Equity Analysis /

Thailand: Agro & Food - Record 2023/24 production for US, Brazil and worldwide

  • USDA’s May report—a jump in 2023/24 production and stocks

  • 2023/24 US crop—massively ahead of last year and its 5-year mean

  • El Niño upgrade and stronger El Niño in 2H23—negative for SB price

Prasit Sujiravorakul
Prasit Sujiravorakul

Equity Research Analyst

Bualuang Securities
24 May 2023


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