Bangladesh Faces Urea Shortage as Subsidy Cuts Reduce Government ProcurementBangladesh's Ministry of Agriculture reported a 500,000 tonne urea shortfall after the government reduced fertilizer subsidies by 30% under IMF fiscal consolidation requirements.
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FatimaIMF austerity hitting fertilizer subsidies in a food-insecure country is a humanitarian concern.
SupplierIrrawaddy · 8d ago
Myanmar Rice Exports Surge 35% as Junta Seeks Foreign CurrencyMyanmar's military government pushed rice exports to 3.2 million tonnes in 2025, a 35% increase, by mandating farmer sales to state trading enterprises at below-market prices.
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JamesCompanies sourcing Myanmar rice face reputational risk. Several EU retailers have already delisted Myanmar origins.
RegulationMint · 8d ago
India Lifts Basmati Rice Minimum Export Price After Farmer ProtestsIndia removed the $1,200/tonne minimum export price for basmati rice following protests by Punjab and Haryana farmers who faced unsold stocks after the floor price deterred international buyers.
score 81
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FatimaGood news for Middle Eastern buyers who shifted to Pakistani basmati. Indian volumes will return quickly.
CompetitiveNikkei Asia · 8d ago
Louis Dreyfus Launches Direct-to-Farmer Rice Sourcing Platform in CambodiaLDC rolled out a mobile-based platform connecting 15,000 Cambodian rice farmers directly to export markets, bypassing traditional middlemen and offering 12% higher farmgate prices.
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JamesIf this scales, it could be replicated across Myanmar and Laos. Traditional rice brokers should be worried.
MaterialNOAA Climate Prediction Center · 8d ago
El Nino Watch: Rice Production in Indonesia and Philippines at RiskNOAA upgraded its El Nino watch to an advisory with sea surface temperatures in Nino 3.4 region reaching +1.2C. Historical patterns suggest significant rice yield reductions in Southeast Asia.
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MariaThis is the signal we have been watching. El Nino plus Vietnam quotas equals a perfect storm for rice.
SupplierReuters Africa · 8d ago
Olam Agri Expands Rice Milling Capacity in Nigeria with $180M InvestmentOlam Agri announced construction of a 500,000 tonne/year integrated rice mill in Nasarawa State, Nigeria, aiming to reduce the country's $2.5 billion annual rice import bill.
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FatimaNigeria has announced similar projects before with mixed results. Execution risk is high.
ResearchScience · 8d ago
IRRI Achieves 22% Yield Increase with CRISPR-Edited Flood-Tolerant RiceThe International Rice Research Institute published multi-site trial results from Bangladesh and Myanmar showing CRISPR-edited Sub1A rice varieties withstand 14-day submergence while maintaining high yields.
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JamesGene-edited crops face regulatory hurdles in the EU and parts of Africa. Adoption will be uneven.
PanoramaThai Rice Exporters Association · 8d ago
Thailand Jasmine Rice Premium Hits 5-Year High at $950/Tonne FOB BangkokThai Hom Mali jasmine rice prices reached $950/tonne FOB Bangkok, a 22% YoY increase driven by drought-reduced output in Isaan provinces and strong Chinese demand for premium varieties.
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MariaAt $950/tonne, Thai jasmine is pricing out mid-market buyers. Expect substitution to Vietnamese ST25.
RegulationVietnam News Agency · 8d ago
Vietnam Imposes Rice Export Quota of 6.5M Tonnes for 2026Vietnam's Ministry of Industry and Trade capped 2026 rice exports at 6.5 million tonnes, down from 8.1 million in 2025, citing El Nino-related production risks in the Mekong Delta.
score 89
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ChenVietnam's quota will push Philippine and Indonesian buyers to Indian and Thai origins at higher prices.