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BMI expects global rice prices to stay elevated through 2024 because of unfavourable weather and India's export restrictions. It projects Chicago rough rice futures to average US$16.50/cwt in 2024, versus US$16.69 in 2023, with the contracts at US$16.32 as of April 5.
BMI expects India's restrictions to persist at least until after the Indian general election.
India's export curbs remove a major supplier from the market, keeping international rice quotations firm and supporting feed-grade rice and rice-byproduct costs. Easing is only expected in 2025 if La Niña brings higher rainfall.
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tridge.comEconomic times2024年4月12日在过去 189 次看涨的贸易事件之后，稻谷 在 5 个交易日内中位数变动 +0.2%（52% 上涨；中间一半区间为 -1.7% 至 +2.4%），20 个交易日内为 +1.0%。
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。
BMI's view that tight global supply, weather and India's export restrictions will keep prices elevated, with Chicago rough rice futures near $16.32, supports a sentiment-driven rally.
BMI's view that tight global supply and India's export restrictions will keep rice prices elevated, with rough rice futures near $16.32, supports bullish sentiment that could fuel a sharp upward move.
