1、 2566THAILAND INDUSTRY OUTLOOK 2024-26Cassava IndustryKrungsri ResearchFebruary 2024Subscribe UsAuthorChaiwat SowcharoensukSenior AnalystC+662 296 0000 Ext.50880All material presented in this report,unless specifically indicated otherwise,is under copyright to Krungsri Research.None of the material,

2、nor its content,nor any copy of it,may be altered in anyway,or copied to any other party,without the prior express written permission of Krungsri Research.This document is based on public information believed to be reliable.Nevertheless,Krungsri Research would not affirm the accuracy and completenes

3、s of this information.We accept no liability whatsoever for any direct or consequential loss arising from any use of this document or its content.Information,opinions and estimates contained in this report are our own,which are not necessarily the opinions of Bank of Ayudhya Public Company Limited a

4、nd its affiliates.It reflects a judgment at its original date of publication by Krungsri Research and are subject to change without notice.DisclaimerFor research subscription,EXECUTIVE SUMMARYThe cassava industry will face a challenging environment over the period 2024 to 2026.Supply will tend to co

5、ntract as the effects of the El Nio-induced drought take their toll on domestic outputs,and these problems will be further compounded by the spread of cassava mosaic disease and a shortage of cassava stem cuttings for use in planting.However,demand from downstream industrial consumers,especially the

6、 food processing and ethanol industries,will strengthen due to the ending of the pandemic,the reopening of the country,and the resulting return to growth of the economy.Demand will be further boosted by the ongoing rebound in tourist arrivals,which is then supporting growth in the restaurant and foo