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

<ul><li>Widespread caution around Chinese buying sentiment </li><li>Weakness in Yuan can pose significant challenge</li><li>Trade data not very optimistic</li></ul>

Widespread caution around Chinese buying sentiment Weakness in Yuan can pose significant challengeTrade data not very optimistic

Helixtap China Report: 2025 A Challenging Year For China

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Crude oil is a naturally occurring, unrefined petroleum product composed of hydrocarbon deposits and other organic materials. Crude oil can be refined to produce usable products such as gasoline, diesel and various forms of petrochemicals. It is a nonrenewable resource, also known as a fossil fuel, which means that it can't be replaced naturally at the rate we consume it and is therefore a limited resource.

<ul>
<li>For the week ending 13/Dec, US crude inventories fell by 0.9m barrels, missing forecasts. Gasoline stocks rose more than anticipated, while distillate inventories declined more than expected.</li>
<li>US natural gas inventories fell by 125 Bcf for the week ending 13/Dec, beating analyst expectations of a 123 Bcf drawdown. Inventories are 3.8% above the 5-year seasonal average.</li>
<li>Major analysts lowered their 12-month PTs on Exxon, SLB, Halliburton, and Occidental. Also, Barclays downgraded its rating on Halliburton to Equalweight from Overweight.</li>
</ul>


For the week ending 13/Dec, US crude inventories fell by 0.9m barrels, missing forecasts. Gasoline stocks rose more than anticipated, while distillate inventories declined more than expected.
US natural gas inventories fell by 125 Bcf for the week ending 13/Dec, beating analyst expectations of a 123 Bcf drawdown. Inventories are 3.8% above the 5-year seasonal average.
Major analysts lowered their 12-month PTs on Exxon, SLB, Halliburton, and Occidental. Also, Barclays downgraded its rating on Halliburton to Equalweight from Overweight.


[ETP 2024/51] Fed’s Hawkish Tone Drags WTI Prices, Henry Hub Soars on Rising LNG Exports

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

<ul><li>FY 2024-25 H1 witnesses 12% YoY growth in tire exports value </li><li>Motorcycle tire exports volume up by 37%; Columbia largest importer </li><li>Bridgestone to invest US$85 million for India expansion </li></ul>

FY 2024-25 H1 witnesses 12% YoY growth in tire exports value Motorcycle tire exports volume up by 37%; Columbia largest importer Bridgestone to invest US$85 million for India expansion 

India's Tire Exports Surge Amid R&D, Manufacturing Boost

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

<ul>
<li>US natural gas prices rose 6.6% for the week ending 13/Dec, driven by rising LNG exports, despite downward pressure from milder winter forecasts.</li>
<li>Henry Hub Put/Call volume ratio rose to 1.10 from 1.06 (06/Dec) the previous week as put volumes rose by 21.5% WoW, while call volumes increased by 16.5%. </li>
<li>Henry Hub OI PCR fell to 0.83 from 0.84 compared to last week. Call OI rose by 5.4% WoW, while put OI increased by 4.8%.</li>
</ul>


US natural gas prices rose 6.6% for the week ending 13/Dec, driven by rising LNG exports, despite downward pressure from milder winter forecasts.
Henry Hub Put/Call volume ratio rose to 1.10 from 1.06 (06/Dec) the previous week as put volumes rose by 21.5% WoW, while call volumes increased by 16.5%. 
Henry Hub OI PCR fell to 0.83 from 0.84 compared to last week. Call OI rose by 5.4% WoW, while put OI increased by 4.8%.


[US Nat Gas Options Weekly 2024/50] Henry Hub Gains as LNG Exports Offset Soft Winter Outlook

Data-Driven Commodity Research, The Commodity Report

The Commodity Report

Data-Driven Commodity Research

A unique newsletter about commodities and macro analysis in a weekly format.

<ul><li>Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high.</li><li>Supply concerns continue to fuel the rally in a strongly backwardated futures market.</li><li>The drought that El Niño weather brought over to Brazil over the last summer continue to be persistent.</li></ul>

Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high.Supply concerns continue to fuel the rally in a strongly backwardated futures market.The drought that El Niño weather brought over to Brazil over the last summer continue to be persistent.

Historic Coffee Price Rally & WASDE Report Recap

Analysis of underlying commodity demand & supply

Commodities
Analysis of underlying commodity demand & supply

Helixtap China Report: 2025 A Challenging Year For China

The Chinese rubber market is navigating a complex landscape characterized by significant volatility and challenges. Despite the government's...

Helixtap

[ETP 2024/51] Fed’s Hawkish Tone Drags WTI Prices, Henry Hub Soars on Rising LNG Exports

US crude inventories fell, but gasoline stocks rose and natural gas inventories beat expectations. Major analysts lowered PTs on Exxon, SLB,...

Mint Finance

India's Tire Exports Surge Amid R&D, Manufacturing Boost

India's tire exports have witnessed a remarkable 11.7% year-on-year growth during the first half (April-September) of FY 2024-25, reaching INR...

Helixtap

[US Nat Gas Options Weekly 2024/50] Henry Hub Gains as LNG Exports Offset Soft Winter Outlook

US natural gas prices rose due to increased LNG exports despite milder winter forecasts, with Henry Hub Put/Call volume ratio and OI PCR showing...

Mint Finance

Historic Coffee Price Rally & WASDE Report Recap

Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...

The Commodity Report

Helixtap China Report: 2025 A Challenging Year For China

The Chinese rubber market is navigating a complex landscape characterized by significant volatility and challenges. Despite the government's...

Helixtap

[ETP 2024/51] Fed’s Hawkish Tone Drags WTI Prices, Henry Hub Soars on Rising LNG Exports

​US crude inventories fell, but gasoline stocks rose and natural gas inventories beat expectations. Major analysts lowered PTs on Exxon, SLB,...

Mint Finance

India's Tire Exports Surge Amid R&D, Manufacturing Boost

India's tire exports have witnessed a remarkable 11.7% year-on-year growth during the first half (April-September) of FY 2024-25, reaching INR...

Helixtap

[US Nat Gas Options Weekly 2024/50] Henry Hub Gains as LNG Exports Offset Soft Winter Outlook

​US natural gas prices rose due to increased LNG exports despite milder winter forecasts, with Henry Hub Put/Call volume ratio and OI PCR showing...

Mint Finance

Historic Coffee Price Rally & WASDE Report Recap

Historic Coffee Price Rally During the week Coffee Futures hit a new all-time high. Supply concerns continue to fuel the rally in a strongly...

The Commodity Report

US crude inventories fell, but gasoline stocks rose and natural gas inventories beat expectations. Major analysts lowered PTs on Exxon, SLB,...

US natural gas prices rose due to increased LNG exports despite milder winter forecasts, with Henry Hub Put/Call volume ratio and OI PCR showing...