Thai shrimp output was about 280,000 tonnes in 2025, and the Thai Shrimp Association expects lower production this year. Malaysia has barred Thai shrimp imports since June, and with low global prices, farm-gate prices are falling and some farmers are losing money or postponing new cycles. Flooding in central and eastern provinces, especially Chachoengsao, has added initial losses of 5,000 tonnes or more. If you supply, buy from, or lend to shrimp farms, review your exposure to lower prices, reduced volumes and possible payment delays this quarter.