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>Monthly Ivorian natural rubber production at the highest level since 2007</li><li>Cuplump export ban to have an impact on foreign cuplump importers </li><li>Ivorian raw material exports averaged between US$660/mt and US$900/mt in 2023</li></ul>

Monthly Ivorian natural rubber production at the highest level since 2007Cuplump export ban to have an impact on foreign cuplump importers Ivorian raw material exports averaged between US$660/mt and US$900/mt in 2023

Growing Ivorian Supply Could Price Out Asian Competitors With Higher Cost Structures In 2024

<ul><li>Applicant Reliance Sibur Elastomers Pvt Ltd says it faces underutilization of capacities  </li><li>DGTR says prima facie evidence of injury being caused to the domestic industry  </li><li>DGTR excludes European Union since its share is abysmally low</li></ul>

Applicant Reliance Sibur Elastomers Pvt Ltd says it faces underutilization of capacities  DGTR says prima facie evidence of injury being caused to the domestic industry  DGTR excludes European Union since its share is abysmally low

India Initiates Anti Dumping Probe On Halobutyl Rubber

<ul><li>Softer raw material prices continue to drive profits   </li><li>Global market still not positive; all domestic segments robust  </li><li>Boosting operation efficiency and product premiumisation also help tire majors</li></ul>

Softer raw material prices continue to drive profits   Global market still not positive; all domestic segments robust  Boosting operation efficiency and product premiumisation also help tire majors

Indian Tire Majors Continue Dream Run In September 2023 Quarter Too

<ul><li> Automakers still currently heavy reliant on resources in specific geographies   </li><li> Automakers might prefer to pass on costs, however to remain competitive may launch cheaper EV models   </li><li> Malaysia’s protectionist policies for its local cars have resulted in expensive, low-quality cars, low export levels and small production runs – all of which have hampered local automakers’ ability to compete internationally. This should be something automakers will be wary about </li></ul>

 Automakers still currently heavy reliant on resources in specific geographies    Automakers might prefer to pass on costs, however to remain competitive may launch cheaper EV models    Malaysia’s protectionist policies for its local cars have resulted in expensive, low-quality cars, low export levels and small production runs – all of which have hampered local automakers’ ability to compete internationally. This should be something automakers will be wary about 

Rising Protectionism In Europe Could Damage Long Term Growth In The Auto Sector (Part 2)

<ul><li>Moving average analysis suggest physical prices are likely to continue on the upward trend  </li><li>Physical grades return to a differential premium over the SICOM futures  </li><li>Demand for physical grades may be weak due to prices being relatively more expensive when converted into consumer currencies</li></ul>

Moving average analysis suggest physical prices are likely to continue on the upward trend  Physical grades return to a differential premium over the SICOM futures  Demand for physical grades may be weak due to prices being relatively more expensive when converted into consumer currencies

Helixtap Price Signals Flash Update: Physical Prices At Highest Level YTD, Regaining Premium Over SICOM TSR20 Futures

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)

Growing Ivorian Supply Could Price Out Asian Competitors With Higher Cost Structures In 2024

Since 2007, the top 5 natural rubber (NR) producers globally have remained similar with the exception of Malaysia being replaced by the Ivory...

Helixtap

India Initiates Anti Dumping Probe On Halobutyl Rubber

The Indian Director General of Trade Remedies (DGTR) under the Ministry of Commerce and Industry has initiated an Anti-Dumping Investigation...

Helixtap

Indian Tire Majors Continue Dream Run In September 2023 Quarter Too

Indian tire majors continued their sterling performance in Q2 of FY 2023-2024 (July-Sept) on the strength of softer raw material costs and healthy...

Helixtap

Rising Protectionism In Europe Could Damage Long Term Growth In The Auto Sector (Part 2)

With macroeconomic headwinds and geopolitical tensions on the rise globally, there has been a concurrent surge in protectionist policies resulting...

Helixtap

Helixtap Price Signals Flash Update: Physical Prices At Highest Level YTD, Regaining Premium Over SICOM TSR20 Futures

Following the previous update in end-October, there has been no change in moving average trends for both physical grades and the SICOM futures....

Helixtap

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