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

<ul><li>Vietnam defaulted for around 450,000 mt  </li><li>18% of China’s tapping impacted   </li><li>SVR 10, FOB and TSR 20, CIF China price saw 23% rise since January</li></ul>

Vietnam defaulted for around 450,000 mt  18% of China’s tapping impacted   SVR 10, FOB and TSR 20, CIF China price saw 23% rise since January

Rubber Market Brace For Typhoon Impacts; Supply Disrupted Again

Rubber News Specialist, Helixtap

Vinod Nedumudy

Rubber News Specialist

<ul><li>62,000 tons of NR worth US$87 million exported in Q1 FY2025  </li><li>Climate fluctuations, labor shortage impede rubber production  </li><li>Indian NIRT gives a leg up to Myanmar producers, entrepreneurs</li></ul>

62,000 tons of NR worth US$87 million exported in Q1 FY2025  Climate fluctuations, labor shortage impede rubber production  Indian NIRT gives a leg up to Myanmar producers, entrepreneurs

Myanmar In Bid To Deliver Better NR Output This Fiscal

<ul><li>UK Trade Remedies Authority recommends raising lorry and bus tire duties  </li><li>ETRMA notes steep spike in low-cost tire imports from China to Europe  </li><li>Volkswagen mulling closing two plants in Germany under China impact</li></ul>

UK Trade Remedies Authority recommends raising lorry and bus tire duties  ETRMA notes steep spike in low-cost tire imports from China to Europe  Volkswagen mulling closing two plants in Germany under China impact

UK, EU Squirm As Chinese Tire Exports To The Continent Go Up

CEO, Helixtap

Farah Miller

<ul><li>Tire industry has started on a fundamental transition but could result in a transfer of market share away from the majors and towards tire makers based in Asia (outside of Japan).  </li><li>The traditional majors can no longer make enough profits by making and selling tires in rim sizes below 17- or 18-inches. The usual big companies view this as commoditized.  </li><li>Pirelli, Bridgestone and Michelin have each said explicitly that imports are flooding in to their home markets of Europe and North America, leaving less room for premium products.</li></ul>

Tire industry has started on a fundamental transition but could result in a transfer of market share away from the majors and towards tire makers based in Asia (outside of Japan).  The traditional majors can no longer make enough profits by making and selling tires in rim sizes below 17- or 18-inches. The usual big companies view this as commoditized.  Pirelli, Bridgestone and Michelin have each said explicitly that imports are flooding in to their home markets of Europe and North America, leaving less room for premium products.

Tire Industry Is Undergoing Fundamental Change

<ul><li>ZC Rubber’s new plants in Indonesia and Mexico apart from in Jiangsu  </li><li>Sailun’s new plants in Indonesia, Mexico; posts impressive H1 results  </li><li>Hubei Aulice new plant to come up in Tanzania</li></ul>

ZC Rubber’s new plants in Indonesia and Mexico apart from in Jiangsu  Sailun’s new plants in Indonesia, Mexico; posts impressive H1 results  Hubei Aulice new plant to come up in Tanzania

Chinese Tire Majors Stamp Footprints Across The Globe

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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SGX Rubber Future TSR20 (ORA COMDTY)

Rubber Market Brace For Typhoon Impacts; Supply Disrupted Again

The transition to La Nina and the associated shift in weather patterns have resulted in a fresh wave of disruption and volatility across the rubber...

Helixtap

Myanmar In Bid To Deliver Better NR Output This Fiscal

Myanmar's rubber sector continues to face a host of adverse factors, including weather fluctuations, labor shortages, political instability,...

Helixtap

UK, EU Squirm As Chinese Tire Exports To The Continent Go Up

Europe is writhing under the impact of Chinese exports to the continent, with UK Trade Remedies Authorities recommending to the UK Government...

Helixtap

Tire Industry Is Undergoing Fundamental Change

Crystal balls have been cloudy for some time, but now they have gone completely opaque. Nothing in the tire industry is certain any more, except...

Helixtap

Chinese Tire Majors Stamp Footprints Across The Globe

Buoyed by the rise in sales by around 25% year on year last year, the Chinese tire majors have set out on an expansionary mode this year by adding...

Helixtap

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