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Iran Unrest Disrupts India’s Basmati Trade as Trump’s Tariff Threat Clouds Outlook

Exporters report stuck payments, prompting IREF to urge tighter safeguards.

Overview

  • Industry estimates indicate basmati consignments worth over Rs 1,500 crore are held at Iranian ports, delaying remittances to Indian sellers.
  • Prices for key basmati varieties in Indian mandis have softened over the past week as buyers turn cautious and deals are postponed, according to IREF.
  • IREF has advised exporters to re-evaluate Iran-linked contracts, tighten payment terms, avoid Iran-focused inventory build-up, and diversify into West Asia, Africa and Europe.
  • Between April and November 2025–26, India shipped 5.99 lakh metric tonnes of basmati worth $468.10 million to Iran, but exporters warn subsequent months could be weaker.
  • President Donald Trump announced a 25% tariff on countries trading with Iran, with IREF noting the impact on Indian rice is uncertain as US-bound shipments already face a 50% duty.