Loading NOAA + Krungsri 2025–2027…
Supply constrained 2025. La Niña rebound 2026 +10–12%. Starch outperforms chips. China pivoting to GMO corn.
| Product | Mt | YoY |
|---|
Climate-informed decisions · updated with live ENSO
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| Risk | Timeline | Level |
|---|---|---|
| Drought + flooding cycle Output constrained 2025 · CMD active · alternating weather | Now→2025 | CRITICAL |
| Cassava Mosaic Disease 27 provinces · whitefly vector · cutting shortage | Ongoing | CRITICAL |
| China chip demand collapse −58% peak 2024 · China GMO corn + coal ethanol | 2024–26 | HIGH |
| CLMV competition Cambodia +9.6%/yr · Lao +28.3%/yr | 2025–27 | MODERATE |
| EV / ethanol erosion 30% ZEV target 2030 · E85 subsidy removed | 2026–30 | MODERATE |
| 2027 El Niño return Output −2.5 to −4.5% · CMD re-escalates | 2027 | WATCH |
| Year | Production | YoY | Root price | Signal |
|---|---|---|---|---|
| 2025e | 28.0–29.0M t | +5.0 to +7.0% | 1.70–2.20 THB | EXPAND AREA |
| 2026f | 29.0–30.0M t | +1.6 to +3.6% | 1.70–2.20 THB | BUY INPUTS NOW |
| 2027f | 27.8–28.7M t | −1.5 to −3.5% | 2.20–2.50 THB | WATCH |
| 2028f | 26.9–27.8M t | −1.5 to −3.5% | 2.20–2.50 THB | HEDGE |