Greg Evans

Commodities analyst focusing on rice markets. @UVA and @universityofga alum.

[Tanya Rana @Tanyarana97]

Pakistani rice prices are surging as strong demand from the Philippines and active local buying tighten supply.

#Rice #Market #Pakistan #Exports #Agriculture #Trade #philippinesearthquake

https://t.co/jXn2vGgvSL

[Javier Blas @JavierBlas]

The drop in nitrogen fertilizer prices has now extended into Asia. India has received offers for its latest urea tender at an average price of $530 per tonne, down ~44% from $947 per tonne in April.

[Agriculture by S&P Global Energy @SPGEnergyAg]

India’s rice output to remain stable in MY 2026-27 despite El Nino, fertilizer risk: IREF VP

◾Rising fertilizer prices fiscal issue for the government
◾Surplus stocks reach 28 million mt
◾Indian WR trades $119/mt below Thailand prices

🔗Read: https://t.co/dlzM4beecl

[Tanya Rana @Tanyarana97]

Thai 5% white rice prices have climbed to a 16-month high as tightening supplies, firm domestic demand, and exporter short-covering continue to support the market.
https://t.co/200AalYkmL
#Thailand #Prices #Export #Trade #Iraq #Geopolitcs #Rice #Agriculture

[Agriculture by S&P Global Energy @SPGEnergyAg]

Philippines-Vietnam rice deal raises questions over pricing, implementation

▪️Target price $450/mt sits $54/mt below market
▪️Traders question deal's market impact

https://t.co/butID3xEsl

[Agriculture by S&P Global Energy @SPGEnergyAg]

Indian non-basmati #rice prices fall to multiyear low amid Africa policy disruption, new crop arrivals

▪️India PB 5% decline by $82/mt since 2018
▪️African import restrictions disrupt demand
▪️New crop paddy prices fall

🖥️Full story: https://t.co/YYJIi4L0Fd

[Agriculture by S&P Global Energy @SPGEnergyAg]

Burkina Faso rice import suspension to curb flows, weigh on Indian rice prices

▪️Indian parboiled rice prices drop 5%
▪️West African trade flows face disruption

https://t.co/L10YWU8lXD

[Tanya Rana @Tanyarana97]

India’s rice exports face a short-term cloud after China flagged concerns over alleged genetically modified traces in shipments.
https://t.co/ABEfulMeoZ

#Rice #Geopolitics #China #India #Pakistan #Trade #Geopolitcs

[Tanya Rana @Tanyarana97]

Burkina Faso’s sudden suspension of rice imports is already rippling through global markets. Indian parboiled rice prices have fallen amid weakening demand from West Africa.

https://t.co/wXlP7jO1o5

#rice #exports #India #Africa #Trade #Policy #Agriculture #Prices

[Tanya Rana @Tanyarana97]

Philippine rice production is expected to decline to its lowest in six years in MY 2025-26 due to El Niño and fertilizer costs. Imports are projected to increase, with USDA estimating up to 5.5 million mt. #Rice #exports #Agriculture #Policy #Trade
https://t.co/lxN0H3LkJr

[Agriculture by S&P Global Energy @SPGEnergyAg]

Indian, Pakistani basmati rice markets bullish despite Middle East ceasefire

▪️Basmati prices get support from Middle East demand
▪️Indian rice rebounds $55/mt after war dip
▪️High local costs limit Pakistan's exports

https://t.co/vQlZIvPk6p

[Jarrod Hardke @JHardke]

Arkansas rice acres estimated to fall to 1 million for 2026 (900k long grain & 100k medium grain) per NASS survey estimates.

My expectation - total AR rice acres will come in about 850k total when the dust settles this year.

[Tanya Rana @Tanyarana97]

GMO-related uncertainty is emerging as a key barrier in India’s rice exports to China. Despite non-GMO certifications, inconsistent classification at Chinese customs is raising trade risks.
https://t.co/xKT15bHxlo

#India #China #Agriculture #GMO #Trade #Geopolitics #IranWar‌

[Agriculture by S&P Global Energy @SPGEnergyAg]

Freight surge, container shortage disrupt global rice trade

*India to West African breakbulk freights up $14-$19/mt in weeks
*Thailand sellers shift preference to FOB deals
*EU demand likely to shift to South America amid high freight to Asia

Read more: https://t.co/SIne2llGpQ

[Jarrod Hardke @JHardke]

Rice growers have started planting in Arkansas. The rice agronomy program also started planting date trials at Harrisburg today.

[Tanya Rana @Tanyarana97]

A ripple effect from Middle East tensions is now hitting Asia’s rice trade via something as simple as packaging. Even “small” supply chain inputs can disrupt global food flows in a big way.

#polypropylene #rice #chemicals #Trade #IranIsrael #war #Asia

https://t.co/QyvdEwQ1vf

[Agriculture by S&P Global Energy @SPGEnergyAg]

Vietnam fragrant 5% rice prices fall to record low amid weak demand, ample supply

▪️Fall to lowest in 14 years since assessment launched
▪️Weak demand from the Philippines, Africa weighs on prices
▪️Prices drop to $399/mt FOB amid harvest pressure

https://t.co/eZW8msJv8V

[Agriculture by S&P Global Energy @SPGEnergyAg]

Asian rice markets face cost pressures as Middle East war lifts fuel prices

◾Weak demand clashes with rising expenses
◾India, Pakistan exporters face higher local expenses
◾SE Asia exporters see profit margins shrink

🔗Read: https://t.co/FpgxFOmuvV

[Tanya Rana @Tanyarana97]

Indian rice exports to the Middle East are under severe pressure as rising bunker fuel costs and geopolitical risks are driving a sharp escalation in shipping costs and disrupting services.

https://t.co/9Wagsryg55

#Trade #IranIsrael #Rice #Geopolitics #Agriculture #Shipping

[Agriculture by S&P Global Energy @SPGEnergyAg]

Asian #rice markets are facing a logistics shock as the #Iran conflict disrupts Middle East shipping routes. Freight rates have surged, bookings are being canceled, and basmati prices are falling amid uncertainty.

https://t.co/iStWCfyu84