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จับตา ‘ข้าว’ ราคาพุ่ง! ฟังมุมมอง ร.ต.ท.เจริญ เหล่าธรรมทัศน์
bangkokbiznews
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8/11/2023
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00:00
India has announced a stop to export rice to control domestic consumption.
00:06
This has raised the price of rice in the global market to 12 years.
00:11
In other words, the price of rice has risen from 500 USD per ton to 648 USD per ton.
00:22
We will talk about the exportation of rice from now on.
00:30
We will talk to the Minister of Foreign Affairs, Thammatat, the head of the Thai Exporting Union.
00:36
Hello, Mr. Jaren.
00:38
Hello.
00:40
What is the situation of rice exportation in Thailand?
00:46
If you talk about India's announcement of a stop to export rice,
00:52
what happened is that it has caused uncertainty in the rice market,
01:00
which is not good for the industry.
01:05
This year, we have been talking about Algino since the beginning of the year, right?
01:11
The rain is less than usual, so the market is starting to tighten.
01:16
The price of rice is gradually rising, from 400 USD per ton to 500 USD per ton.
01:24
When India announced two weeks ago that it would not export rice,
01:31
it caused uncertainty in the market and the price of rice in the global market rose.
01:41
I don't think this is a good result for the long-term price.
01:46
The only good thing that has happened is that our tenants are getting rice.
01:53
The rice price of the farmers is rising.
02:01
I think the rice price will be around 1,000-2,000 baht per ton.
02:09
This is the best result for India's rice exportation.
02:18
But this is still uncertain and uncertain, so we have to keep an eye on the market.
02:26
You said that the rice price of the farmers is rising,
02:30
but in terms of the production, is it enough?
02:36
Or the farmers are growing less rice because of the effects of Algino?
02:41
This year, the weather is not as bad as we thought.
02:49
In the first three months, the numbers were not as good as before.
02:52
The rain was less than usual, around 30%.
02:56
But now it's starting to balance out.
03:01
In the first three months, the rain was less than usual, around 40%.
03:07
But today, it's more than 2%.
03:11
So Algino is a different phenomenon.
03:19
We have to monitor it.
03:22
But overall, I think our profits are not less than usual.
03:28
Will there be more countries that will not export rice in the future?
03:39
I think if there are countries that do not export rice,
03:46
it will make the market more unstable and the price will go up.
03:52
Of course, it will have a good effect on the farmers.
03:58
Especially in Thailand, we have never had a shortage of rice.
04:02
It is a very stable source for the world market.
04:06
So the confidence of our country from the buyers should be better.
04:14
But I don't know how true it is that they have banned export rice.
04:24
Since the announcement, there has been no reaction from the government.
04:32
They really want to ban export rice.
04:35
Mr. Chalern, if we look at the price, how long will it last?
04:45
I think we have to see if there are any more reactions in India in the next few weeks.
04:53
Because the government has only announced, but there is no action plan yet.
04:59
Will the price of rice affect the production?
05:06
Will the price of rice go up to 1,000 USD per tonne like 2008?
05:13
I think the price of rice is not affected by the Algino that I mentioned.
05:21
Even next month, the rice will be 7 kg.
05:27
The rice is very good.
05:29
It is not damaged.
05:31
For India, the rainwater has returned to normal.
05:35
The planting area is not damaged.
05:37
For Thailand, the rainwater has started to flow.
05:41
So the rice has started to get water.
05:45
I don't think it's that bad that we have to worry about it.
05:51
Mr. Chalern, recently, the Thai government has asked for cooperation
05:59
to plant less rice this year.
06:01
They are worried that the water may not be enough.
06:05
What do you think?
06:07
It doesn't matter what the situation is.
06:10
If the price of rice is this high, I think the government will continue to plant rice.
06:15
Even if they have to pump water from the dam, or do anything, they have to plant rice.
06:20
Because the price is very good.
06:26
The price of rice has dropped a lot compared to last year.
06:34
So the use of rice is quite high.
06:38
I think the price of rice has increased.
06:42
The production of rice has increased.
06:45
How much has the price of rice increased?
06:49
5% of rice is sold.
06:52
Normally, it is about 89,000 baht per ton.
06:57
Today, it is 12,000 baht.
07:00
So it depends on the market.
07:04
If the price of rice increases by 2,000 baht, it will be a big deal.
07:09
Last year, we exported 8 million tons of rice.
07:15
So the rice price will increase.
