Friday, October 02, 2015

2nd October,2015 Daily Exclusive ORYZA Rice E-Newsletter by Riceplus Magazine

Cambodia Rice Exports Declined in September 2015 Due to High Prices, Say Exporters

Oct 02, 2015

Cambodia's rice exports declined to around 26,969 tons of milled rice during the month, down about 10% from around 29,819 tons in August 2015; and about 24% from around 35,511 tons exported in September 2014. The fall in exports is mainly due to high prices of Cambodian rice compared to the prices of Thai and Myanmar rice, say exporters.
One of the leading exporters told reporters that lower supplies due to below-average rains in the beginning of this year also led to increase in both domestic and international prices. He also noted that while Cambodia's jasmine rice exports increased to around $880 per ton from around $750 per ton in the beginning of this year, export prices of Thai jasmine rice declined to around $810 per ton from over $900 per ton during the same period. However, exporters are expecting exports to increase in the remaining three months of this year if rains continue and supplies increase.
The Acting Secretary-General of the Cambodia Rice Federation (CRF) told reporters that the Agriculture Ministry is expecting the country's paddy output at around 9 million tons.
Cambodia has exported around 369,105 tons of milled rice in the first nine months of 2015, up about 37% from around 269,370 tons exported during the same period last year. The government of Cambodia aimed to increase rice exports to one million tons (including official and unofficial exports to Thailand and Vietnam) in 2015 but noted that it is unlikely to achieve the target due to inadequate milling facilities and infrastructure as well as lack of access to funding.
USDA estimates Cambodia to export 1.1 million tons of rice (including official and unofficial exports to Vietnam and Thailand through borders) in 2015, up about 10% from an estimated 1 million tons in 2014.

India 2015-16 Main Paddy Rice Slightly Ahead of Last Year Despite Poor Monsoons

Oct 01, 2015
Total area planting to India's 2015-16 Kharif (main) rice crop (June - December) is continuing to be ahead of the last year despite weaker monsoon rains in the second half of the monsoon season (August-September). Total rice planted area stood at around 37.59 million hectares as of October 1, 2015, slightly up from around 37.52 million hectares planted during the same time last year, according to a press release by the Agriculture Ministry.
India received 14% below-average rainfall as of September 30, according to the Indian Meteorological Department (IMD). The North-west, Central, Southern and North-East regions received 14%, 17%, 15% and 8% below-average rains respectively. The IMD has been expecting most parts of the country to receive normal to above normal rains between September 19 to October 3, 2016.
A likely drought-inducing El Nino this year is expected to lower production prospects in India this year. Extending drought conditions are already dampening production prospects in Thailand, Indonesia and the Philippines. Rice prices in Asia are expected to surge due to expected lower supplies.
The government of India forecasts 2015-16 kharif (June - December) rice production at around 90.6 million tons, slightly down from around 90.86 million tons in 2014-15.
The total Kharif crop sown area stands at 103.14 million hectares as on October 1, 2015, slightly up from around 101.79 million hectares during the same period last year, according to the Agriculture Ministry.




Paddy Procurement for KMS 2015-16 Begins in Indian State Punjab
Oct 02, 2015

Government agencies have begun paddy procurement for the 2015-16 Kharif marketing season (KMS) in the Indian state Punjab, according to local sources.
The Reserve Bank of India (RBI) has reportedly released Rs.18,972 crore (around $2.89 billion) for the purpose. The state's Food and Civil Supplies Minister noted that the government is taking all possible efforts to ensure hassle-free procurement and timely payments to farmers.
The Central government has directed the Punjab government to procure basmati 1509 variety and the coarse variety at R.1,450 per quintal (around $221 per ton).

Basmati 1509 variety, which received around Rs.4,000 per quintal (around $609 per ton) last year is currently being sold at around Rs. 1,200-1,300 per quintal (around $183-$198 per ton) due to low export demand. Exporters are complaining that demand for the variety is low due to higher breakage content in the seeds.

