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>Softer raw material prices continue to drive profits   </li><li>Global market still not positive; all domestic segments robust  </li><li>Boosting operation efficiency and product premiumisation also help tire majors</li></ul>

Softer raw material prices continue to drive profits   Global market still not positive; all domestic segments robust  Boosting operation efficiency and product premiumisation also help tire majors

Indian Tire Majors Continue Dream Run In September 2023 Quarter Too

<ul><li> Automakers still currently heavy reliant on resources in specific geographies   </li><li> Automakers might prefer to pass on costs, however to remain competitive may launch cheaper EV models   </li><li> Malaysia’s protectionist policies for its local cars have resulted in expensive, low-quality cars, low export levels and small production runs – all of which have hampered local automakers’ ability to compete internationally. This should be something automakers will be wary about </li></ul>

 Automakers still currently heavy reliant on resources in specific geographies    Automakers might prefer to pass on costs, however to remain competitive may launch cheaper EV models    Malaysia’s protectionist policies for its local cars have resulted in expensive, low-quality cars, low export levels and small production runs – all of which have hampered local automakers’ ability to compete internationally. This should be something automakers will be wary about 

Rising Protectionism In Europe Could Damage Long Term Growth In The Auto Sector (Part 2)

<ul><li>Moving average analysis suggest physical prices are likely to continue on the upward trend  </li><li>Physical grades return to a differential premium over the SICOM futures  </li><li>Demand for physical grades may be weak due to prices being relatively more expensive when converted into consumer currencies</li></ul>

Moving average analysis suggest physical prices are likely to continue on the upward trend  Physical grades return to a differential premium over the SICOM futures  Demand for physical grades may be weak due to prices being relatively more expensive when converted into consumer currencies

Helixtap Price Signals Flash Update: Physical Prices At Highest Level YTD, Regaining Premium Over SICOM TSR20 Futures

<ul><li>September scripts best production, but farmers not happy with prices</li><li>EUDR perceived to discriminate against smallholders</li><li>Tire exports catching up; focus on domestic NR consumption</li></ul>

September scripts best production, but farmers not happy with pricesEUDR perceived to discriminate against smallholdersTire exports catching up; focus on domestic NR consumption

Cambodia Chugs On In Rubber Production Despite Price Slump

<ul><li>Kerala enters peak production season; climate now conducive  </li><li>North Indian festival season is over, purchases may be impacted  </li><li>More industries coming up in the Northeast giving fillip to rubber sector</li></ul>

Kerala enters peak production season; climate now conducive  North Indian festival season is over, purchases may be impacted  More industries coming up in the Northeast giving fillip to rubber sector

Indian Rubber Prices More Or Less Steady, Production Peaking

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)

Indian Tire Majors Continue Dream Run In September 2023 Quarter Too

Indian tire majors continued their sterling performance in Q2 of FY 2023-2024 (July-Sept) on the strength of softer raw material costs and healthy...

Helixtap

Rising Protectionism In Europe Could Damage Long Term Growth In The Auto Sector (Part 2)

With macroeconomic headwinds and geopolitical tensions on the rise globally, there has been a concurrent surge in protectionist policies resulting...

Helixtap

Helixtap Price Signals Flash Update: Physical Prices At Highest Level YTD, Regaining Premium Over SICOM TSR20 Futures

Following the previous update in end-October, there has been no change in moving average trends for both physical grades and the SICOM futures....

Helixtap

Cambodia Chugs On In Rubber Production Despite Price Slump

Cambodian rubber production continues the upsurge despite global headwinds eroding returns from the commodity, making it a tough battle for the...

Helixtap

Indian Rubber Prices More Or Less Steady, Production Peaking

Indian rubber prices have not been swayed by volatility over the past month, remaining in a close range of INR 151-155/kg (US$ 1.81-1.86) due to...

Helixtap

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