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>VRA forecasts Vietnamese rubber export value to be US$3.3-3.5 billion in 2024  </li><li>Vietnamese producers to benefit as global consumption projected to exceed supply  </li><li>Sailun to delay expansion of Vietnam plant to 2025</li></ul>

VRA forecasts Vietnamese rubber export value to be US$3.3-3.5 billion in 2024  Vietnamese producers to benefit as global consumption projected to exceed supply  Sailun to delay expansion of Vietnam plant to 2025

Vietnamese Rubber Sector Sits Pretty As Year 2024 Unfolds

<ul><li>ATMA says domestic manufacturing capabilities render imports unnecessary  </li><li>Indian annual production exceeds 200 million units across categories  </li><li>Indian tiremakers take one step closer to sustainability</li></ul>

ATMA says domestic manufacturing capabilities render imports unnecessary  Indian annual production exceeds 200 million units across categories  Indian tiremakers take one step closer to sustainability

ATMA Tells India Govt Not To Liberalize Tire Imports Through FTAs

<ul><li>Freight rates from Thailand to India spiked 75% compared to Q1  </li><li>Read sea crisis and bad weather in Asia key triggers   </li><li>Impact to continue until mid Q3  </li></ul>

Freight rates from Thailand to India spiked 75% compared to Q1  Read sea crisis and bad weather in Asia key triggers   Impact to continue until mid Q3  

Unexpected Container Shortage And Spike In Freight Plague Tire Makers

<ul><li>Ivory Coast still dominates imports, China in exports  </li><li>US duty hike gives Malaysian gloves edge over Chinese   </li><li>Malaysian glove-makers adhering to EUDR and ESG norms</li></ul>

Ivory Coast still dominates imports, China in exports  US duty hike gives Malaysian gloves edge over Chinese   Malaysian glove-makers adhering to EUDR and ESG norms

Malaysian Rubber Production Down, But Exports Up In March

<ul><li>Surprising resilience in prices of field latex prices pushing Thai processors in to negative margin despite end of wintering  </li><li>Mixed signals in moving averages, especially for AFR10 could mean some support and reliance on demand as well as differential between prime Asian grades for direction  </li><li>May 2024 differential for physical grades vs futures narrowest its been this year  </li><li>Very flat forward curve could indicate possible technical correction downwards for front months</li></ul>

Surprising resilience in prices of field latex prices pushing Thai processors in to negative margin despite end of wintering  Mixed signals in moving averages, especially for AFR10 could mean some support and reliance on demand as well as differential between prime Asian grades for direction  May 2024 differential for physical grades vs futures narrowest its been this year  Very flat forward curve could indicate possible technical correction downwards for front months

Price Signals May 2024: Surprising Resilience In Prices Of Field Latex Prices Pushing Thai Processors In To Negative Margin Despite End Of Wintering

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)

Vietnamese Rubber Sector Sits Pretty As Year 2024 Unfolds

The Vietnam rubber sector is basking in sunny days, with rubber prices surging alongside the global automobile and tire industries' recovery,...

Helixtap

ATMA Tells India Govt Not To Liberalize Tire Imports Through FTAs

The Automotive Tyre Manufacturers' Association (ATMA), the body that represents the top six tire makers in India, has informed the Indian...

Helixtap

Unexpected Container Shortage And Spike In Freight Plague Tire Makers

The crunch in shipping containers and congestion capacity is driving an abrupt surge in ocean freight rates, impacting Asian rubber buyers. In an...

Helixtap

Malaysian Rubber Production Down, But Exports Up In March

Malaysia's bid to increase production wasn't successful in March of this year either, amid substantial imports and a marginal export increase. On...

Helixtap

Price Signals May 2024: Surprising Resilience In Prices Of Field Latex Prices Pushing Thai Processors In To Negative Margin Despite End Of Wintering

Looking at different moving averages, differentials for various grades of rubber.

Helixtap

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