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

<ul><li> During January-April 2025, exports at 452,866 tons, down 11% YoY  </li><li>January-April 2025 exports value at US$872.78 mn, up 20.4% YoY  </li><li>Vietnam Rubber Group reports net profit of US$45.4 mn in Q1 2025  </li></ul>

 During January-April 2025, exports at 452,866 tons, down 11% YoY  January-April 2025 exports value at US$872.78 mn, up 20.4% YoY  Vietnam Rubber Group reports net profit of US$45.4 mn in Q1 2025  

Higher Rubber Values Come In Handy For Vietnam, Though Volume Down

<ul><li>First quarter tire and tube exports fall by around 24% YoY  </li><li>SLAMERP asks Govt to talk tariff disparity with US  </li><li> CEAT’s share in OE tire market tops 90%</li></ul>

First quarter tire and tube exports fall by around 24% YoY  SLAMERP asks Govt to talk tariff disparity with US   CEAT’s share in OE tire market tops 90%

Sri Lanka Rubber Product Exports Skid Amid Concerns Over US Tariffs

<ul><li>Q1 2025 sees 14% YoY surge in all-season consumer tire sales  </li><li>Truck and bus tire sales volumes in Q1 2025 fall 4% YoY  </li><li> Imports of PCLT tires grow by 12% YoY in Jan-Feb 2025</li></ul>

Q1 2025 sees 14% YoY surge in all-season consumer tire sales  Truck and bus tire sales volumes in Q1 2025 fall 4% YoY   Imports of PCLT tires grow by 12% YoY in Jan-Feb 2025

EU Replacement Tire Market Shows Mixed Trend Amid Import Pressures

<ul><li>Vietnam, Thailand, Cambodia to receive above normal rains  </li><li>Neutral phase of ENSO with La Nina like pattern favoring rains  </li><li> Weather portends a reasonable production season for Ivory Coast  </li></ul>

Vietnam, Thailand, Cambodia to receive above normal rains  Neutral phase of ENSO with La Nina like pattern favoring rains   Weather portends a reasonable production season for Ivory Coast  

Strong Monsoon Over Key Rubber Producing Nations

CEO, Helixtap

Farah Miller

<ul><li> A chemical used in tire manufacture has been causing controversy since 2020.  </li><li> The United States Tire Manufacturers Association (USTMA) is investigating a series of potential alternatives, following new legislation from California that requires any company selling tires in California to either declare that they do not contain 6PPD, or demonstrate that they are seriously seeking alternatives.  </li><li>As of now, no major fines have been imposed on tire manufacturers specifically for 6PPD use, but there is growing regulatory scrutiny, particularly in regions like the Pacific Northwest where environmental harm has been documented.</li></ul>

 A chemical used in tire manufacture has been causing controversy since 2020.   The United States Tire Manufacturers Association (USTMA) is investigating a series of potential alternatives, following new legislation from California that requires any company selling tires in California to either declare that they do not contain 6PPD, or demonstrate that they are seriously seeking alternatives.  As of now, no major fines have been imposed on tire manufacturers specifically for 6PPD use, but there is growing regulatory scrutiny, particularly in regions like the Pacific Northwest where environmental harm has been documented.

[Op-Ed] Tire Market And The Environment  Why All The Fuss About 6PPD

Singapore

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

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Rubber Future SGX TSR20 (ORA COMDTY)

Higher Rubber Values Come In Handy For Vietnam, Though Volume Down

Vietnam’s rubber industry entered the second quarter of 2025 with growing optimism despite a transient contraction in export volumes. While...

Helixtap

Sri Lanka Rubber Product Exports Skid Amid Concerns Over US Tariffs

Even before the new US tariff hikes have taken effect, Sri Lanka’s rubber export sector has shown signs of strain. Earnings from tire-tube...

Helixtap

EU Replacement Tire Market Shows Mixed Trend Amid Import Pressures

The European replacement tire sector has begun 2025 with mixed results, with consumer tire sales continuing their recovery trajectory, while the...

Helixtap

Strong Monsoon Over Key Rubber Producing Nations

The 2025 South Asian monsoon season that has set in is poised to deliver above-normal rainfall across much of Southeast Asia, including rubber...

Helixtap

[Op-Ed] Tire Market And The Environment Why All The Fuss About 6PPD

As a community, the tire makers have formed a consortium under the United States Tire Manufacturers Association (USTMA). That consortium is...

Helixtap

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Higher Rubber Values Come In Handy For Vietnam, Though Volume Down

Vietnam’s rubber industry entered the second quarter of 2025 with growing optimism despite a transient contraction in export volumes. While...

Helixtap

Sri Lanka Rubber Product Exports Skid Amid Concerns Over US Tariffs

​​​​​​​Even before the new US tariff hikes have taken effect, Sri Lanka’s rubber export sector has shown signs of strain. Earnings from tire-tube...

Helixtap

EU Replacement Tire Market Shows Mixed Trend Amid Import Pressures

The European replacement tire sector has begun 2025 with mixed results, with consumer tire sales continuing their recovery trajectory, while the...

Helixtap

Strong Monsoon Over Key Rubber Producing Nations

The 2025 South Asian monsoon season that has set in is poised to deliver above-normal rainfall across much of Southeast Asia, including rubber...

Helixtap

[Op-Ed] Tire Market And The Environment Why All The Fuss About 6PPD

As a community, the tire makers have formed a consortium under the United States Tire Manufacturers Association (USTMA). That consortium is...

Helixtap

Even before the new US tariff hikes have taken effect, Sri Lanka’s rubber export sector has shown signs of strain. Earnings from tire-tube...