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US-Iran tensions have halted Indian Basmati exports to Iran, which previously made up about 30% of the trade, and Gulf shipping risks deter exporters. EU pesticide rules have also cut Basmati shipments to Europe, and prices have fallen sharply.
Lost Iranian demand and a glut of Basmati supply are pressuring Indian rice prices lower.
在过去 13 次看跌的地缘政治事件之后,稻谷 在 5 个交易日内中位数变动 +2.0%(77% 上涨;中间一半区间为 +0.6% 至 +3.4%),20 个交易日内为 +4.7%。
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。