Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

Global Commodities Alternative Data and Insights

Helixtap

Helixtap collects, processes and distributes proprietary data, analyses and forecasts for the rubber, latex and automotive markets

Commodities

SGX Technically Specified Rubber 20 (TSR20) Futures: Effective from 16th May 2011, this contract will be migrated from SICOM platform to the SGX-DT platform. It will cease trading on SICOM at the close of business day Friday, 13th May 2011. Trading hours are revised as 7.55am to 6.00pm (no lunch break). Please refer to SGX products website for the new revised contract specifications. Exchange symbol: TF. Product Specifications: https://www2.sgx.com/derivatives/products/sicom-rubber?cc=TF

Highlights<ul><li dir="ltr" style="list-style-type: disc;" aria-level="1">Rubber exports accelerate to 9.24% growth in August, lifting January-August earnings 5.51%.</li><li dir="ltr" style="list-style-type: disc;" aria-level="1">Hard-rubber product exports surged 68.26% in August, while glove exports rose 10.71%.</li><li dir="ltr" style="list-style-type: disc;" aria-level="1">EUDR compliance and weaker vehicle registrations pose challenges despite resilient rubber-product exports.</li></ul>

HighlightsRubber exports accelerate to 9.24% growth in August, lifting January-August earnings 5.51%.Hard-rubber product exports surged 68.26% in August, while glove exports rose 10.71%.EUDR compliance and weaker vehicle registrations pose challenges despite resilient rubber-product exports.

Sri Lanka Rubber Industry Gains Momentum as Value-Added Exports Strengthen

<ul><li data-d-component="list-item" data-d-marker-layout="native"><div><div data-d-list-item-content="">Malaysia’s NR production plunges 25.3% year on year to 26,817 tons in July.</div></div></li><li data-d-component="list-item" data-d-marker-layout="native"><div><div data-d-list-item-content="">NR imports surged 37% year on year as Gabon replaced Côte d’Ivoire among top suppliers.</div></div></li><li data-d-component="list-item" data-d-marker-layout="native"><div><div data-d-list-item-content="">Glove export value rose 20.4% while domestic NR consumption fell 4% month on month.</div></div></li></ul>

Malaysia’s NR production plunges 25.3% year on year to 26,817 tons in July.NR imports surged 37% year on year as Gabon replaced Côte d’Ivoire among top suppliers.Glove export value rose 20.4% while domestic NR consumption fell 4% month on month.

Malaysia Rubber: Imports Rise as Production and Consumption Stay Under Pressure

Highlights<ul><li>Physical premiums compressed as INE prices rise much faster than physical benchmarks by mid-Sept</li><li dir="ltr" style="list-style-type: disc;" aria-level="1">Elevated finished-tire inventories and high raw-material costs encouraged largely need-based buying rather than aggressive stock building</li><li dir="ltr" style="list-style-type: disc;" aria-level="1">Decline in rubber imports and tire exports reflected cautious procurement amid softer key tire export markets’ demand</li></ul>

HighlightsPhysical premiums compressed as INE prices rise much faster than physical benchmarks by mid-SeptElevated finished-tire inventories and high raw-material costs encouraged largely need-based buying rather than aggressive stock buildingDecline in rubber imports and tire exports reflected cautious procurement amid softer key tire export markets’ demand

Helixtap China Report: Rubber Market Firms up as Inventory Drawdown and Supply Risks Support Prices

Highlights

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Thailand prepares for potentially drier conditions into early 2027
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India identifies RRII 208, 417 and 430 for long-term stress tolerance
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Lower-frequency tapping advised to protect trees through El Niño
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Highlights



Thailand prepares for potentially drier conditions into early 2027


India identifies RRII 208, 417 and 430 for long-term stress tolerance


Lower-frequency tapping advised to protect trees through El Niño



Part III: Rubber Producers Move from El Niño Warning to Plantation Defence

Highlights
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Malaysia sees over 90% probability of very strong El Niño by October–December 
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Vietnam sees 98% probability of very strong El Niño during October–December 
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China’s rubber regions show sharply contrasting drought and rainfall risks
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Highlights


Malaysia sees over 90% probability of very strong El Niño by October–December  


Vietnam sees 98% probability of very strong El Niño during October–December  


China’s rubber regions show sharply contrasting drought and rainfall risks



Part II: El Niño Redraws the Rubber Supply Map as Countries Feel the Pinch