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>Ivory coast production to hit 1.8 million in 2024  </li><li>Processing factories at the receiving end while smallholders court good tidings  </li><li>Smallholders in no mood to shift to cocoa or sheet rubber</li></ul>

Ivory coast production to hit 1.8 million in 2024  Processing factories at the receiving end while smallholders court good tidings  Smallholders in no mood to shift to cocoa or sheet rubber

Ivory Coast Reaps Rich Dividends, Aims Record Output In 2024

<ul><li>Yokohama aims to meet increasing N America demand from new Mexico plant  </li><li>Philippine plant daily output capacity to go up to 32,500 tires  </li><li>Sales arm added in Italy; India operations too to scale up</li></ul>

Yokohama aims to meet increasing N America demand from new Mexico plant  Philippine plant daily output capacity to go up to 32,500 tires  Sales arm added in Italy; India operations too to scale up

Yokohama Makes Impressive Global Moves In 2024 Q1

<ul><li>Let due diligence on land tenure of smallholders be pragmatic  </li><li>Let Information System be friendly to companies  </li><li>Exempt rubber purchased during transition period from EUDR</li></ul>

Let due diligence on land tenure of smallholders be pragmatic  Let Information System be friendly to companies  Exempt rubber purchased during transition period from EUDR

European Tyre And Rubber Manufacturers Association (ETRMA) Has Independently Pointed Out Issues In The EUDR Along With Solutions.

<ul><li>SGX contract 2nd position, level of support is much lower than Indonesian processors' cost, which could indicate a widening level between futures and physical if the futures market comes under more selling pressure.  </li><li>Overall in 2024, Thailand processors had a much higher raw material level, although this is changing as the end of wintering approaches, an expected reduction in raw material costs is already showing itself.  </li><li>The spread between AFR10 vs SIR20 and STR20 has continued to remain about XX USD/MT. This could indicate ample African origin cargoes in the market despite throughout wintering period in Ivory Coast.  </li><li>The Rupiah has allowed Indonesian processors to adapt to the slight dampening in physical prices as it has fallen to a 4 year low against the USD.</li></ul>

SGX contract 2nd position, level of support is much lower than Indonesian processors' cost, which could indicate a widening level between futures and physical if the futures market comes under more selling pressure.  Overall in 2024, Thailand processors had a much higher raw material level, although this is changing as the end of wintering approaches, an expected reduction in raw material costs is already showing itself.  The spread between AFR10 vs SIR20 and STR20 has continued to remain about XX USD/MT. This could indicate ample African origin cargoes in the market despite throughout wintering period in Ivory Coast.  The Rupiah has allowed Indonesian processors to adapt to the slight dampening in physical prices as it has fallen to a 4 year low against the USD.

Price Signals Key Highlights: Short Term Pressures On Prices Could Widen Differential Between Futures And Physical

<ul><li>Production to start in less than a fortnight in Kerala; traders release stocks  </li><li>Rainguarding concerns for smallholders over Rubber Board apathy  </li><li>Kerala to get good monsoon rains; it’s not so rosy for Northeast</li></ul>

Production to start in less than a fortnight in Kerala; traders release stocks  Rainguarding concerns for smallholders over Rubber Board apathy  Kerala to get good monsoon rains; it’s not so rosy for Northeast

Mixed Feel For Kerala Farmers Amid Summer Rains And Price Dip

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)

Ivory Coast Reaps Rich Dividends, Aims Record Output In 2024

Ivory Coast's rubber smallholders are basking in the newfound turnaround in their fortunes. "Very good prices" have knocked on their doors in...

Helixtap

Yokohama Makes Impressive Global Moves In 2024 Q1

Leading tire maker Yokohama Rubber Company has recorded a 45.8% increase in operating profit to US$672.6 million in 2023 and is raring to expand...

Helixtap

European Tyre And Rubber Manufacturers Association (ETRMA) Has Independently Pointed Out Issues In The EUDR Along With Solutions.

The ETRMA, hence, suggested that due diligence on land tenure should focus on objective illegality screenings to identify plots of land in...

Helixtap

Price Signals Key Highlights: Short Term Pressures On Prices Could Widen Differential Between Futures And Physical

The Rupiah has allowed Indonesian processors to adapt to the slight dampening in physical prices as it has fallen to a 4 year low against the USD.

Helixtap

Mixed Feel For Kerala Farmers Amid Summer Rains And Price Dip

The rubber-producing regions of Kerala started receiving summer rains in fairly good measure from the end of April second week, which is conducive...

Helixtap

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