Rice quotation falls and exposes deadlock in the domestic market

The downward pressure on husked rice continues to be the tone of the Brazilian market, with gradual retractions observed in average prices. According to a survey by Cepea (Center for Advanced Studies in Applied Economics), this devaluation is anchored in multiple factors — among them, the lower internal liquidity, declines in the international market, and the appreciation of the real against the dollar, which reduces the import parity.

The data point to a scenario of fragile equilibrium between supply and demand, where buyers and sellers adopt distinct strategic postures, making it difficult to form more stable prices. The production chain, under pressure, reacts in varied ways according to the region and operational structure. Processing industries, for example, have adopted a conservative approach. Some of them opt to moderately reduce purchase values, prioritizing the rotation of internal stocks already stored. The focus, in this case, is to mitigate risks in the face of a lukewarm consumption environment and tighter margins. On the production side, the behavior also fragments. According to Cepea, there are producers who remain with a cautious posture, waiting for more favorable moments to commercialize their lots. In contrast, other agents have chosen to release volumes to the market, aiming to generate cash and position themselves better for the next season — the 2025/26 crop is already on the radar, and ...