Tuesday, October 27, 2015

27th October 2015 Daily Exclusive ORYZ Rice E-Newsletter by Riceplus Magazine

Thailand to Encourage Farmers to Store Rice During Harvest Period

Oct 26, 2015

The Thai government is planning to encourage farmers to store rice during the harvest period to protect rice prices from falling, according to Bloomberg.
The Permanent Secretary for Commerce told reporters that the Bank for Agriculture and Agricultural Cooperatives (BACC) will seek cabinet approval to provide loans to farmers in northern and north-eastern provinces to encourage them to store rice.
The BACC will reportedly lend 2.9 billion baht (around $2.54 million0 baht to farmers at low interest rate as well as about 12.5 billion baht (around $11 million) to cooperatives to process rice.
Last week, the Commerce Ministry said it is planning to introduce a new pledging scheme for Hom Mali rice as part of measures to control prices during the harvest season.
Thailand exported about 6.61 million tons of rice in the first nine months of 2015, down about 13% y/y, according to Commerce Ministry data.
The government has decided to sell 2 million tons of rotten rice from stockpiles. It is reportedly planning to another 9 million tons will be sold later.

Government of India Allows Private Traders to Procure One Million Tons of Rice in KMS 2015-16

Oct 26, 2015

The government of India has allowed private traders to procure around one million tons of rice during the 2015-16 Kharif Marketing Season (KMS) in the states of Uttar Pradesh, Bihar, Jharkhand, West Bengal and Assam, according to local sources.
The Indian government is targeting to procure a total of 6.9 million tons of rice from the five states in the on-going procurement season, local sources quoted a Food Ministry official.
The decision to involve private players in the rice procurement operations is based on the recommendations of the Committee set up to restructure the Food Corporation of India (FCI) operations. The Committee headed by a former Food Minister noted that the government needs to focus on the procurement operations in the five north-eastern states to improve efficiency in transportation, packaging and storage facilities in those states.
The five states contribute to over 40% of India's rice production by the FCI reportedly does not have a robust procurement mechanism in these states and often forces farmers to go for a distress sale. In order to avoid such a situation and help farmers receive the minimum support price (MSP), the Food Ministry has decided to involve private players in the rice procurement process.
The FCI is in the process of shortlisting companies for procurement in the five states.
The government of India is planning to procure around 30 million tons of rice in the KMS 2015-16, including around 2.7 million tons from Uttar Pradesh, 2 million tons from Bihar, 1.8 million tons from west Bengal, 300,000 tons from Jharkhand and 50,000 tons from Assam.
The MSP for common and grade A varieties of paddy is respectively fixed at Rs.1,410 (around $211 per ton) and Rs.1,450 (around $217 per ton) per quintal for the 2015-16 KMS.

Oryza CBOT Rough Rice Futures Recap - Chicago Rough Rice Futures Continue to Slide as Market Turns Bearish

Oct 26, 2015

Chicago rough rice futures for Jan delivery settled 19.5 cents per cwt (about $4 per ton) lower at $11.945 per cwt (about $263 per ton). The other grains finished the day with mixed results; Soybeans closed about 1.2% lower at $8.8450 per bushel; wheat finished about 4% higher at $5.0900 per bushel, and corn finished the day about 1.3% higher at $3.8450 per bushel.
U.S. stocks traded in a range Monday, attempting to hold last week's gains, as investors readied for another week of earnings and central bank announcements. Stocks rallied last week, with the S&P 500 ending in positive territory for 2015, after hints of further stimulus from the European Central Bank Thursday and a surprise rate cut by the People's Bank of China Friday. European equities closed lower Monday, while most Asian stocks closed mildly higher. The Hang Seng ended a touch lower. In U.S. economic news, September new home sales fell 11.5% to near a one-year low after two straight months of gains, Reuters said.

 The Federal Open Market Committee kicks off its two-day meeting Tuesday and is scheduled to release its statement Wednesday afternoon. In early afternoon trade, the Dow Jones Industrial Average declined 16 points, or 0.09%, at 17,630. The S&P 500 traded down 2 points, or 0.12%, at 2,072, with energy leading seven sectors lower and consumer discretionary leading advancers. The Nasdaq traded up 12 points, or 0.23%, at 5,043. Gold is trading about 0.2% higher, crude oil is seen trading about 1.2% lower, and the U.S. dollar is seen trading about 0.3% lower about  1:30pm Chicago time.
Friday, there were 2,940 contracts traded, down from 2, 976 contracts traded on Thursday. Open interest – the number of contracts outstanding – on Friday decreased by 163 contracts to 12,644.

