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>Fall of 12.8% YoY in earnings from dry rubber exports to US$228.5 million in seven months  </li><li>Rubber worth US$ 34 million exported from Cambodia in July 2023  </li><li>Two tire more companies evince interest in starting factories in Cambodia</li></ul>

Fall of 12.8% YoY in earnings from dry rubber exports to US$228.5 million in seven months  Rubber worth US$ 34 million exported from Cambodia in July 2023  Two tire more companies evince interest in starting factories in Cambodia

Cambodia Logs Decline In Earnings In First Seven Months Of 2023

Head of Content, Data & Research, Helixtap

Arusha Das

Head of Content, Data & Research

<ul><li>African producers take the sharpest hit on margin in August 2023 compared to 2022  </li><li>Indonesian producers struggling with negative margins for consecutive 20 months  </li><li>Forex volatility impacts Thailand producers’ margins</li></ul>

African producers take the sharpest hit on margin in August 2023 compared to 2022  Indonesian producers struggling with negative margins for consecutive 20 months  Forex volatility impacts Thailand producers’ margins

Narrow Margins Are Back, But Will Producers Slow Their Output?

<ul><li>   Moving Averages   As of 31 August 2023   In the past weeks since 21 August 2023, Helixtap SIR20, STR20 and AFR10 and the SICOM TSR20 futures have recorded a trend of rising prices.</li><li>These prices have since increased by US$40/mt, US$60/mt, US$105/mt and US$80/mt from their respective YTD lows.      With recent trends, a short term reversal in the downward price trend is likely.</li><li>Among the grades, moving averages for the SICOM TSR20 (P1) futures are close, indicating that a 20/50 MA cross is imminent.</li></ul>

   Moving Averages   As of 31 August 2023   In the past weeks since 21 August 2023, Helixtap SIR20, STR20 and AFR10 and the SICOM TSR20 futures have recorded a trend of rising prices.These prices have since increased by US$40/mt, US$60/mt, US$105/mt and US$80/mt from their respective YTD lows.      With recent trends, a short term reversal in the downward price trend is likely.Among the grades, moving averages for the SICOM TSR20 (P1) futures are close, indicating that a 20/50 MA cross is imminent.

Helixtap Price Signals Flash Update: Prices Rebound Slower Than SICOM, Returning To Differential Discount Levels

<ul><li>Exports in H1-2023 declines by 12.93% YoY to US$ 449.8 million  </li><li>Over-exploitation of rubber plants by smallholders impacting the sector  </li><li>Drop in yield and production since 2019</li></ul>

Exports in H1-2023 declines by 12.93% YoY to US$ 449.8 million  Over-exploitation of rubber plants by smallholders impacting the sector  Drop in yield and production since 2019

Sri Lanka Still Struggling, Hinges Recovery On Global Markets’ Revival

<ul><li>Imports from US, EU, Singapore to attract ADD till review is over next year  </li><li>ADD originally imposed on August 20, 2018, on petition by two Chinese firms  </li><li>Chinese firms say surplus amount dumped into the country</li></ul>

Imports from US, EU, Singapore to attract ADD till review is over next year  ADD originally imposed on August 20, 2018, on petition by two Chinese firms  Chinese firms say surplus amount dumped into the country

China ADD Extension Hots Up Halogenated Butyl Rubber Market

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)

Cambodia Logs Decline In Earnings In First Seven Months Of 2023

The dip in global rubber values arising from the shocks caused by the Russo-Ukraine war, the Sino-Taiwan conflict, the rising interest rates...

Helixtap

Narrow Margins Are Back, But Will Producers Slow Their Output?

2023 has been a tumultuous year for the rubber market. Early this year, prices surged over 3% -4 % and possibly bottomed out this August, settling...

Helixtap

Helixtap Price Signals Flash Update: Prices Rebound Slower Than SICOM, Returning To Differential Discount Levels

In the past weeks since 21 August 2023, Helixtap SIR20, STR20 and AFR10 and the SICOM TSR20 futures have recorded a trend of rising prices. These...

Helixtap

Sri Lanka Still Struggling, Hinges Recovery On Global Markets’ Revival

Subdued demand in major global markets continues to cast its dark shadows over the export of rubber and rubber-finished products from Sri Lanka in...

Helixtap

China ADD Extension Hots Up Halogenated Butyl Rubber Market

Retaining the import of halogenated butyl rubber into the country expensive, China has decided to continue with the anti-dumping duty (ADD) on the...

Helixtap

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