SSRice Presentations

We're off to Bangkok and we summarized last week's report here..a small update from Philippines as well..Jan 2026 imports set at 450 tmt and sps clearance is suggested to use last 3 years as a guide. 50% to Vietnam , 10% each to Thai, Pakistan, India, Myanmar and Cambodia..

I would say Cambodia came out a winner... While older contracts aside Thailand would be too expensive
- 20% import duty/tariff to apply to these.

My views will be shared at the end of the week after another 17 Dec meeting is concluded. Seems Jan will be a hot month for a viet market which would depend on Cambodian border trades.. 

Philippines could also  have a big say in viet Winter-spring crop trends.. though a Jan import would drive prices up .. a slower Feb and March would impact Vietnam a lot...

Interesting moves remain as Q1 looks interesting. While we have an OMSS no show from India supporting markets for now

I'm looking forward to our final report of the year this weekend