Vietnam Exports 4.48 Million Tons of Rice in January 1 - October 20, 2015

Oct 26, 2015

Vietnam exported about 4.48 million tons of rice in January 1 - October 20, 2015, down about 17% from about 5.37 million tons of rice exported in first ten months of 2014, according to data from the Vietnam Food Association (VFA). The average rice export price so South Korea Plans to Procure 590,000 Tons tons of Rice in 2015 to Stabilize Prices

Oct 26, 2015

The government of South Africa is planning to purchase about 590,000 tons of locally produced rice as part of efforts to stabilize rice prices, local sources quoted the Farm Ministry. It earlier planned to purchase about 360,000 tons of rice. However, due to a decline in prices due to an expected increase in rice production third year, it decided to increase the local rice procurement by another 200,000 tons.
South Korea's rice production (milled basis) is estimated to increase about 0.4% to around 4.258 million tons in 2015 from around 4.241 million tons in 2014 due to higher yields, according to the Ministry if Agriculture, Food and Rural Affairs. Average rice prices have declined about 7.5% y/y to around 156,880 won per 80 kilograms (around $1,720 per ton) as of October 15, 2015.
The government has reportedly decided to set aside 360,000 tons of the procured volume as part of the country's strategic reserves and to contribute 30,000 tons to the ASEAN Plus Three Emergency Rice Reserve.
The Farm Ministry noted that the government may purchase more rice depending on the movement of rice prices and overall production. It is reportedly planning to release a long-term rice stabilization plan later this year.
The Ministry said it would release about 200 billion won (around $176.4 million) to help the private sector to buy up rice. It also noted that it would consider increasing the payment guarantee coverage of rice processing plants from the current 3 billion won (around $2.63 million) to 5 billion won (around $4.4 million) so as to help private sector to buy about 2.13 million tons of rice this year, up about 85,000 tons from last year.
The country's current rice reserves stand at around 1.32 million tons. The Ministry is expecting the demand for rice at around 3.97 million tons in 2016. The government is currently facing the challenge of falling consumption and increasing stocks.
far in this year stands at about $418.7 per ton (FOB), down about 4% per ton from about $435.6 per ton recorded during same last year.
During October 1-20, 2015, Vietnam exported about 130,300 tons of rice, down about 77% from about 570,769 tons rice exported in full month of October 2014, and down about 75% from about 532,267 tons rice exported in full month of September 2015. The average export price so far in August stands at about $400.09 per ton, down about 15% per ton from a year ago and down about 2% per ton from a month ago.


Global Rice Quotes

October 27th, 2015
Long grain white rice - high quality
Thailand 100% B grade          360-370           ↓
Vietnam 5% broken    370-380           ↔
India 5% broken         350-360           ↔
Pakistan 5% broken    305-315           ↔
Myanmar 5% broken   415-425           ↔
Cambodia 5% broken             415-425           ↔
U.S. 4% broken           490-510           ↔
Uruguay 5% broken    535-545           ↔
Argentina 5% broken 530-540           ↔

Long grain white rice - low quality
Thailand 25% broken 330-340           ↔
Vietnam 25% broken 355-365           ↔
Pakistan 25% broken 280-290           ↔
Cambodia 25% broken           400-410           ↔
India 25% broken       330-340           ↔
U.S. 15% broken         500-510           ↔

Long grain parboiled rice
Thailand parboiled 100% stxd            360-370           ↔
Pakistan parboiled 5% broken stxd    405-415           ↔
India parboiled 5% broken stxd         340-350           ↔
U.S. parboiled 4% broken       590-610           ↔
Brazil parboiled 5% broken    545-555           ↔
Uruguay parboiled 5% broken            NQ      ↔

Long grain fragrant rice
Thailand Hommali 92%          815-825           ↔
Vietnam Jasmine         475-485           ↔
India basmati 2% broken        NQ      ↔
Pakistan basmati 2% broken   NQ      ↔
Cambodia Phka Mails             830-840           ↔
Brokens
Thailand A1 Super      305-315           ↔
Vietnam 100% broken            305-315           ↔
Pakistan 100% broken stxd    275-285           ↔
Cambodia A1 Super   355-365           ↔
India 100% broken stxd         285-295           ↓
Egypt medium grain brokens NQ      ↔
U.S. pet food 330-340           ↔
Brazil half grain          NQ      ↔
All prices USD per ton, FOB vessel, oryza.com

Italian Paddy Rice Prices Continue to Increase in Third Week of October 2015

Oct 26, 2015

Italian paddy rice prices, which were quite low in the last week of September last week and first week of October, have increased in the second week of October and are continuing to increase in the third week as well. Prices of both Indica and Japonica varieties increased during the week. Harvesting of 2015-16 (September - August) rice land is almost complete and the total amount of paddy available can be known shortly, according to local sources.
Below are farm gate paddy quotes from the Milan grain exchange, as of October 20:

