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>African oversupply could cap a rebound, more arbitrage movement   </li><li>Revival in Chinese demand would take longer   </li><li>Rubber might see repeat of early 2022 trend amid tension in Middle East </li></ul>

African oversupply could cap a rebound, more arbitrage movement   Revival in Chinese demand would take longer   Rubber might see repeat of early 2022 trend amid tension in Middle East 

Rubber Producer Margins Might Improve, But Supply Glut Could Dampen The Luster

CEO, Helixtap

Farah Miller

<ul><li>   Moving Averages   As of 6 October 2023   Since September, most physical rubber grades have traded sideways with a slight downward trend along with the SICOM TSR20 first position futures.</li><li>Among physical assessments, SIR20 and STR20 remain above the US$1,400/mt level.</li><li>AFR10 (implied FOB, IVC) was observed below US$1,300/mt over September 2023.      As of early October 2023, the respective grades and futures show the distance between the longer term moving averages (50 and 200 day) narrowing with these MAs showing a bullish cross for SICOM TSR20.</li></ul>

   Moving Averages   As of 6 October 2023   Since September, most physical rubber grades have traded sideways with a slight downward trend along with the SICOM TSR20 first position futures.Among physical assessments, SIR20 and STR20 remain above the US$1,400/mt level.AFR10 (implied FOB, IVC) was observed below US$1,300/mt over September 2023.      As of early October 2023, the respective grades and futures show the distance between the longer term moving averages (50 and 200 day) narrowing with these MAs showing a bullish cross for SICOM TSR20.

Helixtap Price Signals Flash Update: Spike In Thai Cup Lump Cost Limits Processors’ Ability To Compete With Other Grades

<ul><li>Climate change is a worry yet again for farmers  </li><li>Kerala’s production incentive scheme gets traction  </li><li>Rubber Board ED projects better prospects in 2024</li></ul>

Climate change is a worry yet again for farmers  Kerala’s production incentive scheme gets traction  Rubber Board ED projects better prospects in 2024

Unexpected Rains In September Halt Production; Prices Steady

<ul><li>Price remains the main factor between switching NR and SR, but it is superceded by specific technical constraints  </li><li>Different technical demands and EVs still favours NR  </li><li>NR suppliers with plantations are ahead, those with smallholder chains need to adapt  </li></ul>

Price remains the main factor between switching NR and SR, but it is superceded by specific technical constraints  Different technical demands and EVs still favours NR  NR suppliers with plantations are ahead, those with smallholder chains need to adapt  

How Much Scope Is There For Substitution Between Synthetic Rubber And Natural Rubber?

<ul><li>Indian tire makers leave no stone unturned in grabbing sustainability avenues   </li><li>Recycle, reuse and reduce carbon footprint turn key motto  </li><li>Apollo Tyres gives sports infrastructure a repurposed rubber push</li></ul>

Indian tire makers leave no stone unturned in grabbing sustainability avenues   Recycle, reuse and reduce carbon footprint turn key motto  Apollo Tyres gives sports infrastructure a repurposed rubber push

Bridgestone India, Apollo Tyres Stamp Fresh ‘Green’ Marks

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 Producer Margins Might Improve, But Supply Glut Could Dampen The Luster

A look at the current rubber physical market shows spot rubber prices hovering at the peak levels for 2023. However, with rubber production still...

Helixtap

Helixtap Price Signals Flash Update: Spike In Thai Cup Lump Cost Limits Processors’ Ability To Compete With Other Grades

Since September, most physical rubber grades have traded sideways with a slight downward trend along with the SICOM TSR20 first position futures....

Helixtap

Unexpected Rains In September Halt Production; Prices Steady

Neither giving fresh hopes to the producers nor disappointing the buyers, the Indian rubber sheet market prices kept steady for the past three...

Helixtap

How Much Scope Is There For Substitution Between Synthetic Rubber And Natural Rubber?

As tires are called on to deliver more performance and at a higher level and all at the same time, the tires; their materials and their assembly...

Helixtap

Bridgestone India, Apollo Tyres Stamp Fresh ‘Green’ Marks

Showcasing their commitment to environmental sustainability, two leading Indian tire manufacturers, Bridgestone India and Apollo Tyres, have taken...

Helixtap

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