07:21
Mr. Chalern, the price of rice in the global market is now rising.
07:26
Will this affect the price of rice in the country?
07:29
Of course, if the price of rice rises by 2,000 baht, it will be impossible for the rice to rise.
07:35
So we have to be realistic.
07:39
If the price of rice rises, the market will be happy.
07:43
If the price of rice rises, the market will be unhappy.
07:47
So we have to find a balance.
07:53
How much rice have you exported this year?
07:59
We have exported 8 million tons of rice.
08:02
But I think it is between 8-8.5 million tons.
08:07
What countries are the main markets this year?
08:10
The main markets are the Middle East, Iraq, South Africa, and Canada.
08:27
What about the competitors?
08:36
We don't care about the rice production.
08:43
We don't care about the market demand.
08:50
We export only the old rice products.
08:56
The export price is low.
08:58
Our export price is only 400 kilograms.
09:02
It is the lowest in the world.
09:03
In India, the export price is 800-900 kilograms.
09:07
In China, the export price is only this much.
09:09
So the competition is very high.
09:11
It is difficult to compete with them.
09:14
We have to give money to subsidize the rice producers.
09:18
It is not beneficial in the long run.
09:20
It is only helpful in the short run.
09:22
I hope that the new government will give importance to the development of rice.
09:29
The rice produced must be the rice the market wants.
09:33
We don't want to ban anything.
09:35
We ban it.
09:36
Then we raise the price of the rice.
09:39
It is a kind of end to the competition.
09:42
It is not beneficial in the long run.
09:45
I hope that in 30 years, we will not change.
09:51
I hope that we will change the idea of helping the farmers.
09:55
We will help them develop the rice.
09:59
We will not only help them with the price.
10:01
It is not beneficial in the long run.
10:03
In the end, we cannot compete with them.
10:06
Besides developing the rice,
10:10
what do you want to develop the most
10:13
to produce more efficient rice?
10:16
I think the rice is the most important.
10:19
We don't have rice that can be stored for 90 days.
10:23
We grow rice that can be stored for 110-120 days.
10:27
The rice we sell is 30-40 days.
10:29
The rice we grow is the same kind of rice.
10:34
It is a hard rice.
10:35
It is suitable for steaming rice, but not suitable for barricades.
10:39
We still grow that kind of rice.
10:42
There is no change at all.
10:44
The Society has been pushing for 4-5 years.
10:48
We are now on the right track.
10:53
But we are thinking about what will happen if we change the government.
10:58
We don't know who will be the government
11:00
and what policies they will have to deal with the issue.
11:03
Not only rice, but all kinds of crops need to be developed.
11:07
Plants, rubber, you need good plants
11:11
that can produce more oil.
11:13
The rubber is the same.
11:15
Instead of growing the same crops, we need to support them.
11:19
We spend more than 100,000,000 baht a year
11:22
without any long-term benefits.
11:24
We don't make a profit.
11:26
And we can't compete with them.
11:28
Mr. Chalern, from the perspective of the people,
11:31
are you worried that if there is a new government,
11:33
there will be a change in the current minister?
11:36
Panit and Kaset are from the same party.
11:39
But I don't know what the new government will look like.
11:42
That's what I'm most worried about.
11:46
Thai farmers are struggling.
11:50
We don't know yet.
11:52
The rice is starting to grow in the new season.
11:55
It's about to start growing.
11:57
It will take another two or three months.
12:00
But we don't know what the government will do.
12:03
Insurance? Tax? What will they do?
12:05
We don't know.
12:07
We can't predict the future.
12:12
We don't know what will happen in the near future.
12:16
This is an uncertain situation.
12:21
I hope the government will be more careful.
12:24
We have a policy.
12:26
Do you think Panit and Kaset should still be in the same party?
12:32
It's best if they are in the same party.
12:37
Otherwise, one person will be in charge of the production and the other will sell.
12:41
The producer doesn't know what to produce.
12:43
The producer has to sell.
12:45
Whatever is produced has to be sold.
12:47
As Mr. Churin said,
12:49
the market is the most important thing.
12:53
Panit has to sell.
12:55
After selling, Kaset has to know what to sell.
12:58
Whatever is sold, whatever kind of rice is grown, it has to be grown for us.
13:02
Okay.
13:04
I don't think we need to talk about the differences.
13:07
It's very difficult.
13:09
Thank you, Mr. Chareon.
13:11
Thank you, Mr. Chareon.
13:13
Goodbye.
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