 
Arborio-Volano rice is quoted 650-675 euros (about $ 716-743) per ton, up 100 euros (about $ 110) per ton from 550-575 euros (about $ 605-633) per ton of October 13;
Balilla, Centauro and similar paddies are out at 315-335 euros (about $ 347-369) per ton, up from 290-310 euros (about $ 319-341) per ton of October 13.
Lido, Crono, Flipper and similar varieties are quoted 285-305 euros (about $ 314-336), up from 265-285 euros (about  $ 292-336) per ton of a week prior.
Padano, Argo is out at 385-430 euros (about $ 424-474) per ton, unchanged from a week prior.
Vialone Nano is quoted 515-540 euros (about $ 568-595) per ton, up from 465-490 euros (about $ 512-540) per ton from a week prior.
Carnaroli is quoted 650-685 euros (about $ 716-755) per ton, up from 590-625 euros (about $ 650-689) per ton of one week prior.
Thaibonnet and similar varieties were indicated at 265-285 euros (about $ 292-314) per ton, unchanged from a week prior.
Sant'Andrea is quoted 350-380 euros (about $ 385-419) per ton, up from 325-355 euros (about $ 358-391) per ton of October 13.
Luna Cl, Dardo and similar varieties are shown 285-305 ($ 314-336), up from 265-285 euros (about $ 292-336) per ton of October 13.
Baldo is quoted 360-380 euros (about $ 397-426) per ton, up from 335-355 euros (about $ 369-391) per ton of one week prior.

Roma was quoted 370-400 euros (about $ 408-441) per ton, up from 350-380 euros (about $ 385-419) per ton of October 13.
Selenio is quoted 315-355 euros (about $ 347-391) per ton, up from 295-335 euros (about $ 325-369) per ton of October 13.
Augusto is out at 305-325 euros (about $ 336-358) per ton, unchanged from a week prior;
Loto and Nembo are quoted 295-325 euros (about 325-358) per ton,  unchanged from a week prior.

Vietnam Rice Sellers Alter Some Their Quotes Today; Other Asian Quotes Remain Unchanged

Oct 26, 2015

Vietnam rice sellers have increased their quotes for 25% broken rice by about $5 per ton to around $355 - $365 per ton today. They lowered their quotes for jasmine rice by about $5 per ton to around $475 - $485 per ton. Other Asian rice sellers kept their quotes unchanged today.
5% Broken Rice
Thailand 5% rice is indicated at around $355 - $365 per ton about $15 per ton discount on Vietnam 5% rice shown at around $370 - $380 per ton. India 5% rice is indicated at around $350 - $360 per ton, about $45 per ton premium on Pakistan 5% rice shown at around $305 - $315 per ton.
25% Broken Rice
Thailand 25% rice is indicated at around $330 - $340 per ton, about $25 per ton discount on Vietnam 25% rice shown at around $355- $365 per ton. India 25% rice is indicated at around $330 - $340 per ton, about $50 per ton premium on Pakistan 25% rice shown at around $280 - $290 per ton.
Parboiled Rice
Thailand parboiled rice is indicated at around $360 - $370 per ton. India parboiled rice is indicated at around $340 - $350 per ton, about $65 per ton discount to Pakistan parboiled rice last shown at around $405 - $415 per ton.                            
100% Broken Rice
Thailand broken rice, A1 Super is indicated at around $305 - $315 per ton, at par with Vietnam 100% broken rice shown at around $305 - $315 per ton. India's 100% broken rice is shown at around $290 - $300 per ton, about $15 per ton premium on Pakistan broken sortexed rice shown at around $275 - $285 per ton.

Unreasonable Government Policies Hindering Vietnam Rice Exports, Say Experts

Oct 26, 2015

Unreasonable government policies are hindering Vietnam rice exports, local sources quoted experts as saying. They noted that though rice exports of all the major exports have been impacted due to
The Head of the Mekong River Delta Research and Development Institute noted that rice exporters are governed by several legal documents with overlapping content and unreasonable regulations. They are hindering the normal operations of the rice value chain, he said.
The Director of an exporting company noted that the recently released Prime Minister's Decision No 68 is aimed at helping farmers in reducing their production losses but does not support exporters in any manner. While exporters need to invest heavily in rice processing and milling systems as part of the 'large paddy field model', they are not getting adequate support from the government, he added.
The exporter also noted that they are not getting easy access to bank finance also despite the commitment made by the State Bank of Vietnam to provide financial support to implement the 'large paddy field model'.
Some experts pointed out that the current regulations have in fact weakened the competitiveness of Vietnamese rice exporters. 

Thailand to Sell 2 Million Tons of Rotten Rice from Stockpiles Beginning November 2015

Oct 26, 2015

The government of Thailand has approved the sale of 2 million tons of rotten rice from the stockpiles to industries starting from November 2015, Reuters quoted the Commerce Ministry Permanent Secretary.
"This rice is 2 million tonnes of rotten rice which humans and animals cannot consume and it must be sold to the industrial sector only," said the Commerce Ministry official. She assured that the Ministry would ensure that the rotten stocks would not enter the markets for human and animal consumption.
The official noted that the Ministry is planning to sell the rotten rice at prices below those of edible rice. However, she did not hint at the likely price that could be fetched.

Thailand is currently holding about 13.3 million tons of rice in its stockpiles.

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