CEO, Helixtap

Farah Miller

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>Freight rates from Thailand to India spiked 75% compared to Q1  </li><li>Read sea crisis and bad weather in Asia key triggers   </li><li>Impact to continue until mid Q3  </li></ul>

Freight rates from Thailand to India spiked 75% compared to Q1  Read sea crisis and bad weather in Asia key triggers   Impact to continue until mid Q3  

Unexpected Container Shortage And Spike In Freight Plague Tire Makers

<ul><li>Ivory Coast still dominates imports, China in exports  </li><li>US duty hike gives Malaysian gloves edge over Chinese   </li><li>Malaysian glove-makers adhering to EUDR and ESG norms</li></ul>

Ivory Coast still dominates imports, China in exports  US duty hike gives Malaysian gloves edge over Chinese   Malaysian glove-makers adhering to EUDR and ESG norms

Malaysian Rubber Production Down, But Exports Up In March

<ul><li>Surprising resilience in prices of field latex prices pushing Thai processors in to negative margin despite end of wintering  </li><li>Mixed signals in moving averages, especially for AFR10 could mean some support and reliance on demand as well as differential between prime Asian grades for direction  </li><li>May 2024 differential for physical grades vs futures narrowest its been this year  </li><li>Very flat forward curve could indicate possible technical correction downwards for front months</li></ul>

Surprising resilience in prices of field latex prices pushing Thai processors in to negative margin despite end of wintering  Mixed signals in moving averages, especially for AFR10 could mean some support and reliance on demand as well as differential between prime Asian grades for direction  May 2024 differential for physical grades vs futures narrowest its been this year  Very flat forward curve could indicate possible technical correction downwards for front months

Price Signals May 2024: Surprising Resilience In Prices Of Field Latex Prices Pushing Thai Processors In To Negative Margin Despite End Of Wintering

<ul><li>Currently, both Thai traders and smallholders have adequate stock to sell  </li><li>Expanding exports to China and the EU key part of strategy  </li><li>Thailand starts trading in EUDR-compliant rubber from April 2024</li></ul>

Currently, both Thai traders and smallholders have adequate stock to sell  Expanding exports to China and the EU key part of strategy  Thailand starts trading in EUDR-compliant rubber from April 2024

In Conversation:  Dr Suttipong Angthong Says RAOT Upbeat About Prices; EUDR Being Already Conformed To

<ul><li>Q1 2024 exports make impressive 88.6% year-on-year increase   </li><li>Cambodian tire factories continue to import rubber, raising concerns  </li><li>Administration advised to handhold smallholders</li></ul>

Q1 2024 exports make impressive 88.6% year-on-year increase   Cambodian tire factories continue to import rubber, raising concerns  Administration advised to handhold smallholders

Cambodia Excels In Exports But Has Domestic Challenges

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)

Unexpected Container Shortage And Spike In Freight Plague Tire Makers

The crunch in shipping containers and congestion capacity is driving an abrupt surge in ocean freight rates, impacting Asian rubber buyers. In an...

Helixtap

Malaysian Rubber Production Down, But Exports Up In March

Malaysia's bid to increase production wasn't successful in March of this year either, amid substantial imports and a marginal export increase. On...

Helixtap

Price Signals May 2024: Surprising Resilience In Prices Of Field Latex Prices Pushing Thai Processors In To Negative Margin Despite End Of Wintering

Looking at different moving averages, differentials for various grades of rubber.

Helixtap

In Conversation: Dr Suttipong Angthong Says RAOT Upbeat About Prices; EUDR Being Already Conformed To

Thailand continues to be the top rubber-producing country in the world despite 2023 witnessing a decrease of 1.65% in production annually to 4.707...

Helixtap

Cambodia Excels In Exports But Has Domestic Challenges

Bucking the falling rubber production trend in Thailand and Indonesia, Cambodia continued its impressive show in rubber production and exports in...

Helixtap

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