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>This market commentary was published on Wednesday, 5 July 2023.</li><li>The full version of this commentary contains the latest market news and actual bids and offers in the market.</li><li>Similar price and market analysis is available daily in the price assessment section - https://data.helixtap.com/price-assessments/.</li></ul>

This market commentary was published on Wednesday, 5 July 2023.The full version of this commentary contains the latest market news and actual bids and offers in the market.Similar price and market analysis is available daily in the price assessment section - https://data.helixtap.com/price-assessments/.

Increase In Chinese Demand This Year Failed To Provide Much Needed Boost To Market

<ul><li>Field latex (100% DRC) over INR 190/kg; RSS-4 at INR 154.50/kg</li><li>Monsoon gathers pace but slack rain guarding hits production</li><li>Compound rubber import continues to be bane of domestic sheet rubber</li></ul>

Field latex (100% DRC) over INR 190/kg; RSS-4 at INR 154.50/kgMonsoon gathers pace but slack rain guarding hits productionCompound rubber import continues to be bane of domestic sheet rubber

Rains Pushing Indian Rubber Prices Up, But Producers Can’t Cash In

<ul><li>Adverse weather conditions likely lead to Indo and Thai cup lump premiums over African increasing</li><li>African margins likely trended downward since April as producers offer competitively into China</li><li>Indonesian processors still facing negative margins as most exported SIR raw materials likely sourced domestically</li></ul>

Adverse weather conditions likely lead to Indo and Thai cup lump premiums over African increasingAfrican margins likely trended downward since April as producers offer competitively into ChinaIndonesian processors still facing negative margins as most exported SIR raw materials likely sourced domestically

Helixtap Analysis: Yuan And Yen Depreciating Against The USD Suggests International Grades Are Less Attractive Than Before

<ul><li>The Evolution of EV Manufacturing EV technology has begun to challenge internal combustion engine (ICE) vehicles due to improvements in battery technology and increased environmental awareness.</li><li>Volumes have risen sharply, driven first by Europe and China in 2021, and then further by China in 2022 thanks to aggressive subsidies.</li><li> As subsidies are withdrawn and government policy shifts to infrastructure development and emissions regulation, EVs will need to advance battery technology to improve price competitiveness.</li></ul>

The Evolution of EV Manufacturing EV technology has begun to challenge internal combustion engine (ICE) vehicles due to improvements in battery technology and increased environmental awareness.Volumes have risen sharply, driven first by Europe and China in 2021, and then further by China in 2022 thanks to aggressive subsidies. As subsidies are withdrawn and government policy shifts to infrastructure development and emissions regulation, EVs will need to advance battery technology to improve price competitiveness.

The Evolution Of EV Manufacturing  Part 1

<ul><li>Action plan to fight Pestalotiopsis Leaf Fall Disease, augment production</li><li>Philippine Rubber Research Institute to lead campaign from front on improving productivity and sustainability</li><li>Temporary ban on moving rubber planting materials in Zamboanga Sibugay to contain disease spread</li></ul>

Action plan to fight Pestalotiopsis Leaf Fall Disease, augment productionPhilippine Rubber Research Institute to lead campaign from front on improving productivity and sustainabilityTemporary ban on moving rubber planting materials in Zamboanga Sibugay to contain disease spread

Philippines In Concerted Bid To Bolster Rubber Sector

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)

Increase In Chinese Demand This Year Failed To Provide Much Needed Boost To Market

Over the trading day on 5th July, most market participants signalled a quiet market with reduced activity. Sentiment on market prices continues to...

Helixtap

Rains Pushing Indian Rubber Prices Up, But Producers Can’t Cash In

With rains lashing in full vigour from July 2, for the first time since the onset of monsoon a month ago, the sheet rubber prices are showing an...

Helixtap

Helixtap Analysis: Yuan And Yen Depreciating Against The USD Suggests International Grades Are Less Attractive Than Before

Since the preceding article in early April, both the Indo and Thai cup lump recorded an increase in price spreads over African cup lump (using...

Helixtap

The Evolution Of EV Manufacturing Part 1

There has been a noticeable wave in sustainability in the tyre industry, with major players launching their own unique initiatives to support ESG...

Helixtap

Philippines In Concerted Bid To Bolster Rubber Sector

Badly mauled by the Pestalotiopsis Leaf Fall Disease (PLFD), the Philippines is forging strategies to revitalise and position its rubber sector...

Helixtap

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