大米：印度取消限制导致全球价格暴跌至2017年以来的最低水平

Rice: lifting of Indian restrictions causes global prices Paris,13thOctober2025:Rice prices have fallen 35% in one year to their lowest level since 2017 (around US$360 per ton) following the lifting of Indian exportrestrictions. After three years of extreme volatility, the market is facing a glut(541 million tons produced in 2024),pushing prices down and upsetting the Three years of record volatility Since2022,India,theworld'sleading exporter, had restricted itsexport sales to contain the surge inworld prices (19% increase in 2022and 2023) linked in particular to thewar in Ukraine and poor weatherconditions in Asia. The reopening ofexportsin 2024,coupled withrecord Asian harvests, led to a35%drop in prices in one year. Given stabilizationin 2026 at levels not seen in 10 years. Asia dominates the market; Africa is highly dependent Rice is the most widely consumed staple food in the world, ahead of wheat andmaize. Despite its importance for food security, it is still little traded on world markets, withAsia,which accounts for nearly 90%of global production and consumption, Sub-Saharan Africa, for its part, is heavily dependent on Asian imports. In 2024, fiveAsiancountries1 accounted for 75%of exports,including 40%for India,aconcentration that increases the vulnerability of these countries to the political A major political issue throughout Asia Rice remains a highlypoliticizedcommodityinmanyAsian The continuing fall in pricesthreatensthe profitabilityofproducers in countrieswhere production is lowerthaninIndia.ThePhilippines,one of theworld'slargestriceimporters,has suspended Emergingeconomies are maintaining protectionist policies. This is the case in Japan, which, under pressurefrom agricultural lobbies, maintains strict import quotastoprotect its rice sector.However, this approach risksdestabilizingthe dynamics of the domestic market.Indeed, the Japanese rice sector is facing asupply crisisdue to the poor harvest of2023, caused by extreme heat that reduced yields. Storage and a major earthquake Find out how global commodity prices are changing every month. SERVICE DE PRESSE COFACE coface@havas.com COFACE: FOR TRADE Acteur de référence de la gestion du risque de crédit commercial au niveau mondial depuis plusde 75ans, Coface aide les entreprises à développer leurs activités et à naviguer dans un environnementincertain et volatil. Quels que soient leur taille, leur localisation ou leur secteur d’activité, Cofaceaccompagne 100 000 clients sur près de 200 marchés à travers une gamme complète de solutions :