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1. Export Prices: Multi-Year Lows Despite Tight Spot Spikes Benchmark (FOB) 24 Jul 2025 Price Weekly Δ 12-Mth Trend Main Driver Thailand 5% Broken USD 380-385 t ≈ flat -14% YoY; 8-yr low Lukewarm demand, strong baht Vietnam 5% Broken USD 380-390 t +1-3 USD -12% YoY Summer-autumn crop peaking India 5% Parboiled USD…