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Siam Commercial Bank's EIC says a drought that started early in Thailand's 2019-2020 dry season has damaged 1.62 million rai of farmland, 89% of it rice. Reservoirs are below the five-year average, and the Meteorological Department warns the drought could last until June.
Off-season rice, sugar cane and cassava are seen as most at risk.
Lower off-season rice, cane and cassava output tightens Asian feed and industrial raw material supplies, supporting prices for rice and cassava-linked feed inputs.
bangkokpost.comEIC2020年3月17日在过去 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%。
在过去 1,465 次看涨的天气事件之后，玉米 在 5 个交易日内中位数变动 +0.2%（54% 上涨；中间一半区间为 -1.4% 至 +1.9%），20 个交易日内为 +0.9%。
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。
Drought damage to 1.62 million rai of Thai farmland, mostly rice, with reservoirs low and the drought possibly lasting until June, points to reduced supply from a major exporter.
Thai drought damaging 1.62 million rai, mostly rice, with the dry spell forecast to last to June, raised the supply-risk premium.
