Helixtap China Report: Inventory Readjustment Amid Seasonal Supply Tightening and Soft Demand
Highlights Producers report rising raw material costs, and firm up offers INE pricing generally maintains stronger momentum compared to FOB...
207 Views
EUDR and the Rubber Market: From Scarcity Shock to Manageable Compliance Cost
Highlights EUDR prices rose MoM in January 2026 but remain ~5% lower YoY, confirming easing compliance pressure. EUDR delays and...
317 Views
Part IV — Expanding Trade Access Reshapes China–Africa Rubber Chain Flows
Highlights • Zero-tariff framework strengthens Africa’s upstream role in China• Trade architecture supports sourcing before manufacturing...
178 Views
Part III — West Africa Harps on Rubber Strength, Misses Manufacturing Link
Highlights• Raw material strength fails to translate into industrial depth• Chinese companies embedded in upstream segment now• Infrastructure and...
281 Views
Part II: Beyond Morocco — China Tire Makers’ Broader Africa Calculus
Highlights Egypt and Algeria complement Morocco in offshore production map East Africa tested as demand-led manufacturing frontier Algeria,...
242 Views