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

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

<ul><li>Tire production volumes are declining</li><li>Major tire manufacturers are closing/withdrawing from the Chinese truck tire market</li><li>Emerging competitors are expanding capacity, challenging established suppliers </li></ul>

Tire production volumes are decliningMajor tire manufacturers are closing/withdrawing from the Chinese truck tire marketEmerging competitors are expanding capacity, challenging established suppliers 

Suppliers Suffer As Top Brands Make Fewer Tires

<ul><li>Rubber Meet spots Risk Center, EUDR, industry academy as priorities</li><li>RAOT delegation holds talks with APROMAC top brass</li><li>Ivory Coast cup lump exports ban to stay, says APROMAC official</li></ul>

Rubber Meet spots Risk Center, EUDR, industry academy as prioritiesRAOT delegation holds talks with APROMAC top brassIvory Coast cup lump exports ban to stay, says APROMAC official

Ivory Coast Lists Four Point Strategy To Place Its Rubber Globally

<ul><li>Premium brands focus on high-value large rims, leaving small-rim markets.</li><li>Factory closures signal overcapacity as brands exit small-rim tire production.</li><li>New players gain ground in small-rim segments in Europe and North America.</li></ul>

Premium brands focus on high-value large rims, leaving small-rim markets.Factory closures signal overcapacity as brands exit small-rim tire production.New players gain ground in small-rim segments in Europe and North America.

Tire Industry: Premium Brands Exit Small-Rim Market Amidst Rising Competition

<ul><li>Short-term 20-day MA remained elevated through September to mid-October 2024  </li><li>SIR20 traded at a discount to futures  </li><li>Processors in Thailand and Indonesia faced more margin pressure due to high raw material costs  </li><li>The forward curve shows October 2024 prices at their highest for the year</li></ul>

Short-term 20-day MA remained elevated through September to mid-October 2024  SIR20 traded at a discount to futures  Processors in Thailand and Indonesia faced more margin pressure due to high raw material costs  The forward curve shows October 2024 prices at their highest for the year

October 2024 Price Signals: Multiple Year Highs And EUDR-phoria Could Be Curtailed In Q4 2024

<ul><li> A chemical used in tire manufacture has been causing controversy since 2020.  </li><li> The United States Tire Manufacturers Association (USTMA) is investigating a series of potential alternatives, following new legislation from California that requires any company selling tires in California to either declare that they do not contain 6PPD, or demonstrate that they are seriously seeking alternatives.  </li><li>As of now, no major fines have been imposed on tire manufacturers specifically for 6PPD use, but there is growing regulatory scrutiny, particularly in regions like the Pacific Northwest where environmental harm has been documented.</li></ul>

 A chemical used in tire manufacture has been causing controversy since 2020.   The United States Tire Manufacturers Association (USTMA) is investigating a series of potential alternatives, following new legislation from California that requires any company selling tires in California to either declare that they do not contain 6PPD, or demonstrate that they are seriously seeking alternatives.  As of now, no major fines have been imposed on tire manufacturers specifically for 6PPD use, but there is growing regulatory scrutiny, particularly in regions like the Pacific Northwest where environmental harm has been documented.

[Op-Ed] Tire Market And The Environment  Why All The Fuss About 6PPD

Driving growth and adoption of digitization initiatives in the commodities market.

Commodities specialist with an interest in tech. Prior experiences include trading, business development and strategy in industrial commodities such as: coking coal, thermal coal, iron ore and natural rubber.

Skills: Negotiation, Commodity Risk Management, Platform Building, Commoditech, Digitization, Energy, Sales & Trading and Brokerage.

Farah Miller
CEO
• Helixtap

Suppliers Suffer As Top Brands Make Fewer Tires

One of the most persistent requests to our team here at Tire Industry Research is to provide data on the actual production volumes of tire makers....

Helixtap

Ivory Coast Lists Four Point Strategy To Place Its Rubber Globally

The third largest producer of Natural Rubber in the world, the Ivory Coast, and its key catalyst in the NR sector, the Association of Natural...

Helixtap

Tire Industry: Premium Brands Exit Small-Rim Market Amidst Rising Competition

In the last couple of weeks, we have heard announcements from Michelin and Sumitomo that they are closing passenger car tire plants in Europe and...

Helixtap

October 2024 Price Signals: Multiple Year Highs And EUDR-phoria Could Be Curtailed In Q4 2024

In the months of September leading up to mid-October 2024, the short-term 20-day moving average (MA) remained elevated, indicating strong price...

Helixtap

[Op-Ed] Tire Market And The Environment Why All The Fuss About 6PPD

As a community, the tire makers have formed a consortium under the United States Tire Manufacturers Association (USTMA). That consortium is...

Helixtap