 -3.4% 至 +1.1%),20 个交易日内为 -1.3%。
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。