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
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ENSO Conditions to be Neutral to Negative, But Not Falling to La Nina
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Session at COP30 Focuses on Smallholders in Climate Action
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 Integrating Climate Resilience into Production Systems Not Optional Dr. S. Abhilash, Director, Advanced Centre for Atmospheric Radar Research, Cochin University of Science and Technology, Kochi, India, warns the Indonesia and Malaysia regions of above normal rainfall in December that can impact rubber supply as well.
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Highlights


ENSO Conditions to be Neutral to Negative, But Not Falling to La Nina


Session at COP30 Focuses on Smallholders in Climate Action


 Integrating Climate Resilience into Production Systems Not Optional  Dr. S. Abhilash, Director, Advanced Centre for Atmospheric Radar Research, Cochin University of Science and Technology, Kochi, India, warns the Indonesia and Malaysia regions of above normal rainfall in December that can impact rubber supply as well.



Weather Portends Both Hope and Concern in Southeast Asia in Dec

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Indonesian rubber exports worth over US$250 million in Sept 
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Asia drives demand as US tariffs mellow to pave the way 
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Prices firm but volatility persists with weather risks and soft demand Though the major consumer, China, tracked impressive increases in August and September compared to July, September witnessed a decline from the second-highest levels of the year in August, in both value and volume.
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Highlights  


Indonesian rubber exports worth over US$250 million in Sept  


Asia drives demand as US tariffs mellow to pave the way  


Prices firm but volatility persists with weather risks and soft demand  Though the major consumer, China, tracked impressive increases in August and September compared to July, September witnessed a decline from the second-highest levels of the year in August, in both value and volume.



Indonesian Rubber Export Momentum Returns After Mid-Year Lows

Highlights • Malaysia’s NR output drops 14.8% MoM in September 2025 • Quarterly production rises 36.9% despite yearly contraction • Market sentiment mixed amid EUDR delay reports and rate-cut hopes Natural rubber production in September fell by 14.8% to 26,647 tons from 31,285 tons in August, marking a 16.3% year-on-year drop from September 2024’s 31,847 tons. The contraction came as a setback following a modest recovery in earlier months

Highlights   • Malaysia’s NR output drops 14.8% MoM in September 2025  • Quarterly production rises 36.9% despite yearly contraction  • Market sentiment mixed amid EUDR delay reports and rate-cut hopes   Natural rubber production in September fell by 14.8% to 26,647 tons from 31,285 tons in August, marking a 16.3% year-on-year drop from September 2024’s 31,847 tons. The contraction came as a setback following a modest recovery in earlier months 

Malaysia’s Rubber Output Falters in Sept Despite Quarterly Gains

Highlights
• MOFCOM imposes steep tariffs on Canadian, Japanese HIIR
• Domestic and Indian firms gain, but Indian gain may be short-lived
• Sinopec bets big on green high-end rubber materials
MOFCOM’s inquiry, launched in September 2024 at the request of domestic producers, found preliminary evidence that imported HIIR from the two nations had been sold in China at unfairly low prices, inflicting “substantial harm” on local manufacturers.

Highlights
• MOFCOM imposes steep tariffs on Canadian, Japanese HIIR
• Domestic and Indian firms gain, but Indian gain may be short-lived
• Sinopec bets big on green high-end rubber materials
MOFCOM’s inquiry, launched in September 2024 at the request of domestic producers, found preliminary evidence that imported HIIR from the two nations had been sold in China at unfairly low prices, inflicting “substantial harm” on local manufacturers.

China’s Rubber Defence Deepens as Tariffs Reshape Global Supply Chains

Highlights • Consumption outpaces domestic production growth • Imports decline despite steady industrial demand • Fresh probe into halobutyl rubber dumping The first four months of the financial year illustrated an industry striving for balance — one still navigating between domestic self-sufficiency ambitions and dependence on imports for certain specialized grades. Demand from tire makers, which account for nearly two-thirds of synthetic rubber use in India, remained stable amid mixed trends in automotive production and exports.

Highlights  • Consumption outpaces domestic production growth  • Imports decline despite steady industrial demand  • Fresh probe into halobutyl rubber dumping  The first four months of the financial year illustrated an industry striving for balance — one still navigating between domestic self-sufficiency ambitions and dependence on imports for certain specialized grades. Demand from tire makers, which account for nearly two-thirds of synthetic rubber use in India, remained stable amid mixed trends in automotive production and exports. 

India’s Synthetic Rubber Sector Steadies Amid Import Decline