The Punjab state government also re-imposed total taxes of 7% on the procurement of basmati paddy for private millers and traders to avoid price manipulations. Punjab is one of the major rice-growing states in India and accounts for about 11% of the country's total rice production.
The government of India is planning to procure around 30 million tons of rice in the KMS 2015-16.

Oryza U.S. Rough Rice Recap - Quiet Market as Buyers are Reluctant to Pay Higher Prices

Oct 02, 2015

The U.S. cash market was unchanged today with limited trading to report as most buyers have not been keen to pay the prices farmers have been asking for. Analysts note that the market will remain quiet until more demand shows up and convinces buyers that prices are going higher or until farmers need to raise cash and are forced to sell.
In the meantime, the USDA reported that cumulative net export sales for the week that ended on September 25th, totaled 70,500 tons, an increase of 19% from the previous week and 5% higher than the prior 4-week average.
Increases were reported for the following destinations including: 24,100 tons to Japan, 23,200 ton to Mexico, 11,500 tons to the Haiti, 5,900 tons to unknown destinations, and 2,100 tons to Canada while decreased of 400 tons were reported for Taiwan.
U.S. rice exporters shipped 42,200 tons, a decrease of 55% from the previous week and 60% lower than the prior 4-week average. Increases were reported for the following destinations including: 15,200 tons to Haiti, 12,000 tons to Japan, 3,100 tons to Mexico, 2,900 tons to South Korea, and 2,400 tons to Canada.

Oryza Afternoon Recap - Chicago Rough Rice Futures Rebound, Supported by Firmer Wheat and Corn; Soy Falls as Traders Digest Yesterday's Grain Stocks Report

Oct 02, 2015

Chicago rough rice futures for Nov delivery settled 10 cents per cwt (about $2 per ton) higher at $13.300 per cwt (about $293 per ton). The other grains finished the day with mixed results; Soybeans closed about 1.7% lower at $8.7725 per bushel; wheat finished about 1.1% higher at $5.1825 per bushel, and corn finished the day about 0.3% higher at $3.8875 per bushel.
U.S. stocks traded mostly lower Thursday, the first day of trade for the fourth quarter, as investors weighed declines in Apple and biotech stocks amid key domestic economic reports. The major averages turned lower after a positive open on the back of slight gains in the futures market. The monthly nonfarm payrolls report is due Friday at 8:30 a.m., ET. The key economic report of the day, the September ISM manufacturing index, fell to the lowest level since May 2013 at 50.2, a decline from August's 51.1 print. Other economic reports out Thursday continued to show strength in the housing and auto sectors. August construction spending rose to its highest level since 2008, driven by residential projects. Initial jobless claims showed a slight increase to 277,000. The September U.S. Markit manufacturing PMI came in at 53.1.
In Europe, the pan-European Stoxx 600 index turned lower despite rallies in Asia and Wall Street overnight. In Asia, Japan's Nikkei finished 1.92% higher. Chinese stock markets in both the mainland and Hong Kong were closed for the National Day Holiday. On Wednesday, the Shanghai Composite index closed up 0.50%.In midday trade, the Dow Jones Industrial Average declined 189 points, or 1.16%, at 16,095. The S&P 500 fell 16.6 points, or 0.87%, at 1,903, with utilities leading all 10 sectors lower. The Nasdaq declined 52 points, or 1.14%, at 4,567. Gold is trading about 0.2% lower, crude oil is seen trading about 0.2% lower, and the U.S. dollar is seen trading about 0.2% lower about  1:00pm Chicago time.
Wednesday, there were 2,174 contracts traded, up from 1,020 contracts traded on Tuesday. Open interest – the number of contracts outstanding – on Wednesday decreased by 78 contracts to 11,512.
Global Rice Quotes

October 2nd, 2015

Long grain white rice - high quality
Thailand 100% B grade       365-375         ↔
Vietnam 5% broken 335-345         ↔
India 5% broken       355-355         ↔
Pakistan 5% broken             310-320         ↔
Myanmar 5% broken           410-420         ↔
Cambodia 5% broken           415-425         ↔
U.S. 4% broken          530-540         ↔
Uruguay 5% broken             535-545         ↔
Argentina 5% broken           530-540         ↔

