Head of Content, Data & Research, Helixtap

Arusha Das

Head of Content, Data & Research

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

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

<h3>Highlights</h3><p> </p><ul><li dir="ltr" style="list-style-type: disc;" aria-level="1"><p>Choppy and rangebound price movement expected in November </p></li><li dir="ltr" style="list-style-type: disc;" aria-level="1"><p>Narrowing SIR 20 vs INE spread could encourage substitution</p></li><li dir="ltr" style="list-style-type: disc;" aria-level="1"><p>September import and export trend diverged</p></li><li dir="ltr" style="list-style-type: disc;" aria-level="1">Downstream restocking was selective rather than programmatic, leaving spot premiums capped</li></ul>

Highlights Choppy and rangebound price movement expected in November Narrowing SIR 20 vs INE spread could encourage substitutionSeptember import and export trend divergedDownstream restocking was selective rather than programmatic, leaving spot premiums capped

Helixtap China Report: China Rubber Market Likely to Remain Rangebound in November

<ul><li>Weather related disruption resulted in spike in prices</li><li>Despite some restocking Tire makers remind cautious</li><li>Market expects rebound in Chinese buying ahead of the September peak tire production period</li></ul>

Weather related disruption resulted in spike in pricesDespite some restocking Tire makers remind cautiousMarket expects rebound in Chinese buying ahead of the September peak tire production period

Helixtap China Report: China Rubber Market Outlook: Weather, Inventories, And Speculative Buying Drive Volatility

<ul><li>Mid-month rally on arbitrage buying and rigging political tension  </li><li>Narrowing arbitrage could lead to increased demand for international cargoes  </li><li>Market expects rebound in Chinese buying ahead of the September peak tire production period</li></ul>

Mid-month rally on arbitrage buying and rigging political tension  Narrowing arbitrage could lead to increased demand for international cargoes  Market expects rebound in Chinese buying ahead of the September peak tire production period

Helixtap China Report: Mid-Month Rally In Chinese Rubber Price; Spreads And Inventory Trends Shape Outlook

<ul><li>Overall bearish market conditions in China</li><li>Mixed trade data underscore tepid demand conditions</li><li>Arbitrage window might open as spread between Chinese and international prices narrows </li></ul>

Overall bearish market conditions in ChinaMixed trade data underscore tepid demand conditionsArbitrage window might open as spread between Chinese and international prices narrows 

Helixtap China Report: Weakness Prevails Amid Oversupply, Trade Tensions, Soft Demand

<ul><li>Physical-to-INE spreads indicate sluggish near-term demand</li><li>Rising availability and tepid downstream suggests prices may remain under pressure </li><li>April’s import and export data highlights the caution in the market  </li></ul>

Physical-to-INE spreads indicate sluggish near-term demandRising availability and tepid downstream suggests prices may remain under pressure April’s import and export data highlights the caution in the market  

Helixtap China Report: China Rubber Market Faces Continued Headwinds

Arusha, currently based in Kuala Lumpur, is a market intelligence professional with 13 years plus hands-on experience tracking various markets. 
Arusha specializes in producing disciplined market research and short to medium-term market intelligence outlooks. 
Associated with some key brands like Tata Steel, Steel Authority of India, and S&P Global Platts, she has been tracking markets like China, Australia, Indonesia, India, ASEAN countries, South Africa, Russia, Korea, Taiwan, Russia, USA, Mozambique, and Colombia.