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>   Moving Averages   As of 11 August 2023   Following the previous update, Helixtap SIR20, STR20 and AFR10 (CIF RTM/HH) were all assessed at the lowest prices Year-to-date (YTD) in early August 2023.</li><li>YTD lows for each grade were recorded at US$1,325/mt, US$1,315/mt and US$1,230/mt respectively.</li><li>Likewise, first position SICOM TSR20 (P1, immediate month) futures also recorded the lowest value YTD at US$1,277/mt.</li></ul>

   Moving Averages   As of 11 August 2023   Following the previous update, Helixtap SIR20, STR20 and AFR10 (CIF RTM/HH) were all assessed at the lowest prices Year-to-date (YTD) in early August 2023.YTD lows for each grade were recorded at US$1,325/mt, US$1,315/mt and US$1,230/mt respectively.Likewise, first position SICOM TSR20 (P1, immediate month) futures also recorded the lowest value YTD at US$1,277/mt.

Helixtap Price Signals Flash Update: YTD Lows In Prices, SICOM Indicates Slowing Downward Trend

<ul><li>Indian SR consumption up by 5.1% YoY in FY 2023  </li><li>Ratio of consumption between NR and SR at 64:36 in FY 2023  </li><li>Butadiene prices goes up to US$ 680/ton in August</li></ul>

Indian SR consumption up by 5.1% YoY in FY 2023  Ratio of consumption between NR and SR at 64:36 in FY 2023  Butadiene prices goes up to US$ 680/ton in August

Indian SR Consumption Goes Up In FY 2023; Production Down

<ul><li> RAOT masterplan aims boosting rubber export to worth US$ 22.83 billion by 2036   </li><li> Rubber industrial park to come up in Rayong province, part of the Eastern Economic Corridor   </li><li> RAOT keen on 50% of Thai plantations securing FSC sustainability certification  </li></ul>

 RAOT masterplan aims boosting rubber export to worth US$ 22.83 billion by 2036    Rubber industrial park to come up in Rayong province, part of the Eastern Economic Corridor    RAOT keen on 50% of Thai plantations securing FSC sustainability certification  

Thailand Sets Lofty Goals In Exports, Not To Miss Sustainability Goals Too

<ul><li>Nine smarter clones with climate resilience and disease tolerance to reach farmers soon</li><li>Productivity of rubber goes up from 250 to 2500 kg/ha/year in half century</li><li>NR import worth US$1411 million was avoided annually between 2016-17 and 2021-22</li></ul>

Nine smarter clones with climate resilience and disease tolerance to reach farmers soonProductivity of rubber goes up from 250 to 2500 kg/ha/year in half centuryNR import worth US$1411 million was avoided annually between 2016-17 and 2021-22

RRII Yields Tangible Results For The Indian Rubber Sector

<ul><li> YoY production in Q1 2023 registered a decline corresponding with physical and rubber futures price trends   </li><li> Consumption in Q1 2023 decreased for the first time since 2007 aside from years where economic crises occurred   </li><li> Seasonal analysis suggests supply exceeding demand in H2 yearly likely to result in poor price conditions in physical rubber   </li><li> Market oversupply drawn down by about 139,000 tons in Q1 2023 but higher than in the same period last year </li></ul>

 YoY production in Q1 2023 registered a decline corresponding with physical and rubber futures price trends    Consumption in Q1 2023 decreased for the first time since 2007 aside from years where economic crises occurred    Seasonal analysis suggests supply exceeding demand in H2 yearly likely to result in poor price conditions in physical rubber    Market oversupply drawn down by about 139,000 tons in Q1 2023 but higher than in the same period last year 

Helixtap Quarterly Production And Consumption Analysis: Consumption In Q1 2023 Decreased For The First Time Since 2007 Aside From Years Where Economic Crises Occurred

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)

Helixtap Price Signals Flash Update: YTD Lows In Prices, SICOM Indicates Slowing Downward Trend

Following the previous update, Helixtap SIR20, STR20 and AFR10 (CIF RTM/HH) were all assessed at the lowest prices Year-to-date (YTD) in early...

Helixtap

Indian SR Consumption Goes Up In FY 2023; Production Down

India's Synthetic Rubber production decreased by 3.6% in FY 2023 (April 2022-March 2023), while consumption increased by 5.1%, and imports were...

Helixtap

Thailand Sets Lofty Goals In Exports, Not To Miss Sustainability Goals Too

Thailand, the global leader in rubber production and exports, has turned ambitious on both fronts while asserting that it’s not dampened by the...

Helixtap

RRII Yields Tangible Results For The Indian Rubber Sector

The Rubber Research Institute of India (RRII) is making remarkable strides in the development of clones, which in turn contribute to tremendous...

Helixtap

Helixtap Quarterly Production And Consumption Analysis: Consumption In Q1 2023 Decreased For The First Time Since 2007 Aside From Years Where Economic Crises Occurred

Due to the nature of wintering across various regions, production exhibits a seasonal trend, producing less rubber in the first half of each year....

Helixtap

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