Long grain white rice - low quality
Thailand 25% broken          330-340         ↔
Vietnam 25% broken           320-330         ↔
Pakistan 25% broken           285-295         ↔
Cambodia 25% broken        400-410         ↔
India 25% broken     315-325         ↔
U.S. 15% broken        500-510         ↔

Long grain parboiled rice
Thailand parboiled 100% stxd        355-365         ↔
Pakistan parboiled 5% broken stxd           415-425         ↔
India parboiled 5% broken stxd     340-350         ↔
U.S. parboiled 4% broken    570-580         ↔
Brazil parboiled 5% broken            545-555         ↔
Uruguay parboiled 5% broken       NQ       ↔

Long grain fragrant rice
Thailand Hommali 92%       800-810         ↓
Vietnam Jasmine       470-480         ↔
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      300-310         ↔
Egypt medium grain brokens          NQ       ↔
U.S. pet food   330-340         ↔
Brazil half grain         NQ       ↔
All prices USD per ton, FOB vessel, oryza.com


Thailand Rice Sellers Lower Some of Their Quotes Today; Other Asian Quotes Unchanged


Oct 02, 2015

Thailand rice sellers lowered their quotes for Hom Mali rice variety by about $5 per ton to around $800-$810 per ton; and lowerd their quotes for glutinous rice variety by about $10 per ton to around $665-$675 per ton today. Other Asian rice sellers kept their quotes unchanged.
5% Broken Rice
Thailand 5% rice is indicated at around $355 - $365 per ton about $20 per ton premium on Vietnam 5% rice shown at around $335 - $345 per ton. India 5% rice is indicated at around $355 - $365 per ton, about $45 per ton premium on Pakistan 5% rice shown at around $310 - $320 per ton.
25% Broken Rice
Thailand 25% rice shown at around $330 - $340 per ton, about $10 per ton premium on Vietnam 25% rice shown at around $320- $330 per ton. India 25% rice is indicated at around $315 - $325 per ton, about $30 per ton premium on Pakistan 25% rice shown at around $285 - $295 per ton.
Parboiled Rice
Thailand parboiled rice is indicated at around $355 - $365 per ton. India parboiled rice is indicated at around $340- $350 per ton, about $75 per ton discount to Pakistan parboiled rice was last shown at around $415 - $425 per ton.                            
100% Broken Rice
Thailand broken rice, A1 Super, 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 $300 - $310 per ton, about $25 per ton premium on Pakistan broken sortexed rice shown at around $275 - $285 per ton.

Thai Rice Farmers Advised to Avoid Dry-Season Rice Planting Due to Water Shortages

Oct 02, 2015
Officials from the Agriculture and Cooperatives Ministry advised rice farmers in the Chao Phraya and Mae Klong River Basins to avoid planting for the dry-season rice as water levels in the major dams in the two basins are at critical levels, according to local sources.
The Ministry's Permanent Secretary told local sources that water levels in the four dams -  Bhumibol, Sirikit, Kwai Noi and Pasak Jolasid  - in the Chao Phraya River Basin had only 3,006 million cubic metres as on October 1, 2015. He urged farmers not to plant the dry-season rice crop and warned that the crops would fail due to water shortages. He added that water in the four dams would be sufficient for domestic consumption.
On the other hand, the water level in the Srinagarindra Dam and the Vajiralongkorn Dam in the Mae Klong River Basin was only 2,294 million cubic metres and 2,274 million cubic metres respectively. 
Agriculture Ministry officials are urging farmers in the seven provinces in the basin to use water wisely and encouraging them to cultivate crops that require less water. 
However, farmers in the Chao Phraya river basin are understood to have already planted dry-season rice crop in around 500,000 rai (around 80,000 hectares) of the total 10.7 million rai (around 1.71 million hectares) of paddy acreage in the region.


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